Donor Advised Funds: The Gift That Keeps on Giving
By Lisa Apfelberg and Sandy Dochen
It’s September, a time for inward reflection during the High Holy Days. It’s also a time to reflect on the calendar year, what’s been accomplished and what can still get done before the end of the year. Many start to think about personal finances as the year is drawing to a close. If people are fortunate, they make sure they’re “giving back” in a way that feels right to them.
Some years are better than others, financially. That’s how the business cycle works. Certainly, the stock market this year hasn’t been one for the record books. And, yet…
Rain or shine, financially, many maintain a focused priority on philanthropy, from annual pledges to Shalom Austin to other priorities that help non-profit organizations in the community. When planning end of year philanthropic decisions, a vehicle like the Shalom Austin Jewish Foundation can help moderate the ups and downs of financial markets and this comes in the form of a donor advised fund (DAF).
A DAF is a tool that enables one’s management of giving all in one place, like a personal philanthropic account that can be opened with a minimum of $5,000. A DAF allows the fundholder to make a charitable contribution to that fund upfront, receive the associated tax benefits immediately, and then make grants from the fund to one’s favorite non-profit organizations when the timing is right.
One common example of how someone would utilize the benefits of a DAF is when they need to manage a large sum of money they recently gained. While they know they want to donate some of the money, they don’t want to do so all at once. A DAF enables them to donate the money into an account that is used year-round to make charitable contributions.
“People can allocate any amount over $100 at any time to their favorite non-profit over many years,” said Amy Hyman, senior development director at Shalom Austin. “And with their philanthropic account, they get to determine the amount and timing of their gifts to non-profit organizations.”
Other benefits of this type of asset management include pre-tax deductions, and the account is managed professionally through a mix of growth and income funds. “I love that I get to keep up with my donations much more easily and conveniently now that I have a Shalom Austin Jewish Foundation DAF,” said Joel Granoff, fundholder and new foundation committee member. “My funds are safe, access to managing my account is secure and every gift I make, to any organization, benefits our community-building work at Shalom Austin!”
To learn more about donor advised funds, contact Shalom Austin Senior Development Director Amy Hyman at (512) 735-8078 or amy.hyman@shalomaustin.org.
Current Donor Advised Fund Holders Include:
Anne Alexander & David Kessler Family Fund
Arthur and Barbara Altman Philanthropic Fund
Lisa Apfelberg and Eric Greisdorf Family Fund
Baker/Rapoport Fund
Brittman Family Fund
Jill Bowser and Sylvia Chao Fund
Alan and Holly Cohen Family Fund
Beth & Erik Cohen Family Fund
CMC Foundation Fund (Liz & Michael Solka)
Nicole and Iser Cukierman Family Fund
Robin & Marty Davis Family Fund
Dochen Family Fund
Einhorn Lieberman DF Fun Fund
Finkelman Family Fund
J. Steven and Amy B. Fintel Fund
David and Pamela Frager Family Fund
Sandra and Buddy Freed Family Fund
Freedman Family Fund
Edward & Cindy Fudman Family Fund
Failla Hoffman Family Fund
Friedel Family Fund
Goldblatt Fund
Candy & David Goldstein Family Fund
Goodman Family Fund
Joel Granoff Family Fund
Valerie Granoff Family Fund
Don Grefe & Janice Pierce Charitable Fund
Gremont Family Foundation Fund
Happy Life Fund (Marci Dell)
Lauren and Seth Halpern Fund
Angie and Brad Harrison Family Fund
Amy Hyman & Gerry Reyelts Family Fund
Justice, Justice You Shall Pursue
Andrea and Walter Kalmans Family Fund
Kaufman Family Charitable Fund
Dealey/Kentor Family Fund
Kerman Charitable Foundation
KJD Charitable Fund
Lynn and Lenny Krasnow Family Fund
Rochelle & Dan Kraus Family Fund
Fabianna and Ron Laby Fund
Ladd Family Charitable Fund
Lain Family Fund
Leon & Laraine Lasdon Family Fund
Leone Lain Philanthropic Fund
Lengsfield Family Fund
Sigrid Levi-Baum and Michael Baum Family Fund
Jessica & Joel Levine Family Fund
Cynthia and Sanford Levinson Fund
Lori and Joshua Levy Family Fund
Melanie Carol Lewis Fund
Phil and Adam Loewy Fund
LSKT Fund
Marcus-Hill Family Fund
Arlene & Lawrence Maze Family Fund
Jill & Paul May Family Fund
Frances and Adam Meltzer Family Fund
Steven and Lauren Meyers Family Fund
Meyou Fund (Carole & Kerry Price)
F.A. & Maury Midlo Fund
Miller Family Fund
MMR Fund
Wade & Sally Monroe Family Fund
MOSHANA Family Fund
Lindsay and Jordan Neuren Family Fund
Marcia Nieder and Ira Leichtman Family Fund
Jeff and Val Newberg Family Fund
Keri Pearlson Charitable Fund
Elana and Andy Priesman Family Fund
Charles & Diane Radin Fund
Resnik Family Fund
Rachel & Alexander Robinson Family Fund
Marianne and Martin Rochelle Fund
Elyse and Rick Rosenberg Family Fund
Adam Sadovsky, Realtor Charitable Fund
Salmanson Family Fund Sansom Family Fund
Jeri & Paul Saper Family Fund
Schocket Family Fund
Lisa and Will Shapiro Family Fund
Karen Siegel & Ted Toth Family Fund
Marcia and Barry Silverberg Fund
Solka Family Fund
Joe & Fai Lee Steinberg
Susswein Family Fund
*Julie Van Keer Family Fund
Mark and Sharyn Vane Family Fund
Liz and Todd Waldman Family Fund
Stuart and Elisabeth Wallock Fund
The Terry and Steve Fund
Torah U-Mada Fund
Webberman Family Fund
Winer Charitable Fund
Susan E. Zane Family Fund
Keith and Linda Zimmerman Philanthropic Fund
Zimmerman/Scott Family Fund
Anonymous (2)
As of 8/15/22
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