F O R T H I S G E N E R AT I O N A N D G E N E R AT I O N S T O C O M E . . .
A N N UA L R E P O RT F O R T H E Y E A R E N D I N G D E C E M B E R 3 1 , 2 0 1 0
DESIGNED PHILANTHROPY: A WONDERFUL WAY TO SHAPE THE FUTURE A distinguishing feature of the Jewish Community Foundation of Los Angeles is its ability to develop a well-designed philanthropic plan for individuals and families. Through this strategic and comprehensive approach to philanthropy, giving becomes more meaningful and effective, and donors are able to more readily fulfill their charitable ambitions and passions. Through designed philanthropy, The Foundation serves as a valuable resource to donors, professional advisors, grant-seekers and private family foundations and provides a wonderful way to help people shape the future.
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It seems nearly everywhere we turn these days, we see crisis and turmoil. In an era of financial and geopolitical turbulence, we look for a strong support system to sustain and build on our philanthropic passions. At the Jewish Community Foundation, we draw on the lessons and experiences generated during a nearly six-decade history of strength, stability and dependability, which guide and inform our responses to this tumult. The Foundation operates consistently, deliberately, and with uncompromising dedication to our core principles of building our community and improving the world around us. We function the same way we have always functioned—in both good times and in the most challenging of times. Consistent with this approach, The Foundation continues to employ a staff of seasoned, committed professionals who have served our donors and the broader community with tremendous dedication and longevity. Our seven-member senior management team has worked at The Foundation for nearly 80 years collectively, averaging more than a decade of service each—one clear reason for our reliability and resilience. We can also comprehend another important reason for The Foundation’s success over the years by quickly surveying the diverse groups of individuals, couples and families profiled in this report—representatives of a much wider audience—who all work with The Foundation in a variety of ways, some for multiple decades, others for only a few years. All of these donors, board members, professional advisors, and grant recipients have a unique, common bond with The Foundation. We are all inexorably linked together in our mutual desire to enhance, strengthen and enrich our community—not just today, but well into the future. While focused on today’s pressing issues, we are also working to ensure that a vibrant and vital community continues on after we’re long gone.Thus, in their honor—and in honor of all of the other members of our community whom they represent—we dedicate this report’s theme: “For this generation…and generations to come.” While we do not know precisely what tomorrow will bring, we do know this without a doubt: Having the privilege of working with people like these who are linked with The Foundation in such a profound way ensures that a bright and promising future awaits our community—for generations to come. Warmest good wishes,
Marvin I. Schotland President & CEO
Lorin M. Fife Chair
“In our family, philanthropy is a serious business. We’re quite active with a number of causes, and we use our fund at The Foundation to support them more efficiently. Knowing that The Foundation’s own grants support some of the same causes we support is very reassuring.” — Bob & Nita Hirsch, Foundation Donors
G E N E R AT I O N S GENEROSITY
Generosity is a core value of The Foundation’s family of donors. Without our donors’ generosity and concern for their fellow human beings, there would be no Foundation to speak of.
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“The Foundation has provided us a good opportunity to better understand the philanthropic landscape and its nuances. We’ve gained valuable insights into grantmaking and the nonprofit world through The Foundation’s knowledgeable staff and have been able to make meaningful gifts to causes that we care about.” — Lisa & Joshua Greer, Foundation Donors
G E N E R AT I O N S ENGAGING
An engaged philanthropist—one who is truly passionate about his or her causes and fully understands the philanthropic landscape—is an empowered philanthropist. By working with The Foundation, many people become more deeply engaged in philanthropy.
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G E N E R AT I O N S NEEDS
Meeting the needs of our community is central to The Foundation’s mission. Having a sound investment strategy is vital to ensuring our community’s well-being today and for generations to come.
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“Since its founding nearly 60 years ago, The Foundation has always placed great emphasis on a prudent investment philosophy and sound financial strategies. We’re proud to continue in the long tradition of investors of The Foundation’s assets who work hard to ensure The Foundation is able to support the needs of the community for generations to come.” — (L to R) Jeff Nathan and Bill Feiler, Members of The Foundation’s Investment Committee
“The Foundation’s significant support from the Lange Endowment Fund has been a major factor behind Leket Israel’s food rescue, gleaning and distribution activities—particularly around the holidays—and our ability to provide crucial nutrition to more than 55,000 needy Israelis every day.” — Gidi Kroch, CEO, Leket
G E N E R AT I O N S ENDOWMENT
One of the most meaningful ways to create a charitable legacy is by establishing an endowment fund that addresses, in perpetuity, important community concerns.
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“We’re fortunate to be a beneficiary of the Gittelson and Joseph Endowment Funds at The Foundation. These funds, which support health and medical research, enabled us to conduct a genetic screening program to help prevent certain diseases in the Persian Jewish community through early identification and treatment. To date, we’ve tested over 1,000 people, and our findings, along with community education, are leading to a better understanding of the diseases and to earlier intervention and prevention.” — Dr. David Rimoin, Director, Medical Genetics Institute, Cedars-Sinai Medical Center
Dr. David Rimoin with genetics counselors (L to R) Tara Funari, Mitch Pariani and Cathy Quindipan
“I’ve been working with The Foundation for more than 30 years because I know I can place my and my client’s trust in the organization. Ever since I was introduced to The Foundation by a law partner three decades ago, I’ve been advising my Jewish clients to consider The Foundation for estate and charitable gift planning needs.” — Paul Frimmer, Partner, Loeb & Loeb
G E N E R AT I O N S RESPONSIVE
Being responsive to the concerns and priorities of our donors, professional advisors and the multiple generations that they represent is essential to any working relationship that we establish.
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“My estate planning clients have extensive relationships with The Foundation and have learned important lessons about philanthropy. As a result, I decided to open my own donor advised fund at The Foundation. Now when I speak to clients about the benefits of working with The Foundation, I’m speaking both as an advisor and as a donor with valuable, firsthand experience.” — Scott Mendler, Foundation Donor and Attorney, De Castro,West, Chodorow, Mendler, Glickfeld & Nass, Inc.
“I love what the Foundation does, and I am very proud to be a part of it. I am particularly impressed by its focus on educating donors of all ages by providing valuable information and programming regarding best practices and current trends in philanthropy. As a result, donors can develop a greater understanding of, and engagement with, cutting-edge fields such as social entrepreneurship.” — Adlai Wertman, Foundation Trustee and Professor of Clinical Management and Organization, USC Marshall School of Business
G E N E R AT I O N S ACCOMPLISHMENTS
To accomplish one’s charitable goals efficiently and effectively, personal guidance is often required. What better resource to use than The Foundation?
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“As a longtime Foundation board member—and a donor as well—I am proud of The Foundation’s many accomplishments achieved over the years. Its prominent role in strengthening Jewish L.A. and the community-at-large has been remarkably successful, as evidenced by the wide variety of vital programs and services seeded and expanded by The Foundation. Because our active donors and first-rate staff ensure that charitable funds are used effectively, our entire community benefits.” — Larry Rauch, Foundation Trustee and Treasurer President, Los Angeles Cold Storage
“The Foundation’s experienced staff has helped our family learn about being strategic with our philanthropy and integrate best practices into our foundation’s work. We’ve been able to engage our children in our family’s decision-making processes and teach them valuable lessons about tikkun olam. The Foundation has helped our family expand its philanthropic scope and is bringing a new level of professionalism to our charitable giving process.” — Mindy & Gene Stein, Foundation Donors and Trustee (Gene)
G E N E R AT I O N S TIKKUN OLAM
Tikkun olam is a core, timeless value. Let The Foundation help you focus your energy and passion in those areas that most align with your core values.
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“Fifteen years ago, my late husband Denny and I created our fund at The Foundation. I am glad that I am able to continue his legacy of giving by donating annually to our fund. Now, I am the link between the past and the future, setting an example for our children who have created their own funds at The Foundation.” — Deedy Oberman, Foundation Donor
G E N E R AT I O N S IMPACT
By engaging with The Foundation through their charitable funds, donors are able to achieve greater impact with their giving and create a legacy of philanthropy for the next generation.
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“L.A. has more than 400 gangs with 39,000 members, and gang violence costs taxpayers $2 billion a year. Thanks to a recent Foundation grant, which has allowed us to publish a toolkit to help communities build a gang violence reduction strategy, the Advancement Project is able to reach more stakeholders. We’re involving everyone—parents, kids, teachers, law enforcement, LAUSD, and business leaders—to create safer neighborhoods and reduce gang activity and violence.” — Connie Rice, Co-Founder & Co-Director, Advancement Project
G E N E R AT I O N S OPPORTUNITY
There are countless opportunities across the philanthropic spectrum to make a real difference in this world. Choosing which ones to pursue is perhaps the most daunting challenge.
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“The Foundation understands that ensuring Jewish identity and continuity takes creativity and courage, and it has helped launch some of the most exciting new projects in this area. The Foundation’s investment is about more than providing financial resources—it’s about sharing ideas, connecting people, and creating networks of social entrepreneurs to advance Jewish innovation in Los Angeles and to establish our city as a capital for Jewish innovation.” — (L to R) Josh Avedon and Shawn Landres, Co-Founders, Jewish Jumpstart
“Since serving as The Foundation’s chair in the late 1980s, I’ve witnessed its astounding growth through today—not only of its assets, but also its grantmaking and impact throughout our community. My own children—not even born when I served as chair—have grown and matured as The Foundation grew, not only personally, but also in their knowledge of philanthropy, thanks to their association with The Foundation.” — Allan Cutrow, Foundation Donor, Former Foundation Chair and Partner, Mitchell, Silberberg & Knupp
G E N E R AT I O N S NEXT
Engaging the next generation of your family in philanthropy is vital to ensuring the future of our community. This is precisely why The Foundation exists, “For this generation…and generations to come.”
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(L to R) Allan, Andrew, Spencer, Mary & Scott Cutrow
“Several years ago, I recommended The Foundation to a law partner. She worked with The Foundation to devise a solution for an endowment supporting causes that are dear to her clients and that will last in perpetuity. Today, our firm uses The Foundation as a professional sounding board whenever we have clients we feel could benefit from their staff ’s wisdom.” — Abby Feinman, Foundation Trustee and Partner, Katten Muchin Rosenman, LLC
G E N E R AT I O N S SOLUTIONS
Providing effective solutions to philanthropic challenges has been at the core of The Foundation’s mission for nearly 60 years.
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“I have consistently found The Foundation to be an invaluable resource when I need “out of the box” solutions. Thanks to a Foundation development officer’s creative solutions to several charitable gift planning issues, my clients are now delighted, and so am I.” — Phil Magaram, Partner,Valensi Rose, PLC
At the close of 2010, the Jewish Community Foundation’s assets stood at $731 million, an increase of $25 million from 2009. A total of $52 million in grants was distributed to more than 1,800 organizations whose programs span the entire range of philanthropic endeavors. This critical support made significant impact across our community and well beyond, particularly as so many people and organizations continued to face substantial financial hardship due to the sluggish economic recovery.
FACT
2 0 1 0 Y E A R AT A G L A N C E At the close of 2010, The Foundation’s assets stood at $731 million…and a total of $52 million in grants was distributed to more than 1,800 organizations.
Donor Gifts Donors contributed a total of $63 million to funds administered by The Foundation in 2010 through a variety of charitable instruments, including Donor Advised Funds, Family Support Organizations, Endowment Funds, and Agency and Synagogue Endowments. • Contributions to new and existing Donor Advised Funds amounted to $44 million. This helped to raise total assets held in Donor Funds to $346 million. • $10 million in gifts funded 29 new Donor Advised Funds, Family Support Organizations, Restricted Endowment Funds, and Agency Funds. The Foundation manages more than 1,000 funds. • The 40 Family Support Organizations affiliated with the Foundation accounted for total assets of $134 million. Additions to new and existing Family Support Organizations totaled $11 million. Family Support Organizations are designed to create a permanent legacy of family philanthropy, carried forth from generation to generation. Institutional Endowments In 2010, nearly $74 million in Endowment Funds from Jewish organizations were under The Foundation’s management. The largest component—the United Jewish Fund Endowment Fund—supports the Los Angeles Jewish Federation’s annual campaign. Investment Philosophy Our investment portfolio’s financial objective is to preserve and enhance the purchasing power of the fund. In keeping with our mission of meeting THE FOUNDATION 2010 ANNUAL REPORT
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Donor Funds Endowment Funds Family Support Organization Institutional Endowments
Michael Januzik, CFO/SVP, Finance & Administration
the community’s needs today and for generations to come,The Foundation’s investment strategy is focused on diversification and balancing the return on assets within acceptable risk parameters. Our Investment Committee, comprised of experienced professionals who manage portfolios totaling billions of dollars, strives to achieve a portfolio total return that compares favorably to its benchmarks.
30%
22%
4%
COMMON INVESTMENT POOL International Equity 30% Domestic Equity 16% Partnership Interests 22% Inflation Hedging Assets 4% Fixed Income 28%
Asset Allocation The Foundation’s Common Investment Pool maintains a balanced portfolio consisting primarily of Foundation and agency endowment funds, and is focused on a long-term strategy of growth and preservation of capital. In 2010, the Common Investment Pool gained 11.8 percent, with assets amounting to $234 million at year-end. To maximize performance when the market is on the rise, and to limit losses when it is down, the Investment Committee turns to investment management firms with proven expertise in specific asset classes. The Investment Committee—with the assistance of an independent institutional investment consulting firm—routinely assesses changes in financial sectors and market conditions and meets quarterly to evaluate manager performance and to monitor portfolio risk.
2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Foundation Legacy Grants In 2010, The Foundation awarded a total of $5.5 million to seed new programs and to support initiatives that enhance the vitality and health of Jewish L.A. and the community-at-large. In concert with Foundation staff, the Grants Committee helps to ensure that these awards result in the most significant impact possible. This year, funding was provided for Community Grants, Israel Grants, and Restricted Grants.
Common Investment Pool (Total Return)(%)
Donor Funds Portfolio (Current Yield)(%)
11.8 18.8 (29.6) 7.8 11.8 8.5 9.6 15.5 (0.5) 5.3
1.1 2.2 3.8 4.7 3.8 2.6 2.3 2.5 2.8 4.9
Daniel Rothblatt, SVP, Philanthropic Services
FACT
Community Grants Providing support to address important issue areas in both the Jewish community and community-at-large, Community Grants are awarded annually through a competitive process. In 2010, more than $1.2 million was distributed in the categories of Cutting Edge and General Community Grants. This amount, combined with one Emergency Grant, brought the 2010 Community Grants’ total to $1.5 million.
16%
The Foundation’s investment strategy is focused on diversification and balancing the return on assets within acceptable risk parameters.
28%
FACT
Donors contributed a total of $63 million to funds administered by The Foundation in 2010.
Cutting Edge Grants To inspire social entrepreneurs, creative thinkers, and innovative organizations to develop significant, transformative programs for the L.A. Jewish community, The Foundation provides seed funding to launch new, highimpact programs. Through its Cutting Edge Grants Initiative, awards of up to $250,000 are distributed over a maximum three-year period. In addition to funding,The Foundation’s Grants Department provides technical assistance and guidance to the grant recipients throughout the term of the award, helping to strengthen the program and bolster its outcomes. Fed Up With Hunger/Netiya In 2010, The Foundation provided nearly $1.1 million for five Cutting Edge Grants, including a $250,000, three-year grant to the Jewish Federation for its Fed Up With Hunger/Netiya program.The program’s goal is to mobilize Jews across L.A. to participate in a coordinated campaign of volunteerism, advocacy, and community service to address the local hunger crisis. The program is establishing a network of Jewish leaders to engage its members in existing efforts to alleviate hunger and will be creating new anti-hunger programming as well.
FOUNDATION LEGACY GRANTS by Field of Interest - $5.5 million
Social Services 43% Arts & Culture 6% Civic Life 1% Education 20% Health, Science & Environment 3% Religious Life 27%
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Amelia Xann, VP, Family Foundation Center & Grant Programs
Additionally, Six Points Fellowship received a $250,000 Cutting Edge Grant to support nine artist fellows over two years working in visual arts, media, dance, and music to produce exhibits, webisodes, films, and performances that encourage young adults to deepen their connection to Judaism. These nine artists, selected from a competitive pool of 120 applicants, will engage in monthly Jewish learning and professional development workshops to train fellows as future community leaders. General Community Grants The Foundation demonstrates its commitment to the precept of tikkun olam—repairing the world—by supporting programs in both the Jewish community and the community-at-large. To that end, The Foundation’s General Community Grants provided funding to nonprofits that develop programs designed to successfully address high-priority needs in the community-at-large. In 2010,The Foundation awarded a total of $200,000 in such grants to 10 organizations addressing the issue of gang violence
FACT
The Foundation demonstrates its commitment to the precept of tikkun olam—repairing the world—by supporting programs in both the Jewish community and the community-at-large.
DONOR GRANTS by Sector - $46 million
Jewish - Local & National 58% Jewish - Israel 14% Community-at-large 28%
Baruch Littman, VP, Development
in L.A. and leveraged its resources with public and private sector dollars already invested in building safer communities.The Advancement Project received a $50,000 General Community Grant for Urban Peace: Safe Passage Program & Prevention/Intervention Toolkit. Its purpose is twofold: (a) To partner with law enforcement, LAUSD safety personnel, and local school and business leaders to create safe walking routes for students from several Belmont/Rampart area schools, and (b) to produce a prevention/intervention toolkit and to provide gang prevention group training sessions to community stakeholders. Emergency Grants The Foundation provided a $250,000 emergency grant for the Jewish Federation’s Emergency Cash Grants Initiative, which offers financial assistance to Jewish families in urgent need of financial support due to the economic downturn. Program partners include Aviva Child and Family Services, Beit T’Shuvah, Jewish Big Brothers Big Sisters, Jewish Family Service, Jewish Vocational Service, Milken JCC, National Council of Jewish Women L.A., and Tomchei Shabbos. Israel Grants The Foundation’s Israel Grants support organizations addressing issues related to Jewish identity as well as those working to impact economic development and self-sufficiency. These grants provide up to $250,000 over three years to organizations in Israel. Nearly $1.2 million was awarded in Israel Grants in 2010. One recipient, Ono Academic College, received a $250,000 Israel Grant for its Scholarship Program for High Demand Academic Ono Academic College Scholarship Program Degrees and Employment Placement for Ethiopian Israelis. It provides financial support and job placement assistance to Ethiopian Israeli students in undergraduate degree programs, allowing them to work in the fields of law and healthcare and in graduate degree programs for business management. These graduates represent a new generation of educated Ethiopian leaders in the Israeli workforce.
FACT
Social services accounted for nearly $13 million, or 27 percent, of donors’ total giving.
Additionally, the Daniel Centers for Progressive Judaism received a $150,000 grant to fund Jewish Soul Overhaul to bring progressive Jewish values, culture, and identity into secular public schools.The program is training more than 100 teachers over three years at several elementary schools in Tel Aviv and Jaffa to integrate Jewish education into their classroom curriculums and is bringing more Jewish tradition and ritual into the lives of students and their families. Restricted Grants To fulfill donors’ philanthropic goals of supporting specific issue areas or organizations and programs they are passionate about, The Foundation works with funders and their families to create Restricted Endowment Funds. In 2010, these funds distributed $2.6 million in grants to meet a broad range of needs locally, nationally, and in Israel. Funds were directed to support Jewish education, Jewish identity, social service needs, and medical assistance through such organizations in the local community as Builders of Jewish Education, Jewish Family Service, Jewish Vocational Service, Jewish Big Brothers Big Sisters, American Jewish University, as well as the Leo Baeck Educational Center in Israel. For example, more than $330,000 from a restricted endowment fund created by the late Belle and Harry Krupnick went to dedicate the new Los Angeles Valley College’s Media Arts Center, providing students with much-needed practical experience in technology and media production. Donor Grants In 2010,The Foundation distributed $46 million in donor-recommended grants to more than 1,800 nonprofit organizations for programs that span the human lifecycle. Grants by Fields of Interest
DONOR GRANTS
by Field of Interest - $46 million
Social Services 27% Arts & Culture 7% Civic Life 11% Education 26% Health, Science & Environment 12% Religious Life 17%
Elliot Kristal, VP, Charitable Gift Planning
• Social services accounted for nearly $13 million, or 27 percent of donors’ total giving. • Education represented nearly $12 million, or 26 percent. • Arts, culture, and civic life amounted to $8 million, or 18 percent. • Religious life made up nearly $8 million, or 17 percent. • Health, science, and the environment constituted nearly $5 million, or 12 percent.
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Grants to the Jewish Federation and Its Agencies • A total of $6 million, or 12 percent of donor grants supported the Los Angeles Jewish Federation and its agencies, of which $1.5 million was directed to the United Jewish Fund, with the balance going directly to agencies affiliated with the Jewish Federation.
DONOR & FOUNDATION LEGACY GRANTS by Field of Interest - $52 million
Social Services 30% Arts & Culture 7% Civic Life 10% Education 25% Health, Science & Environment 10% Religious Life 18%
Grants by Sector • 58 percent, or nearly $27 million, supported causes in the local and national Jewish communities. • 28 percent, or approximately $13 million, funded programs and organizations in the community-at-large. • 14 percent of all donor grants, or nearly $6 million, supported worthy causes in Israel. Ensuring Continuity and Stability The Jewish Community Foundation was built to last for generations to come. Since its establishment in 1954, The Foundation has never wavered from its commitment to serve the needs of the community and those seeking to strengthen the community. Safeguarding the philanthropic legacy of our donors, and the security and impact of their charitable assets, is our primary institutional priority. The Foundation has operated at or under budget every year for more than a decade. In 2010, our operating expenses were $5 million, 69 basis points of total assets.
Lewis Groner, Director, Marketing & Communications
FACT
The Foundation’s Board of Trustees has fiduciary responsibility for the integrity and fairness of the financial information provided herein and for engaging the independent auditors, PricewaterhouseCoopers LLP, to ensure that management fulfills its responsibilities in providing accurate and reliable financial information. The Board has assigned oversight responsibility for this function to its Audit Committee.
58% of donor grants supported causes in the local and national Jewish communities, 14% supported causes in Israel and 28% funded the community-at-large.
LEADERSHIP AND
STAFF
OF THE
JEWISH
Daniel M. Rothblatt
Executive
COMMUNITY
FOUNDATION AS OF 8.11
Elliot B. Kristal
Senior Vice President, Philanthropic Services
Vice President, Charitable Gift Planning
Baruch S. Littman
Pamela Rubin Cohen
Vice President, Development
Program Officer
Family Foundation Center/Grants Development
Marvin I. Schotland President & CEO
Kate Martin Executive & Board Liaison
Amelia Xann Georgina Baquet Development & Database Coordinator
Bonnie Samotin Zev
Program Officer
Development Assistant
Marketing & Communications
Grants & Family Foundation Center Coordinator
Melissa Lawrence
Heather Glynn
Manager, Marketing & Communications
Naomi Strongin
Vice President, Family Foundation Center & Grant Programs
Michael J. Januzik CFO/Senior Vice President, Finance & Administration
Renee Ing-Akana
Jessica Vroman
Executive Assistant
Director, Accounting
Ripsima Talverdian
DeWayne Nash
Controller
Assistant Controller
Heather Baroff Manager, Donor Relations
Lewis Groner
Fay Althausen
Director, Marketing & Communications
Finance & Administration
Support Foundation Account Executive
Pamela Weiss Marketing & Communications Specialist
Donor Relations
Iris M. Rodgers
Janices Brown
Foundation Secretary
Database Manager/ IT Specialist
Photos by Howard Pasamanick Photography
Cynthia A. Jones Investment Accountant
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June del Rosario Accountant/ Payroll Specialist
OFFICERS Lorin M. Fife Chair
Baruch S. Littman
Vice President, Development
Amelia Xann
President & CEO
Vice President, Family Foundation Center & Grant Programs
Kenneth A. August
Selwyn Gerber
Marvin I. Schotland Vice President
Leah M. Bishop
Vice President, Professional Advisors Outreach Committee Co-Chair
Anthony Chanin
Vice President, General Community Grants Chair
Max Factor, III Vice President
William R. Feiler Vice President
Bertrand I. Ginsberg Vice President
Harold J. Masor
Vice President, Audit Committee Chair
Scott H. Richland Vice President
Alan Stern
Vice President, Cutting Edge Grants Committee Chair
Daniel M. Rothblatt Senior Vice President, Philanthropic Services
Michael J. Januzik
CFO/Senior Vice President, Finance & Administration
Elliot B. Kristal
Vice President, Charitable Gift Planning
Secretary Israel Grants Committee Chair
Lawrence Rauch
Treasurer Finance Committee Chair
BOARD OF TRUSTEES Martin S. Appel * Kenneth A. August Leah M. Bishop Anthony Chanin Allan B. Cutrow * Max Factor, III William R. Feiler Abby L.T. Feinman Lorin M. Fife Beth C. Friedman Selwyn Gerber Bertrand I. Ginsberg Herb Glaser Jonathan Greenblatt Linda Volpert Gross Mark Lainer * Harold J. Masor Lawrence Rauch Scott H. Richland Karen Sandler Evan Schlessinger Annette Shapiro * Brian Shirken Michael G. Smooke Capital Grants Committee Chair
Alan M. Spiwak Eugene Stein Alan Stern Cathy Siegel Weiss *
Investment Committee Co-Chair Family Foundation Center Committee Chair
Adlai W. Wertman Raymond J. Zolekhian * PAST CHAIR
JEWISH FEDERATION EX OFFICIO TRUSTEES Richard Sandler Chair
Jay Sanderson President & CEO
ADVISORY BOARD Paul S. Aronzon Newton D. Becker Lionel Bell Elaine Berke Howard M. Bernstein Lynn Bider Robin Broidy George T. Caplan Philip W. Colburn Jonathan Cookler Fred Cowan Sonia S. Cummings Irwin Daniels Hugo D. de Castro Cliff Einstein Irwin S. Field David A. Gill Bram Goldsmith Glenn Golenberg
Steven C. Good Daniel V. Goodstein Dorothy S. Goren Osias G. Goren Lee Hausner Nathan J. Hochman Ronald M. Kabrins Mitchell T. Kaplan Mark S. Karlan Richard A. Kayne Martin Kellner Martin L. Kozberg Luis Lainer Ronald L. Leibow Jeffrey L. Levine Jordan L. Lurie Francis S. Maas Todd M. Morgan Jack M. Nagel James A. Nathan
Investment Committee Co-Chair
Joyce R. Powell Herbert A. Reznikoff Stanford K. Rubin Nathan Sandler Richard A. Schulman Mark N. Schwartz Frederick L. Simmons Richard S.Volpert Barbi Weinberg Sylvia Weisz Bruce F. Whizin Douglas C. Williams Marilyn Ziering
OPTIONS & OPPORTUNITIES FOR DESIGNING A PHILANTHROPIC PLAN The Jewish Community Foundation offers variety and flexibility in designing charitable gift plans. By offering personalized service and extensive professional expertise, we help to fulfill your philanthropic objectives while effectively addressing your financial, tax and estate planning needs. To learn how The Foundation’s team of experienced professionals can help you design a philanthropic strategy that fulfills your charitable passions and ambitions, please contact The Foundation: Phone: 323.761.8704 .org Email: donate@jewishfoundationla .org onla dati Web: www.jewishfoun
We welcome the opportunity to help design a philanthropic plan that will fulfill your passions and goals.
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JEWISH COMMUNITY FOUNDATION 6505 Wilshire Boulevard, Suite 1200 Los Angeles, California 90048 • 323.761.8700 www.jewishfoundationla.org Design: Kenji Studios Writing/Editing: Lewis Groner Photography: Max Gerber Photography (except as noted)