ADVISORS PHILANTHROPY INITIATIVE
The Advisors Philanthropy Initiative (API) is comprised of professional money managers, insurance, stock brokers, trust officers, CPAs, and attorneys.
API creates partnerships within the professional community that have the ability to motivate potential donors. Our job is to educate our professionals on the work of the Federation, locally and globally. The objective is to secure planned gifts for the Jewish Community Foundation. Members of API are provided opportunities to connect with their colleagues, fulfill their continuing education requirements through seminars, as well as participate in social gatherings throughout the year. Advisors who secure planned gifts for the Jewish Community Foundation will become members of our Mitzvah Society and will be honored at our bi-annual Cocktail & Awards Reception.
Our Mission is Simple:
Promote philanthropic discussions and giving from clients of professional advisors to the Jewish Community Foundation of the Jewish Federation of Broward County and its beneficiary agencies.
Come Join Us:
Become an official member of Advisors Philanthropy Initiative (API) and help the Jewish Community Foundation promote philanthropic discussions and giving throughout our communities.
Reasons to Join:
Become more proficient at fulfilling the philanthropic needs of your clients
Network with like-minded colleagues
Educate professionals on the work of the Federation, both local and international, and its partner agencies and synagogues
We Cannot Do This Alone:
Thank you for the following advisors who referred their clients to us and helped grow our foundation to the $175+ million that it is today.
Jeffrey A. Baskies
Howard N. Bienenfeld
Marvin T. Bornstein
Herbert Jay Cohen
Alan B. Cohn
Randy S. Friedlander
Gene K. Glasser
Thomas O. Katz
Corinne R. Korn
Les S. Kushner
Denise A. Lettau
Jack R. Loving
Bonnie S. Miller
Richard B. Sabra
David B. Schulman
Sheri F. Schultz
Joseph L. Schwartz
David M. Scully
Barbara A. Shore
David A. Shulman
Eric W. Sulzberger
Donald R. Tescher
Benjamin A. Tobias
Ricky J. Weiss
API CHAIR, PHIL HERZBERG
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®
is a lead financial advisor at Team Hewins, a wealth management firm with offices in South Florida and the San Francisco Bay Area. As a Certified Financial Planner® professional, Certified Divorce Financial Analyst® practitioner, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee, Philip uses his expertise to help clients implement tax-efficient investment, retirement, and estate planning strategies.
A regular Journal of Financial Planning columnist, Philip has authored or contributed to over 60 peer-reviewed estate, tax, and financial planning articles. Philip has been cited as an authority in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Financial Planning, Morningstar, MarketWatch, Barron’s, InvestmentNews, Financial Advisor Magazine, TheStreet, Miami Herald, and South Florida Sun-Sentinel.
Philip has also been a featured speaker for local and national professional organization audiences, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), Financial Planning Association (FPA), United Way and the Jewish Community Foundation’s Professional Advisory Council (PAC). Philip currently serves as a CFP® Board Ambassador and is Chair of the Jewish Federation of Broward County’s Advisor Philanthropy Initiative (API). He served as 2018-19 President of the Estate Planning Council of Greater Miami and is a Past President of the FPA of Florida and the FPA of Miami.
Your Legacy…Our Promise
An Individualized Concierge Professional Care Management Program for Individual
WHO WE ARE
The story of the Jewish people began with a promise: "Every Jew is responsible for the other." For those individuals who are creating their Jewish legacy and promising impact for future generations by committing a qualified endowment to the Jewish Community Foundation, we promise Chai Care. Chai Care is an individualized care management program for individuals Ages 65+.
The Chai Care program delivers comprehensive advocacy for people confronted with the challenges of aging through individualized care management. Chai Care’s professional team is trained in gerontology, social work, nursing, healthcare, and counseling. The team makes specific recommendations, and they become a part of the individual's extended family, helping to assure advocacy, referral, and support.
HOW WE HELP
Chai Care helps our donors on an individual basis depending on their needs, through initial and ongoing assessment and monitoring, planning and problem solving, education and advocacy and caregiver coaching and support.
WHO IS ELIGIBLE
Donors who make an irrevocable endowment of $100,000+ to one or more of our Jewish Community Foundation's Vision Funds may be eligible for our Chai Care program starting at the age of 65.
CHAI CARE'S IMPACT
Chai Care has raised over $12 million for needy Jews in Broward County, Israel and around the world. Since inception, Chai Care has touched the lives of 36 donors and their families, and currently there are 179 donors that are eligible to be part of the program.
The Newsletter for Chai Care, a program of the Jewish Community Foundation of Broward County
AGING & CAREGIVER SUPPORT
Appointment times are limited. No drop-ins, please. To schedule a session, call Esther Cohen at 954-252-6952.
Esther Cohen Chai Care Director
(954) 252-6952 | ecohen@JewishBroward.org
Susan Chusid Professional Care Manager
Who We Are:
The Jewish Women's Foundation (JWF) Trustees are a group of philanthropic women who are committed to transforming the lives of Jewish women and girls and fostering life-long social change, one woman at a time. Through our generous allocation of innovative grants, programs here in Broward County and Israel are making a real difference by providing educational opportunities, crisis relief, and advocacy. JWF Trustees are decision-makers—analyzing needs, comparing grants, voting on grant applications, and evaluating outcomes.
Our Guiding Values:
JWF has proudly allocated over $248,400 in grants to help transform the lives of women and girls in Broward County and Israel.
JWF Trustees & Membership Information
Individual membership shall be through a financial contribution in one of five categories:
Trustees make a $10,000 commitment, payable over five (5) years. Trustees in good standing are those who have paid a minimum of $2,000 per calendar year. At the completion of five (5) years, Trustees may renew their membership by making a $5,000 commitment, also payable over five (5) years.
YOUNG WOMAN TRUSTEE (UNDER 40)
Young Woman Trustees make a $5,000 commitment, which may be payable over five (5) years. Young Woman Trustees in good standing are those who have paid a minimum of $1,000 per calendar year. At the completion of five (5) years, Young Woman Trustees may renew their membership by making a $5,000 commitment, also payable over five (5) years.
LION OF JUDAH TRUSTEE
Current Lions of Judah make a $5,000 commitment, which may be payable over five (5) years. LOJ Trustees in good standing are those who have paid a minimum of $1,000 per calendar year. At the completion of five (5) years, LOJ Trustees may renew their membership by making a $5,000 commitment, also payable over five (5) years. LOJ Trustees must maintain their LOJ status in order to be considered a LOJ Trustee.
Lifetime Trustees make a one-time commitment of $50,000, which may be payable over five (5) years. Lifetime Trustees in good standing are those who have paid $10,000 per calendar year. Promotion of $36,000 until 12/2022.
Multi-Generational Trustees make a one-time commitment of $100,000, which may be payable over five (5) years. The original member may appoint additional family members to join them as Multi-Generational Trustees. Original Multi-Generational Trustees in good standing are those who have paid $20,000 per calendar year.
as of November 2021
JWF Grants Awards & Application Information
2023 Grant Co-Chairs:
Sheryl Greenwald & Margie Albert
Jewish Women’s Foundations Grants as of May 2022: $284,400
Sisters of Hillel $5,500
Awarded to Hillel of Broward and Palm Beach, Sisters of Hillel would be a leadership empowerment cohort-based program designed for 12-15 Jewish women currently studying at NSU. The program would focus on professional skill building and pluralistic Jewish education, in a social environment designed to build confidence and meaningful connections to each other and Jewish life. This will be a program run by women for women, to help young women feel empowered and supported by each other on campus.
Increasing Employability for at-Risk Women & Girls in Israel’s Periphery $25,000
Awarded to Gumat Chen, a program for young women at risk who have survived domestic violence, sexual abuse and extreme neglect throughout their lives. Upon arriving at our boarding school, these girls are not ready (mentally or emotionally) nor can they even imagine to someday lead independent lives. However, thanks to a thorough process of rehabilitation, our project participants are able to catch up with their peers from more privileged backgrounds. Their ability to graduate from high school, pursue a career (whether vocational or Academic) and live independently - despite the difficulties they have gone through – will effectively transform them into role models for many other young women at risk who find it hard to believe that their life could ever improve.
Bat Mitzvah Opportunities for Russian Speakers in Israel $5,500
Awarded to Project Kesher, this program will train and educate 30 women of a variety of ages, to become B’not Mitzvah, by reading Torah, blessing the Torah, wearing a tallit, and choosing a Hebrew name. This will increase the number of Jewish women and girls who participate in the community programs in their online and/or in person communities, increase representation of women in Jewish life, and increase the number of Jewish women and girls in leadership positions at Jewish institutions.
MICRO-ENTREPRENEURSHIP IN THE FACE OF COVID - $20,000
Awarded to YOZMOT ATID, this program focuses on unemployed or underemployed women from Israel’s geographic periphery and will give them the skills to run their own businesses. Following the participant's preparatory coursework, they will begin an 8-week training session which includes marketing, financial management, taxation, and more. Following the training sessions, there will be personalized business mentoring and coaching, loans at friendly rates, business networking opportunities, enrichment workshops, and much more.
APP2U EDUCATIONAL EMPOWERMENT FOR JEWISH TEENAGE GIRLS AT RISK - $10,000
Awarded to MACHSHAVA TOVA, this program focuses on Jewish girls in grades 7 – 9 from 4 underserved communities in Israel’s geographic periphery and seeks to bolster Jewish girls’ confidence in their abilities and future accomplishments. APP2U combines learning new tech tools and girl power. The girls are introduced to inspirational women around the world and meet local women mentors. The 40-hour course includes 20, 2-hour sessions and at least one special event. The program is based on a project-based learning approach – learning a new tool, researching using that tool, building a product using that tool, and sharing with the group.
WOMEN’S WELLNESS RETREATS - $8,500
Awarded to JAFCO, this program focuses on Jewish Moms raising a child or children with developmental disabilities and will include four wellness retreats that will support and empower moms to decrease their stress levels while increasing their social interactions and self-care. For many of the moms, the retreats are the only time they will be away from the care of their child. The retreats will include yoga, drumming circles, spa services, and more and will allow them to renew, relax and refresh. Childcare will be provided by JAFCO, as these moms report feeling safe leaving their children with the JAFCO well-trained staff.
Your Voice Your Choice $7,500
Awarded to GOODMAN JEWISH FAMILY SERVICES, this program is a series of workshops geared to promote safety, security, strength and self-esteem for teens and young adults. The workshops include topics such as safe dating, healthy relationship, and consent, bullying, identifying abuse, speaking up, how to get help, and debunking myths about abuse in the Jewish community.
Women’s Jewish Leadership Fellowship $5,800
Awarded to HILLEL OF BROWARD AND PALM BEACH, this program is a 10-week theme-based seminar led by the Hillel Rabbi and NSU Engagement Associate with study of rabbinic texts alongside contemporary analogues, learning skills to express and defend themselves, leadership skills, weekly dinners together, and including Hillel JLF interns to enhance the social interactions in and outside of class, and Shabbat experiences together as a cohort.
The Recipe for Success Project $5,000
Awarded to BE’ER SOVA, this program provides culinary training, skill building and emotional support to help southern Israeli women who suffer from nutritional insecurity and unemployment to break free of the cycle of poverty, eventually becoming financially independent and ensuring long-term job retention in the food industry.
Tech Training with Guaranteed Jobs for Negev Women $10,000
Awarded to ERETZ-IR, this program is a holistic 4-month comprehensive training program, followed by a 4-month paid internship program that will teach young women to build websites using the WIX platform. Graduates will be able to work from home, with guaranteed 2-year job placements with TribeStudio and Eretz Ir will continue providing support for program graduates for the first 6 months.
JWF COVID Emergency Grants – This includes a generous match from the Sam Berman Charitable Foundation
$10,000 JWF Emergency Grant
Awarded to the Goodman Jewish Family Services (GJFS). Funds will be distributed to single moms who are clients of GJFS. These funds will go to rent emergency assistance and other immediate needs such as electricity and other bills. Additionally, GJFS will distribute gift cards to these same moms, $100 per adult and $50 per child as needed. The distribution of gift cards may be made over a 2-month period.
$10,000 JWF Scholarship Fund
This is a scholarship fund for women, regardless of age, who have been affected by the COVID pandemic and who need to re-train, re-direct their careers, and/or return to the workforce.
The Jewish Women’s Foundation Scholarship Fund awards dollars (a minimum of $500) to prospective Broward Technical College ("BTC") female students who have been affected by COVID-19. Those awarded scholarships would enter the “Career in a Year” Program(s) and participate in its online platform beginning on August 1st.
WOMEN FOR FUTURE LEADERSHIP $5,000
Awarded to WEPOWER in Tel Aviv, Israel, this grant helps to identify and train women to become leaders in their local area, promote change, and take on public roles. WePower is the only NGO in Israel which proactively focuses on advancing women to top influential positions at the highest decision-making levels in government and in the public arena, thus propelling social change leading to a more equal, civic society.
PROMOTING HEALTHY SEXUALITY WITH GIRLS AT RISK $8,000
Awarded to ORR SHALOM FOR CHILDREN AND YOUTH AT RISK in Beit Shemesh, Israel, this grant focuses on the damage caused by sexual abuse and educates the girls towards healthy sexuality. Orr Shalom is a non-profit organization that rescues Israel’s children who have been removed from their homes by the social welfare services following severe abuse, neglect, and tragedy. By providing safe loving homes, educational, psychological, and material support, Orr Shalom enables the children in its care to break the cycle of abuse, overcome their past and prepare for life as independent adults.
WOMEN EMPOWERMENT FOR THE ACTIVE ADULT $11,000
($5,000 plus a $5,000 match from the Sam Berman Foundation and a $1,000 from an anonymous donor)
Awarded to the DAVID POSNACK JEWISH COMMUNITY CENTER in Broward County, this grant focuses on personal safety, including cyber theft and scams, financial stability and planning, and mental and physical wellbeing for women. The mission of the DPJCC is to enrich lives by connecting people through cultural, educational, social, recreational, and wellness programs in an environment of fun, friendship, and unity.
Karen K. Roberts, CLU, ChFC Jewish Women's Foundation Chair
Karen is passionate about helping women take control of their finances which is why she found The Emerald Financial Group in 2005. Karen is on a mission to educate and empower women to take control of their financial futures. Her goal is to work with clients to help them have the retirement experience that they want and deserve. Karen’s philosophy is simple: “Live for Today, Plan for Tomorrow!”
A believer of giving back to the community, Karen was honored as the 2015 Financial Planning Foundation’s Pro Bono Award Winner. She currently serves as the chair for the Jewish Women’s Foundation of Broward County, a group dedicated to helping Jewish women grow and succeed. She also serves as a financial advisor for her sorority, Alpha Xi Delta on the campus of Florida Atlantic University (FAU). Karen is a mentor within the financial services industry, supporting women to become more successful in their careers. She is also an advocate for foster children.
Karen learned about JWF by helping to develop a new educational program for the Jewish Adoption and Family Care Options (JAFCO), a non-profit organization providing services to abused and neglected children in South Florida. The program, Financial Fitness for Women, teaches women (of age for foster care release, suddenly single, and single mothers) how to be in control of their money. JAFCO was awarded the grant for this program through the JWF.
One of the highlights of Karen’s career occurred on December 26, 2011 when she had the honor of ringing the New York Stock Exchange Opening Bell.
Esther Shacket Jewish Women's Foundation Founder
Esther Shacket was born in Poland and raised in Israel, where she served in the IDF before immigrating to the US in 1974. As a child of Holocaust survivors, it guided and shaped the direction she would take in life. After arriving in the US, she met her husband Roger. Together with their two children, Kevin and Nicole, they have built a life of philanthropy. Since 1978 Esther has been involved in the Broward Jewish Community and held a multitude of positions at many Jewish organizations, including her role as B’nai Brith Women’s Regional Chair of 11 States (D.C. - Florida), and Past National Board member of Jewish Women International. She is a founding member of the KOLOT coalition at Jewish Family Services of Broward County,
Continuing her endeavors, she began her involvement with the Jewish Federation of Broward County in the early 2000s with Women’s Division and served as N. Area Campaign Chair. She chaired the Israel and Overseas committee where she flourished as the 1st Steering Committee Chair of the Broward / Nesher, Israel Partnership. In 2007, Esther & Roger Shacket founded the Jewish Women’s Foundation of Broward County, where she formed a group of philanthropic women who are committed to transforming the lives of Jewish women and girls and fostering life-long social change, one woman at a time.
Expanding her involvement, she has held positions such as Broward Jewish Women’s Division Nominating Committee Chair, Jewish Community Foundation of Broward Governance Chair, Broward Jewish Federation Missions Chair, Broward Jewish Federation Major Gifts Chair, and from 2017 - 2019, she held the position of Board Chair of the Jewish Community Foundation of Broward.
Today, she sits on the Israel & Overseas Impact Team, is the Life & Legacy Chair, Vice Board Chair for the Jewish Federation of Broward County, and is a Board Member for Women’s Philanthropy.
Outside of her tumultuous philanthropic endeavors, she owns R.N.S. Associates, Property Development & Management Company and is a Certified Florida Supreme Court, Appointed, Family, Mediator. She is the proud recipient of the Jewish Federation WD Lisa Shulman Leadership Award, Healthy Mothers Healthy Babies Mother of the Year Award, Jewish Family Services Women of Valor Award, Soref JCC Alvin Gross Community Service Award, Jewish Federation Dedicated Leadership Award, and Jewish Community Foundation Outstanding Leadership Award.
Tamar Kohn Marks, MSW, MA
Director, Jewish Women’s Foundation
About LIFE & LEGACY®
Each participating organization selects a team of dedicated volunteers who work with professional staff to secure legacy gifts for their organization and the community. The Jewish Community Foundation of Broward supports the team members and works to coordinate this community-wide initiative to build a sustainable Broward Jewish community through endowments. Click the logo below for more information.
Ways to Give
There are many different ways to leave your own legacy. Your legacy gift can be designed to match your personal circumstances.
Each One Reach One
Broward County LIFE & LEGACY Imitative Part of North American Giving Initiative to Double the Number of Legacy Donors Through a new LIFE & LEGACY® campaign, called Each One Reach…
Life & Legacy Update
Three years ago the Jewish Foundation of Broward County embarked on a mission to enter into a 4 year partnership with the Harold Grinspoon Foundation called LIFE & LEGACY. The…
LIFE & LEGACY Incredible 1st Year in Broward County
Local Jewish Organization Secures $15 Million in Endowment-Building Initiative Nationally, LIFE & LEGACY Program Tops $1 Billion Over 300 donors in the Broward Community have made personal commitments to provide…
Judy Levenson Director of Educational Excellence and Life & Legacy, Senior Relationship Manager
(954) 660-2076 | firstname.lastname@example.org
Chai Care has raised over $12 million for needy Jews in Broward County, Israel and around the world.