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