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FJC Establishing Donor Advised Fund Content

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 How Do I Establish a Donor Advised Fund?

 Step 1. Review all Documents

Review the Donor Advised Fund Letter Agreement, Application and Summary of Procedures. 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 $5,000 gift

Contributions can be made in the form of cash, credit card, appreciated securities (including mutual funds) or other FJC pre-approved forms of property.To benefit from a fair market value deduction, securities must be held for at least one year.

 Step 3. Additional or Successor Recommenders

If you would like to list Additional or Successor Recommenders on your 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 mail you a Welcome Kit

The Welcome Kit includes everything you need to start using your account and how to access the FJC DonorWeb.


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