ESTABLISH A FUND Three Simple Steps. A donor-advised fund is established by: Completing a donor application. Making an irrevocable and unconditional contribution of at least $5,000 using cash, publicly traded securities or mutual fund shares. Advising how you would like the assets in your fund invested.

SET UP THE FUND.
You may name yourself and one other person to be the Donors on your fund. As a Donor, you enjoy the privilege of naming your fund, recommending grants, advising how you would like the assets in your fund invested, and recommending a succession plan. If one Donor dies, the remaining Donor retains all rights to recommend grant distributions and asset allocations, as well as to name successor recommenders to the fund. Each Donor is required to read the Policies and Procedures booklet and sign the donor application in order to begin using the fund. Donors must indicate on the application whether they wish to act independently or jointly.

NAME THE FUND.
You are requested to choose a name for your fund on your donor application, although you may change the name of the fund at any time. Funds are typically named for the person establishing the fund, for their families or in memory of loved ones. The list of fund names in our Annual Report will give you an idea of the way that others have named their funds at JCF.

AUTHORIZE INTERESTED PARTIES.
You may authorize individuals to obtain confidential information about your fund. If you wish, you may also authorize individuals to sign grant recommendations or investment recommendations on your behalf. All authorizations must be submitted in writing and acknowledged by JCF.

GET STARTED.
Once we receive and accept your initial contribution, we will send you a letter of acknowledgment for your tax records. Publicly traded securities are promptly sold by the Jewish Communal Fund and the net proceeds added to your fund. Within approximately 5 business days, you will receive a welcome kit providing you with the information you will need to begin recommending grants from your fund.

MINIMUM BALANCE.
Although an initial gift of $5,000 (lower for certain kinds of funds) is required before you can begin using your donor-advised fund, you are not required to maintain a minimum balance of $5,000 in your fund. A member of our staff will contact you when the balance in your fund approaches the minimum grant amount to ask whether you plan to continue using the fund or wish to retire it.

DEVELOP A SUCCESSION PLAN.
Your donor-advised fund may be used to establish a legacy of giving that will last for generations. You may nominate individuals to succeed you as advisors on the fund, or you may recommend grants go to charities after your death, or you may request a combination of both. Your proposed succession plan must be submitted in writing and approved by JCF during your lifetime. You may not establish a succession plan through your will.