Types of Funds – Donor Advised Funds & Charitable Giving | JCF Montreal

1. GETTING STARTED (514) 345-6414 CONTACT US LOGIN TO ADVISOR PORTAL FR SMART PHILANTHROPY WHO WE ARE OUR IMPACT CENTRE FOR PHILANTHROPIC LEARNING FOR PROFESSIONALS GRANTS AND SCHOLARSHIPS Search... TYPES OF FUNDS Your giving goals will determine the type of fund that suits you best, both now and in the future. Read on to learn more about the fund types we o?er at the JCF. Still have questions? We’re Here for You

2. DONOR ADVISED FUND (DAF) YOUR VERY OWN HUB FOR FLEXIBLE AND EASY GIVING A DAF is your centralized space for all things giving – donated by you, managed by us. It is a bank account for philanthropy. Your charitable fund can be held in cash or invested in our diversi?ed pooled fund to grow your giving potential. We also assist in the management of family foundations, while helping alleviate the administrative workload. Depending on the amount, other investment options may be available. Get Started BENEFITS OF A DAF AT THE JCF Learn More About Our DAF Receive a charitable tax receipt after donating Grow your funds – and therefore your impact – tax- free Grant from your account with ease – by phone, email or via our Fund Advisor Portal Fund your account from a wide variety of assets Check your balance and contribution history anytime Centralize all tax receipts in one location

3. DAF FREQUENTLY ASKED QUESTIONS WHAT IS A DONOR ADVISED FUND (DAF)? HOW DOES A DONOR ADVISED FUND WORK? I’VE SET UP MY FUND, HOW DO I RECOMMEND A GRANT? WHY CHOOSE TO HAVE A DONOR ADVISED FUND? WHAT NAMING RESTRICTIONS ARE THERE FOR NAMING MY DAF? HOW WILL THE ASSETS BE INVESTED IN MY DAF? HOW CAN I INVOLVE MY CHILDREN? Read More About The A To Zs Of DAFs

4. ENDOWMENT FUNDS THE GIFT THAT KEEPS ON GIVING Create a legacy by establishing an endowment fund in your family’s name or preserving the memory of a loved one. The capital will be invested, and an annual allocation will be paid out to the charities of your choice in perpetuity. *The funds are invested such that an overall allocation of approximately 5% is distributed to the charity. The balance of investment income remains in the fund so that the capital grows to keep up with in?ation. DESIGNATED FUNDS UNDESIGNATED FUNDS B’NAI TZEDEK FUNDS SCHOLARSHIP FUNDS

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