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
Jewish Observer
By Marshall Weiss, The Dayton Jewish Observer For an hour on March 19, four Israelis shared their stories with members of Dayton’s Jewish community and allies about how each survived the Oct. 7 Hamas massacre. Halfway through the program, moderated by Jewish Federation President-Elect Dan Sweeny, Eitan Frankl of Kibbutz The post For Israeli survivors of Oct. 7, speaking tour becomes form of therapy appeared first on The Dayton Jewish Observer. [...]
Documentary celebrates lost world more marvelous than Mrs. Maisel ever knew By Dan Pine, J. The resorts are gone now, either demolished or rotting in the humid air of upstate New York. But for nearly a century, the Catskill Mountains served as a lush playground for America’s upwardly mobile Jews. The post The Catskills opens JCC Film Fest May 30 appeared first on The Dayton Jewish Observer. [...]
By Rabbi Haviva Horvitz, Temple Beth Sholom, Middletown Approximately one month prior to the deadline for this article, my husband, Ely David Spiegel, passed away of pancreatic cancer. In an effort to bring me comfort, a number of well-meaning friends tried to reassure me that “God only gives us what The post God is always by my side appeared first on The Dayton Jewish Observer. [...]