Donor Journey

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How We Help Donors

The Foundation recognizes that every person is unique when it comes to their charitable giving. That’s why we offer customized services for wherever you stand in your philanthropic pursuits. So whether you’re wondering how to get started, want to open a fund, wish to explore your charitable passions, or plan your legacy for when you’re gone, our experts can guide you in the giving process and help you make the most of your charitable giving.

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Get Started

Get Started

Explore If A Charitable Fund Is Right for You

We appreciate the unique circumstances of each potential new donor. Whatever your financial circumstances and goals, our experts will guide you in the nuances of charitable giving and the best path for you. 

Our Development Officers are well-versed in:

Think Ahead

Think Ahead

Explore Investment Options

Foundation donors may participate in several investment options, including the innovative Jlens, a values-based pooled investment vehicle of U.S. equities that uses Jewish values to evaluate companies and engage in long-term investor advocacy. For those who do not want to be exposed to any market risk, your funds will be invested in The Foundation’s Cash Pool consisting of cash and short-term government-backed securities. 

Choose the option that best suits your goals and potentially grow your charitable fund so you can give more and pass your philanthropy onto the next generation*. 

*There are market risks inherent in mutual fund investments. The investment return and principal value of the Strategic Return Fund and other mutual fund investments will fluctuate. There can be no assurance against the risk of loss. 

Personalize Your Philanthropy

Personalize Your Philanthropy

Develop Giving Strategies

There are many options and approaches for designing a meaningful and impactful giving plan. Our experts at the Center for Designed Philanthropy offer customized services for our donors, including:

  • Brainstorming an overall giving strategy 
  • Identifying nonprofits in a given sector or location
  • Researching and vetting specific nonprofits 
  • Arranging  site visits and meetings with nonprofit leadership 
  • Making connections to like-minded funders
  • Facilitating family meetings about philanthropy and helping engage the next generation

We also offer educational events to keep donors informed about the latest giving trends and strategies.

Giving Made Easy

Giving Made Easy

Recommend Grants & Start Giving

You’ve planned and you’ve strategized, now what? Time to make a difference! Recommend grants from your fund to your favorite nonprofits through our easy-to-use online giving portal, Donor Services Online. Simply input basic information about the recipient and the amount of your grant, and we’ll send the check. Don't worry about keeping detailed records for tax purposes, either. Our system will keep track of all your grantmaking made from your fund for you.

Leaving a Legacy

Leaving a Legacy

Involve Your Loved Ones

Whether you want to include your loved ones in your giving now or later, our experts can discuss your options and the nuances of involving others in your philanthropic journey. Some legacy options include:

  • Creating a succession plan for your fund from a robust menu of options The Foundation offers.
  • Opening an Endowment fund.
  • Creating a tribute fund in honor of a special person or event, where you can raise money from your community for an important cause in memory or honor of your loved one. 

Read more about our legacy services or contact our Development Team to explore a plan on engaging your loved ones in your giving.

Enjoy Giving

More than anything, we want you to be able to focus on what really matters most: giving to causes you believe in and making an impact. Whatever path you choose, we’re here to help you become the best philanthropist you can be. Contact us today to get started.

Interested in exploring more?

Contact us at 323.761.8704 or fill out the form below.

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