img
0 Items

Donor Advised Funds/Philanthropic Funds


Giving during your lifetime can be as simple as making a phone call. Through a Jewish Foundation of Greater Dayton Donor Advised Fund, you can easily fulfill your philanthropic goals and guide your giving, all from one account. As a fund holder, you decide how much to put into your fund. You decide when to make gifts. You decide what qualified 501(c)(3) organizations you would like to support. We take care of the rest.

Each request is handled by our knowledgeable staff with the efficiency and accuracy of a larger Foundation while maintaining the personal care and touch of a smaller Foundation. And because grants may be recommended to any qualified 501(c)(3) organization (not just Jewish organizations), we can help manage all of your charitable giving, no matter your passion. The Jewish Foundation of Greater Dayton Board & Investment Committee meet quarterly to review our funds with independent investment consultants, who work continuously to ensure our investments provide the best return possible.

Currently, we rank in the top 10% when compared to the performance of roughly 200 other endowment funds and foundations of similar size. In addition to helping to make the world a better place, donor advised funds can help in financial and tax planning. We recommend speaking with your financial or legal advisor for more details. We would be honored to speak with you about the Jewish Foundation of Greater Dayton and options available to help you meet your philanthropic goals. If you would like more information, please contact Janese R. Sweeny, Esq., Foundation Director, at (937) 401-1542.

Did you know?

You can plan for your philanthropic future by designating successors for your Donor Advised Fund. It’s a simple process and is open to all donors who hold a Donor Advised Fund at the Jewish Foundation of Greater Dayton. To obtain a form, click here or contact Janese R. Sweeny at jsweeny@jfgd.net or 937-401-1542.

“We were inspired to open a donor advised fund with the Jewish Foundation of Greater Dayton because we wanted to create a vehicle for our charitable giving, plus help the Jewish Federation of Greater Dayton. We have confidence in the Foundation’s financial management and investment discipline, which has allowed the Foundation to outperform most other foundations. In addition, our requests for charitable distributions from the fund have always been honored in a timely manner.”

– Bob & Vicky Heuman

Recent Posts

Jewish Observer

Oct. 7 one-year memorial

Rabbis recited prayers and Psalms, leaders of Jewish community organizations lit memorial candles, and “victory before peace” emerged as a rallying cry at the Jewish Federation’s program to mark one year to the day since the Oct. 7, 2023 Hamas massacre. From the podium of the multipurpose room at the The post Oct. 7 one-year memorial appeared first on The Dayton Jewish Observer. [...]

Stories to connect generations — and one another

Story and Photos by Talia Doninger, Special to The Dayton Jewish Observer Local Native Americans visited children with Beth Abraham Synagogue’s religious school Oct. 13 to share the art of their traditional storytelling. The Conservative congregation’s new religious school director, Elyssa Wortzman, organized the program to explore how Native Americans The post Stories to connect generations — and one another appeared first on The Dayton Jewish Observer. [...]

Air Force Jr. ROTC cadets help clean headstones at Beth Jacob Cemetery

By Marshall Weiss, The Dayton Jewish Observer Who do you call when you need volunteers to help clean headstones at a cemetery that dates to 1875? In Beth Jacob Congregation’s case, they called on the Air Force Junior ROTC at Tecumseh High School in New Carlisle. Nine cadets teamed up The post Air Force Jr. ROTC cadets help clean headstones at Beth Jacob Cemetery appeared first on The Dayton Jewish Observer. [...]

Pin It on Pinterest