Why Work With Us
THE CENTRE OF PHILANTHROPY FOR THE JEWISH COMMUNITY
Whether you’re new to philanthropy, or already planning a legacy that reflects your values, we’ll work with you to plan to make a difference.
Performance
Our expertly managed portfolio is designed to consistently deliver solid returns. Funds are invested at all times based on the requirements for preservation of capital, liquidity and yield – in that order.
Experience
With nearly 30 years of experience as a major funder of Jewish communal institutions, we help you make informed decisions to benefit the causes most important to you.
Low Fees
We charge a modest portfolio management fee and a tiered, annual administrative fee based on assets. Our fees are low compared to the costs of running a private foundation.
Multi-generational Engagement
The Foundation is set up to empower your family to pass on the granting function to subsequent generations, and we’ll work with them to preserve and build upon your legacy.
- Convenience: We make things as simple as possible for you. We meet with donors and their families in person, as desired, and donors may instruct us by email, phone or fax.
- Confidentiality: Your philanthropic planning is sensitive and important. We strictly protect your personal and financial information.
- Multi-generational Engagement: The Foundation is set up to empower your family to pass on the granting function to subsequent generations, and we’ll work with them to preserve and build upon your legacy.
- Flexibility: We distribute over 2 million dollars a year to the institutions that are most important to our donors, and our flexibility allows us to design customized solutions that truly reflect your wishes. You can be as involved with your fund as you want, deciding specifically how your fund’s income will be used, or empowering the Foundation to support the community’s most pressing or emerging needs.