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Your Charitable Giving Partner
3rd Quarter 2011 Fund Holder Update
We are pleased to present an update for Jewish Foundation fund holders along with fund statements for the period ending September 30, 2011.
Year-end is always a busy time for charitable giving and certainly the busiest time of year for the Jewish Foundation of Memphis! There are several tips we want to share with you as we head into the busiest giving time of the year. Click here for an informative article written by our colleagues from Jewish Federation's of North America on Year-end 2011 Tax-Planning.
Legacy Planning
Have you remembered your favorite charity in your estate plan? Charitable estate gifts provide a way to show your support of organizations that you helped to build and sustain during your lifetime. Depending on the gift vehicle you choose, you can often make a gift that's much larger than you'd be able to make during your lifetime. Consider utilizing your Donor Advised Fund to streamline this process. Click here for more information. JFOM staff is available to work with you and your professional advisors to craft a legacy plan that meets your charitable giving goals. Please call on us 901-374-0400.
Family Philanthropy
JFOM professionals and leadership recently participated in a national training program giving them the skills to help guide multigeneration families through the sometimes challenging process of making philanthropic decisions. Utilizing tools developed by the Andrea & Charles Bronfman Philanthropies, JFOM staff can work with you to create a family giving structure that brings generations together and makes an impact on charitable organizations. If you would like a "sneak peek" at how these tools can be utilized with your family, join us at JFOM's annual Women's luncheon on November 16. (RSVP in the box in the upper right corner of this page)
Investment Update
The Foundation's investment committee chaired by Charles Jalenak continues to meet quarterly with Consulting Services Group (CSG) to review investment allocations and managers. To review returns through Setpember 30, click on the following link: September 30, 2011 Investment Returns.
Fund Holder Survey
Close to 90 fund holders responded to our survey earlier this year. Your responses to our questions really helped us in setting goals for the next few years! Click here to review a summary of the survey results.
Important Forms
Listed below are links to important forms for fund holders. Be sure to bookmark these
links so they are readily accessible
when you need them.
Reminders
Minimum grant recommendation has been reduced to $50. A copy of our new Operating Procedures for Donor Advised Funds can be accessed here.
New grant opportunities have been added to our agency "wish list." Be sure to consider one of these opportunities when you are making your next round of grant recommendations.
Preparations are underway for our 2011 Annual Report. Please contact us if you DO NOT want your name or your fund listed in the report. Thank you!
Click here to see our most recent newsletter.
Contact us Today
901-374-0400
MARK YOUR CALENDAR
November 16, 2011 12:00 noon
Family Legacies: Giving Thanks for Your Past
Annual Women's Luncheon - MJCC
