Our Agencies Jewish Foundation

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 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., Director of Development and Strategy, at (937) 401-1542.

Enriching your community can be an everlasting achievement – Continue to impact the world through an endowment with the Jewish Foundation of Greater Dayton. By creating an endowment fund with us, you can create a perpetual gift to fund the programs you love. Our Foundation uses only the interest generated from an endowment fund, so you can feel confident about leaving a permanent gift. When leaving your legacy, you may choose to establish a restricted fund or an unrestricted fund. 

Restricted Fund 

Simply put, a restricted fund says, “I am passionate about a specific part of the Federation, its agencies, or another Jewish philanthropic endeavor, and I want to support it now and forever.” If you are interested in one of the following, a restricted fund may be an option for you: 

• Supporting Annual Campaign 
• Supporting an agency (Jewish Federation of Greater Dayton, Jewish Community Center, Jewish Family Services) 
• Supporting a specific program or event 
• Supporting your synagogue, temple, or religious organization 

Unrestricted Fund 

Donors like you care about ensuring the future of Jewish Dayton. With our experienced staff, you can trust your fund will be used for the betterment of the community, whatever the need may be at the time. With an unrestricted fund, your endowment will help provide for various Federation programs and agencies, based on where the need is greatest. 

How to Establish Your Fund 

Below are a few ways you can start (or add to) your fund: 

• Cash or appreciated assets 

• Charitable bequest in a Will or Trust 

• Designate the Jewish Federation of Greater Dayton as a beneficiary of your IRA or pension plan 

• Name the Jewish Federation of Greater Dayton as a beneficiary of your life insurance policy 

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., Director of Development and Strategy, at (937) 401-1542. 

LIFE & LEGACY is a program of the Harold Grinspoon Foundation (HGF) that assists communities across North America, through partnerships with Jewish Federations and Foundations, to promote after-lifetime giving to benefit Jewish organizations 

Through training, support and monetary incentives, LIFE & LEGACY motivates Jewish organizations to secure legacy gifts, steward donors and integrate legacy giving into the philanthropic culture of the Jewish community. 

We would like to sincerely thank each and every LIFE & LEGACY donor who has made a legacy commitment. As a community, we received over 400 Letters of Intent. These letters represent the true depth of caring and generosity in our community. Thank you for your support. 

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., Director of Development and Strategy, at (937) 401-1542.