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Key Financial Planning Trends that Will Impact Giving
As the world of financial planning evolves, we will explore key trends that will have the greatest impact on philanthropic giving such as business succession rising interest rates, and advanced tax planning.
Juan Ros, CFPB, AEP&, CSPG, CEPA, is a Financial Advisor with Forum Financial Management in Los Angeles, California. He works closely with legacy-minded families and business owners to enhance, protect, and help transfer their wealth, particularly when charitable planning is involved.
Donor Thank You Celebration
Our thank you event to celebrate our donors’ commitment to supporting our community through philanthropy and legacy giving.
Looking for recipes from the event?
Click here to find Joan Nathan’s recipes.
Looking for photos from the event?
Click here to view and download shots from our celebration.
Warm wishes on National Philanthropy Day to you!
On National Philanthropy Day, let us join together in Tikkun Olam and Tzedakah to make our world a happy place.
Click here to enjoy a special message from HJCF Chair Lewis Kalmans and our partner in philanthropy, the Jewish Federation’s Board Chair Ben Samuels.
Lewis Kalmans, Chair
Roberta Herman Dietrich, Executive Director
Paul Weaver, CFO
Hina Ali, Finance Associate
Linda Uzick, Assistant Director
Renu Roy, Director of Special Projects
Cindy Anapolsky, Snr. Director of Charitable Giving
Our Latest Video Events
Bunching Donations - 12/13/23
Key Financial Planning Trends with Juan Ros - 3/1/2023
Jewish Future Pledge - 6/14/2021
HJCF Lunch & Learn - Give Smarter - 8/27/2021
HJCF Lunch & Learn - 3/8/2021
HJCF Legacy Celebration - 1/12/2021
HJCF Lunch & learn - Welcome to Business Cybersecurity
Donor Advised Funds
No, there are not. However, the minimum grant is $100.
You can support an extremely wide range of Jewish and non-Jewish charitable organizations. Organizations must have 501(c)(3) charitable status from the IRS. Grants may be made for synagogue dues. Distributions may not be made to charitable organizations when goods or services of any kind (e.g., gala tickets) are received in exchange for that grant.
HJCF makes grants weekly. Grant recommendations received by staff before 5:00 p.m. on Monday will be processed and mailed to the charity that week. You can make requests via our donor portal, email, text, phone, or mail. Once HJCF has reviewed and approved the grant, a check with a customized cover letter will be sent to the charity, referencing your fund name and the reason for the donation, if applicable. Grants can also be made anonymously.
You receive a quarterly fund statement showing all activity within the fund, including a list of all donor gifts to the fund and grants made.
There is no such requirement, in contrast to private foundations, which are required to allocate 5% annually.
HJCF’s Donor Advised Funds are invested in four diversified portfolios and managed by outside investment manager Fiducient Advisors, with oversight by HJCF’s Investment Committee.
To make Donor-Advised Funds as accessible to the public as possible, the minimum gift required to establish a fund at HJCF is just $2,500.
An administrative fee of 1% per annum is assessed on the first $500,000 in assets in a Donor Advised Fund. A reduced administrative fee is charged on assets above $500,000. A minimum administrative fee of $200 per year applies to most funds.
You may designate others to be advisors or successor advisors of your fund, making it a wonderful way to involve children and grandchildren in family philanthropy. In addition, anyone may contribute to a Donor Advised Fund. Many fundholders have requested that, in lieu of gifts, contributions be made to their Donor-Advised Fund in honor of birthdays, anniversaries, or other special occasions. Acknowledgements are sent for all gifts made to the Donor Advised Fund. Another opportunity is to create a Donor Advised Fund for individual children or grandchildren so they can make their own grants.
The disposition of a Donor Advised Fund upon the death or incapacity of a fundholder depends upon the recommendations received by HJCF from the fundholder. A fundholder can recommend that the balance be divided among a variety of charities, or that successor advisors (such as children or grandchildren) inherit the privilege of making recommendations. If no charities have been designated and no successor advisors have been named, the fund assets will go to HJCF’s Community Endowment Fund that supports worthwhile institutions and programs in our community every year.