Individuals & Families

Making a lasting difference by building your legacy with JCF

Making a difference today. Leaving a legacy for tomorrow.

Because your passion, dreams, and legacy are our priority, we make it easy for you to give your way, now and in the future.

Donor Advised Funds

A Donor Advised Fund (DAF) is a personal charitable account that makes giving easy, impactful, and convenient year after year. Not only does it simplify the way you make gifts, giving through a DAF at JCF underscores the partnership of the Jewish community with the entire Southern Arizona community and beyond.

DAFs may be established with a minimum of $5,000* and donors may receive an immediate tax benefit when contributing cash, securities, or other assets.

Funds can be added at any time and donors determine when distributions should be made to qualifying 501(c)(3) nonprofit organization in the Jewish or broader local, regional, or national community.

*Donor Advised Fund Match Program: Ask us about this program in which a donor can receive an additional $1,000 to invest when they contribute $4,000 or more to establish their first Donor Advised Fund (or one for a child or grandchild). Some restrictions apply.

Why Choose a DAF?

Choose a Donor Advised Fund (DAF) to effortlessly amplify your philanthropic impact, gaining flexibility, simplicity, and a strategic approach to fulfilling your charitable goals.

Philanthropic Strategy
JCF donor education and philanthropic consulting help you make decisions about how to direct your giving and make the biggest impact.
Tax Benefits
Realize potential tax and financial benefits and maximize your philanthropic impact through prospective tax-free investment growth.
Donors recommend grants through our online system. JCF handles all the details - recordkeeping, payments, and reporting.

Endowment Funds

Create an Endowment Fund in your name or honor a special cause or person by establishing a fund to ensure that the organizations and causes you care about are supported and sustained for the future. 

An Endowment Fund makes distributions each year based on the instructions you provide when you establish the fund. Contributions may be made during your lifetime or through your estate. The principal is invested, and the percentage of annual Fund distributions is determined by the Board of Trustees.

An Endowment Fund may be established with a minimum of $10,000 during or after your lifetime.

Why Choose an Endowment Fund?

An Endowment Fund is the most common way to implement your plan and is typically established through a gift from your estate. There may be tax benefits that can be achieved during your lifetime or for your estate. We are happy to work with your professional advisors as you develop your plan. 

Philanthropic Vision
JCF professionals work with you to direct distributions to the organizations/causes that mean most to you. JCF ensures that your philanthropic wishes are carried out long into the future.
Long Term Strategy
Endowment Funds are pooled and invested in a well-diversified portfolio for long term growth. Annual distributions are made at a rate that provides stability and growth.
Tax Benefits
Significant benefits may be realized. JCF will work with your professional advisors to guide you toward the best customized tax strategies.

Endowment Fund Impact

Creating a Legacy Plan can be a great way to share your values, passions, and hopes for the future with your family.

Support your favorite charitable organizations and causes
Honor people who are important to you
Share your values, passions and hopes for the future with your family

Open a fund with JCF

We look forward to partnering with you to make your philanthropic vision a reality.
Brenda Landau
Director of Legacy Development