For Donors
 

WEDDING FUNDS

You can establish a wedding fund at the Foundation for your guests to contribute to in lieu of gifts. You can then grant to the charities of your choice at a time that is most convenient.

 

The Foundation acknowledges each guest’s contribution and provides you with donation reports. You gain access to the full range of the Foundation’s philanthropic services including setting up site visits for family members and facilitation of discussions on community needs.

 

 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 wedding funds by contacting Charlene Seidle, vice president, philanthropy, or fill out form and the Foundation will contact you.

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