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.…
JCF’s Special Grant to CUNY Hillel Hubs Hold Special Meaning for JCF’s Igor Musayev On March 8, 2023, the Hillel at Baruch held a dedication thanking Jewish Communal Fund for its 50th anniversary special grant to support Hillel Hubs. Below is the heartfelt speech that Igor Musayev, JCF’s Director of Investment Services, shared at the…
In 1972, a small group of visionary leaders from United Jewish Appeal of Greater New York and the Federation of Jewish Philanthropies formed Jewish Communal Fund (JCF.) They saw an important role for donor advised funds (DAF)—then a new philanthropic service—stating, “We have forged a tool of great social potential, and we need only wider…
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…