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Donor-Advised Funds

Donor-advised funds are an essential element of advanced wealth planning, offering solutions that may help you do more than streamline your charitable giving. For individuals and families, a DAF can be a powerful tool to integrate philanthropy with your broader financial and estate plans, providing immediate tax benefits, flexibility, and lasting impact.

At J.P. Morgan Private Bank, our advisors partner with you to design personalized DAF strategies that align with your values and long-term objectives—helping you support the causes you care about, involve family members in giving, and create a legacy of generosity. With deep experience and a nuanced understanding of complex financial needs, we help you maximize the benefits of a DAF and ensure your philanthropy endures for generations.

Key trends shaping strategic philanthropy

DAFs adoption rising

Over $326B was held in DAF in the U.S. in 2023, reflecting growing interest in strategic, flexible philanthropy.1
$326B held

Tax benefits drive giving

68% of donors cite immediate tax benefits as a key reason using a DAF to support their charitable goals.2
68% benefit

Family engagement in philanthropy

Nearly 60% of DAF account holders involve family members in grant recommendations, fostering multi-generational giving.3
60% involve

The first rule of philanthropy: know your why

Understanding your motivation for giving is the foundation of meaningful philanthropy. Discover practical steps to define your “why” and make your giving more intentional.

How J.P. Morgan Private Bank supports your philanthropic vision with Donor-advised funds

Expertise in strategic philanthropy

Our team understands the complexities of charitable giving and legacy planning. We help you use a DAF to optimize tax benefits, streamline contributions, and create a lasting impact for the causes you care about.

Family engagement and legacy solutions

We work with individuals and families to design DAF strategies that foster multi-generational involvement, support meaningful grantmaking, and align with your broader wealth and estate planning goals—ensuring your values endure for generations.

Collaborative guidance from experienced advisors

J.P. Morgan Private Bank advisors collaborate with you and your trusted professionals to integrate a DAF into your overall financial strategy, providing thoughtful guidance and ongoing support as your philanthropic journey evolves.

Empowering leaders and families

DAFs have emerged as a preferred giving vehicle for charitable-minded investors at all wealth levels.
Discover how families can work together to create a meaningful philanthropic legacy by involving multiple generations in giving, strengthening family bonds, and aligning charitable efforts with shared values.

Empower your charitable giving with a DAF and create a lasting legacy for the causes you care about

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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.

 

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