Planned Giving

Come Change Lives with Us

Our supporters are people with passion – for serving others and strengthening our community. We are committed to helping you bring that passion to life. By including Jewish Family Service of San Diego in your legacy plans, you will enable us to broaden and deepen our commitment to meeting people where they are and providing services that uplift and empower.

Learn More
Text Resize
Print This
Email This
Calculate Plan
Contact Us
View Video
Outdoor image of a businesswoman in front of an office building
Make a Gift From My DAF

Search DAF organization:

Visit DAF Website
Mail a DAF Gift Letter

Donor Advised Fund

Let us Help

  • Use the "Make a Gift From My DAF" tool located on this page to contact your fund provider to request a grant.
  • Speak with someone today about how support through your DAF can help create a stronger and healthier community where everyone can thrive.

Plan for the Future

  • Continue your support of Jewish Family Service of San Diego by naming us as a partial or full beneficiary of what remains in your DAF after your lifetime.
  • Leave a portion or the balance to your family to continue your philanthropic legacy.

What is a Donor Advised Fund?

A Donor Advised Funds (DAF) is an investment account that is set up for the purpose of supporting the causes you care about most, like Jewish Family Service of San Diego. You can create a DAF with cash, stocks, mutual funds, or other assets and receive an immediate tax deduction. The organization you choose to manage the DAF will invest it on your behalf and the contributions grow tax-free. Once your DAF has been established, you may support qualifying 501(c)(3) nonprofits through grant recommendations.

Flowchart: Donor transfers stock or cash to a donor advised fund and the donor advised fund makes charitable distributions.

Benefits of Creating a Donor Advised Fund

  • Create a lasting legacy.
  • Enjoy immediate tax benefits and support the organizations you care about with meaningful and strategic giving over time.
  • Set up recurring grants; annually, quarterly, etc.
  • Inspire future generations though family involvement in charitable decisions.

Three Types of Donor Advised Fund Organizations

  • Community Foundations: independent organizations created by and for the people in local areas, such as the Jewish Community Foundation and the San Diego Foundation.
  • Single-Issue: includes institutions such as universities, hospitals, and faith-based organizations that create DAF programs around a certain identity, faith, or cause.
  • National: financial custodians such as Fidelity and Schwab.

Contact us

If you have any questions about donor advised funds, please contact us.

Thank You

Your message has been sent.