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Donor Advised Funds

JEWISHcolorado offers you the opportunity to connect your philanthropy with your passions.
We are happy to offer Donor Advised Funds (DAF ) which allow you to support qualified
non-profit organizations that you care about most—both Jewish and non-Jewish.

WHAT’S HAPPENING
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March 28 @ 2:00 pm - 3:00 pm
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A Donor Advised Fund (DAF) is a philanthropic investment vehicle that is part of JEWISHcolorado’s overall Endowment and Planned Giving function. DAFs creates a broad base of financial support for the Jewish community as well as the general community. They offer a simple and economical means for benefiting the community and encouraging family philanthropy.

What are the Benefits?

JEWISHcolorado charges a fee that is competitive with those charged by other charitable foundations. 100% of the fees charged by JEWISHcolorado stay in the Jewish community—no other charitable fund administrator in Colorado can say that.

JEWISHcolorado also brings to your attention new philanthropic opportunities that may be of interest in Colorado, Israel and around the Jewish world.

State-of-the-art Investment Platform

Opening a DAF through JEWISHcolorado can help you involve your children (and your children’s children) in your philanthropic legacy.

A DAF affords you significant tax benefits by offering you the flexibility of depositing a lump sum of money into your fund and then recommending charitable distributions over time.

How Do I Get Started?

A DAF can be funded by donating either cash or appreciated assets, including stock, real estate, or other material goods.

Once you have made the minimum $10,000+ deposit to establish your DAF at JEWISHcolorado, subsequent deposits can be made in a way that best meets your needs.

What are the Administrative Fees?

JEWISHcolorado Donor Advised Funds offer very competitive administrative fees which cover the expenses of operating a Donor Advised Fund account, including online and phone support, grants administration, account statements and communications.

To cover the costs associated with these services, we assess an account administrative fee on a quarterly basis that is automatically reflected in the account.

How are the Administrative Fees Calculated?

Average Daily Value
* Up to $500,000
* $500,000-$1,000,000
* $1,000,000 or above
Annualized Administrative Fees
.75%
.50%
.25%

How Do Donor Advised Funds Compare to Private Foundations?

COMPARISONS PRIVATE FOUNDATION DONOR ADVISED FUND
TAX-EXEMPT STATUS
Must apply for tax-exempt status from
the IRS
Shares the public charity tax-exempt status of JEWISHcolorado
START-UP COST
Similar to corporate start-up requiring substantial legal, accounting and operational startup costs
No cost to donor
CHARITABLE DEDUCTIONS-CASH GIFTS
AND APPRECIATED STOCK
Tax deduction is limited to 30% of adjusted gross income
Tax deduction of up to 50% of adjusted income
DONOR CONTROL
Donor retains complete control over investments and grant-making, subject to IRS requirements
Donor makes grant recommendations—to protect tax deductibility, final oversight rests with JEWISHcolorado
PUBLIC DISCLOSURE
Annual tax returns and filings must be open for public inspection
No required public disclosure; anonymity available
PAY-OUT REQUIREMENTS
Must pay out annually for charitable
purposes at least 5% of its asset value
None
ANNUAL TAX FILINGS
Required
Not required (included as part of JEWISHcolorado’s annual reporting)

For more information about our Donor Advised Funds, contact Dirk Bird,
Executive Director of Major and Planned Gifts at 303.316.6448 or dbird@JEWISHcolorado.org.