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For Financial Professionals

As a professional advisor, you play a vital role in the philanthropic process. You are often the first and most important source of information for people interested in planned giving or in creating a substantial charitable legacy. With the Columbus Jewish Foundation as your partner in philanthropy, you’ll be well equipped to address your clients’ complex charitable planning needs, empowering them to support their favorite causes while also securing valuable benefits for their families.

The Columbus Jewish Foundation has helped many donors and their families put their charitable dollars to work throughout the Jewish community for over 50 years. The Foundation offers creative options and opportunities for tax-wise and values-driven philanthropy.

  • Experience - The Columbus Jewish Foundation serves central Ohio and currently manages over 1,150 funds for individuals, teens, families, agencies, and organizations. During our long history of partnering with donors and their professional advisors, the Foundation has earned an outstanding reputation for integrity and service.
  • Maximum tax benefits - The Foundation is a public charity. Every fund created at the Columbus Jewish Foundation qualifies for the maximum charitable tax deductions permitted by law.
  • Investment security - The responsibility for employing prudent investment strategies to carry out the Foundation’s mission rests with its Board of Trustees. The Trustees determine overall investment policies and asset allocation guidelines and set the Foundation’s payout rate. The Investment Committee implements the Foundation’s investment policies, selects investment managers and monitors investment performance.
    Funds are generally commingled for investment purposes. However, the Foundation administers each fund as a separate account and reports each fund’s activities on an individual basis. The Columbus Jewish  Foundation invests its assets to provide support for the community’s current needs and to preserve charitable resources for use by future generations to address new and emerging needs.
  • Strategic philanthropic services - Our extensive knowledge of the local, national and international Jewish community is at your fingertips. Our staff is ready to support you and your client’s charitable giving interests.
  • Donor Services - A courteous, knowledgeable and responsive Foundation staff is always ready to answer questions and concerns – both your own and your client’s – and will turn challenges into opportunities, ensuring prompt attention to your needs.
  • Flexibility and simplicity - Your clients may create funds in any name they choose, for the charitable purposes they choose. With many charitable giving options available through the Foundation, you and your clients will be able to tailor solutions that meet their specific needs, vision and objectives.
  • Recognition and anonymity - Your client may choose to receive public recognition or remain anonymous, as he or she wishes.
  • Legacy - With the Foundation, your clients can create a Jewish legacy for their families and the causes they value – from generation to generation. The Foundation currently manages funds representing three generations of philanthropists in our community.
  • Effective leadership and accountability - An experienced Board of Trustees serves as the governing body of the Columbus Jewish Foundation. The Trustees oversee operations, set policies and make final decisions on all grant awards. It is the Board’s responsibility to ensure that distributions made from the funds the Foundation holds are in keeping with donors’ wishes and address the challenges that face our community as it changes and grows.
  • Value-driven philanthropy - Giving is about values – the mitzvah of Tzedakah and the obligation of tikkun olam (repairing the world). These values lie at the heart of each relationship the Columbus Jewish Foundation has with its donors. Values are central to the process of creating a philanthropic vision that incorporates each donor’s personal and family financial needs, tax and estate planning concerns and charitable goals.