Institutional Funds and Assets Overview

This content provides insights into institutional funds and assets held by the Jewish Community Foundation, including different types of funds and institutions involved. It also covers feedback from institutional leaders regarding managing these assets and the impact of demographic shifts on revenue.

• Funds
• Assets
• Institutional
• Jewish Community Foundation
• Demographic Shifts

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Uploaded on Feb 25, 2025 | 0 Views

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Presentation Transcript

1. Building Assets: Institutional Funds

2. Institutional Assets Goal: To increase the amount of institutional assets held by the Jewish Community Foundation New funds Assets added to existing funds

3. Institutional assets 152 Funds 32 Custodial Funds 16 Permanently restricted funds for the benefit of institutions 4 Temporarily restricted funds for the benefit of institutions

4. The following institutions have assets at JCFGM Custodial Funds with assets over $50K Jewish Federation PMB Temple Beth-El (Hillsborough) Beth El Synagogue (East Windsor) this is a restricted fund The Jewish Center Temple Sholom (Scotch Plains) Greenwood House Flemington Jewish Community Center JFedShaw JFS Shaw JCC Shaw Kehilah Hahahar (Little Shul by the River)

5. Institutional assets $25K$50K Institutional Assets $25K-$50K Temple Or Chadash Temple Sholom (Bridgewater) Abrams Hebrew Academy JCC Shaw JFCS (JCYF) CBOI (Congregation Brothers of Israel, Bucks County)

6. Institutional assets Under $25K Institutional Assets under $25K JFCS Life & Legacy Congregation Adath Israel Life & Legacy Congregation Beth Chaim Life & Legacy Beth El Synagogue Life & Legacy Jewish Federation PMB Life & Legacy Greater Trenton Cemetery Project Life & Legacy Congregation Tora Emes (East Windsor) Life & Legacy JCC-Shaw Infinity Foundation Fund- this is a Hindu Foundation

7. Feedback to date From the Key informant interviews and conversations with institutional leaders Strong hesitancy to place institutional assets in a market based fund Previous congregational relationship with bank or other institution Lack of knowledge that JCFGM funds are now professionally managed by Vanguard Congregational leadership relationships with money managers Desire to keep a flexible cash position and less interest in creating endowment/restricted dollars Impact of demographic shifts which has resulted across the board in decreased members and therefore decreased annual revenue.

8. New strategies as to why JCFGM