Community Foundation of New Jersey

Giving Options | Consulting and Management Options | Foundation Giving Services | An Invitation

Donor Advised Fund Option

Create tax advantages and open a whole new set of charitable options by establishing a Donor Advised Fund with us. Use a Donor Advised Fund to complement an existing private foundation and gain access to all of our donor services. Plus leverage a number of other benefits, including:

Excise Tax Planning. Contribute additional qualifying distributions to a Donor Advised Fund, and reduce excise taxes on realized gains and earned investment income.

5% Payout Solution. Gain flexibility in your grant-making plans by making your 5% IRS payout requirement to a Donor Advised Fund.

Keep Grant-Making Private. Information about private foundations is readily available for public inspection. Use a Donor Advised Fund to anonymously achieve a charitable goal.

Conversion Option

Give your family's philanthropy the gift of time by converting your private foundation to a Donor Advised Fund. We will take care of the time-consuming administration and legal responsibilities while you enjoy all the flexibility of a private foundation, access to a suite of donor services and the added benefits of:

Reduced Costs. Tap into expert resources that streamline investing, grant-making, accounting, and tax filings over hundreds of family philanthropies for economies of scale.

Greater Tax Benefits. Receive greater tax incentives on future gifts, such as fair market value deduction of closely held stock contributions and higher AGI deductibility thresholds for cash and publicly traded security gifts.

More Giving Time. Enjoy the time you save by focusing on your philanthropy and making a difference in the organizations, issues, and communities that are personally most important to you and your family.