How to set up and link your Donor-Advised Fund
A Donor-Advised Fund (DAF) is a charitable giving vehicle that is easily established, simple to use, cost-effective and tax-efficient.
Reach out to your J.P. Morgan team or visit our Donor-Advised Fund page to learn how a DAF can support your charitable giving goals.
You can also link your DAF to J.P. Morgan OnlineSM, so that you can access it by signing in through JPMorganOnline.com. This makes it even easier to support the causes that matter most to you.
Here’s how to get started:
- Contact your J.P. Morgan team to help you set up a new and/or link your existing Donor-Advised Fund
- Once your DAF is linked, sign in to JPMorganOnline.com
- From the “Accounts overview” screen, scroll down to “Charitable accounts”
- Select the account you would like to access (or select “Go to GivingPoint”, depending on account type) to be signed into GivingPoint, our donor portal
Feature availability - and the steps to access features - may vary based on profile or account type, client segment, device and/or eligibility requirements.
