Which of your clients could benefit from using a donor advised fund?

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…

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Why Metrics Matter In Jewish Philanthropy

(This blog post originally appeared in the Jewish Week). My grandfather, may his memory be for a blessing, used to receive hundreds of envelopes from charities. Every month, he would work through the stacks of solicitations and joyfully write out checks for $5, $10 or $18. Though he was a retired butcher and not a…

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WSJ Video: Abby Joseph Cohen on Giving & Deflation

The Wall Street Journal featured an interview with Goldman Sachs’ Senior Investment Strategist, Abby Joseph Cohen, given at the Jewish Communal Fund’s third annual Economic Outlook Breakfast held at the Harmonie Club in March.  Ms. Cohen was among the esteemed panelists at JCF’s event, which included Dana Saporta, an Economist for Credit Suisse’s Investment Banking…

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10 Trade-Offs Donors Face That Make Philanthropy Tough but Rewarding

Philanthropists often say that giving away money is tougher than any other job they have had. What makes philanthropy particularly demanding are the tensions and trade-offs donors constantly struggle with to achieve thoughtful, effective giving. As F. Scott Fitzgerald aptly said, “The test of a first-rate intelligence is the ability to hold two opposed ideas…

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Jewish Communal Fund Grants $100,000 to the Israel Trauma Coalition; Fund Holders Grant $1.8 million to Israel-Focused Charities

The Jewish Communal Fund (JCF), the largest Jewish donor advised fund in the country, announced today that it was making an emergency grant of $100,000 to the Israel Trauma Coalition from its Special Gifts Fund, JCF’s institutional endowment. The Israel Trauma Coalition (ITC), which was created by UJA-Federation of New York in 2001, brings together more than…

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