JCF helps organizations like yours maximize their financial assets. When you establish a custodial fund with JCF, your non-profit or synagogue gains a powerful and efficient tool for growth, all while retaining full ownership and control of your assets.
Custodial Fund with JCF
A custodial fund with JCF allows your organization to retain complete ownership of its assets while entrusting JCF with the professional management and investment of those funds. This unique arrangement provides a host of benefits designed to strengthen your organization's financial foundation and amplify its impact.
Advantages
- Expert Investment Management: At JCF, our Investment Committee, a team of highly skilled lay leaders and veteran investment professionals, guides our investment policy and strategy. They have a proven track record of prudent financial stewardship and sophisticated investment strategies. By partnering with JCF, your organization gets access to this team of seasoned professionals. They're dedicated to maximizing returns and managing risk, making sure your assets are effectively supporting your mission.
- Simplified Administration & Reduced Burden: Managing investments can be complex and time-consuming, often diverting valuable staff resources from their core responsibilities. A custodial fund with JCF significantly reduces this administrative burden, as JCF handles all investment-related tasks, reporting, and compliance, allowing your team to focus on what matters most -- your mission.
- Access to Diversified Portfolios: JCF provides access to diversified investment portfolios, typically unavailable to individual organizations due to scale or cost. These professionally constructed portfolios are designed for long-term growth and stability, offering a robust framework for your assets. JCF offers equity, fixed, money market, and managed portfolios for your organization's investment.
- Enhanced Financial Oversight: While JCF manages the investments, your organization retains full control over the fund, and our easy-to-use online platform enables transparency and oversight. Regular reporting provides clear insight into your fund's performance, ensuring you are always informed and in control of your financial resources.
- Alignment with Community Values: Partnering with JCF strengthens your organization's connection to the broader Jewish community and its philanthropic values. Our seasoned professional staff is attuned to the Jewish philanthropic landscape and is available to support you and your organization.
- Potential for Long-Term Growth: Through JCF's disciplined investment approach, your custodial fund has the potential for significant long-term growth, increasing the financial capacity of your organization to achieve its strategic goals and serve its stakeholders more effectively.
How It Works: Your Organization’s Assets, Our Expertise
Your organization becomes a member of JCF Investment Program LLC, transferring assets into the LLC. Your organization remains the legal owner of these assets and retains full discretion over distributions from the fund and selection of investments from among JCF’s available investment options. JCF, in turn, manages and invests these assets according to established policies and your organization's specific guidelines, providing regular statements and performance updates. It is your organization’s choice as to whether to treat the custodial fund as a "spend-down" fund, where the principal and earnings are used over time, or an "endowment" fund, where the principal is preserved and only the earnings are used, based on the organization's or a donor's intent.
Secure Your Organization's Future
A custodial fund with JCF is more than just an investment vehicle; it's a partnership that empowers your organization to achieve greater financial stability, efficiency, and impact.
Contact us today to learn more about establishing a custodial fund for your organization.
Jewish Responsibility, and Keeping an Eye on the Future
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