OJCF 2019 IMPACT REPORT by Bill Newcomer

Table of Contents

Message from OJCF Leadership................................................................................................................. Page 3 LIFE & LEGACY............................................................................................................................................. Page 4 Endowment Book of Life............................................................................................................................. Page 5 OJCF Legacy Celebration and Legacy Society ....................................................................................... Page 6-7 Engaging Young Adults ............................................................................................................................... Page 8 Inspiring Teens .............................................................................................................................................. Page 9 Community Endowment Fund and Endowments................................................................................... Page 10 Professional Advisors Group (PAG)........................................................................................................... Page 11 Grants Strengthen Our Community.................................................................................................... Page 12-13 Donor Advised Fund Grantees ............................................................................................................ Page 14-15 Foundation Investments ............................................................................................................................ Page 16 Consolidated Financial Information .......................................................................................................... Page 17 Our Funds & Supporters...................................................................................................................... Page 18-19 OJCF Makes Giving Easy..................................................................................................................... Page 20-21 Board of Trustees and Partner Organizations .......................................................................................... Page 22 Cover Photo: Left to right, Sarina, Adena and Eliana Kaufman by Paru Digital

“We were blessed to have great examples set by our parents and grandparents. They taught through example the importance of caring for the community and contributing to the community, which has many needs. We want to continue those traditions and also teach them to our children and grandchildren. We are confident that the OJCF will wisely use these resources for the benefit of the Jewish Community from generation to generation.” – Lynn and Owen Blank, Endowment Book of Life

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Message from OJCF Leadership

Dear Friends, “A community is too heavy to carry alone.” – Deuteronomy Rabbah 1:10 Our lives have changed dramatically in the last few months because of the novel coronavirus. This Impact Report now includes a mixture of information about the Foundation’s fiscal year 2019, plus more recent news and updates related to COVID-19 and its impact on our community. OJCF’s role is now more vital than ever. Our outstanding board of trustees, our volunteers and dedicated professional team are here to support your generous charitable gifts, manage the investments of our community’s financial resources in volatile market conditions, and to help those suffering the most by distributing grants, scholarships and more. In response to the crisis, OJCF joined with Jewish Federation of Greater Portland to create the Jewish Greater Portland COVID-19 Relief Fund. As of May 8, 2020, through the generosity of our community donors, the fund has reached $800,000 in resources for our community. This fund is providing support to the most vulnerable populations, to our healthcare providers, to our teachers, summer camps and synagogues. To date, we have granted $603,500 to 32 different Jewish organizations. During the fiscal year ending June 30, 2019 the Foundation distributed 1,144 individual grants representing $7,345,792 to 361 community nonprofits. In addition to giving to numerous Jewish organizations and causes, OJCF made grants in other areas of need, such as immigration rights, environmentalism, housing, medical research, eldercare and more. This past year, Steve Laveson concluded his term as Board Chair, having spearheaded an important strategic planning process on his watch. We extend our heartfelt gratitude to Steve for his leadership service to OJCF for the past two decades, including roles as Vice President and Chair of the Investment Committee. We are honored to engage with you in being part of our community’s safety net in this time of unprecedented crisis. In fiscal year 2019, we celebrated the 30th anniversary of the foundation. We look forward to the next 30 years of serving our community, with expertise and heart, creativity and integrity. Most of all, like you, we look forward to less stressful times, staying healthy and a gradual return to our normal activities. Josh Frankel, Board Chair Julie Diamond, President & CEO

“It is not your responsibility to finish the work of perfecting the world, but you are not free to desist from it either.” – Rabbi Tarfon, Pirke Avot 2:21 3

LIFE & LEGACY ™

Building A Strong Future Now And For Generations To Come Many generous supporters of our community want to ensure that their philanthropic values continue as a personal legacy when they are gone. They may lack the information or resources they need to provide for the Jewish organizations they love through their will, estate plan or beneficiary designation. With the introduction of LIFE & LEGACY TM six years ago, resources, expertise and knowledge became readily available through volunteers and professionals at the participating organizations working with OJCF. The national LIFE & LEGACY TM program launched in Oregon by OJCF in partnership with the Harold Grinspoon Foundation offers participating organizations the training, mentorship and financial incentives they needed to be able to successfully integrate legacy giving into their regular outreach to donors, immeasurably enriching those relationships. Our beloved donors have embraced legacy giving to keep our community strong, now and for generations to come.

Clockwise from left: Karla, Barry, and Malka Benson and Sophie

“We give to the organizations we care about during our lifetimes. What about when we’re gone? LIFE & LEGACY has helped me and so many others understand the vital importance of after-lifetime gifts and their tremendous impact on our community’s future. For a modest effort, there is a huge upside.” – Barry Benson, Congregation Shaarie Torah Legacy Team and Past Co-Chair of the MJCC and PJA

Our LIFE & LEGACY Participating Organizations

OJCF is particularly proud of our ten Partner Organizations who have committed, as we have, to stewarding their donors and helping them build a loving, supportive relationship with the causes they value. • Cedar Sinai Park • Congregation Beth Israel • Congregation Neveh Shalom • Congregation Shaarie Torah • Jewish Family & Child Service • Jewish Federation of Greater Portland • Mittleman Jewish Community Center • Oregon Jewish Museum and Center for Holocaust Education • Portland Jewish Academy • Temple Beth Israel, Eugene

Five-Year Program Completed June 2019 Outcomes

• 542 legacy commitments to partner organizations • 78% of gift promises have been legally formalized • $28 million in estimated future after-lifetime gifts

Sharing the Learning

We are happy to share that another nine organizations in Oregon have been chosen to become part of LIFE & LEGACY. Their participation has been postponed due to COVID-19, but is expected to begin in the fall of 2020. We applaud their commitment to their helping their community members ensure “Jewish Tomorrows” through their own legacies of generosity.

• Congregation Kol Ami (Vancouver) • Congregation Shir Tikvah (Portland) • Greater Portland Hillel (Portland) • Havurah Shalom (Portland) • Jewish Federation of Lane County (Eugene)

• Maayan Torah Jewish Day School (Portland) • NCSY Oregon (Portland) • Temple Emek Shalom (Ashland) • The Oregon Hillel Foundation (Eugene)

Endowment Book of Life The OJCF Endowment Book of Life is a book and an interactive digital display in the lobby of the Mittleman Jewish Community Center. Anyone in the community can visit this unique collection of heart-felt thoughts and feelings that influenced the individuals and couples who have committed to tikkum olam and dor v’dor in the form of an enduring legacy gift to benefit the Jewish community. There, you can touch the screen and scroll to find the names, see the photos, and read each donor’s personal reflections about family, Jewish values and Jewish community. This enduring collection was created to thank our community’s LIFE & LEGACY donors and to inspire those who follow in their footsteps. You can also visit the Book of Life online at www.ojcfbookoflife.org.

Jill Ann Slanksy

“I am grateful for my wonderful life. Since I was a child, giving back has always brought me joy. Establishing legacy commitments now will help sustain educational organizations and projects that will benefit my Jewish community after I am gone. The organizations I have chosen to support espouse fostering kindness and empathy for others. It is reassuring to know that I will make a difference for future generations.” Endowment Book of Life

Endowment Funds Make a Difference Charles (Chuck) Karsun z”l was a well-known Portland musician and entertainer who passed away in 2007. He was also a dedicated volunteer in the Jewish community. What many don’t know is that his will included a bequest of $3.5 million for an OJCF endowment fund so that his philanthropy and his values would survive in perpetuity. In addition to supporting OJCF’s Community Endowment Fund, this memorial fund provides support every year for Jewish Federation of Greater Portland, Congregation Shaarie Torah and Portland Jewish Academy, along with other organizations. This year is the tenth anniversary of that fund, which has now distributed more than $1,760,000 to our community.

The Chuck Karsun Band 5

OJCF Legacy Celebration Every June, we celebrate our Legacy leaders and the OJCF Legacy Society. In June 2019, we had the immense pleasure of recognizing Jordan Schnitzer and parents Harold z”l and Arlene z”l as our OJCF Legacy Society Honorees. Jordan’s cousin Gayle Romain provided some family insights when she introduced them. “The value of family has always played a central role in their lives and this is what I’d like to focus on. For I believe it is from their Judaism and its core values of family, tzedakah, and tikkun olam, repairing the world, that has led each of them in living lives focused on caring for others and engaging in the greater good.” Arlene and Jordan then shared wonderful family stories about their early days of saving and giving to charitable causes. We are grateful that our community had an opportunity to thank Arlene z”l before her passing April 4, 2020. The Schnitzers’ decades of generosity have inspired so many others, and their enormous positive impact through philanthropy in Portland and Oregon has transformed our community. Top Photo: Jordan Schnitzer and Arlene Schnitzer* Bottom Photo: Left to right, Lois Schnitzer, Gayle Romain, Jill Edelson, Rita Philip, Mardi Spitzer and Jordan Schnitzer Photos By: Paru Digital

“The Foundation is grateful for our relationship with Arlene and Jordan, and we are proud to support their charitable giving through the Harold and Arlene Schnitzer Family Fund of OJCF. Their steadfast commitment to the Jewish community can’t be overstated, and their charitable legacy will benefit Jewish Oregonians for generations to come.”

– Steve Laveson, OJCF Past Chair

OJCF Legacy Society Honorees 2019 Arlene Schnitzer*, Jordan Schnitzer and Harold Schnitzer* 2018 Carol Danish 2017 Harold Pollin 2016 Steve & Elaine Kantor 2015 Renee & Irwin* Holzman 2014 Eric & Tiffany Rosenfeld & Family 2013 Min Zidell* 2012 Gloria Bacharach 2011 Gerel & Henry* Blauer 2010 Stuart Durkheimer* * Of blessed memory 6

OJCF Legacy Society The OJCF Legacy Society recognizes and honors those who have made a legacy gift to the Foundation or our Jewish community through the Foundation, in their will, estate plan or by beneficiary designation. Anonymous (8) Roy & Kay Abramowitz Joy Alkalay* Ron & Judy Appelbaum Asa & Adrienne Arnsberg* John & Carol Arnsberg Jeff & Sandy Axel Gloria Bacharach Henry & Evelyn Barber* Max Birnbach* Owen & Lynn Blank Gerel & Henry* Blauer Stan & Judy Blauer George Bodner* Lynn Bonner Vivienne Bonnin* Stephen & Beverly Bookin Barbara Brown Bernard & Selma* Brown Eden Rose Brown Alicia Byerley Milt Carl* Bernard Carr* Stuart & Mandi Chestler Nathan Cogan Margery Cohn Sid & Ruby Conroy* Susan Danielson Carol & Seymour* Danish James & Ilene Davidson Annette Demsey & Erik Richmond Julie Diamond Richard Dobrow Stuart & Leah Durkheimer* Jill Schnitzer Edelson Jordan Edelson Zoe Edelson Evelyn Findl* Martin Fishel* David Forman Marilyn Forse* Josh & Amy Frankel Ruth Friedel Julius Friendly* David Fuks & DeAnn Sullivan Morris Galen Bernice & Burton* Gevurtz William Gittelsohn* Peter Glade Robert & Lesley Glasgow Jonathan Glass & Sarah Kahn Glass Ira & Julie Gottlieb

Steve & Michelle Gradow Margaret Hasson Irwin* & Renee Holzman Janice & Ben* Isenberg Garry & Judith Kahn Albert Kailes* Lisa Kaner Steve & Elaine Kantor Chuck Karsun* Steven Kaufman Sheldon Klapper & Sue Hickey Anthony & Priscilla Kostiner Arthur Krichevsky* Roy Lambert & Mary Maxwell Steve Laveson & Lesley Isenstein Julian & Lorna Levi Leonard* & Nira Levine Shari Levinson Jonathan Levy Jacob & Rose Lewin Leonard & Mimi Lewitt Derek & Lydia Lipman David Lippoff & Liz Rabiner Lippoff Rita & Louis Lubliner* Jeff Mazer & Debra Vinikour Elizabeth & Ruben Menashe Victor & Toinette Menashe Jim & Lora Meyer Susan Meyer-Klinge Alan & Lana Miller Debbie Mink Debra & Alan Montrose Sharon & Dean Morell Jonathan & Adina Morgan Harold Nadler* Theodore Nelson & Curtis Shaffstall* Leah & Marvin* Nepom Miles Newmark & Barbara Gilbert Mimi & Zeâ&#x20AC;&#x2122;ev Orzech* Clara Paige* Sue Perkel Robert & Rita Philip Harold & Jane Pollin Lois Poplack* Jerome Reich Irving Roberts* Gayle Schnitzer Romain Martha Roper* Steve Rosenberg & Ellen Lippman Charles Rosenblum Betty Rosenfeld*

Eric & Tiffany Rosenfeld Laurens & Judith Ruben Isadore Russell* Rose & Arnold* Rustin Jerry & Bunny Sadis Faye & Stan* Samuels Dina Schnitzer Harold & Arlene Schnitzer* Jordan Schnitzer Lois & Leonard* Schnitzer Sandra Schnitzer Charlotte Schwartz* Jack & Barbara Schwartz Linda B. & Michael A.* Shapiro Arden & Lois Shenker Rob & Mara Shlachter Michael Simon Barbara & David Slader Richard B. Solomon & Alyce Flitcraft Ruth & Manton Spear* Marshal P. Spector Leah Spellman* Mardi Schnitzer Spitzer Helen & Jerry* Stern Jack Straus* Gloria Swire Rebecca Tarshis* Sada Tarshis* Marcy & Ronald* Tonkin Kathleen Vanderpool Larry & Elizabeth Volchok Robert Weil* Sharon Weil Michael Weiner & Kathy Davis-Weiner Gary & Carolyn Weinstein H. Peter Wigmore Bertha Woolach* Merritt & Cookie Yoelin* Min Zidell* *Of Blessed Memory Every effort has been made to ensure that this list is accurate and complete. We apologize if your name has been omitted or improperly recorded. If so, please contact OJCF so we can correct our records.

If you would like information about the OJCF Legacy Society or would like help initiating a discussion with your own family about the values that guide your philanthropic decisions, please contact OJCF at 503.248.9328.

Engaging Young Adults

Scholarships - Meet Rachael Every year, OJCF awards scholarships for higher education, camperships for overnight Jewish camping, and funding for the Oregon Board of Rabbis’ Teen Israel program in partnership with our synagogues. Here’s just one example of the difference a scholarship can make. Rachael Walkinshaw is a mother of two who teaches at the Congregation Shir Tikvah Sunday school and is the coordinator of the Nashira religious school. Rachael is also a recipient of financial aid from both the Rebecca and Sada Tarshis and Arthur P. Krichevsky Memorial Scholarship Funds at OJCF. She is studying art history, Judaic studies and printmaking at PSU, and she graduates in spring of 2020. Rachael intends to pursue a career in Jewish education, museum work or educational administration. She is also considering graduate work in Jewish studies or museum studies. “The support from OJCF scholarships has helped me focus more fully on my learning in the Judaic studies field and inspired me to give back to this community. As a student who is also a parent, my entire family benefits from this support. We have all felt the connection to and encouragement from our community.” – Rachael Walkinshaw

The Giving Council Young Adults Giving Circle

The Giving Council is an important aspect of OJCF’s ongoing effort to engage people of all ages in the mitzvah of philanthropy, co-chaired this year by David Hirsch and Lindsay Krivosha. The goals of the Giving Council are to promote thoughtful engagement with Jewish philanthropy among young Jewish professionals in the community and to distribute funds to worthy causes. This year, the group of twenty young adults met once a month for six months. Armed with the $10,000 they donate and a $10,000 match by the Foundation, the group first talks about what giving means to them and establishes the group’s funding priorities. A key component is discussion about Jewish values. There is, David says, a lot of self-reflection. They then learn about the local philanthropic landscape, identify organizations they want to invite to submit proposals and then, together, they select the projects they want to fund.

Attendees at the Giving Council’s annual Taste of Giving event, which this year benefited our Hillel programs.

Giving Council Grants FY 2019 $7,500 $3,000 $3,000 $3,000 $1,800 $1,800 8

Central City Concern- For The Emergency Housing Fund NCSY-Oregon- For Jewish Student Unions ADL of the Pacific NW- To expand programs in Oregon Arthur P. Krichevsky Fund of OJCF- For day school scholarships Eastside Jewish Commons- For Sukkot Programming SVARA- To send a local student to Queer Talmud Camp

Left to right: The Kaufman family, Jason, Sarina, Adena, Eliana and Allison Photo by: Paru Digital

Inspiring Teens B’nai Tzedek Youth Funds

This new program enables b’nai mitzvah youth to become proud members of our philanthropic community. Once established through gifts from family and friends, with an additional OJCF match of $250 from the OJCF Community Endowment Fund, youth learn about the needs of our Jewish community and can grant up to 10% of the fund balance annually.

First Fund Holder Leads the Way Jason and Allison Kaufman hope to pass on to their daughters the core values of gratitude for the blessings they have and the mitzvah of helping others. They also see the act of giving as a way for their family to experience the joy of sharing oneself with the world in order to repair it (tikkun olam). With their two older daughters Sarina and Eliana already involved in the Oregon Jewish Community Youth Foundation, Jason and Allison considered opening a new B’nai Tzedek Youth Fund for their youngest daughter Adena an easy choice. They look at the B’nai Tzedek Fund and OJCF as their partner as they seek to grow their commitment to their family’s philanthropy. Adena, a 7th grader at Wood Middle School, is excited to use her fund to help address anti-Semitism and support the environment. She plans to contribute some of the cash gifts she received at her bat mitzvah to her fund as well as to make regular contributions from the money that she earns.

Oregon Jewish Community Youth Foundation (OJCYF) Now in its seventeenth year, OJCYF continues to provide Jewish high school students from the Portland metropolitan area with a Jewish framework to explore their interest in social justice and give them the tools to build a better world through philanthropy.

Special OJCYF Grants In October 2018, just as the new OJCYF year began, the teens were faced with how to respond to the devastating anti-Semitic attack on the Tree of Life Synagogue in Pittsburgh. Using their skills as philanthropists and recognizing the power of grant-making to help heal a community, the teens awarded local grants in support of community security, teaching others about the Jewish people through education addressing anti-Semitism, and showing solidarity with immigrants, as the Torah teaches. These grants of $7,750 were made in addition to their regular grant cycles of the year, concluding in May 2019.

Cassie Gitelson and Olivia Jacobs enjoy the OJCYF 2019 Annual Benefit Dinner.

Annual 2019 OJCYF Funding Priorities • Caring for the vulnerable • Preserving the environment • Supporting local Jewish organizations that provide enriching Jewish experiences Through the generosity of our community donors and the diligence of the teens, OJCYF distributed grants in total of $68,150 — a record amount for the youth foundation. 9

The Community Endowment Fund The OJCF Community Endowment Fund provides unrestricted annual distributions to organizations and community needs prioritized by the Board of Trustees. The fund grows primarily through estate gifts, charitable gift annuities and IRA charitable rollover gifts. In FY 2019, as in recent years, the board has prioritized providing funds for collaborative giving, to youth and young adults, to PJ Library and for LIFE & LEGACY. These programs are consistent with OJCF’s dedication to providing important experiences of being a philanthropist at any age. B’nai B’rith Camp (youth philanthropy) ................................................................ $2,000 * OJCF Emergency Fund ........................................................................................ $7,500 * Giving Council .................................................................................................... $15,000 * Greater Portland Hillel ......................................................................................... $4,000 Jewish Federation of Greater Portland (security hire) ...................................... $20,000 LIFE & LEGACY/Book of Life ............................................................................. $20,000 * Oregon Hillel Foundation - University of Oregon ............................................... $4,000 Oregon Hillel Foundation - Oregon State University .......................................... $4,000 OJCYF................................................................................................................... $6,000 * PJ Library/Oregon ............................................................................................. $10,000 President’s Fund ................................................................................................... $5,802 * *These dollars are distributed to community nonprofit organizations through various granting programs involving diverse age groups.

Endowment Distributions

Total Distributions: $794,918

These endowment funds, established by generous donors, provide much needed financial resources for the unknown needs of the future. We are blessed and honored to be the steward of these funds for the future strength of our community. Joy Alkalay Memorial Fund Anonymous A Fund Anonymous A Senior Program Fund John and Carol Arnsberg Family Endowment Fund Henry and Evelyn Barber Fund Birnbach CGA Endowed Fund for PJA Max Birnbach Charity Fund Alice Carr Fund for JFCS’s Counseling Endowment Fund Bernard Carr Family Endowment Fund for Cedar Sinai Park Margery Cohn LOJE Community Endowment Fund Sid & Ruby Conroy Fund for benefit of CSP Carol J. Danish Jewish Educational Endowment Fund Stuart and Leah Durkheimer Endowment Fund First Hebrew Benevolent Fund Marilyn Q. Forse Endowment I Marilyn Q. Forse Endowment II Friendly Rosenthal Fund 10

Lester & Annette Goldschmidt Hillel Scholarship Fund Ira and Julie Gottlieb Endowment Fund Chuck Karsun Memorial Fund Norman Kobin Memorial Fund Roy Lambert and Mary Maxwell Latino Scholarship Endowment Fund Bev Eder Lindemann Good Times Fund Rita Lubliner Beth Israel Sisterhood Fund Lubliner Endowed Fund for the Needy Lubliner Robison Jewish Home Endowed Fund Harold Nadler Fund Leah & Marvin Nepom Endowment Fund Marvin S. Nepom Endowment Fund OJCF Administrative Endowment Fund OJCYF Endowment Fund Oregon Holocaust Memorial Endowment Fund

Ze’ev B. and Miriam W. Orzech Endowment Fund Lois L. and Gerald Poplack Fund Roberts Fund for Administrative Support A. Victor & Betty Rosenfeld Leadership Development Endowment Fund Lloyd B. Rosenfeld Youth Leadership Fund Rustin Urological Scholarship Fund Faye Gordon Samuels and Stanley M. Samuels Endowment Fund Stanley Samuels Endowment Fund Leonard & Lois Schnitzer Charitable Supporting Foundation Manton & Ruth Spear Administrative Fund Leah Spellman CSP CGA Endowment Leah Spellman CEF CGA Endowment Leah Spellman Trust Memorial Fund Jack M. and Shirley G. Straus Fund Robert P. Weil Fund Bertha Woolach Fund Min Zidell Hesed Shel Emet Endowment Fund

Advisors Guide Us in Complex Tax and Legal Issues Every year, many professional advisors in various legal and financial fields support the mission of OJCF by promoting charitable planned giving, participating in educational programs and consulting with OJCF staff and leadership on technical aspects of tax and legal issues. Some of the Foundation’s largest gifts have come with the help of dedicated advisors. In the last fiscal year, the Foundation launched a formal membership initiative for the Professional Advisors Group. For an annual fee, members are included in a directory on the Foundation website and are invited to members-only events held during the year. These leaders set an example among professional advisors and we thank them. The Foundation strongly values its relationship with the entire professional advisor community and continues to sponsor popular educational lunches throughout the year on topics like estate planning for digital assets and examinations of the capital markets.

PAG Members Richard Barker Jack Birnbach Owen Blank Eden Rose Brown Walker Clark, Co-Chair Arlene Cogen N. Dickson Davis Alexander Fine Max Forer Edward Frankel Josh Frankel Stanley D. Geffen Steve Gradow Steve Kantor

Connor Kavanaugh Kathleen Kee Lindsay Krivosha, Co-Chair Abby Wool Landon Anastasia Yu Meisner Jessica Morgan James K. Phelps Mark Rosenbaum Kim Rosenberg Eric Rosenfeld Richard B. Solomon Marshal P. Spector Brian Suher

PAG co-chairs Walker Clark and Lindsay Krivosha center, pictured with OJCF President & CEO Julie Diamond (R) and Michael Walker (L)

“As advisors, PAG provides us with the tools and education we need in order to encourage our clients to incorporate philanthropy into their long-term financial goals.” – Lindsay Krivosha, Co-Chair 11

GRANTS STRENGTHEN OUR COMMUNITY In fiscal year 2019, OJCF granted $7,345,792 to the community from donor advised funds, endowment funds and scholarships funds as well as through the Giving Council and OJCYF. The majority of OJCF grant dollars stay in Oregon. However, nonprofits in more than 25 states received support from our funds, including Jewish federations, synagogues and universities where our donors have strong ties.

Top Jewish Grantees 1. Jewish Federation of Greater Portland 2. B’nai B’rith Camp / B’nai Brith Men’s Camp Association 3. Portland Jewish Academy 4. Congregation Beth Israel 5. Cedar Sinai Park

Top General Grantees 1. OHSU Foundation 2. Doernbecher Children’s Hospital Foundation 3. Pixie Project 4. Providence St. Vincent Medical Foundation 5. Oregon Symphony Association

Total number of grants: 1,100+ Total grants: $7,345,792 Total Scholarships: $122,388

Grants to Jewish Organizations Versus General:

62% 38%

of grants to Jewish community nonprofits of grants to general community nonprofits

Grants Breakdown:

87.5% 10.8% 1.7% 12

Donor Advised Funds Endowment Funds Scholarship Funds

Grant by Program Area (Jewish) Arts / Cultural (5%) Community (37%) Education (18%) Health / Medical (5%) Social Welfare (3%) Synagogue (14%) Youth Group / Camp / Hillel (18%)

Grant by Program Area (General) Arts / Cultural (10%) Community (19%) Education (23%) Health / Medical (39%) Social Welfare (9%)

Emergency Response to COVID-19 OJCF fundholders responded immediately and generously to our communityâ&#x20AC;&#x2122;s need for help dealing with the economic impact of the novel coronavirus. March and April grants designated for emergency response totaled $350,000. This included grants from donor advised funds and the OJCF Emergency Fund. The largest recipient was Jewish Federation of Greater Portland for immediate response to organizations and individuals in financial or emotional crisis. 13

Donor Advised Fund GrantEES

ACLU Foundation Inc. ACLU Foundation of Oregon Inc. Ahavas Torah Albertina Kerr Center All Classical Public Media Inc. All Hands Raised Alzheimer’s Association, Oregon Chapter American Bird Conservancy American Constitution Society for Law and Policy American Friends of Batsheva Dance Company Inc. American Friends of BirdLife International Inc. American Friends of Latet Humanitarian Aid Inc. American Friends of Magen David Adom American Friends of Meir Panim American Friends of the Israel Museum American Friends of the Israel Sport Center for the Disabled American Heart Association, Portland Affiliate American Israel Education Foundation American Jewish Joint Distribution Committee Inc. American Jewish World Service American Red Cross, Cascade Region American Red Cross, National Amigos Hospitalito Atitln Annunciation House Inc. Anti-Defamation League, National Office Anti-Defamation League, Pacific NW Regional Office Anti-Defamation League, Pacific SW Regional Office APLA Health & Wellness Arlington Club Heritage Foundation Arthritis Foundation Inc. Artists Repertory Theatre As the Spirit Moves Us Assistance League of Greater Portland Association for Jewish Studies Inc. Audubon Society of Portland Autism Service Dogs of America Autism Speaks Inc. Bais Din Maysharim The Be Kind People Project Foundation Beaverton High School Beit Am Mid-Willamette Valley Jewish Community Beit Haverim Benchwarmers Basketball Berkeley High School Development Group BIGHORN Golf Club Charities Birthright Israel Foundation B’nai B’rith Camp/B’nai Brith Men’s Camp Association B’nai B’rith Youth Organization, Portland BodyVox Inc. Boom Arts Inc. Bradley Angle House

BRAVO Youth Orchestras Bridge Meadows Bridging Voices Broadway Rose Theatre Co. Bus Project Foundation Caldera California Lutheran University CAMERA: Committee for Accuracy in Middle East Reporting In America Camp Ramah in California Inc. Camp Rosenbaum Fund Camp Solomon Schechter Campbell Hall Cancer Research Institute Inc. CASA for Children Cascade AIDS Project Catlin Gabel School Cedar Sinai Park Central City Concern Centro Cultural de Washington County Chabad at Portland Campuses Chabad Center for Jewish Life Chabad Jewish Center of Salem Chabad of Central Oregon Chabad of Hillsboro Chabad of Northeast Portland Chabad of Oregon Chabad of Southern Oregon Chamber Music Northwest Childpeace Montessori School Children’s Book Bank Children’s Cancer Association Children’s Center, Vancouver College Possible Portland Community Cycling Center Community Transitional School Community Warehouse Conejo Valley Youth Orchestra Congregation Ahavath Achim Congregation Beth Emek Congregation Beth Israel Congregation Havurah Shalom Congregation Kesser Israel Congregation Neveh Shalom Congregation P’nai Or of Portland Congregation Shaarie Torah Congregation Shir Tikvah Cornell University The David Sheldrick Wildlife Trust USA Inc. Days for Girls International The Dayton Foundation Deborah’s Place Desert Community Foundation Disability Rights Legal Center Doctors Without Borders USA Inc. Doernbecher Children’s Hospital Foundation Door To Grace Dror Israel Movement Duke University EarthShare Oregon Eastside Jewish Commons Edison High School Emotions Anonymous Engeye Inc. Family Forward Oregon Florence Immigrant & Refugee Rights Project Inc. FolkTime Inc. For The Troops Forest Park Conservancy Fractured Atlas Inc.

Friendly House Friends of Asor Fund USA Inc. Friends of Cloud Mountain Friends of Kol Haneshama Inc. Friends of Lincoln Friends of Outdoor School Friends of the Columbia Gorge Friends of the IFL Friends of the Multnomah County Library Friends of Tryon Creek Park Gather:Make:Shelter Gifted Wishes Girls Inc. of the Pacific Northwest Good Deeds Goose Hollow Family Shelter Grant High School Alumni Association Greater Portland Hillel Green Empowerment Growing Gardens Habitat for Humanity Portland/Metro East Hadassah, Pacific NW Region Hand in Hand Harvard College Harvesters Community Food Network Havurah Shir Hadash Hazelnut Grove Inc. HIAS Hillsdale College Immigrant and Refugee Community Organization Impact NW Institute for Judaic Studies Interface Children Family Services International Dyslexia Association Inc. The International School Israel Tennis & Education Centers Foundation Inc. J Street Education Fund Inc. Japanese Garden Society of Oregon Jefferson High School Jerusalem Foundation Inc. Jewish Collaborative of San Diego Jewish Community Day School of Greater New Orleans Jewish Community of the Hill Country Jewish Community Orchestra Jewish Family & Child Service Jewish Family Service of the Desert Jewish Federation & Family Services, Orange County Jewish Federation of Greater Portland Jewish Federation of Lane County Jewish Federation of Palm Springs and Desert Area Jewish Federation of the Sacramento Region Jewish Federations of North America Inc. Jewish National Fund, National Office Jewish Partisan Educational Foundation Inc. KairosPDX Kavod v’Nichum Kehila Kedosha Janina Preservation and Cultural Fund Inc. Khan Academy Inc. KIPP Foundation KMHD Jazz Radio Lake Oswego Schools Foundation Lakes Environmental Association

The Lawyers’ Campaign for Equal Justice Legacy Health Foundation Leo Baeck Temple Lewis & Clark College Lifeworks NW Lift Urban Portland Literary Arts Inc. Live Wire Radio Inc. Maayan Torah Day School of Portland Maimonides Jewish Day School Masorti Foundation for Conservative Judaism in Israel Massachusetts Institute of Technology MAZON: A Jewish Response to Hunger Meals on Wheels People Memorial Sloan Kettering Cancer Center Memphis Oral School for the Deaf MEMRI Mesivta Yeshiva Rabbi Chaim Berlin Mexican American Legal Defense And Educational Fund The Michael J. Fox Foundation for Parkinson’s Research Middle East Forum Mittleman Jewish Community Center Moishe House Multnomah Bar Foundation Music Workshop National Psoriasis Foundation Nature Conservancy NCSY Oregon Near North Montessori School New Avenues for Youth New Synagogue Project New York Foundation for the Arts New York University ninety-nine girlfriends The North Coast Land Conservancy North Valley Community Foundation Northwest Abortion Access Fund Northwest Documentary Arts & Media Northwest Outward Bound School Northwest Pilot Project Northwest Yeshiva High School Northwestern University Oaks Christian School Oberlin College OHSU Foundation Olga Lengyel Institute For Holocaust Studies and Human Rights OMSI OneTable On-the-Move Community Integration Opal Creek Ancient Forest Center Oregon Ballet Theatre Oregon Center for Public Policy Oregon Community Foundation Oregon Crime Victims Law Center Oregon Cultural Trust Oregon Environmental Council Inc. Oregon Food Bank Inc. The Oregon Hillel Foundation Oregon Historical Society

Oregon Humane Society Oregon Interfaith Movement for Immigrant Justice Oregon Jewish Museum & Center for Holocaust Education Oregon Justice Resource Center Oregon Progressive Alliance Inc. Oregon Public Broadcasting Oregon Sports Authority Foundation Oregon Symphony Association Oregon Wild Oregonian Publishing Company Public Benefits Inc. Outside In Outside The Frame p:ear Palm Springs Art Museum Park Academy PEF Israel Endowment Funds Inc. Period Inc. Phame Academy Pierpont Morgan Library Pixie Project Planned Parenthood Federation of America Planned Parenthood of the Columbia/Willamette Pomona College The Pongo Fund Portland Art Museum Portland Center Stage Portland Homeless Family Solutions Portland Jewish Academy Portland Kollel Portland Leadership Foundation Portland Rotary Charitable Trust Portland Tennis & Education Portland YouthBuilders Preterm Cleveland Inc. Princeton University Project Lemonade Inc. Providence Portland Medical Foundation Providence St. Vincent Medical Foundation PSU Foundation Public Citizen Theatre Rainforest Trust Ramapo College Foundation Randall Children’s Hospital Foundation Reading Results Refugee & Immigrant Center For Education & Legal Services Refugee & Immigrant Services and Empowerment Regents of the University of Michigan Regional Arts & Culture Council Renewal House NW Rice University Riverdale School Foundation Robison Jewish Home Rogue Valley Symphony Romemu Ronald McDonald House Charities of Oregon and Southwest Washington Rose Schnitzer Manor Saddlebrooke Community Outreach Inc. Sam & Devorah Foundation For Trans Youth Inc. Sarah Bellum’s Bakery & Workshop Schoolhouse Supplies Schwab Charitable Fund Self Enhancement Inc.

Senior Advocates for Generational Equity Inc. Shadow Project Share Our Strength Inc. Sigma Alpha Epsilon Foundation Simon Wiesenthal Center Sisters Of The Road Skidmore College SMART Snowman Foundation Inc. Solomon Schechter Day School of Metropolitan Chicago Southern Poverty Law Center Inc. SPOON Foundation St. Jude Children’s Research Hospital St. Paul’s School Staged! StandWithUs Stanford University The Street Trust Sunset Apollo Baseball Club Sunshine Pantry SVARA: A Traditionally Radical Yeshiva Sylvia Rivera Law Project Inc. Temple Beth Israel Temple Beth Sholom Temple Emek Shalom Temple Sinai - Jewish Community Center of Palm Desert TischPDX Tivnu: Building Justice Trustees of Tufts Tustin Public Schools Foundation UC Berkeley Foundation UCLA Foundation Union of Concerned Scientists Inc. Unitarian Universalist Church of Tucson Unite Oregon United States Holocaust Memorial Museum United Way of the Columbia/Willamette University of Oregon Foundation Urban Gleaners Urban League of Portland Victim Rights Law Center Inc. Vipassana Metta Foundation Virginia Garcia Memorial Foundation Western Rivers Conservancy White Bird Willamette View Manor Inc. Willamette Week Investigative Journalism Wind & Oar Boat School Women for Women International Womens Foundation of Oregon Woods Pond Water Quality Association World Central Kitchen Inc. World Wildlife Fund Inc. Young America’s Foundation Young Judaea National Zebs Wish Equine Sanctuary Zionist Organization of America Every effort has been made to ensure this list is accurate and complete. Please contact OJCF if you find an omission or error. Thank you.

“FY 2019 was an exciting time for OJCF given the overall strong performance of our investments. In this time of COVID-19, we are tracking Foundation investments more closely than ever.” - Jonathan Glass, Committee Chair

Foundation Investments The Investment Committee, chaired by Jonathan Glass, an investment professional, immediate past chair of the MJCC and PJA, and longtime member of Congregation Neveh Shalom, meets quarterly to review investment pool performance, set investment policies, and review and select investment managers. As the markets became more volatile with the onset of COVID-19, the committee opted to meet more frequently with the Foundation’s advisors at First Republic Bank to closely monitor economic indicators, global and domestic financial markets and investment performance. No major changes have been made to the asset allocation or investment managers at this time.

Highlights FY 2019

OJCF Embraces Jewish Advocacy Strategy In 2019, the Investment Committee accomplished an important goal, the creation of another socially responsible investment pool for OJCF, in partnership with the nonprofit JLens Investor Network. Called the Jewish Advocacy Strategy Pool, this index screens the S&P 500 for the 300 companies that most closely align with Jewish values and concerns such as social tolerance, employee relations, the environment, and Israel. Funded initially with $250,000 from the OJCF Community Endowment Fund, the new pool has performed well against the S&P 500 benchmark, and continues to grow. As of March 31, 2020, the pool balance was $362,248, with growth from new contributions and investment performance. The committee also added new members with an eye to more diversity in age, gender and business experience.

Fiscal Year Ending June 30, 2019

OJCF Investment Committee Recommended Endowment Allocation — 60% Equity / 40% Fixed Income Taxable US Bonds (40%) Large Cap US Equity (30%) Smid Cap US Equity (9%) Developed Int’l Equity (15%) Emerging Market Equity (6%) 60/40 Portfolio Return Blended Index Return*

QTR

YTD

1-Year

3-Year

5-Year**

3.4%

12.2%

5.9%

8.1%

5.0%

3.4%

12.2%

6.6%

7.9%

4.9%

*Blended Index is comprised of 60% MSCI AC World and 40% Barclays US Aggregate Bond Index. **Beginning on June 30, 2013, a 3% allocation to Alternatives was initiated. In June 2017, the recommended allocation was changed to 60% Equity/36% Fixed/4% Alternatives. In February 2019, the allocation to Alternatives was removed. 16

CONSOLIDATED FINANCIAL INFORMATION The following is a summary of the Oregon Jewish Community Foundation’s audited financial statement for the year ending June 30, 2019.

Statement of Financial Position Assets Cash and cash equivalents Investments Prepaid expenses Accrued interest Cash surrender value of life insurance policies Assets held in charitable trusts Assets held in charitable gift annuities Office equipment and leasehold improvements net of accumulated depreciation and amortization of $67,395 in 2019 and $92,680 in 2018

Statement of Activities*

2019

2018

$5,243,630

$3,379,523

81,534,972

80,802,681

16,417

28,643

4,383

330,522

321,321

2,400,476

2,445,179

721,078

283,804

23,717

$90,262,480

$87,289,251

29,575

36,340

Grants payable

4,681,448

2,781,921

Liabilities under charitable trust agreements and gift annuities

1,229,072

1,039,838

Funds held for members

27,899,742

27,165,511

33,839,837

31,023,610

Liabilities Accrued expenses

Total liabilities

Unrestricted net assets: Designated

2,485,830

2,560,278

Donor funds

52,383,615

52,130,974

Total unrestricted net assets

54,869,445

54,691,252

1,553,198

1,574,389

56,422,643

56,265,641

$90,262,480

$87,289,251

Total liabilities and net assets

$5,339,586

$6,021,474

252,800

253,515

Interest and dividend income

1,539,887

1,332,134

Net gain on investments

1,867,963

2,359,377

Loss on disposal of office equipment

-147

9,201

-20,066

-273,127

(75,142)

$8,736,310

$9,871,145

7,345,792

10,772,379

473,004

477,855

7,818,796

11,250,234

General and administrative

583,795

597,648

Development

176,717

168,653

8,579,308

12,016,535

157,002

-2,145,390

Net assets, beginning of year

56,265,641

58,411,031

Net assets, end of year

$56,422,643

$56,265,641

Contributions Administrative fees

Decrease in cash surrender value of life insurance policies

Net revenue, gains and other support Expenses: Grants and distributions Administering of grants and distributions

Total expenses Increase (decrease) in net assets

Net Assets

Total net assets

2018

Total program services

Commitments and contingencies

Net assets with donor restrictions

2019

Change in value of charitable trusts and gift annuities 15,385

Total assets

Revenue, gains and other support:

Hoffman,Stewart & Schmidt, P.C. audited the June 30, 2019 consolidated financial statements of the Oregon Jewish Community Foundation in accordance with auditing standards accepted in the United States of America. In their report, dated January 21, 2020, the auditors expressed an unmodified audit opinion on those consolidated financial statements. The above summarized information is based on these audited consolidated financial statements. *Note: The “Statement of Activities” excludes all activity related to funds held for members.

OJCF FUNDS & SUPPORTERS

Fund List Leslie and Eva Aigner Holocaust Remembrance Fund Amina Fund John and Carol Arnsberg Family Fund Aspen Blue Aspen Mitzvah Fund Jeff and Sandy Axel Family Fund Azamra Family Fund Gloria Bacharach Family Fund Barg Family Fund Bar-Lev Family Fund Benaroya Family Fund Birk-Coblens Family Fund Henry S. Blauer Memorial Fund Henry & Gerel Blauer Family Fund Stanley & Judith Blauer Family Fund Hannah and Norbert Blechner Memorial Fund Bloom Family Fund Borkan Family Fund Stan and Ethel Katz Briller Jewish Education Fund Eden Rose Brown Family Fund Selma and Bernard Brown Family Fund CashCo Financial Services Torah Education Fund Stuart & Mandi Chestler Fund The Norman & Kathy Chusid Family Fund Nathan Cogan Family Fund Edward Cohn Jr. and Margery Cohn Family Fund The Danish Family Endowment Fund Davidson Family Fund Stuart A. Davis and Reena B. Davis Family Fund Julie and Thomas Diamond Family Fund Stuart & Nikki Director Family Fund Leonard and Lois Schnitzer Family Fund Emerald Fund Ceal & Asher Ettinger Remembrance Fund Flamm Family Fund Forman Family Fund Josh and Amy Frankel Family Fund Morris & Evelyn Galen Family Fund 18

The Givin-Back Family Fund Bob & Lesley Glasgow Family Fund Jonathan Glass & Sarah Kahn Glass Family Fund Glick-Kaplan Family Fund David and Katie Gold Family Fund Neil & Diana Goldschmidt Fund Doug & Lila Goodman Fund Greg Goodman Charitable Fund Mark and Christi Goodman Charitable Fund Emily Georges Gottfried Fund Gradow Family Fund Herman, Rose & Jean Frances Grossman Memorial Fund Janice and Benjamin Isenberg Philanthropic Fund ISS Fund Kathleen and Louis Jaffe Family Fund JLRAD Fund Garry & Judith Kahn Family Fund Wendy and Steven Kahn Family Fund Kantor Family Fund David Karlin Family Fund Adena G. Kaufman Bâ&#x20AC;&#x2122;nai Tzedek Youth Fund The Kaufman Family Fund Matthias D. Kemeny Charitable Fund Klapper/Hickey Family Fund Jakob Kryszek Family Fund Kurosaki Family Fund Lambert-Maxwell Fund Lang/Svendgard Family Fund Laveson/Isenstein Family Fund Reuben & Shirlee Lenske Family Fund Levenick Family Fund Levine Family Charitable Fund Lewin Family Fund Lewis Family Fund Levinson Family Charitable Fund Howard & Wendy Liebreich Family Fund Derek & Lydia Lipman Fund Lippoff Family Fund Living Room Fund LPJZ Fund Malka Family Fund Manny & Karen Donor Fund Richard & Judith Matza Family Fund Mazer Vinikour Fund Barry & Susan Menashe Family Fund Ella Krys Menashe Charitable Fund Michael Menashe Charitable Giving Fund Ruben J. & Elizabeth Menashe Family Fund

Solomon & Rosalyn Menashe Family Fund Lora & Jim Meyer Family Fund RuDiSu Meyer Family Fund Sally & Hal Mink Family Fund Morgan Family Fund Morell Family Fund Nelson Shaffstall Family Fund Miles Newmark & Barbara Gilbert Fund Tillie & Manuel Nepom Memorial Fund Newmark Family Fund Nonprofit Organization Management & Leadership Fund Novkov-Bloom Family Fund OJCF Presidentâ&#x20AC;&#x2122;s Fund Oregon Israel Fund Henry & Nancy Oseran Family Fund Jack & Clara Paige Family Fund Paige OJCF Endowed Fund for Neveh Shalom Traci Parker Fund Sylvia Perkel Giving Fund Robert and Rita Philip Family Fund Allan and Marney Pike Family Fund Pollin Family Fund Polk Family Fund Portland State University - Judaic Studies Fund Posen/Gilman Family Fund Potter Family Fund Philip & Dorothy Reiter Philanthropic Fund Erik Richmond and Annette Demsey Family Fund Gayle Schnitzer Romain Fund William & Goldie Rosenbaum Family Fund Rosenberg/Lippman Family Fund D. Rosencrantz Family Fund M.H. & Bernice Rosencrantz Memorial Fund Alan & Eve Rosenfeld Family Fund Ben Rosenfeld Allergy Research Fund Claire Rosenfeld BB Camp Fund Eric & Tiffany Rosenfeld Fund Layton Rosenfeld Allergy Research Fund Lloyd & Rosemarie Rosenfeld Fund Sally Rosenfeld and Andrew Frank Fund Warren & Sheryl Rosenfeld Fund John and Marti Rosenthal Family Fund Ann & Robert Sacks Family Fund Sadis Family Fund

Sidney and Alyne Schlesinger Charitable Fund Audria M Schnitzer Charitable Fund Dina Schnitzer Fund The Jill Schnitzer Edelson and Richard Edelson Fund Harold & Arlene Schnitzer Family Fund Barbara & Jack Schwartz Fund Shenker Family Fund John & Janet Sherman Family Fund Shlachter Family Fund Shuldman-Edmundson Fund Sam Barry Siegel Fund Michael Simon Family Trust Gus & Libby Solomon Lecture Fund Sondland/Durant Family Fund Donald and Ione Spear Family Fund Harry and Marjorie Spector Family Fund Eve Stern and Les Gutfreund Fund Stern Family Fund Jerry & Helen Stern Grandchildren’s Fund Sharon Stern Family Fund Marvin SW Swire Memorial Fund Tauman Family Fund Team Leikam Family Fund Ron and Marcy Tonkin Charitable Fund Mrs. Moe M. Tonkon Fund Ungerleider Family Fund Ken & Mary Unkeles Family Fund Larry Veltman Family Fund LV Wasserman Family Fund Weidenweber Family Fund Michael Weiner and Kathleen Davis-Weiner Donor Advised Fund The Gary and Carolyn Weinstein Family Fund Marcia & Stuart Weiss Family Philanthropic Fund Lynn and Jeff Wolfstone Fund Women’s Endowment Fund Cookie and Merritt Yoelin Fund Noah Zeitzer B’nai Tzedek Youth Fund Zenith Tzedakah Fund Charlene Zidell and Daughters Family Fund Zolotar Fund Zurow Family Fund William and Evelyn Zurow Memorial Fund

Endowment Funds Those listed here have either created endowed funds, are associated with endowed funds and/or have significantly contributed to OJCF’s Community Endowment Fund. Joy Alkalay* Anonymous A*• Asa & Adrienne Arnsberg*• John & Carol Arnsberg Henry & Evelyn Barber* Gerry Birnbach Jack Birnbach Max Birnbach*• Stan & Judy Blauer• George & Harriet Bodner*• Bernard Carr* Margery Cohn Sid & Ruby Conroy* Carol Danish Richard Dobrow• Stuart & Leah Durkheimer* Jill Schnitzer Edelson Clarice & H. Philip Eder* Evelyn Findl* Martin Fishel*• Marilyn Forse* Julius Friendly* Seymour Friendly* Ira & Julie Gottlieb Meryl & Gordon Haber Irwin* & Renee Holzman Dana Hunt Gertrude Joseph*• Albert Kailes* Chuck Karsun*• Matthias D. Kemeny• Norman Kobin* Arthur Krichevsky* Roy Lambert & Mary Maxwell Robert Landauer• Rita & Louis* Lubliner Harold Nadler*• Leah & Marvin* Nepom Mimi & Ze’ev Orzech* Clara Paige* Rita Philip Lois & Gerald Poplack*• Irving Roberts*• Lola Rosenblatt* Gayle Romain Eric & Tiffany Rosenfeld Rosemarie Rosenfeld

A. Victor & Betty Rosenfeld* Rose & Arnold* Rustin Faye & Stan* Samuels Dina Schnitzer Lois & Leonard* Schnitzer• Sandra Schnitzer John & Janet Sherman• Rob & Mara Shlachter Manton & Ruth Spear* Leah Spellman*• Mardi Spitzer Jack Straus*• Rebecca Tarshis* Sada Tarshis* Ronald Tonkin*• Robert Weil* Sharon Weil Rose & Isam White* Bertha Woolach* Min Zidell* • Contributor to Community Endowment Fund

CGAs, Trusts, Life Insurance Sandra Axel Gloria Bacharach Owen & Lynn Blank Gerel & Henry* Blauer Lynn Bonner Barbara Brown Susan Danielson Ruth Friedel Roy Lambert & Mary Maxwell Victor & Toinette Menashe Debra & Alan Montrose Earl & Elaine Mooso Harold & Jane Pollin Charles Rosenblum Laurens & Judith Ruben Arden & Lois Shenker Richard B. Solomon & Alyce Flitcraft Helen & Jerry* Stern Gloria Swire Kathleen Vanderpool Larry & Elizabeth Volchok Gary & Carolyn Weinstein *Of Blessed Memory The information provided on pages 18-19 is current as of April 30, 2020. Please contact OJCF if you find an omission or error. Thank you. 19

OJCF MAKES GIVING EASY In our complex and fast-changing world, OJCF is here to make your charitable giving easy, impactful and rewarding. There are many ways to strengthen our community’s financial resources and at the same time honor our Jewish values. Make sure your charitable gifts are also tax-wise by consulting your financial advisor or estate attorney beforehand. Whether you make a current gift or arrange for a future gift, you will be demonstrating leadership and love for our Jewish values and heritage.

Donor Advised Funds Donor Advised Funds (DAF) provide maximum flexibility to our donors and are easy to set up. They enable you to simplify your giving, plan your grant-making with intention and control the timing of your requested grants to the community nonprofits that you want to support. An added advantage is that DAFs can be funded with charitable gifts of appreciated stock, business shares, real estate or other assets.

PLANNING YOUR

Many donors also use these funds to involve their family members in important discussions about Jewish values and their personal giving passions. Some name their children or grandchildren as successor advisors.

LEGACY

DAFs are the most popular type of fund at OJCF. You can open a DAF with a charitable contribution of $1,800 and add to that to grow your charitable fund. A balance of $5,000 is required for grant-making privileges. Your DAF grants can make a vital difference to nonprofits caring for our most vulnerable in response to COVID-19.

Estate Planning Guide Are you ready to plan your will or trust? OJCF can offer you a wonderful way to organize the necessary information. Contact OJCF to request your FREE Planning Your Legacy booklet, or visit www.ojcfgift.org.

A guide to providing for your family Endowment Funds and supporting the causes you care about.

Endowment funds create permanent financial resources for our community’s nonprofit organizations. These long-term funds provide annual distributions that supplement other sources of revenue for nonprofits. You can establish an endowment fund now or as part of your after-lifetime charitable giving plan, and you choose the nonprofit(s) that will benefit from your devotion to their mission and your passion for their success. You can establish an OJCF endowment fund with a gift of $10,000 or more and then add to the fund whenever you want, giving cash, stock, IRA rollover or beneficiary designation, or other assets. Contributions may provide you with tax benefits. 20

Your partner in philanthropy

Charitable Gift Annuities Charitable Gift Annuities (CGA) provide you with income for life and a partial charitable income tax deduction at the time you make the initial gift. They are excellent for older donors who still need income but also want to create a wonderful charitable legacy. The minimum age is for a CGA is 65 years old and the minimum gift amount is $10,000. As an example, a single life CGA for a woman 86 years old would provide an annual annuity payout rate of 8.2%* (based on life expectancy). In addition, the donor may benefit from a bypass of gain on appreciated assets and income tax savings. Upon the annuitant’s passing, the remaining funds create endowment funds for OJCF partner organizations designated by the donor and for the OJCF Community Endowment Fund. *Payout rate based on American Council of Gift Annuities (ACGA) guidelines; subject to change.

OJCF gift annuities are only available to residents of Oregon.

Charitable Remainder Trusts With a Charitable Remainder Trust (CRT), donors retain an income interest for a specified period of time while OJCF serves as a trustee and/or beneficiary. OJCF receives the remaining principal of the trust upon the death of the last income beneficiary or at the trust expiration and those proceeds are used to create a named endowment fund for the benefit of nonprofits designated by the donors. Learn more about what to give and how to give at www.ojcfgift.org.

Supporting Foundations A Supporting Foundation has its own mission statement and guidelines and is a separate entity that benefits from OJCF’s public charity tax status. OJCF facilitates the Supporting Foundation’s charitable activities for the family without the expenses and management burdens of a private family foundation. In addition, our professional team serves on your board and consults on community needs and giving strategies.

Moving Forward in 2020 Charitable planning is especially challenging in times of uncertainty. COVID-19 has turned our world upside down, but here is some new information you can use in making charitable contributions. The new CARES Act includes several charitable tax provisions to encourage giving. • A new deduction for charitable donors who do not itemize when filing their tax returns. If you do not itemize but make a gift to charity, you will be allowed to take a special tax deduction, up to $300, to reduce your tax liability (excludes contributions to donor advised funds). • An increase in the deduction limit up to 100% of a donor’s annual income for cash gifts (previously the deduction was capped at 60% of annual income). If you make a gift you will be able to deduct more this year. In December 2019, Congress passed the SECURE Act, limiting stretch payments to IRA beneficiaries to 10 years. If you planned to benefit your children with your IRA, your heirs will now pay higher taxes on the inheritance they receive from you. When you revisit your estate plan, consider funding a testamentary charitable remainder trust with your IRA balance. This plan can provide lifetime payments to your heirs and spread out the taxes on their inheritance. ©2020 Crescendo Interactive, Inc.

OJCF does not provide tax or legal advice. Always consult with your financial advisor before making a charitable gift.

BOARD OF TRUSTEES

Executive Committee

* Denotes Advisory Member

Brian Suher, Congregation Neveh Shalom Larry Holzman, Jewish Family & Child Service Lauren Goldstein, Jewish Federation of Greater Portland Elaine Coughlin, Oregon Jewish Museum and Center for Holocaust Education Marni Glick, Portland Jewish Academy

Mittleman Jewish Community Center NCSY – Oregon The Oregon Hillel Foundation – University of Oregon & Oregon State University Oregon Jewish Museum and Center for Holocaust Education P’nai Or Portland Jewish Academy Portland Kollel Temple Beth Israel, Eugene Temple Emek Shalom, Ashland

At-Large Trustees

Partner Organizations

Professional Team

Roy Abramowitz Mia Birk Kathy Chusid Walker Clark Naomi Derner Jonathan Glass Steve Gradow Joel Greenblum Emily Kahn Elizabeth Menashe Eric Rosenfeld Andrew Rosengarten Rob Shlachter Mike Tannenbaum Jeff Wolfstone

B’nai Brith Men’s Camp Association/B’nai B’rith Camp Camp Solomon Schechter Cedar Sinai Park Congregation Ahavath Achim Congregation Beit Haverim Congregation Beth Israel Congregation Havurah Shalom Congregation Kesser Israel Congregation Kol Ami Congregation Neveh Shalom Congregation Shaarie Torah Congregation Shir Tikvah Eastside Jewish Commons Gesher: A Bridge Home Greater Portland Hillel Institute for Judaic Studies Jewish Family & Child Service Jewish Federation of Greater Portland Jewish Federation of Lane County Maayan Torah Day School Maimonides Jewish Day School

Julie Diamond, President & CEO Chris Vitron, Chief Financial Officer Tara Siegman, Director of Donor Relations & Grants Sonia Marie Leikam, Program Officer Nathaniel Smith, Operations Manager Laurie Kays, Accountant

Josh Frankel, Chair Richard Glassman, Treasurer Shari Levinson, Secretary Steve Laveson, Immediate Past Chair David Forman, Appointee Jonathan Singer, Appointee Stan Geffen*

Partner Organization Trustees Elise Brickner-Schulz, Cedar Sinai Park Glen Levy, Congregation Beth Israel

“It is important to have a coalition of Jewish community leaders to oversee matters that impact our entire community. Led by Julie Diamond, OJCF serves us well.” - Renee Holzman

“Mom... dad... I think it’s time you knew. I’ve decided that I’m a philanthropist.” For the past 3 decades, OJCF has been helping people of all ages express their generosity in countless creative ways. If you have some unexpressed generosity, let us buy you an Americano and let’s brainstorm. Contact coffeestorm@ojcf.org.

1618 SW First Avenue, Suite 210 Portland, OR 97201 Ph 503.248.9328 Fax 503.248.9323 info@ojcf.org www.ojcf.org

Founded in 1989, OJCFâ&#x20AC;&#x2122;s mission is to build and promote a culture of giving in Oregon and Southwest Washington that supports a thriving Jewish community now and for generations to come. OJCFâ&#x20AC;&#x2122;s vision is a world in which all Jewish people practice tikkun olam.