locate an office

offices near you

office near you

A strategic approach to your philanthropy

When developing your charitable giving plan, a donor-advised fund (DAF) is a compelling strategy to consider. A DAF is a charitable giving vehicle that is easily established, simple to use, cost-effective and tax-efficient.

DAFs offer multiple advantages that range from unique tax benefits to ways to be more nimble and strategic with your philanthropy. You can:

  • Establish an enduring philanthropic legacy
  • Receive immediate tax deductions for contributions to your DAF
  • Eliminate capital gains tax on contributions of appreciated assets held long term
  • Invest donated assets so they may grow tax-free

When you set up a donor-advised fund with J.P. Morgan Private Bank, you choose where the charitable donations go, while we handle everything else.

Understand the benefits of a DAF

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

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

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:

What are the DAF’s investment options?


 

These can vary widely, with some organizations offering few, and others providing a broad array.

How flexible is the choice of charitable recipients?

 

Gain an understanding of how charities are determined to be qualified by the sponsoring organization and how easily another charity may be added. Possible recipients, and the process for adding charities, can vary among DAFs.

Does the sponsoring organization accept “unique or illiquid” assets?

 

Not all DAFs will accept the assets that a donor might seek to give, such as appreciated stock or real estate.

Does the DAF make grants directly to international charities? 

 

If you want to give to an international charity, there are tax and reporting implications, among others.

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 (2021)

 

  • Supported nearly 12,000 individual charities
  • Donated to charities in 25 different countries
  • 60% increase in year-over-year grant value


Source: Information for the J.P. Morgan Charitable Giving Fund as of December 31, 2021. 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.

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

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you. 

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Select your country of residence

Enter valid street address

> or < are not allowed

Only 150 characters allowed

Enter your city

> or < are not allowed

Only 35 characters allowed

Select your state

> or < are not allowed

Enter your ZIP code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Enter your postal code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Enter your phone number

Please enter a valid phone number

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

Checkbox is not selected

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.

© $$YEAR JPMorgan Chase & Co. All rights reserved.

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

 

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 key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

Equal Housing Lender Icon