Jewish Communal Fund
Jewish Communal Fund Jewish Communal Fund

Category: Education and Guidance

64% in JCF Study Point to NextGen Inheritors’ Lack of Knowledge About Their Own Family Wealth as Major Obstacle

Jewish Communal Fund study identifies gaps and opportunities for successfully advising the UHNW multigenerational family   Jewish Communal Fund has released its comprehensive report, “Bridging the Generational Divide: Advising the Multigenerational UHNW Family and Retaining the Next Generation,” based on surveys and in-depth interviews with advisors who service the single and multi-family office sectors. Almost…

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Tax-Smart Ways to Give

Time is running out for clients to lock in their charitable tax deduction for 2020 Back in 2018, many personal exemptions vanished including deductions for moving expenses, alimony, and unreimbursed employee expenses. In addition, a $10,000 cap on deductions for state and local taxes affected many people. As the dust settles from the election, it…

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Has the Fed Done Enough?

by Kathleen Hays, Global Economics and Policy Editor for Bloomberg Television and Radio Jay Powell led the Federal Reserve in one of its most dramatic policy reversals in recent history in 2019. After hiking rates four times the year before, the Fed suddenly paused in January. And then in July it cut its key rate…

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Women, Millennials Drive Social Impact Investing Trend

Randy Kaufman is a Senior Vice President at EMM, a multi-family office and wealth management firm. She has years of experience in tax planning, multi-generational issues and philanthropy. In this article, Randy shares her research and insights on how women and millennials are the driving force behind the increase in social impact investing. As women…

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