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A strategic approach to your philanthropy

When creating your charitable giving plan, a donor-advised fund (DAF) is a compelling option to consider. A DAF is a charitable giving vehicle that is easy to establish, simple to use, cost-effective, and tax-efficient.

DAFs offer several advantages, from unique tax benefits to increased flexibility and strategic opportunities for your philanthropy. When you set up a DAF with J.P. Morgan Private Bank, you decide where to donate, while we take care of the rest. You can:

  • Create a lasting philanthropic legacy
  • Receive immediate tax deductions for contributions to your DAF
  • Eliminate capital gains tax on long-term appreciated asset contributions
  • Invest donated assets for potential tax-free growth
Understand the benefits of a DAF

DAFs are different from other philanthropic strategies (such as private foundations), and offer a number of key benefits:

Seamless account opening

Our team can quickly set up your DAF account at little to no cost, and with a minimum initial contribution of $10,000.

Donate over time

With a DAF, you can contribute without having to decide immediately where that donation will go. This allows an income tax deduction right away, while letting you give when you’re ready.

Diversify a concentrated portfolio

Our team can help you contribute appreciated, publicly traded stock to a DAF to reduce your concentrated position and put the proceeds towards charity.

Illiquid and complex assets

Unlock all assets on your balance sheet for philanthropic impact. In addition to cash and publicly-traded securities, you can also consider donating non-marketable assets (e.g., privately held stock or hedge fund interests).

Ready to invest in services? Find the right strategy with J.P. Morgan Advisor today.

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Choosing the right donor-advised
fund with J.P. Morgan

 

Not all DAFs are the same. Consider these questions when selecting a DAF to suit your current and future needs:

J.P. Morgan’s Charitable Giving Fund is a donor-advised fund program administered by National Philanthropic Trust, a public charity and the largest independent sponsoring organization of donor-advised funds.

 

Impact at a Glance (2023)

 

  • Supported over 15,000 individual charities
  • Donated to charities in 25 countries
  • 25%+ increase in year-over-year grant value


Source: Information for the J.P. Morgan Charitable Giving Fund as of December 31, 2023. National Philanthropic Trust

Private foundations and donor-advised funds

Our advisors can help you determine whether a DAF can complement your foundation as part of your giving strategy. A DAF allows your private foundation to donate to nonprofits whose work falls outside of the foundation’s mission statement, donate to non-U.S. charities and more. If you’re seeking to simplify your giving strategy, J.P. Morgan can help you transition your private foundation to a donor-advised fund account. You and your family will retain the ability to be advisors through a simple process.

Defining and Sharing Your Philanthropic Legacy


Join Kate McAdams, Senior Philanthropy Advisor of The Philanthropy Centre, J.P. Morgan Private Bank, and Jenna Mulhall-Brereton, Chief Philanthropy Officer, National Philanthropic Trust, as they explore how to articulate and share your philanthropic mission and values in this part of our Guide to Giving series.

Key topics include:

  • Narrowing your focus through a mission statement
  • Involving the next generation and loved ones in your philanthropic journey
  • Documenting your philanthropic intent for future impact
Read more

Identifying and Evaluating Effective Nonprofits


Join Jamie Hackleman, U.S. Team Lead of The Philanthropy Centre, J.P. Morgan Private Bank, and Michael Thatcher, President and CEO, Charity Navigator, as they delve into the intricacies of effective charitable giving in this part of our Guide to Giving series.

Key topics include:

  • Finding your philanthropic focus
  • Narrowing down the vast array of charities
  • Leveraging tools to assess nonprofits
  • Staying connected to the organizations you support
Read more

We’re committed to offering our clients a flexible donor-advised fund solution which allows them to implement impactful giving strategies.

Thomas Brilli, Donor-Advised Funds at J.P. Morgan Private Bank

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Important Information

Sustainable investing (“SI”) and investment approaches that incorporate environmental social and governance (“ESG”) objectives may include additional risks. SI strategies, including ESG SMAs, mutual funds and ETFs, may limit the types and number of investment opportunities and, as a result, could underperform other strategies that do not have an ESG or sustainable focus. Certain strategies focused on particular sectors may be more concentrated in particular industries that share common factors and can be subject to similar business risks and regulatory burdens. Investing on the basis of sustainability/ESG criteria can involve qualitative and subjective analysis and there can be no assurance that the methodology utilized, or determinations made, by the investment manager will align with the beliefs or values of the investor. Investment managers can have different approaches to ESG or sustainable investing and can offer strategies that differ from the strategies offered by other investment managers with respect to the same theme or topic. ESG or sustainable investing is not a uniformly defined concept and scores or ratings may vary across data providers that use similar or different screens based on their process for evaluating ESG characteristics. Additionally, when evaluating investments, an investment manager is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the manager to incorrectly assess an investment’s ESG/ SI performance.

J.P. Morgan takes a global approach to sustainable investing and the solutions offered through our sustainable investing platform meet our internally defined criteria for a sustainable investment. The evolving nature of sustainable finance regulations and the development of jurisdiction-specific legislation setting out the regulatory criteria for a “sustainable investment” or “ESG” investment mean that there is likely to be a degree of divergence as to the regulatory meaning of such terms. This is already the case in the European Union where, for example, under the Sustainable Finance Disclosure Regulation (EU) (2019/2088) certain criteria must be satisfied in order for a product to be classified as a “sustainable investment”. Any references to “sustainable investing”, “SI” or “ESG” in this material are intended as references to our internally defined criteria only and not to any jurisdiction-specific regulatory definition.

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products. 

 

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

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