Donor Advised Fund Referral Program

As a JCF Fundholder, you know how impactful and seamless charitable giving can be through a donor advised fund. Now, you can help others experience the same benefits.

Invite your friends and family to join our community of values-driven philanthropists. By referring someone to JCF, you’re empowering them to make a meaningful difference, and helping them simplify their giving.

Complete the form below, and your referral will receive an email with information about how they can open a fund and start their own journey of impactful giving.

If your referral opens a JCF fund before December 31, 2025, you will receive $100 to grant to a pre-approved charity of your choice.*

Phone
This field is for validation purposes and should be left unchanged.
Your Name*
First Last
Your Email Address*
Friend's Name*
First Last
Friend's Email Address*
Friend's Phone Number
Personal Message or Greeting

Questions? Contact JCF’s Client Services Team.

*JCF Fundholders must submit referrals between October 1, 2025, and December 31, 2025, and the fund must be opened by December 31, 2025. Only valid for funds opened with a minimum of $5,000 or more.

Share the Power of Giving: Refer a Friend to JCF