Help Your Clients Give Smarter
Your clients are already committed to charitable giving. Together we can help them maximize their tax savings and their community impact with a donor-advised fund.
At the Jewish Communal Fund, we are proud to work closely with financial advisors to help make their clients’ charitable giving simpler and more tax efficient. Philanthropy is our exclusive focus. We don’t sell financial products or services, and we offer unparalleled charitable expertise and experience with complex assets.
With over $2 billion AUM across 4,200+ funds, we’re among the most active and experienced donor-advised funds in the nation. Like you, we’ve built our success on multi-generational relationships and informed counsel – and we’re ready to help your clients get better at giving back.
Have Questions?
Send us a message or schedule a call with someone from our philanthropic services or investment team.
What Makes JCF Different?
Asset Expertise & Flexibility
JCF can seed donor advised funds with appreciated securities, bonds, private foundations, insurance policies and more – and we have decades of expertise in utilizing complex and non-marketable assets for philanthropy. Learn more.
Greater Community Impact
We are committed to creating a double bottom line for our fundholders, with JCF fees and revenues supporting an annual $2 million donation to UJA-Federation of New York and a special gifts fund for wide-ranging community causes. More about our impact.
Commitment to Client Service
JCF works on behalf of all of our fundholders to make their giving easier and more effective. We can simplify tax filing to a single letter, offer confidentiality not possible with a private foundation and provide your clients personalized, expert counsel in maximizing their philanthropic impact.
Making Giving Multi-Generational
Four generations of stewarding smarter, more effective giving have given us unmatched experience in multi-generational philanthropy. JCF can help families transmit these values to future generations through specialized funds and resources in NextGen philanthropy. More about legacy planning.
Private Client Group: Accounts $1Mil+
Today’s high net worth advisors need to assemble a highly experienced team to manage the complex needs of wealthy families. Leverage JCF’s deep relationships within the philanthropic community, the investment world, and the Jewish community.
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Tips & Insights
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