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Designated Fund Application

Step 1 of 4

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  • This field is for validation purposes and should be left unchanged.
  • Designated Charitable Organization

    A designated fund is for the sole benefit of a 501(c)(3) public charity. All assets in the designated fund may only be granted to the charitable orgnization listed below.
  • The organization has the privilege of naming the fund.
  • AUTHORIZED PARTIES

    The organization must authorize individuals who will act on its behalf to obtain fund information, recommend grants to the designated charity, and make investment recommendations. Two Authorized Parties must be board members/officers and one must be a member of the organization’s senior staff. Additional Authorized Parties may include organization’s senior staff, board members, accountant, attorney or any other person to obtain information about the fund. The organization may add or remove Authorized Parties at any time by submitting a Corporate Resolution.
  • Name 1

  • MM slash DD slash YYYY
    Date of Birth is required for security purposes
  • Name 2

  • MM slash DD slash YYYY
    Date of Birth is required for security purposes
  • Name 3

  • MM slash DD slash YYYY
    Date of Birth is required for security purposes
  • Name 4

  • MM slash DD slash YYYY
    Date of Birth is required for security purposes
  • If you would like more than four Authorized Parties, please call Michelle Lebowits at 212-752-8277.
  • INITIAL CONTRIBUTION

  • Two officers of the organization must sign below on behalf of the designated organization.
  • Please type your name
  • Please type your name

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  • For Advisors
  • Client Login
  • Contact Us
  • Get Started
    • What is a Donor Advised Fund?
    • Tax Benefits of Donor Advised Funds
    • Advantages of a JCF Donor Advised Fund
    • How to Set up a Donor Advised Fund
    • Grantmaking
    • Ways to Contribute to JCF
    • Donor Advised Fund Investment Options
    • Open a Fund
  • Why JCF?
    • The JCF Difference
    • Where You See Our Impact
    • Legacy Planning and Charitable Giving
    • Jewish Impact Investments
    • Private Client Services
    • JCF for Advisors
  • Resources & Guidelines
    • FAQs
    • JCF Giving Resources
    • Fee Calculator
    • Philanthropic Resources
    • Policies & Procedures
    • Comparing a DAF to a Private Foundation
  • About Us
    • Our History
    • Board of Trustees
    • Leadership & Staff
    • Annual Reports & 990s
  • Blog
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