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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

Israeli tech companies leverage UD’s MBA program for U.S. market studies

By Marshall Weiss, The Dayton Jewish Observer Two Israeli tech companies looking to expand their reach in the United States turned to students with the University of Dayton’s MBA capstone program for comprehensive market studies this year. The studies, for Lehavot and Gevasol, marked the first time UD’s MBA capstone The post Israeli tech companies leverage UD’s MBA program for U.S. market studies appeared first on The Dayton Jewish Observer. [...]

Book digs into lost local history

Stories of Jewish Dayton recovers long-buried episodes of life in the Miami Valley By Marshall Weiss, The Dayton Jewish Observer On July 12, The History Press published my second book, Stories of Jewish Dayton. It’s a thank-you to the Jewish community of my adoptive home. Stories of Jewish Dayton honors The post Book digs into lost local history appeared first on The Dayton Jewish Observer. [...]

Jewish Federation CEO Cathy Gardner announced July 7 that Marc Jacob has been hired as senior director of the Jewish Community Center. Jacob previously served as director of Dayton’s JCC from 2006 to 2008, where he began working as teen and day camp director in 2001. A native of London, The post Marc Jacob returns to lead JCC appeared first on The Dayton Jewish Observer. [...]

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