Conversation starters and year-end philanthropy tips for advisors to high-net-worth clients. Advisors can help deepen their relationship with clients by proactively engaging them in a conversation about philanthropy. Over 95% of wealthy Americans are already donors to non-profit organizations. A 2013 US Trust survey found that financial experts do not broach philanthropic planning as quickly as their…
Jewish Communal Fund fund holder to donate estate to support educational technology. “I’m not a tech person,” admits 85-year-old Ira*. “I take to new gadgets very slowly.” Before he retired, Ira owned a retail camera store. “Now, film is passé. Kodak, the monolith of the photo industry, is bankrupt. Everything is digital.” While he has…
Average grant amount exceeds $6,800. The Jewish Communal Fund (JCF), the largest Jewish donor advised fund in the country, distributed $297 million in grants to charities in all sectors during the 2015 fiscal year ending June 30, 2015. JCF fund holders recommended a record-number of grants – 43,472 – to charities in all sectors,…
Ellen Israelson, Jewish Communal Fund’s Vice President of Philanthropic Services, participated in a panel discussion this past Tuesday at the Opal Group’s Family Office & Private Wealth Management Forum in Newport, Rhode Island. The panel discussion focused on the topic, “Insights and Innovations: Maximizing the Impact of your Philanthropy.” The discussion was moderated by Richard…
Making giving decisions together teaches the differences between charity vs. philanthropy The Moishe House in Hoboken, New Jersey, hosted a Giving Circle this past Tuesday for residents and community members in their 20s and early 30s. Tamar Snyder, Jewish Communal Fund’s Associate Director of Strategic Initiatives, facilitated the event, which resulted in a $1,000 grant,…