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Submitted URL: https://privateclient.jcfny.org/
Effective URL: https://jcfny.org/for-advisors/
Submission: On September 06 via automatic, source certstream-suspicious
Effective URL: https://jcfny.org/for-advisors/
Submission: On September 06 via automatic, source certstream-suspicious
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Ready to open a JCF Fund today? Start your application. We use cookies on our site for the best user experience. Read cookie policy OK * be_ixf; php_sdk; php_sdk_1.4.18 * 48 ms * iy_2021; im_09; id_06; ih_01; imh_01; i_epoch:1630915283164 * ixf-compiler; ixf-compiler_1.0.0.0 * py_2021; pm_08; pd_02; ph_21; pmh_15; p_epoch:1627964123297 * beschema; beschema_beschema; bodystr * pn_tstr:Mon Aug 02 21:15:23 PST 2021; pn_epoch:1627964123297 * 0 ms * be_ixf; php_sdk; php_sdk_1.4.18 * https://jcfny.org/for-advisors/ * https://jcfny.org/for-advisors/ * For Advisors * Client Login * Contact Us * Search * Get Started * What is a Donor Advised Fund? * Tax Benefits of Donor Advised Funds * Advantages of a JCF Donor Advised Fund * How to Start a Donor Advised Fund * Investment Options * Ways to Contribute to JCF * Grantmaking * Open a Fund * Why JCF? * The JCF Difference * Where You See Our Impact * Legacy Planning & Charitable Giving * Social Impact Loan * Private Client Group * JCF for Advisors * Resources & Guidelines * FAQs * JCF Giving Resources * Fee Calculator * Philanthropic Resources * 2020 Giving Report * JCF Policies & Procedures * Comparing a DAF to a Private Foundation * About Us * Our History * Board of Trustees * Leadership & Staff * Annual Reports & 990s * JCF News * Get Started * What is a Donor Advised Fund? * Tax Benefits of Donor Advised Funds * Advantages of a JCF Donor Advised Fund * How to Start a Donor Advised Fund * Investment Options * Ways to Contribute to JCF * Grantmaking * Open a Fund * Why JCF? * The JCF Difference * Where You See Our Impact * Legacy Planning & Charitable Giving * Social Impact Loan * Private Client Group * JCF for Advisors * Resources & Guidelines * FAQs * JCF Giving Resources * Fee Calculator * Philanthropic Resources * 2020 Giving Report * JCF Policies & Procedures * Comparing a DAF to a Private Foundation * About Us * Our History * Board of Trustees * Leadership & Staff * Annual Reports & 990s * JCF News * For Advisors * Client Login * Contact Us * Search JCF FOR ADVISORS HELP YOUR CLIENTS GIVE SMARTER Many of your clients are already committed to charitable giving. Together, we can help them maximize their tax savings and their community impact with a JCF 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 do not sell financial products or services, and we offer unparalleled charitable expertise. With $2 billion AUM across 4,000+ 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. Download Advisor Guide HAVE QUESTIONS? SEND US A MESSAGE OR SCHEDULE A CALL WITH SOMEONE FROM OUR PHILANTHROPIC SERVICES OR FINANCE TEAM. Looking for more info? REQUEST OUR ADVISOR TOOL KIT * Email* * Name First Last * Phone This field is for validation purposes and should be left unchanged. WHAT MAKES JCF DIFFERENT? GUIDANCE ON THE BEST ASSET TO DONATE Clients can open a JCF donor advised fund with appreciated securities, bonds, real estate, insurance policies and more – and we have decades of expertise in utilizing complex and non-marketable assets for philanthropy. Learn more. COMMITMENT TO CLIENT SERVICE JCF provides unparalleled personal service for your clients, while also making their giving easier and more organized. We provide clients personalized, expert counsel in maximizing their philanthropic impact. In addition, we offer confidentiality not possible with a private foundation. 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 (JCF’s endowment) for wide-ranging community causes. More about our 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 nextgen giving and 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. Learn more about our Private Client Group. REPORT: BRIDGING THE GENERATIONAL DIVIDE Advising the Multigenerational UHNW Family and Retaining the Next Generation Request a Download -------------------------------------------------------------------------------- MORE FOR ADVISORS TIPS & INSIGHTS Browse our archive of posts about planning and optimizing charitable giving. Read More JOIN OUR ADVISOR NETWORK Apply to receive invitations to our annual Economic Outlook breakfast, CLE/CPEs, networking events and exclusive content about philanthropy. Apply now About Us * JCF News * Press * Forms * Contact Us * Refer a Friend Specialized Funds * Bar Mitzvah & Bat Mitzvah Fund * Deferred Fund * Designated Fund * Memorial Fund * Wedding Fund Looking for more info? REQUEST OUR ADVISOR TOOL KIT * Email* * Name First Last * Name This field is for validation purposes and should be left unchanged. No spam. We promise. Also of Interest * JCF for Financial Advisors * Year-End Philanthropy Tips * Category: Advisor Blog © 2021 Jewish Communal Fund * Terms of Service * Privacy Policy * Get Started * What is a Donor Advised Fund? * Tax Benefits of Donor Advised Funds * Advantages of a JCF Donor Advised Fund * How to Start a Donor Advised Fund * Investment Options * Ways to Contribute to JCF * Grantmaking * Open a Fund * Why JCF? * The JCF Difference * Where You See Our Impact * Legacy Planning & Charitable Giving * Social Impact Loan * Private Client Group * JCF for Advisors * Resources & Guidelines * FAQs * JCF Giving Resources * Fee Calculator * Philanthropic Resources * 2020 Giving Report * JCF Policies & Procedures * Comparing a DAF to a Private Foundation * About Us * Our History * Board of Trustees * Leadership & Staff * Annual Reports & 990s * JCF News Contact Us * For Advisors * Client Login Search Search for: Notifications