Existing Fund Holders

If you have an existing endowment or donor advised fund or you are an authorized advisor on an Organization Fund held at the Jewish Community Foundation of the West, you have the ability to log on to a secure donor portal providing you with specific information regarding your fund. If you have not received a secure email with log in information please contact the foundation.

Opening and Contributing to Your Fund

You can use almost any kind of asset to start your fund and add to your fund. The Foundation accepts cash, publicly traded securities, closely held or private stock, interests in limited partnerships, real estate, life insurance and private foundation assets. Tax deductions are earned and acknowledged at the time of your gift. Gifts of appreciated assets provide you or your estate with additional tax benefits.

Naming Your Fund

Most funds are named for the donor, the donor's family or as a memorial to a loved one. All grants are made in the name of the fund. You can also remain anonymous by selecting a fund name that reflects your charitable giving.

Cost of Creating and Maintaining Your Fund

There are no costs to establish funds. While transferring certain types of assets may involve some legal costs, under certain circumstances the Foundation may even assume these costs. All funds are charged an annualized management fee (see Account Management Policy) by the JCFW. No additional costs for contributions, distributions, or transfers are charged.