A Fund Investment Recommendation form must be submitted to request an asset allocation for your fund. You may request a reallocation up to four times per calendar year. If your recommendation is accepted, the Jewish Communal Fund will implement such change as soon as practicable after receipt of your form.
When you complete the Fund Investment Recommendation form, you should indicate whether you wish all future contributions to be invested in accordance with a fixed asset allocation (and rebalanced monthly) or whether you would like to submit an investment recommendation for each contribution that you make to your fund. If you choose the latter, you will need to submit a Contribution Investment Recommendation form within 10 days of the date of gift. If you do not request an allocation for your contribution, and have not elected monthly rebalancing, your contribution will be invested in the primary investment on record.