Give Through Your Donor-Advised Fund

DAF accounts provide several ways for you to donate:

• One time gift – recommend a grant from your DAF to JED 
• Monthly or quarterly grant – set up a recurring grant from your DAF to JED
• Name JED as the beneficiary of your DAF
• DAF grants may also be eligible for a matching gift from your employer

DAF accounts are held at financial institutions or community foundations. These agencies invest the money held in DAF accounts, so the value grows (tax-free). Examples include:

• Commercial Organizations – Fidelity Charitable, Schwab Charitable, Vanguard Charitable
• National Organizations – National Philanthropic Trust, American Endowment Foundation
• Community Foundations – Local, religious-based, etc.

• Easy to establish and use
• Low or no minimum dollar amount required to begin
• You control when you want to grant funds to a nonprofit
• Contributions to your DAF are tax deductible and earnings are tax exempt
• Liquidate non-cash assets into your DAF (ex: stock, life insurance, fine art, real estate), depending on your DAF holding agency’s policies

Step 1

Seek advice from your financial or legal adviser to determine if a DAF is right for you and understand the relevant guidelines for tax benefits. They can advise you on what DAF holding agency may align with your goals or help you open a DAF account.

Step 2

Once your DAF is funded and you are ready to make a grant, contact your DAF administrator to request a grant be made to The Jed Foundation (federal tax ID number 13-4131139) under your name and mail to:

The Jed Foundation
Attn: Development Department
PO Box 412945
Boston, MA 02241

Or try our DAF giving tool! JED has partnered with FreeWill to make it easy to provide a grant from your donor-advised fund.

Give from your DAF

Step 3

Let our team know that you have initiated a DAF gift to JED. It is possible that your plan administrator will not share your information with us, and we want to make sure to thank you and ensure that your gift is used as intended.

Step 4

Once JED receives the DAF gift through your DAF administrator, you will receive a confirmation acknowledgment.

Contact our team at development@jedfoundation.org or 212-647-7544.

Please note: This information is not tax or legal advice. Please consult with your legal and financial advisers to learn how a DAF would work in your circumstances.