Jefferson Community Foundation

DONOR ADVISED FUNDS

Donor advised funds allow you to be actively involved in the granting process. Through an agreement with Jefferson  Community Foundation, a donor’s contribution establishes a fund named by the donor. The Fund is managed and administered by Jefferson Community Foundation, but the donor may be the fund advisor and advise JCF about preferences regarding grant recipients and gift amounts. Distributions are made in the fund’s name and the donor receives regular financial statements. As the fund is considered part of Jefferson Community Foundation’s holdings, it receives the maximum tax benefits and the donor is not responsible for the tax filings.

About Your Donor Advised Fund (PDF)

Donor Advised Fund Agreement (PDF)

About Your Donor Advised Endowment Fund (PDF)

Donor Advised Fund Agreement (PDF)

Donor Advised Fund Grant Recommendation Form May 2013(PDF)

Fund Matrix (PDF)

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