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 to the following advisors who referred their clients to us and helped grow our foundation to the $115+ 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, MARC LOWELL
Marc Lowell, CLU, ChFC Pres/CEO The A.I.D. Group | Financial, Estate, Investment, Insurance, Planning/Co-Founder NYSE Financial Services Co.
- University of Florida BSBA Finance
- 2-year President of the West Broward Estate Planning Council (2018-2020)
- Co-founder of National Financial Partners (NFP) Member Firm (NYSE IPO 2003)
- Educator for Continuing Education in Florida for CPA’s (CPE), Attorney’s (CLE) and Insurance Advisors (CE)
- Selected to appear in the 2020 Top 100 People in Finance Magazine
- Specialist in Estate and Income tax mitigation strategies
- Expertise with HNW Wealth Management
- Founder The A.I.D. Group and its Member Firms - A.I.D. Wealth Management, Advisors Insurance Design, and The 401kompany
- Member of multiple charitable and industry specific Boards of Directors
- Public speaker for professional’s business development training
- South Florida business leader for over 33 years
API Lunch & Learn Webinars
We are proud to share our API Lunch & Learn recorded webinars for additional learning opportunities.
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 a individualized program of the Jewish Federation of Broward County, delivers comprehensive advocacy for people confronted with the challenges of aging through professional care management
Navigating an ever-changing health care system can be difficult. Chai Care's professional team is trained in gerontology, social work, nursing, healthcare and counseling. Our professionals will make specific recommendations and will become your 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
2020 - 2021
2019 - 2020
The CARES Act and Its Impact on Individual Charitable DonationsMichael Zager | Founder and CEO, Z Wealth Solutions | www.zwealthsolutions.com The Coronavirus Aid, Relief and Economic Security (CARES) Act, passed earlier this year, aims to provide relief and resources for American individuals, families, and businesses during the economic crisis brought about by the global pandemic.…
UPDATE OF THE SECURE ACTBy: Alan B. CohnGreenspoon Marder LLP Congress passed the SECURE Act of 2019 on December 20, 2019, when President Trump signed it into law. SECURE stands for Setting Every Community Up For Retirement Enhancement Act. The focus of this short article is on changes to the post-death minimum distribution rules for…
A Note from Rosita:Did you know… Our Federation cares deeply about world Jewry, and is focused on sustaining Jewish life EVERYWHERE through our partnership with The American Jewish Joint Distribution Committee (JDC), the world leading Jewish humanitarian Organization. For over a century, JDC’s mission has been saving Jewish lives and building Jewish life in over…
Welcome to the year 5781. While the rest of the world is waiting for 2020 to end, the Jewish year is over and a new one has just begun. As we reflect on the chaos and uncertainty that has come to define our lives over the past 6 months, it’s important to realize that G-d…
A guide to Rosh Hashanah, Yom Kippur, and the days in between from MyJewishLearning.com Although the High Holidays — the two days of Rosh Hashanah (the Jewish New Year) and Yom Kippur (the Day of Atonement) — occupy three days only, they lie within a web of liturgy and customs that extend from the beginning…
Dr. Joe Alexander is the type of man to hold the door for passers-by and give just the right greeting to each one. His greatest cheerleader and wife, Robbi Alexander, is the type of woman to give you a piece of her heart and educated perspective that you hadn’t realized you needed. The Alexanders win…
Lori Adelson has inspired many as she turned her journey in South Florida into her life’s mission. In her brief, experience-rich 6 years as a leader in the Jewish Federation of Broward County, Lori has been actively living her legacy by sharing her voice, mentoring aspiring leaders and unifying her philanthropic, professional and legal worlds…
Sheri Fiske Schultz has been dedicated to committees within her profession and in the greater community since the beginning of her career and has been a well-known trailblazer here with the Jewish Federation of Broward County over the past few decades. As a mother and business woman, she acknowledges that Federation is not only a…
Jarred Elmar is the Managing Partner of The Geneva Group, a leading real estate investment and property services firm specializing in acquiring and managing commercial properties, such as neighborhood retail centers, light industrial and small bay warehouse complexes, office buildings, and multi-family apartments. Since 1999, Jarred and his partners have acquired and managed their own…
AGING & CAREGIVER SUPPORT
Appointment times are limited. No drop-ins, please. To schedule a session, call Esther Cohen at 954-252-6952.
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 $208,900 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.
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 September 2020
JWF Grants Awards & Application Information
2020 Grant Co-Chairs:
Sheryl Greenwald & Robbin Newman
2021 Letters of Intent will be available in January, 2021.
GRANTS AWARDED TO DATE - $208,900
Recipe for Success - $5,000
Awarded to Be'er Sova, this program provides culinary training, skill-building and emotional support to help southern Israeli women age 20 – 60 who suffer from nutritional security 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 is a holistic 4-month comprehensive training program for 20 women age 22 - 35, 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
Your Voice, Your Choice - $7,500
($5,400 plus a $2,100 match from the Sam Berman Foundation)
Awarded to Goodman Jewish Family Services, this program will consist of workshops to promote safety, security, strength, and self-esteem for teens and young adults. The workshops include topics such as safe dating, healthy relationship, consent, bullying, identify abuse, speaking up, how to get help and debunking myths about abuse in the Jewish community
Women's Jewish Leadership Fellowship - $5,800
($3,600 plus a $2.200 match from the Sam Berman Foundation)
Awarded to Hillel of Broward and Palm Beach, this 10-week theme-based seminar will include the study of rabbinic texts alongside contemporary analogs, learning skills to express and defend themselves, leadership skills, weekly dinners together, and including and Shabbat experiences. The cohort will have 12-15 participants and include a JLF unpaid intern who will help to create a feeling of sisterhood amongst the group.
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.
We encourage you to begin your legacy conversation by contacting the team leader of the organization you care about most to share your interests and learn about the organization's specific needs. The Jewish Community Foundation of Greater Broward's staff is available to assist you with the technical aspects of legacy giving. You may also want to contact your financial advisors and/or estate planning attorney at this time.
Anyone can do this. You don't have to be wealthy, just committed to your organization's cause. This decision is for after you are gone, and you can decide exactly what percentage, or what part, of your estate to leave via your will or by simply naming an organization as a beneficiary of your retirement plan. You can make sure that the people you love are taken care of first, and you can change it if needed.
The answer is different for everyone. Some people make a will after the birth of a child; others may wait until they receive an inheritance. Whether you already have a will or are just getting started, it's always right to think of how you want to be remembered. Now is the time.
Ways to Give
There are many different ways to leave your own legacy. Your legacy gift can be designed to match your personal circumstances.
Endowments can be established with contributions of cash and/or securities. In general, charitable gifts of cash and securities both entitle the donor to a charitable income tax deduction, but in the case of securities that have appreciated in value, the donor may also be able to avoid capital gains tax. Please contact us to learn more about the most tax-efficient ways to establish an endowment.
The simplest way to support a LIFE & LEGACY Partner is by naming the organization in your will. You can designate either a specific dollar amount or a percentage of your estate after other disbursements. A bequest is a meaningful way to support an agency or synagogue without affecting your cash flow during your lifetime. Your attorney can include it when you prepare or revise your will or you can add a codicil at any time.
There are many types of charitable trusts. A Charitable Remainder Trust enables you to receive income during your lifetime and leave an endowment gift as your lasting legacy to the charities of your choice.
Gifts of new life insurance policies enable donors to build a substantial future endowment gift through reasonable, tax-deductible premium payments. Donation of an existing policy may also offer tax benefits.
Ready to begin? Download the 2020 Declaration of Intent and contact your organization or organizations of choice today. If you would like to digitally sign the document, please open in Adobe Acrobat.