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 Fund

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 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 any 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
Achieve maximum tax benefits by working with JCF professionals to develop your charitable giving plan. Then watch your invested funds grow tax-free in the JCF investment pool of your choice.
Donors recommend grants through our online system. JCF handles all the details - recordkeeping, payments, and reporting.

Endowment Fund

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 may be established with a minimum of $10,000.

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.

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 based on the individual investor and type of contribution.

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
Establish scholarships and awards
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