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FJC Establishing a Designated Fund Account Content

DFA programs

 DFA Menu Options:

 How Do I Establish a Designated Fund Account?

First, determine if your account qualifies as an Individual DFA or Collective DFA by reading the descriptions on How Do FJC Designated Fund Accounts Work? 

 Individual DFA
Individual or Family Supporting One Organization

Step 1. Review the Individual/Family DFA Letter Agreement, Application and Summary of Procedures for Designated Fund Accounts. Complete and return the Letter Agreement and Application to FJC via fax, e-mail or postal mail.

Click here to view a list of Investment Options.

Step 2. Contribute a minimum $10,000 inital gift. Contributions can be made in the form of cash, via credit card, appreciated securities (including mutual funds) or other property, held for at least one year or other FJC pre-approved forms of property.

Step 3. To list Additional or Successor Authorized Signatories on the account at the time it is established, complete and return the Program Options Form.  This form can also be completed or updated at any time after the account has been opened.

Step 4. FJC will confirm the eligibility of the specified organization and mail the Authorized Signatories a Welcome Kit, which includes everything needed in order to begin using the account and how to access the secure FJC DonorWeb.

 Collective DFA
Groups Collecting Funds to Support One Organization

Step 1. Review the Collective DFA Letter Agreement, Application and Summary of Procedures for Designate Fund Accounts. Complete and return the Letter Agreement and Application to FJC via fax, e-mail or postal mail.

Click here to view a list of Investment Options.

Step 2. FJC will confirm the eligibility of the specified organization and mail the Authorized Signatories a Welcome Kit which includes everything needed in order to begin using the account, including the contribution instructions to provide to donors, and how to access the secure FJC DonorWeb.

Step 3. To list Additional or Successor Authorized Signatories on the account at the time it is established, complete and return the Program Options Form.  This form can also be completed or updated at any time after the account has been opened.

Step 4. Start soliciting contributions for the account. You are now ready to let your family, friends, co-workers, foundations, and others know about the account so they can contribute and help raise money to support the specified organization.

If you have any questions, or need additional information, please feel free to contact our office at 888-GIVE-FJC or 212-714-0001 or via e-mail at FJC@FJC.org.