Jewish Community Foundation of Greater MetroWest NJ (JCF)

Jewish Community Foundation of Greater MetroWest NJ (JCF)
DAFScore™ : 4.65
Rank : 4.65

AUM

$636.0M

Number of Accounts

357

Minimum Balance

$0

Initial Contribution Minimum

$5,000

Grant Minimum Amount

$100

Grant Timing

Within 1 Week

Investment Options

1 - 5

Administrative Fee

1% or More

Founded in 1949, JCF believes in maximizing your impact as a philanthropist while investing in your Jewish community. JCF is among the top ten Jewish community foundations in North America, and the largest community foundation of any size in New Jersey. JCF engages families in thoughtful and impactful philanthropy while providing a unique focus on Jewish values and community.

DAF Details

Sponsor Donation Recommendations

International Granting

Accepts Illiquid Contributions

Ability of 3rd Party Advisors

Political or Religious Affiliation

Sell Their Own Financial Products

Tax Requirements

Minimum Grant Frequency Requirement

Provides Anonymity if Requested

Transferability to Another Sponsor

No History of Security Breaches

Customer Service Resources & Quality of Service

Great

Online Access and Ease of Use

Great

More Information

Sponsor Organization

jcfgmw.org

Sponsor Donation Recommendations

None

International Granting

You can make donation recommendations to international organizations through the following ways: 1.) Give to U.S.-based affiliates doing international work. 2.) JCF has a partnership with The Jewish Federations of North America to facilitate grants to Israel.

Accepts Illiquid Contributions

Typically, donors contribute cash or marketable securities or donate by credit card. A wide variety of other assets and securities including privately held stock, restricted stock, appreciated stock, and real estate will be reviewed by JCF’s legal counsel and will require approval by its Board of Trustees before acceptance.

3rd Party Advisors

You may authorize your assistant, accountant, tax advisor, or other person to obtain information about your fund with the following varying levels of privileges: Signing grant recommendations. Signing investment recommendations. Obtaining confidential information about DAF fund balance, contributions, and grant recommendations

Political or Religious Affiliation

JCF is a Jewish-based DAF, however grants from JCF DAFs may be made to nearly all 501(c)(3) public charities as recognized by the IRS – secular, Jewish, local and otherwise – as well as to certain supporting foundations.

Sell Their Own Financial Products

None

Tax Requirements

There is no tax code requirement for DAF donors to meet a minimum payout requirement.

Minimum Grant Frequency

No requirement

Overall Grant Restrictions

JCF will not make grants to organizations that have not met 501(c)(3) IRS requirements. JCF does not fund organizations that are contrary to its core values, or that through their mission, activities or partnerships: 1. Endorse or promote anti-Semitism, other forms of bigotry, violence or other extremist views; 2. Actively seek to proselytize Jews away from Judaism; or, 3. Advocate for, or endorse, undermining the legitimacy of Israel as a secure independent, democratic Jewish state, including through participation in the Boycott, Divestment and Sanctions (BDS) movement, in whole or in part.

Provides Anonymity

JCF respects your preferences. You and your family may choose to enjoy public recognition or remain anonymous.

Investment Options

JCF offers the following investment pools: Equity, Fixed Income, Managed, & Money Market. Please Note: In order for the donor to choose how the DAF is invested, the fund balance should be kept above $5,000. If the fund balance falls below $5,000, JCF will invest it only in the JCF Money Market Pool.

Transferability to Another Sponsor

Assets can be transferred to another DAF sponsor that is also a 501(c)(3) charity.

History of Security Breaches

None

Administrative Fees

1.00% on accounts up to and including $1 million; 0.50% on accounts over $1 million to $5 million; 0.375% on accounts over $5 million to $10 million; 0.25% on accounts over $10 million *DAFs opened with $5,000 to $9,999 will pay a flat annual fee of $175.00*

Customer Service

Hands-on client service support is available. 973-929-3113. bkestenbaum@jfedgmw.org

Online Access & Ease of Use

Online Platform (DonorSphere)

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