Help Your Clients Give Smarter

Many of your clients are already committed to charitable giving. Together, we can help them maximize their tax savings and their community impact with a JCF donor advised fund.

At the Jewish Communal Fund, we are proud to work closely with financial advisors to help make their clients’ charitable giving simpler and more tax efficient. Philanthropy is our exclusive focus. We do not sell financial products or services, and we offer unparalleled charitable expertise.

With $2 billion AUM across 4,000+ funds, we’re among the most active and experienced donor advised funds in the nation. Like you, we’ve built our success on multi-generational relationships and informed counsel – and we’re ready to help your clients get better at giving back.

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What Makes JCF Different?

Guidance on the Best Asset to Donate

Clients can open a JCF donor advised fund with appreciated securities, bonds, real estate, insurance policies and more – and we have decades of expertise in utilizing complex and non-marketable assets for philanthropy. Learn more.

Commitment to Client Service

JCF provides unparalleled personal service for your clients, while also making their giving easier and more organized. We provide clients personalized, expert counsel in maximizing their philanthropic impact. In addition, we offer confidentiality not possible with a private foundation.

Greater Community Impact

We are committed to creating a double bottom line for our fundholders, with JCF fees and revenues supporting an annual $2 million donation to UJA-Federation of New York and a Special Gifts Fund (JCF’s endowment) for wide-ranging community causes. More about our impact.

Making Giving Multi-Generational

Four generations of stewarding smarter, more effective giving have given us unmatched experience in multi-generational philanthropy. JCF can help families transmit these values to future generations through specialized funds and resources in NextGen philanthropy. More about nextgen giving and legacy planning.


Private Client Group: Accounts $1Mil+

Today’s high net worth advisors need to assemble a highly experienced team to manage the complex needs of wealthy families. Leverage JCF’s deep relationships within the philanthropic community, the investment world, and the Jewish community. Learn more about our Private Client Group.

Report: Bridging the Generational Divide

Advising the Multigenerational UHNW Family and Retaining the Next Generation


More for Advisors

Tips & Insights

Browse our archive of posts about planning and optimizing charitable giving.

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