Savvy advisors add value to the client relationship by offering a higher level of service and more sophisticated advice to their clients. One important aspect of this enhanced service is the ability to have informed conversations about charitable giving, during the clients’ lifetime and as part of the legacy planning. Last year, we gave you…
The Jewish Communal Fund spoke recently with Lee Cohen, a JCF fundholder and accountant who is a very active lay leader in the Syrian community in Brooklyn and Deal, N.J. Cohen, who is the immediate past President of Sephardic Bikur Holim (SBH) Community Service Network—one of the largest social service agencies in Brooklyn—spoke about how…
By Ellen Israelson, VP of Philanthropic Service, JCF In its present form, the proposed changes in the tax code are a mixed bag for the not-for-profit sector. First, the potentially good news for philanthropy is that both bills maintain the charitable deduction. In fact if passed, it will increase the limit on the charitable deduction…
JCF fundholders distributed 26% of assets to charity in FY 2017, with 67% of all grants going to Jewish charities Jewish Communal Fund (JCF), the leading collective of Jewish funders, released its inaugural Giving Report today, providing insight—for the first time ever—into the make-up, demographics, and charitable trends taking place among its generous funder network…
by Ken Hoffman A new twist on a popular planning tool that can increase your value to clients by impacting their own bottom line while maximizing their philanthropy. The Charitable Lead Annuity Trust (CLAT) is a trust that promotes legacy planning for both philanthropic interests as well as family, passing assets to the next generation…