Jewish Community Foundation - San Diego

Your parents, grandparents, family and friends can establish a bar or bat mitzvah fund for you to mark the occasion of your special milestone.

Bar or bat mitzvah funds allow you to be an effective giver by providing tools to be strategic in your decision making. You serve as the advisor of the bar or bat mitzvah fund, which operates with all the benefits of a donor advised fund.

 Steps to Establish a Donor Advised Fund

• Start your fund by signing a simple agreement which can be completed in minutes.
• Transfer assets of $1,800 or more. 
• Receive an immediate charitable tax deduction for the full fair market value of assets you transfer. For appreciated assets, you may eliminate capital gains tax.

Once the Fund is Established

• Make additional contributions of any amount at any time, with full tax advantages.
• Recommend how the assets are invested so your fund grows tax free, giving you more to give to the community.
• Recommend grants to your favorite organizations in areas such as health and human services, the arts, and education, in the Jewish and general community all over the world.
• Access your Fund online, conduct transactions, and view giving opportunities using the Foundation’s secure Donor Central online Fund portal.
• Let the Foundation take care of all administrative responsibilities and consult with the staff for personal advice about community needs, areas of interest, and a range of philanthropic services.
• Participate in the Foundation’s Philanthropy Connections series of educational programs and network with other funders.
• Pass on to your children the ability to recommend grants from the Fund now and after your lifetime.
• Use the Fund to create a legacy for the community.

Learn more about bar or bat mitzvah funds by contacting Charlene Seidle, vice president, philanthropy, or fill out form and the Foundation will contact you.