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

Temple Beth Or celebrates 40 years

‘We were all young, we all grew up together’ By Marshall Weiss, The Dayton Jewish Observer “Oh, I remember it vividly,” Rabbi Judy Chessin says of Temple Beth Or’s first Friday night Shabbat service, Jan. 25, 1985. In the worst snowstorm of that winter, more than 100 people came out The post Temple Beth Or celebrates 40 years appeared first on The Dayton Jewish Observer. [...]

Jewish Cemeteries project gets big boost with $450K matching gift

By Marshall Weiss, The Dayton Jewish Observer Thanks to an anonymous donor’s matching gift of $450,000, the Jewish Cemeteries of Greater Dayton project has the potential to raise $900,000 over the next two and a half years. With the $3 million Jewish Cemeteries has already raised, that would easily put The post Jewish Cemeteries project gets big boost with $450K matching gift appeared first on The Dayton Jewish Observer. [...]

How young Jews navigate Jew hatred

By Talia Doninger, Special to The Dayton Jewish Observer Samantha A. Vinokor-Meinrath never intended to become an expert on antisemitism. “I wish we were talking about anything else,” she tells The Observer. “I wish for all of us that antisemitism would be the realm of historians and not of contemporary The post How young Jews navigate Jew hatred appeared first on The Dayton Jewish Observer. [...]

Pin It on Pinterest