4 simple steps to establish a JCF donor-advised fund
- Read the Policies and Procedures booklet.
- Fax or mail your Donor Application. (For a corporate fund, click here)
- Make an initial contribution of at least $5,000.
- Review the investment performance chart and complete a
Fund Investment Recommendation form.
Initial contribution: $5,000
Minimum grant amount: $ 100 ($36 online*)
Additional contributions: any amount
What's Next?
Once we accept your irrevocable contribution, we will send you a letter of acknowledgment for your tax records. Publicly traded securities are promptly sold and the proceeds (less brokerage fees) are credited to your fund.
Within 5 business days, you will receive a welcome kit with the information you need to begin using your fund.
*$36 grants may be recommended online to charities that do not require research.