A donor advised fund is a simple and tax-efficient way to manage your philanthropy, allowing you to recommend grants to charities on your own timeline. When you establish a donor advised fund, you can continue your legacy of giving by naming your children or grandchildren as grant recommenders or by creating a legacy gift from your fund. With an Associated donor advised fund, you always have a trusted partner in your philanthropy.
Here’s how you can easily make grant recommendations through your donor advised fund.
Click this link to access DonorSphere, our online grant making portal. If you need assistance, contact Amy Blow at ablow@associated.org or 410-369-9339.
Print out, complete and sign the grant recommendation form. Scan it and send it as email attachment to grant@associated.org.
Print out, complete and sign the grant recommendation form.
Grants Administrator
The Associated: Jewish Federation of Baltimore
101 West Mount Royal Avenue | Baltimore, MD 21201
Need help? Do you prefer using DocuSign? Contact Lauren Klein at lklein@associated.org or call 410-369-9278.
Click here to see Funding Opportunities for current fund holders.
Do you want your charitable giving to be simple and trouble-free?
Are you interested in involving the next generation in your family’s philanthropy?
A Donor Advised Fund (DAF) is a charitable giving vehicle created by an individual or family with an initial gift of $10,000 or more. It offers an immediate tax benefit and allows you to make grants over time to nonprofit organizations of your choosing. Donor advised funds can be a sensible alternative to private foundations, providing flexible giving strategies with minimal overhead for you as a donor.
You can continue your legacy of giving by naming your children or grandchildren as your successor to recommend grants to charitable organizations. You can also create a lasting legacy by naming The Associated as the beneficiary of your DAF.
– You make an initial, irrevocable gift of cash, appreciated stock or other assets of $10,000 or more to establish the fund.
– The assets in your donor advised fund are invested in one of our investment options.
– You recommend grants be made to your favorite 501(c)(3) charities, provided that the use of the grant does not conflict with the mission of The Associated.
– Obtain a charitable income tax deduction in the year of your gift.
– Facilitate your charitable giving with ease.
– Receive support from The Associated’s professional staff to develop a philanthropic plan that reflects your values and ensures your legacy.
– Continue your legacy of giving by naming your children as grant recommenders from your fund or creating a legacy gift from your fund.
Contact Jackie Yahr at jyahr@associated.org or 410-369-9248 for more information
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