JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES
THE POWER OF THE JEWISH COMMUNITY TO IMPROVE THE WORLD OUR VISION A vibrant, caring, and enduring Jewish community that is a force for good locally, in Israel, and around the world.
OUR MISSION The Jewish Community Federation and Endowment Fund is a philanthropic catalyst, connecting people of all ages, backgrounds, and perspectives to the power we have as a Jewish community to improve the world. We partner with donors, organizations, and foundations to address the pressing issues facing our community, and develop innovative strategies that result in deep and lasting impact locally, in Israel, and around the world.
OUR VALUES Our work is guided by the timeless Jewish values of kehilla (community), tzedakah (giving with just intention), and tikkun olam (repairing the world).
INTRODUCTION
Dear friends,
In the following pages, you will get a quick snapshot of the Federation’s financial landscape, its role in the community, and the various services it provides. The Federation is noteworthy for its intensive focus on impact, results, and on moving the Jewish community forward locally, in Israel, and beyond. It is a nationally respected leader in innovation and dynamic engagement geared toward a diverse and complex community. The Federation covers a 2,600 square mile region, serving an estimated Jewish population of nearly 250,000. Since 1910, it has supported the Jewish community – wherever needs arise, in whatever capacity – and we take great pride in our work to improve and transform people’s lives.
Jennifer Gorovitz
Tom Kasten
Chief Executive Officer
Chair, Board of Directors
Federation earns top spot among US charities three years in a row In 2013 Charity Navigator, America’s largest independent evaluator of charities, once again gave our Federation its highest (4 star) rating. This indicates that the Federation executes its mission in a fiscally responsible way and outperforms most other charities in America. In fact, only 17% of charities receive a 4 star rating in consecutive years. In this competitive philanthropic marketplace, this “exceptional” designation confirms what our donors already know — that we are an effective organization they can support with confidence.
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NET ASSETS, REVENUES & EXPENDITURES* TOTAL NET ASSETS UNDER MANAGEMENT 56.0% 0.2% 0.1% 4.7% 6.5% 4.7%
$1.59 billion
27.8%
Unrestricted Endowment
$75.0M
Restricted Endowment
$103.8M
Agency Endowments
$75.3M
Donor Advised Funds
$443.5M
Supporting Foundations
$893.4M
Charitable Gift Annuities
$1.8M
Other Net Assets
$0.8M
TOTAL REVENUES 55.4% 5.2%
Annual Campaign
$18.8M
1.1%
Endowment
$6.0M
Donor Advised Funds
$82.3M
Supporting Foundations
$47.4M
Net Investment Income
$199.9M
Real Estate
$2.5M
Other Fundraising & Revenues
$3.8M
0.7% 1.7%
$360.7 million
22.8%
13.1%
TOTAL GRANTS AND EXPENDITURES 47.6% 2.7% 2.7% 1.2% 1.5% 1.1% 9.0% 2.8% 27.7%
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$213.4 million
General Fund Grants
$19.4M
Endowment Fund Grants
$5.7M
Donor Advised Fund Grants
$59.3M
Supporting Foundation Grants
$101.4M
Community Services
$6.1M
General & Administrative
$13.6M
Fundraising
$3.0M
Client Services
$2.3M
Property Related
$2.6M
*All figures are based on the close of the July 1, 2012 – June 30, 2013 fiscal year. Totals are unaudited.
STRATEGY FOR MAKING AN IMPACT Ensuring the community’s well-being through our three roles For over 100 years, the Federation has been a safety net for those most at risk, and a foundation for the entire community. Today, we are building on that foundation, re-defining our work around three specific roles that represent our unique strengths and focus our efforts on the collective action needed to ensure a thriving Jewish community now and in the future: •
Strategic Investing: Raising funds annually and making grants to support the community's core organizations, foster innovation, and solve big challenges that impact our local, Israeli, and worldwide Jewish community; making strategic endowment grants to support capital projects, innovate, and meet emergencies.
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Building Capacity: Cultivating high-performing organizations through our pro bono consulting, specialized consulting and trainings, and communities of practice of Jewish communal professionals.
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Developing and Engaging Leaders and Philanthropists: Developing and engaging Jewish leaders and philanthropists to ensure our community’s future through the Jewish Community Endowment Fund and more.
Four Funds for a thriving community In order for our community to flourish, we established four high impact funds which, together, make for a healthy Jewish community: •
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Community Core Fund: Caring for the vulnerable, promoting Jewish culture, and strengthening education and identity. Israel and Global Fund: Advancing social justice and equal opportunity in Israel; and providing for Jews in need worldwide. Bay Area Initiatives Fund: Addressing current community-wide challenges through targeted initiatives. Innovation Fund: Seed-funding innovative projects in emerging and traditional Jewish organizations.
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ROLE 1: STRATEGIC INVESTING Through Strategic Investing, we raise funds and make grants that have a profound impact and are designed to: • • • • • • •
Strengthen Jewish identity through education and engagement. Reduce barriers and increase access to Jewish life. Advance social justice, equal opportunity, and pluralism in Israel. Take care of Jews in need worldwide. Provide seed-funding for innovative Jewish programs. Respond to emergencies. Help our community join together to improve the world.
SNAPSHOTS OF IMPACT:
In San Francisco, preschools are laying the foundation for a lifetime of Jewish connection for children.
In the former Soviet Union, homecare workers act as a lifeline for isolated and frail seniors.
In Budapest, hundreds of young adults are being exposed to their Jewish culture for the first time.
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In Israel, Ethiopian Jews are integrating, participating, and prospering in Israeli society.
ROLE 2: CAPACITY BUILDING A vibrant community requires more than money. It also needs a network of high-performing, operationally-sound organizations and essential infrastructure to ensure that all of the community’s dollars are efficiently spent. Our Jewish institutions today face heightened organizational stress from reduced staffing and scarce resources. The Federation’s Capacity Building services work to continually strengthen the operations and impact of all of our Jewish organizations.
OUR SERVICES INCLUDE: • •
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Pro Bono Consulting Practice Real Estate Advice from members of the Federation’s Capital Planning Committee Communities of Practice for Jewish communal professionals and lay leaders The Synagogue-Federation Partnership HR Consultation and Administration of Group Benefits & Pension Fund Security Consultation to nonprofits in the Jewish community
“Having some of the best real estate and finance minds in the Bay Area in our court will go a long way toward making our new [Jewish] Home provide the best care possible.” ~ Daniel Ruth, President and Chief Executive Officer of the Jewish Home
“We have never received support like this and are thrilled to have resources brought to our Congregation. It gives us renewed energy and a burst of ideas.” ~ Bonnie Lindauer, President of Congregation B’nai Emunah
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ROLE 3: DEVELOPING LEADERS & PHILANTHROPISTS The continuing vibrancy of our community depends on our collective ability to develop and mobilize philanthropists and leaders. The Federation funds programs that nurture and engage leadership locally, in Israel, and overseas. With particular emphasis on the next generation, we support a diverse range of impactful programs in Leadership Development and Philanthropic Education. Through our programs, we invest in leaders of all ages today to maintain healthy, sustainable Jewish communities for the future.
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Each year the Federation’s Young Adult Division, Women’s Philanthropy, and Business Leadership Council engage thousands of Bay Area Jews through events, volunteerism and fundraising efforts.
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More than 500 local Jewish high school students have participated in the Jewish Community Teen Foundations and raised more than $1.4 million to improve the world.
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The Federation’s Gvanim program in Israel trains leaders from every sector of Israeli society to support pluralism, religious diversity, and unity in their own communities.
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Through our Fed Fellows, LGBTQ Pathways, and other leadership programs, we are recruiting and developing new leaders through intensive experiences.
PHILANTHROPIC SERVICES Over a century ago, our community came together to create the charitable organizations that took care of Jews in need, and it established the Federation to steward dollars where they had the greatest impact. Today, we are still at the forefront of philanthropy, offering a menu of services to funders, and advising and advancing the philanthropic impact of individuals and families. Our clients align their charitable goals with their Jewish values through a range of programs and expert services including: •
Philanthropic Advising
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Donor Advised Funds
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Multi-Generational Philanthropy
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Strategic Grantmaking
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Legacy Planning
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Philanthropic Education
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Supporting Foundations
“My Donor Advised Fund comes from a Jewish institution. I like having that on the letterhead. I think that’s a powerful statement.” ~ Adean Golub
“My Donor Advised Fund at the Federation gives me great flexibility.” ~ Josh Becker
“JCF helps me simplify my charitable record keeping for tax purposes.” ~ Meredith Goldsmith
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LIVING LEGACY SOCIETY Legacy Gifts Legacy gifts to the Federation sustain the vibrancy of the Jewish community from generation to generation. Gifts in perpetuity help ensure that, no matter what happens in the world, our community will have the resources it needs to support and enrich the lives of future generations. Grants from these sources seed innovation, respond to emergencies, and provide key resources for new capital projects in our community.
“The Jewish people throughout the centuries have reached out to provide for and help each other. Today, as in the past, we understand the value and strength of Jewish unity and work together…and we know the value, the joy, and the privilege of tzedakah.” ~ Roselyne Chroman Swig, Book of Life
The Book of Life The Book of Life recognizes the foresight and generosity of the members of the Living Legacy Society, individuals who have established a permanent fund within the Federation’s Endowment Fund – either during their lifetime or through their will – to help ensure Jewish continuity. Prominently displayed in the lobby of our building at 121 Steuart Street in San Francisco, it is an ever-growing record of names and family stories – now more than 500 strong. Book of Life members give form and substance to their dreams by sharing the unique thoughts and feelings that motivate their personal commitment to the future.
“It is important to us to attempt to leave this world a somewhat better place for our being here.” ~ Donald H. (z”l) and Ruth F. Seiler, Book of Life
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2013-2014 GRANTEES COMMUNITY CORE FUND Alliance for the Study of the Holocaust Bay Area Jewish Healing Center Berkeley Hillel Osher Marin Jewish Community Center B'nai B'rith Youth Organization Brandeis Hillel Day School Chabad of Greater South Bay Congregation Beth Am Gideon Hausner Jewish Day School Hillel at Davis and Sacramento Hillel Foundation at Stanford University Hillel of Silicon Valley Hillel of Sonoma County Hillel – the Foundation for Jewish Campus Life J. the Jewish news weekly of Northern California Jewish Agency for Israel-North American Council, Inc. Jewish Community Center of San Francisco Jewish Community Center of Sonoma County Jewish Community High School of the Bay Jewish Community Relations Council Jewish Family and Children's Services
Jewish Home and Senior Living Foundation Jewish LearningWorks Jewish Public Affairs Committee Jewish Vocational Service JIMENA Kehillah Jewish High School Lehrhaus Judaica Lisa Kampner Hebrew Academy of San Francisco Northern California Board of Rabbis Oshman Family Jewish Community Center Peninsula Jewish Community Center Ronald C. Wornick Jewish Day School San Francisco Hillel San Francisco Jewish Film Festival Santa Cruz Hillel Foundation Shalom Bayit South Peninsula Hebrew Day School Tawonga Jewish Community Corporation The Contemporary Jewish Museum The Jewish Community Free Clinic of Sonoma County The Jewish Federations of North America
ISRAEL AND GLOBAL FUND Promoting Jewish Identity and Pluralism: Atid Bamidbar Beit Tefilah Israeli in Tel Aviv BINA Israel Movement for Progressive Judaism Ono Academic College Shalom Hartman Institute Tel Hai Academic College The Hebrew University of Jerusalem JCF Gvanim Program Fishka Society for Advancement of Education Preventing Poverty through Job Training and Employment: Olim B'Yachad Tech Careers Yedid ITWorks – Empowering People Tsofen – High Technology Centers Ltd. Hillel – The Right to Choose American Jewish Joint Distribution Committee Shachar Chadash
Promoting Democracy and Shared Society: The Jewish Federations of North America Negev Institute for Strategies of Peace and Development (NISPED) The Aguda: The National Israeli LGBT Task Force Hagar Ma’ase Afak Providing for Jews in Need Worldwide: American Jewish Joint Distribution Committee Jewish Agency for Israel-North American Council, Inc. Preventing Poverty through Education and Volunteerism: A Different Lesson JDC – Echad College for All JVP – Jerusalem Venture Partners - Bakehila Ma'ase Center Association Rashi Foundation The Israel Center for Educational Innovation New Spirit – Students for Jerusalem
INNOVATION FUND
BAY AREA INITIATIVES FUND
A Wider Bridge G-dcast Global Citizen Year, Inc. Intersection for the Arts Israel Strategic Alternative Energy Foundation Jewish Community Memory Garden JGSI Keshet Inc. Reboot, Inc. The Kitchen Slow Down Jew Up The One Percent Foundation UpStart Bay Area Urban Adamah JCF One Happy Camper Program
Early Childhood Education: Jewish LearningWorks Santa Rosa Jewish Community Center Young Adults: The Birthright Israel Foundation Special Needs: Bay Area Friendship Circle Jewish LearningWorks Sonoma County Synagogue Center Affordability: JCF Community Scholarship Fund
FEDERATION LEADERSHIP Jennifer Gorovitz Chief Executive Officer
Marsha Hurwitz
Holden Lee
Chief Operating Officer
Chief Finance and Investment Officer
Amy Rabbino
Joe Levin
Interim Chief Philanthropic Officer
Chief Development Officer
BOARD OF DIRECTORS Tom Kasten Chair
Adele Corvin
Jan C. Reicher
Matt Berler
Past President
At-Large Member
Chair, Investment Committee
Arthur Slepian
Jeff Maltz
Michael Adler
At-Large Member
At-Large Member
At-Large Member
Carol Weitz
Jeff Zlot
Nancy Grand
Chair, Women’s Philanthropy
Business Leadership Council Representative
Immediate Past President
Dan Safier Chair, Endowment Committee
Jim Heeger
Daniel P. Grossman
Treasurer
Nanette Freedland At-Large Member
Norman Berkman
At-Large Member
Jim Koshland
Chair, Audit Committee
David Saxe
Past President
Richard Fiedotin
Chair, Young Adult Division
Josh Smith
David Steirman
At-Large Member
At-Large Member
Past President
Karen Perlman
David Wagonfeld
Secretary
Richard S. Lenat Peninsula Representative
Riva Berelson
At-Large Member
Kathy Williams
At-Large Member
Diane Zack
At-Large Member
Ron Kaufman
North Bay Representative
Lory Pilchik
Galina Leytes
Chair, Leadership Development
Past President
Susie Sorkin
At-Large Member
Lynn Bunim
Chair, Israel & Global Committee
H. Michael Feldman
Allocations Committee Representative
Suzanne Dryan-Felson
At-Large Member
Mark Bernstein
Jacqueline Shelton-Miller
At-Large Member
At-Large Member
At-Large Member
ENDOWMENT COMMITTEE
David Agger Gerson Bakar Matthew Berler Jerome Braun Nathan Brill Lynn Bunim Daniel Cohn Adele Corvin Dana Corvin Donna Dubinsky Noa Eliasaf-Shoham
Dan Safier
Laura Lauder
Chair
Vice Chair
Steven Fayne Richard Fiedotin Nanci Fredkin John Freidenrich Robert Friend John Goldman Nancy Grand Patricia Hellman Gibbs James Heeger Thomas Kasten Ron Kaufman
Jim Koshland Aaron Lamstein Len Lehmann Alvin Levitt Lev Leytes Daryl Messinger Susan Moldaw Mervin Morris Bernard Osher John Pritzker Richard Rosenberg
Alan Rothenberg Lydia Shorenstein Shaun Steingold David Steirman Phil Strause Roselyne Swig David Wagonfeld Jamie Weinstein Howard Zack Harold Zlot
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties 121 Steuart Street, San Francisco, CA 94105 | 415.777.0411 | jewishfed.org