- > Consolidate all giving in one account
- > All administrative details and record-keeping handled for you
- > Use a single receipt to manage all charitable tax deductions
- > Easily manage all account activities online
- > Receive an immediate tax deduction with each contribution
- > Invest the balance and the proceeds grow tax-free
- > Avoid capital gains tax when donating securities and other long-term assets
- > Avoid estate taxes on contributed assets
- > Avoid Alternative Minimum Tax, if applicable
- > Deduct full fair market value on taxes
- > Bunch contributions for an easy tax planning strategy
- > Select investment options to suit risk preference
- > Recommend grants when convenient, now or at a later date
- > No minimum payouts or giving deadlines required
- > Make changes without attorneys or CPAs
- > Choose to be recognized or anonymous with each grant
- > Complement other giving options
- > Engage multiple generations in giving decisions
- > Craft a succession plan designating your heirs, or your favorite charities, or a combination of both
- > Designate Donor-Advised Fund as a beneficiary of your IRA, avoiding estate and income taxes for heirs
*Like all investments, growth is based on market performance and the Jewish Federation of Cincinnati cannot guarantee rate of return.