Donor-Advised Funds

Take a personal approach to charitable giving

Connect your philanthropy with your passions and support the charitable causes about which you care most.

What is a Donor-Advised Fund (DAF)?

A Donor Advised Fund (DAF) is a philanthropic vehicle that allows you to support virtually any IRS-qualified 501(c)3 public charity.

Contributions to a JEWISHcolorado DAF are immediately tax-deductible, allowing you to maximize your tax benefits through gifts of appreciated stock or non-publicly traded assets. While you decide which charities to support, you can recommend how you would like your assets invested. And your DAF grows tax-free, making even more money available for charitable giving.

When you’re ready to support your favorite charity, you simply logon to JEWISHcolorado’s online donor portal and make grant recommendations. Your giving history and receipts are tracked for you, simplifying your record-keeping and serving as as a roadmap to your philanthropic legacy.

Advantages of a Donor-Advised Fund

  • One-Stop Shop You can use your DAF funds for all charitable giving in Colorado, nationally, Israel, and overseas, Jewish and secular.
  • Cost-Effectiveness A DAF is less expensive to create and operate than a private foundation.
  • Extend Your Impact While your DAF is held at JEWISHcolorado, you can select from various investment sleeves, including with or without socially responsible and Israel investment options.

Why choose a JEWISHcolorado DAF?

JEWISHcolorado can assist you with nonprofit research, gift agreements, family philanthropy meetings, site visits, legacy planning, and more. And our Philanthropy Team provides you with both personal attention and insight into Jewish communities here and abroad.

JEWISHcolorado has a uniquely robust investment platform, offering donors a broad range of investment choices that match their personal charitable objectives. Our flexible investment options allow you to capitalize on market growth and invest consistent with your values and giving goals.

JEWISHcolorado’s online platform DonorSphere give you quick, easy access to your DAF 24 hours a day, 7 days a week, all year round.

JEWISHcolorado employs fiduciary best practices, ensuring that each DAF is invested in a transparent and cost-effective way.

JEWISHcolorado’s administrative fees are competitive with those charged by other foundations, and your DAF fees do double duty, supporting our work in Colorado, Israel, and around the world.

Open a Fund

With a minimum tax-deductible gift of $10,000, you can open a Donor-Advised Fund and begin recommending grants starting as low as $100. Once your DAF is open, you receive immediate tax benefits and can begin supporting the nonprofits of your choice.

You may gift cash, appreciated stocks and bonds, real estate, and more. Our Philanthroy Team will work with you to determine which of your assets qualify for your DAF. 

Sample Agreement

Contact Steven Baker, Senior Director of Philanthropy, for more information.

“Our father, Walter Goldberg z”l, was incredibly generous and always taught us the importance of philanthropy. He created DAFs for each of us at JEWISHcolorado, and we are honored to continue his philanthropic legacy by using those DAFs to support programs that are near and dear to our hearts.”

—Anne (Goldberg) Wernimont & Mel Wernimont, Julie Goldberg, and David Goldberg

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