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***Please note your 2015-2016 Administrative Fee will be reflected on the 9/30/2016 statement***

July 2016

Dear Philanthropic Fund Donor,

By now, I hope you have had the opportunity to navigate this new portal for your Philanthropic Fund.

Recently you received, via mail, your Philanthropic Fund statement with activity through June 30, 2016. Please note that this will be the last time you will receive a hard copy of your statement as it will be available each quarter, posted to your account. If you still require a hard copy, please let us know.

As part of our evolution to this new system and to continue to enhance your experience, we would like to offer an annual “open enrollment” period, this year from July 25, 2016 to August 25, 2016, to allow you to make any investment changes to your fund.

Click here to find the period ending June 30, 2016 investment reports on the Conservative, Moderate, and Growth portfolio funds. Note: Money Market Fund report is not available. If you would like to make a change, please return the investment fund change form to Rita Eisenberg on or before August 25, 2016.

Let me also take this opportunity to remind you that contributions to your Fund still offer significant tax savings. You may make contributions by check or transfer stock or other securities to the Foundation. If you choose to transfer stock, please let us know the name and number of shares of stock you are transferring so that we can correctly credit the proceeds to your Philanthropic Fund.

Your continued and generous support is deeply appreciated. If you have any questions about your fund, please call either Rita Eisenberg at (954) 252-6939, or Keith Goldmann, at (954) 660-2085.

Sincerely,

Doug Berman

Doug Berman
Foundation Chair


Welcome to Our New and Improved Philanthropic Fund Program!

Thank you for your philanthropic investment in our community.

The Jewish Community Foundation of the Jewish Federation of Broward County is committed to serving the needs of our donors and community. As we strive to expand and improve the services we provide, we are pleased to announce the launch of our new online platform to access our philanthropic fund program.

A Philanthropic Fund, also known as a Donor Advised Fund, offers an effective means of managing charitable giving and involving family in philanthropy.

Through this new service, you are able to:

  • Log-in and see the status of your fund, account values, history of contributions, grants made, all available here at any time;
  • Make changes to your contact information;
  • Select up to four different portfolios to invest your Philanthropic Fund;
  • Enter information regarding additional contributions you plan to make to your fund;
  • Recommend grants online – a more efficient way to get checks to grantees. You can even track grants from entry through payment!

Benefits of a Philanthropic Fund:

  • Immediate Tax Deduction
  • Donate cash or appreciated assets
  • Maximize and invest your giving power
  • Simplify tax reporting and recordkeeping
  • Tax-free investment growth
  • Give anonymously
  • Create a Jewish Legacy

A Philanthropic Fund may be right for you or someone you know. For more information, please contact:

Keith Goldmann
Foundation Director
(954) 660-2085
kgoldmann@jewishbroward.org
Rita Eisenberg
Office Administrator
(954) 252-6939
reisenberg@jewishbroward.org

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