A designated fund with the Dallas Jewish Community Foundation helps ensure that funds are available for your designated cause or organization on an ongoing basis or in a time of need. Similar to a Donor Advised Fund, a Designated Fund allows you to recommend distributions to your designated cause at specified intervals or when needs arise. The fund can be established in your name or in the name of the designated organization or cause.
Contributions to the fund are made through the Foundation and are tax deductible and may be made at any time with cash, marketable securities or other appreciated property. The Foundation offers several investment options. You may recommend how the assets are invested or choose to follow the recommendations of the Foundation’s highly qualified and experienced Investment Committee.
May be established with cash or securities
Allows you to recommend grants to a designated cause or organization
Offers considerable tax advantages
Assets invested according to your recommendations