The 2008 financial crisis raised serious questions regarding the health, security and viability of the money market mutual fund industry. The Securities and Exchange Commission has adopted (beginning in 2016) a series of reforms to rules governing money funds. Previous amendments (in 2010) focused largely on Rule 2(a)-7 parameters on the interest rate, credit and…
This month, Jewish Communal Fund is privileged to interview our Charity Champion Michael Meltzer, a portfolio manager at Tocqueville Asset Management who is very involved with charitable causes. A 2015 Five Star Wealth Manager, Michael supports a wide range of organizations, from UJA-Federation of New York to the Gift of Life Bone Marrow Foundation and…
JCF Special Gifts Fund grant enables camp for children with special needs to renovate Activity Building In a January 11th ceremony, Camp Oakhurst rededicated its Activity Building after major renovations made possible by a generous gift from the Jewish Communal Fund through the UJA-Federation of New York. The 10,500 square foot building is the hub…
It has never been more important than now to develop a connection with the younger family members of your clients. We are in the midst of the greatest transition of wealth in history. By 2050, over $27 trillion is expected to pass from one generation to the next, and with that transition a significant percentage…
JCF’s Ellen Israelson offers year-end tips to lower clients’ tax bills while increasing their generosity Studies show that less than 15% of advisors offer charitable planning advice, while a majority of clients report they would like their advisors to discuss charitable giving. Partnering with JCF, you can fill this void by providing timely information to make…