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We are a not-for-profit Foundation whose mission is to assist donors and prospective donors in their current philanthropy and in creating legacies to sustain the future. Our staff and lay leaders also support grant recipients, partner organizations and professional advisors throughout our community.
We offer many different types of philanthropic tools to help donors realize their philanthropic visions - today and in the future. The Foundation can manage your current charitable giving, as well as assist in creating your legacy plan. Our services include tools to set up donor-advised funds, family foundations and endowments. We work to involve families and we can assist in defining, crafting and implementing fund structures and guidelines. In addition, we have an annual competitive grants process that Jewish and secular non-profits can apply to and our lay leaders deliberate where the funds should go. We offer: Accounting services and reporting, such as quarterly fund statements; Historical and current financial data; Information outlining trends in giving and fields of interest. Our grant making and oversight services include customized research on beneficiary eligibility and funding opportunities, support and oversight for special funds such as scholarships, annual programs or supporting foundations and