Depending on one’s financial situation, handing down wealth to future generations can be more complicated than the actual wealth creation. To protect the wealth that you have created, maximize your gifts and ensure your descendants or other recipients have the ability to use these gifts wisely, you may be forced to navigate a near endless…
Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide expertise to assist their clients in taking their own charitable giving to the…
JCF’s grant will fill a critical gap in service for an area that is experiencing increased poverty, and suffered the loss of the only Jewish community run food pantry on the North Shore of Long Island. Jewish Communal Fund (JCF) trustee Jerry Cohen, and Vice President of Philanthropic Services, Ellen Israelson were honored guests at the…
Talk highlights dramatic shifts happening in Israeli philanthropy. JCF fund holders had the opportunity to learn more about Israel’s growing philanthropic community last week at a Lunch & Learn with Sigal Yaniv Feller, the Director of Advisory Services in Israel at Jewish Funders Network. Sigal’s insightful presentation took fund holders on a journey dating back 70…
“W2: Women & Wealth,” the first program in a series hosted by The Jewish Communal Fund Advisor Network, revealed the importance of forging personal connections with female wealth-holders [dropcap]A[/dropcap]dvisors who serve the growing market of female wealth-holders will see an incredible growth opportunity in the coming decade, according to a panel discussion on the topic…