Establish a Fund
  Establish a Fund
  Application
  Policies and Procedures
  Investment Options
  Ways to Transfer Assets
  Children’s Giving Fund
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Establish a Fund


INVESTMENT OPTIONS

 

Your contributions to the Jewish Communal Fund are placed in your choice of investment portfolios approved by JCF's Board of Trustees, consisting of a fixed income fund, a money-market fund, numerous managed equity and equity-indexed mutual funds, and several privately managed investment accounts. The Jewish Communal Fund has full discretion over the investment of account balances and reserves the right to change or revoke the current investment program and procedures at any time.

In addition to the portfolios mentioned above, the Jewish Communal Fund offers donors with fund balances in excess of one million dollars the opportunity to request to have their fund assets managed by a particular asset manager, subject to the approval of our Investment Committee. For more information on this option, please call the Jewish Communal Fund toll-free and ask for Jose Virella at 1-866-580-4523.

 

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