Donor-Advised Funds | Westchester Community Foundation

We have a new website!

Since inception, The Westchester Community Foundation has operated as an affiliate of The New York Community Trust.

As part of our centennial celebrations, we are creating a single, unified organization to more powerfully advocate for our region with one voice.

We will still maintain our physical offices in Westchester with the same dedicated staff who will continue to honor and build upon our relationships with local nonprofits and communities.

You can now find us at: https://www.thenytrust.org/westchester/

The Westchester Index is at westchesterindex.org.

The New York Community Trust. For Westchester. Forever.

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Simplify your charitable giving.
We do all the work.
As a division of The Trust, which invented the donor-advised funds in 1931, we know what we’re doing. We help make your charitable giving meaningful, effective, easy, and fun.

YOU ARE IN THE DRIVER’S SEAT.

You make gifts and get an immediate tax benefit. Then you recommend grants to charities of your choice: We vet the nonprofits, write the checks, and handle the paperwork. While the recommendations can’t be binding (under IRS rules, our board has the final say), we take your suggestions very seriously.

MAKE IT A FAMILY AFFAIR.

You can name other advisors who may join or succeed you in recommending grants. As soon as we have your fund agreement and gift, you and those you appoint can start making suggestions. Of course, you can change who can make suggested grants from your fund.

DONOR-ADVISED FUNDS GIVE YOU:

  • The privilege of recommending charities to receive grants
  • An immediate tax deduction without having to make decisions right away about which charities to support
  • Services of professional grantmaking, financial, and investment staff
  • An opportunity to build an endowment over time
Ilene and Scott_3
WHY THEY GIVE

Ilene and Scott Levy wanted to create a legacy of giving for their family. After evaluating a variety of options, they decided to establish a donor-advised fund, allowing them to focus on the giving and minimizing the administrative burden of a private foundation.  

“We created our fund in the Westchester Community Foundation because we knew we would be working with a team that is deeply involved in the community,” notes Ilene. “I’m learning firsthand about local organizations that need support to continue their great work in Westchester. I’m getting personalized guidance about how and where my grants can make the most impact—and I feel connected to my community in a way that I never have before. The donor-advised fund is a terrific vehicle for our family philanthropy.” 

Create a Donor Advised
Fund today

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See a sample of our donor-advised form

Link to sample form