OPY HR HILANT starts WITH YOU 2013 ANNUAL REPORT jcfphoenix.org 2013annual report | pg. 1 Table of Contents A Message from the Foundation Leadership ................................3 Ensuring a Strong and Vibrant Community ..............................4-11 • Fund for Jewish Philanthropy • Economic Crisis Response Program • Field of Interest Funds • Grant Distributions from all Foundation Funds Empowering Tomorrow’s Philanthropists...Today .................. 12-13 • B’nai Tzedek Youth Philanthropy Program Giving Life to the Future........................................................ 14-15 • Endowment Book of Life Create Your Fund at the Jewish Community Foundation ...... 16-17 Ways to Give ......................................................................... 18-20 Setting the “PACE” .....................................................................21 • Harold & Jean Grossman PACE Society Forward Thinkers ................................................................... 22-27 • Donor Advised Funds • B’nai Tzedek Funds • Charitable Gift Annuities • Designated and Field of Interest Funds • LOJE and PACE • Agency & Synagogue Funds • Fund for Jewish Philanthropy • 10/30 Society The Foundation of the Foundation .............................................28 • JCF Board of Directors, Committees & Staff Foundation Financials ..................................................................29 Friends of the Foundation ...........................................................30 A Message from the Foundation Leadership Organizational Background Welcome to the 2013 Annual Report of the Jewish Community Foundation of Greater Phoenix. In 2013, For more than 40 years, the Jewish the Jewish Community Foundation of Greater Phoenix continued its established role as the region’s Community Foundation has been center for long-term Jewish philanthropy. During the past year, the Foundation made 914 grants, valued helping people support the Jewish and at $3,652,757 in support of 375 Jewish programs, agencies and other organizations in Arizona, Israel and secular causes that are important to around the world. them. We provide resources to make 2013 was also a year of significant change for the Foundation. After seven years at the Foundation’s the community’s vision a reality and helm, and capping a career of more than 40 years in philanthropy, Stu Turgel announced his retirement from his position as President of the Foundation. Following two exceptional years as chair of the we respond to emergencies facing the Foundation’s board, Bryan Kort passed the mantle of volunteer leadership to David Weiner. As the year Jewish people. The Jewish Community ended, the Foundation concluded a national search by hiring Richard Kasper as its new President and Foundation is the largest resource for Chief Executive Officer. And through a combination of new gifts and sound investment management, Jewish philanthropy in the Greater Phoenix by the close of 2013, the Foundation experienced a nearly 20% growth in assets under management, area. We have earned the trust of our signaling a return to pre-recession vitality. donors and the community of professional The Foundation’s role as grant maker and steward of community philanthropic funds is its primary focus, but we are proud also of the programs and initiatives the Foundation has brought to the Valley. Through advisors - attorneys, estate planners, the B’nai Tzedek Youth Philanthropy Program, the Jewish Community Foundation has engaged more trust officers, insurance professionals, than 300 young people, grooming them to become our community’s next generation of strategically accountants and financial advisors - who focused leaders and philanthropists. And the community continues to benefit from the Foundation’s work with us to help donors achieve their Jewish Technical Assistance Program which, though formally concluded, brought critical knowledge charitable and financial goals. and skills to hundreds of local Jewish individuals and organizations, which is helping them thrive and compete in the ever challenging world of non-profit leadership and management. Our Mission Though individual leaders and programs may come and go, the Jewish Community Foundation remains Sustained by our heritage, the Jewish committed to its mission of more than 40 years: to ensure and sustain a strong, vibrant and enduring Community Foundation strives to Jewish community, locally and abroad. As ever, we remain grateful to those who have placed their create a permanent legacy for a strong, confidence in the Foundation, to steward and manage their philanthropic legacies. For those who are vibrant, enduring Jewish community new to the Foundation, we invite you to join us, to let the Foundation help you fulfill your philanthropic goals and secure a bright future for our community. locally and abroad. Bryan Kort David Weiner Richard Kasper Board Chair President and Board Chair annual report | pg. 3 2011-2013 2013-2015 Chief Executive Officer 2013 Ensuring a Strong and Vibrant Community Through Grantmaking Each year the Jewish Community Foundation’s at the Cutler Plotkin Jewish Heritage Center and a grants committee, comprised of Foundation board year-long series of educational programs. members and community volunteers, determines Bureau of Jewish Education: how best to award grants for new and innovative Making Marriage Work, $5,400 programs locally, nationally and in Israel. That task This educational program aims to help people of all may sound simple but any member of the grants ages and stages of married life/relationships, build committee will tell you otherwise as grant requests a stronger home life in the context of Jewish living. far exceed the available funds. This year the grants East Valley Jewish Community Center for the Photo provided by the East Valley Jewish Community Center for the committee selected programs ranging from outreach Center for Holocaust Education: Holocaust Center for Holocaust Education in the far West Valley, renovating a Holocaust era Railcar Restoration, $25,070 railcar, a program targeting single mothers from To preserve the visual history of the Holocaust for the ultra-Orthodox community, camp inclusion for future generations and enable the railcar to be used children with special needs, to the Economic Crisis to educate students and the general public on the No ACT OF Response Program, which addresses the growing lessons of the Holocaust. number of Jewish households experiencing financial KINDNESS hardship. Economic Crisis Response Program - $32,000 The Foundation’s grant making program plays a crucial Jewish Free Loan: Jewish Community Burial role in the community, providing seed money for Fund - $15,000 however small programs and services that may not come to fruition Working collaboratively with Sinai Mortuary, various without grant support and enabling organizations to synagogues and rabbis, and appropriate community is ever wasted -Aesop implement programs and projects that offer unique organizations, this program will provide interest-free opportunities. This year’s grantees are: loans to the Jewish community for Jewish burials. Local Grants East Valley and Valley of the Sun Jewish Community Centers - $8,500 each Arizona Jewish Historical Society: Early childhood education scholarships: To provide Judaism in the Desert, $10,000 scholarships to off-set the direct cost of providing A collaboration between the Arizona Jewish early childhood education services to families Historical Society, the Board of Rabbis of Greater experiencing a new need for scholarship support. Phoenix, Valley Beit Midrash and several local Scholarship support from this grant is used exclusively congregations, this program documents the history for full-time students for whom participation in the of Greater Phoenix’s Jewish congregations and preschool is vital to the family’s ability to work. makes it available to the public through an exhibition Jewish Community Foundation - $10,000 the first hotline for English speaking teens in Israel, Discretionary Reserve as the other major hotlines are in Hebrew. Jewish Family and Children’s Service: Hillel – the Right to Choose: Support for Former Haredi Single Mothers in Their New Intimacy Project, $6,500 Beginning, $10,000 Comprised of two workshops, Focus on Talking to Weekend seminars for former Haredi single mothers Your Children, and Focus on Your Marriage, and and their children, to help them develop life skills conducted in partnership with the Orthodox Union and self-help strategies, and form a support network and the Shalom Center, this community education of former Haredi single mothers. Workshops include program focuses on educating Jewish women about personal and financial empowerment classes, as well how to discuss sexuality and intimacy with their as preparation for entering the work force. children and spouses. Phoenix Hebrew Academy: Eretz Yisrael – A Keren Malki: Therapists on Wheels, $15,000 Zionist Curriculum, $8,000 This program sends “mobile” paramedical therapists This new curriculum developed by the Lookstein to children living with severe disabilities, who without Center of Bar Ilan University, provides comprehensive the organization’s assistance would not receive the lessons for students that addresses the themes of therapies they require. Funding is to expand the Israel, its history and Zionism, to address the issues program to provide services to families living in of Jewish continuity and help students develop a Israel’s northern region.