IMPORTANT: As we transition to our new custodian, Principal, effective Sept.1st, divestments and distributions will be temporarily paused.

• Grant recommendations submitted on or before August 23, 2026 will be processed as usual. Those submitted after August 23, 2026 will be processed no later than the week of September 13, 2026.
• We encourage you to continue submitting grant recommendations during the re-registration period. Our team will perform due diligence as recommendations come in to ensure prompt approval and payout the week of September 13.
• Monthly Statements: We anticipate a four-week delay in the release of September statements.
• For more information regarding other services which may be affected, please click here.

Establishing a Donor Advised Fund with the Jewish Community Foundation of Greater Philadelphia, a branch of the Jewish Federation, is a sound financial decision that enables you to provide critical financial support to the charitable causes most important to you- both within and outside the Jewish community. Our expert team of professionals is available to serve as a resource and guide to help ensure your gifts make the greatest impact in the areas you care about most.

To learn more, read the Planning Guide.

Click here to access the Investment Model Reallocation Form.