A champion for mental health giving, JCF fund holder Stuart Bern talks about why launching #30Kfor30 was the best way to celebrate a new decade. JCF recently had the pleasure of speaking with Stuart Bern, a JCF fund holder who launched a campaign (dubbed #30Kfor30) to celebrate his thirtieth birthday by raising money for charities focused…
Q&A with Financial Advisor David Pelton, RICP®, Senior Vice President at Morgan Stanley Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide…
Conversation starters and year-end philanthropy tips for advisors to high-net-worth clients. Advisors can help deepen their relationship with clients by proactively engaging them in a conversation about philanthropy. Over 95% of wealthy Americans are already donors to non-profit organizations. A 2013 US Trust survey found that financial experts do not broach philanthropic planning as quickly as their…
Jewish Communal Fund fund holder to donate estate to support educational technology. “I’m not a tech person,” admits 85-year-old Ira*. “I take to new gadgets very slowly.” Before he retired, Ira owned a retail camera store. “Now, film is passé. Kodak, the monolith of the photo industry, is bankrupt. Everything is digital.” While he has…
Average grant amount exceeds $6,800. The Jewish Communal Fund (JCF), the largest Jewish donor advised fund in the country, distributed $297 million in grants to charities in all sectors during the 2015 fiscal year ending June 30, 2015. JCF fund holders recommended a record-number of grants – 43,472 – to charities in all sectors,…