The Chronicle of Philanthropy, the leading newspaper focused on the nonprofit sector, highlights Jewish Communal Fund’s new Private Client Group in its latest issue:
The Jewish Communal Fund … has also created a “Private Client Group” to offer counseling and other resources to people with donor-advised funds worth at least $1-million.
“In the last year or so, it became apparent that people, particularly those with $1-million or more, are looking to increase the impact of their charitable dollars,” says Ellen Israelson, the fund’s vice president of marketing and business development. “People are starting to pay more attention to funds that are not being granted out immediately, wanting to make sure that those funds also support their ultimate goal in changing society.”
Ms. Israelson and her colleagues are now setting up meetings with more than 200 wealthy individuals and families, offering up to three hours of counseling to discuss their charitable goals and how quickly they want to accomplish them. They also discuss related issues like how families can juggle the interests of parents, children, and grandchildren in their giving.
Depending on the donors’ goals, Ms. Israelson says, the fund will offer new customized investment opportunities for those who want to make sure their donor-advised funds are invested in ways that match their charitable interests. Those efforts, she hopes, will lead people to put more money into their donor-advised funds.
Those who maintain a JCF fund of $1 million and above benefit from our Private Client Experience. Below are several highlights:
- Personal Relationship Contact at JCF’s Private Client Group
- Private advisory sessions with top-tier philanthropic, legal and investment experts
- Special expertise in mission-related investment options
- Guidance and tools to help you with legacy and succession planning
- Facilitation of international grant-making,including to Israel
- Educational opportunities and a wealth of knowledge to help you achieve greater impact through your philanthropic giving
To learn more about how JCF’s Private Client Group can provide you with value-added services, please visit jcfny.org/privateclient. Read the original article on The Chronicle of Philanthropy’s website: http://philanthropy.com/article/How-Charities-Will-Raise-Money/151233/
The Chronicle article also highlights Clink!, the app JCF created to help teens discover their giving personalities.
“The Jewish Communal Fund, where contributions by December 31, midway through its fiscal year, were $50-million higher—or 18 percent more than what they were by the same date in 2013—unveiled a new app called Clink just before Hanukkah. The app teaches young people, some of them celebrating bar or bat mitzvahs, about philanthropy and allows them to choose their top three charitable interests. A few hundred young people, who can make a gift as small as $36 from a donor-advised fund bearing their name, have downloaded the app so far.”