JCF Advisor Network Our Year in Review 2014-2015
We had a Very Successful Year… Positioning us for further growth in our Private Client network Expanded our fund holder base by 15% over 3 years Grew assets to over $1.4 Billion, maintaining our position as the largest Jewish-affiliated charitable fund in the nation Contributed over $329 million to thousands of charities via 40,000 grants Top 50 of Top 400 “Chronicle of Philanthropy”
A More Robust and Diverse Advisor Network‌ Increased membership in our advisor network, which is now 500 strong and growing across every discipline Enhanced events with value-add programming geared for advisors of high net worth clients and multi-generational families Expanded the Next Gen Advisors group to provide targeted networking opportunities among peers across the disciplines
Working effectively with the Multi-Generational Family SEPTEMBER 2014
More than 100 HNW Advisors attended "Working Effectively with the MultiGenerational Family� featuring 21/64’s Sharna Goldseker, noted philanthropy expert
JCF Advisor Outreach: Long Island Outreach and value-added programming for HNW advisors in the Tri-state area Networking/learning breakfast for Private Client advisors based in LI Ellen Israelson led roundtable on Working Effectively with Multi-Gen Families Let us bring the network to your community
SEPTEMBER 2014
JCF Private Client Outreach: NextGen HNW Advisors SEPTEMBER 2014
Cocktail reception for 60+ NextGen HNW advisors Increased the reach and visibility of JCF brand to a new generation of advisors Separate initiatives & programs for younger advisors
Jewish Communal Fund Launches Private Client Group NOVEMBER 2014
Decades of experience managing HNW philanthropy led to launch of Private Client Group for donors with funds of $1 million and above Outreach to HNW advisors including: programming, events, microsite/portal, resources, and events Link to Press Release
JCF Private Client Event: Christie’s Post-War & Contemporary Art Sale NOVEMBER 2014
Hosted exclusive Christie’s event to celebrate JCF Private Client Group JCF donors Donald, Barbara and John Jonas spoke about “Collecting & Gifting Art: A Multigenerational Perspective” Attended by 100+ Private Client donors/advisors
NextGen-Philanthropy & AdvisorClient Relationship NOVEMBER 2014
More than 100 advisors learned what influences NextGen donors Panel with three highnet-worth NextGen philanthropists on how to foster satisfying client/advisor relationships
JCF Private Client Group: NYSSCPA Holiday Event NOVEMBER 2014
JCF Private Client Group was a co-sponsor of the Family Office Committee’s annual event held at City National Bank, a premier lender to the high net worth sector This event furthered our outreach and visibility among family office professionals and CPAs, who are important influencers to HNW donors
JCF Private Client: Markets & Philanthropy Event DECEMBER 2014
80 people attended the reception and conversation about Markets & Philanthropy with Dan Senor and Paul Singer, president of Paul E. Singer Foundation
Annual Economic Outlook Breakfast MARCH 2015
120+ Private Client Advisors attended our annual event moderated by Carol Massar of Bloomberg Radio Panel included: Goldman Sachs’ Abby Joseph Cohen, Credit Suisse's Dana Saporta, Citi Private’s Steven Wieting Link to WSJ contributor Veronica Dagher interview with Abby Joseph Cohen
Technology Update: CLINK! JCF’S Free Giving App for Teens Clink! Making Change by Giving presents teens with a free mobile phone app to help teens discover their own giving personality and passions. Click here to download
Want To Know More About DAF’s?
JCF’s Advisor Plan for 2015-2016… Continue to serve JCF’s Private Client community of trusted advisors and their clients: Save the Date: October 14th 8am – Our New Year Kick-off Breakfast Complementary CLE/CPE Seminar, October 28th at 8:00AM Roundtable Discussions/Forums for Family Office Professionals Programs/Networking for NextGen HNW advisors Resources to help advisors guide their clients on philanthropic giving