by Ellen Smith-Israelson, CFRE For years, financial experts have been discussing the great wealth transfer estimated at $68 trillion that is occurring as the boomers age and money transfers to their heirs. Many speculated that this would trigger a great windfall for charities, but is the much heralded Golden Age of Philanthropy actually upon us?…
by Tamar Snyder Holly Newman Kroft is a Managing Director and Senior Wealth Advisor at Neuberger Berman Private Wealth where she works closely with ultra-high net worth individuals and their families to develop customized investment solutions and address estate planning needs. Barron’s has consistently ranked Holly among the top advisors in the nation, including No.…
by Ellen Smith Israelson Among the many concerns that clients express when there is a decline in the markets and increasing inflation, is their ability to continue supporting their favorite charities. If your clients have already established JCF accounts or other donor advised funds, they are in a good position to continue their charitable giving…
JCF is committed to creating positive social impact beyond grant-making, by offering a variety of social impact investments. On October 13, JCF presented a webinar to help people understand the growing field of impact investing and specifically, to learn about what JCF has to offer. JCF Trustee Emeritus Michael Lustig, a finance professional and Adjunct…
On November 15, Jewish Communal Fund presented Outlook 2022, an overview of current tax proposals and the potential impact on individuals and charities. You may view the recording of the presentation by three esteemed tax experts: JCF Trustee Lee M. Cohen, Managing Partner and Founder of L.M. Cohen & Co.; JCF Trustee Alan Halperin, a…