4 simple steps to establish your JCF Charitable Fund:
- Read the Policies and Procedures booklet and review our fees.
- Fill out the online application.
- 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*)
*$36 grants may be recommended online to charities already in our database that do not require additional research.
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 4 business days, you will receive a welcome kit with the information you need to begin using your fund. The kit contains your personal log-in information, educational material, and JCF staff contact information.