Jewish Communal Fund offers several impact investments that align with our mission as the largest Jewishly-affiliated donor advised fund in the country.
These offerings provide a distinct value-add for our fundholders, giving them the opportunity to maximize their impact with their investments, in addition to their active grant-making. They enhance the ESG and socially responsible investment options already on our platform.
Questions about these investment opportunities and JCF donor advised funds? We will be happy to assist you. Get in touch.
Want to learn more about impact investing and Jewish philanthropy?
JLens
The JLens’ Jewish Advocacy Strategy is a values-based S&P 500 Index strategy that aligns with Jewish values and advocates for communal concerns in the Socially Responsible Investing and Corporate Social Responsibility movements. The Jewish Advocacy Strategy portfolio consists of approximately 300 companies selected based on negative screens and scoring for 6 Jewish values.
Minimum Investment: $5,000
Annual fee: 0.23% per IMA
VanEck Vectors Israel ETF
VanEck Vectors Israel ETF (ISRA) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BlueStar Israel Global Index (BLSNTR), which is comprised of equity securities, which may include depositary receipts, of publicly traded companies that are generally considered to be Israeli companies.
Minimum investment: $5,000 ($25 transaction fee)
Annual fee: 0.62%
Israel Bonds
Israel Bonds are versatile securities that can be found in the portfolios of an impressive array of investors, including state and municipal governments, national and local unions, universities, foundations, corporations and financial institutions. Israel has never defaulted on payment of principal or interest. The Bonds organization has been a catalyst for Israel’s rapid evolution from a struggling agrarian nation to a global economic powerhouse and innovative wonder.
JCF offers two types of Israel Bonds:
MACCABEE ISRAEL BOND
Minimum Investment: $5,000 and increments of $500.
Lock-up: 2-year
JUBILEE ISRAEL BOND
Minimum Investment: $25,000 and increments of $5,000.
Lock-up: 2 years
Minimum fund balance may vary depending on the value a donor intends to invest in the JCF Israel Bonds and the general policy of JCF regarding liquid and illiquid prudent diversification investment percentages.
JCF-HFLS Social Impact Loan Program
The JCF-HFLS Social Impact Loan Program, an innovative partnership with Hebrew Free Loan Society, allows current and prospective JCF Fundholders with accounts of $100,000 or more to recommend that a portion of charitable assets go to interest-free loans to help lower-income borrowers get back on their feet financially or invest in a brighter future. When the two-year term is up, 100% of the loan amount will be returned to the Fundholder’s account to be granted out to charity or reinvested.
Lockup period: 2 years from date of release to HFLS
Fee: None
Minimum JCF Fund Balance to Participate: $100,000
Minimum loan size: $5,000 (with $5,000 increments)
JCF-Ogen Israel Impact Loan Program
The JCF-Ogen Israel Impact Loan Program offers JCF Fundholders the opportunity to maximize their social impact in Israel today in a way
that returns money to their fund for future grant-making and impact investing. Ogen provides affordable, life-changing loans and financial mentoring to low and middle-income Israelis, small businesses and not- for-profit organizations in Israel. Formerly the Israel Free Loan Association, Ogen has made more than 65,000 loans and lent more than $360 million since 1990.
Minimum JCF fund balance: $500,000
Minimum impact loan: $250,000
Lock-up period: 5 years