Jewish Federation of South Palm Beach County A YEAR TO CELEBRATE 2017 ANNUAL REPORT A FUTURE TO IMAGINE VISION Rooted in Jewish values, the Jewish Federation of South Palm Beach County seeks to inspire and galvanize local residents and organizations to build and sustain a strong, caring, vibrant Jewish community for today and tomorrow. MISSION At the hub of the Jewish community, the Jewish Federation of South Palm Beach County strategically engages donors, supporters and community partners in addressing and planning for current and future needs of the Jewish people locally, in Israel and around the world. The Federation accomplishes these goals by: building Jewish community and developing Jewish communal leadership; promoting Jewish identity, education and engagement; caring for the vulnerable; advocating for the well-being and security of the Jewish people; and standing with Israel, their spiritual homeland. DEAR FEDERATION FAMILY: A Year to Celebrate. A Future to Imagine. In our 39th year of building this community and coming together to care for our people, we have never stood on more solid ground. With continued growth in our Annual Campaign and the Jacobson Jewish Community Foundation, as well as revenues from the development of Toby & Leon Cooperman Sinai Residences, our financial footing is firm and we are laying an ever-stronger foundation for the future of our sacred mission. Our 2017 Annual Campaign grew for the fifth year in a row, to more than $15.25 million in unrestricted contributions, as well as $527,000 in restricted income. Nearly $2 million was raised in new, increased and retrieved gifts. These and other increases mean that our Federation is able to help more of our people in more ways. Our growing list of 78 beneficiary agencies and organizations includes a widening scope of collaborations, as well as vital, innovative programs and services that serve our community and our global Jewish family. In addition, the growth of our Jacobson Jewish Community Foundation (JJCF) makes clear that we are building a strong philanthropic culture that values endowments and planned giving. The assets of our JJCF have grown to more than $90 million, including $16 million in unrestricted dollars. As the third year draws to a close, the 15 local Jewish organizations and synagogues in JJCF’s Create a Jewish Legacy program have generated $60.5 million in expectancies for the future of this community. Our 100-acre campus is a further expanding resource. The Independent Living residences at Toby & Leon Cooperman Sinai Residences remain fully occupied with a long waiting list, while the now fully operational Health Care Center units are occupied above 97%. With the opening of Katz Yeshiva High School, we are now the only community with multiple Jewish preschools, elementary schools and high schools on one campus. More residents including many newcomers are visiting our campus than ever before through a growing number of well-subscribed tours and events. Most recently, the first Community-Wide Purim Carnival drew 2,000 diverse Jewish neighbors to our back field for a festive afternoon. As the area’s Jewish community planner and builder, Federation continues to reach broader and deeper, strengthening partnerships and creating new ones while engaging more residents. This past year we also embarked on the first community demographic study in twelve years. What we learn about Jewish South Palm Beach County’s composition, involvement, attitudes, needs and desires will greatly enhance our ability to address current funding needs and plan for the future with our caring community. Warm Regards, Anne L. Jacobson Laurence I. Blair Matthew C. Levin Chair, Jewish Federation of Chair, Jacobson Jewish President & CEO, South Palm Beach County Community Foundation (JJCF) Jewish Federation of South Board of Directors Palm Beach County THE OPENING EVENT. Moved to November, this year’s THE ANNUAL CAMPAIGN EVENT launched the 2018 Annual Campaign with powerful stories of the importance of our dollars locally, in Israel and around the globe. Selling out with 600+ FOR JEWISH NEEDS Federation supporters , the evening raised $1 million. BUSINESS & PROFESSIONAL DIVISION (B&P). In its sixth year, the WOMEN’S PHILANTHROPY. With nearly 700 Lions of Judah, successful B&P Division continued the Lewis Katz Federation’s pride is one of the largest in the country. Industry Icon events and launched the interactive Attendance at the annual Lion of Judah Luncheon was Breakfast Networking Series. The B&P Cabinet over 450. Women also heard speakers of substance increased to 80 members and continued to grow at the Kickoff, Pomegranate and Spring Finale events. Business Casual, its signature networking series for Chapter Two, a program designed for women seeking women. B&P’s Inspire Mentorship Program completed to connect with the community, is completing its a fourth year of building partnerships among the fourth year with great success and the new Women’s community’s seasoned and growing entrepreneurs. Philanthropy Forum for Leadership began its inaugural year. COUNTRY CLUB COMMUNITIES AND NEIGHBORHOODS. Dedicated leaders and volunteers once again showed their unwavering YOUNG ADULT DIVISION (YAD). To engage young adults of commitment. They educated and raised vital Annual all ages and giving levels, YAD rejuvenated its Ben Campaign funds from their friends and neighbors at Gurion Society (BGS), strengthened its YAD365 giving three individual regional events. Several clubs raised campaign, and introduced the $118 Chai Society. YAD additional funds through the Adopt-a-Project program, bagged food, enjoyed programs at the new Moishe and volunteered for hands-on mitzvah projects. House, and heard from local major donors at the kick-off Ben Gurion Society event —The Change Makers Panel. IMPACT DAYS. Dedicated volunteers came out across three The new Young Moms group volunteered, engaged days of impact: Giving Tuesday, Jewish Community in friends, and raised dollars. Israel’s 70th Birthday Bash Action Day and Super Sunday. These days of giving drew young adults to celebrate Israel and learn about back raised more than $1 million from 985 supporters. Federation’s overseas work. MAJOR GIFTS. Major Donors, King David Society, Prime Minister’s Council and Ketubah Society members were celebrated at the Sandler Family Major Gifts Event featuring world-renowned architect, David Libeskind. King David Society donors had an intensive briefing with Father Patrick Desbois of Georgetown University. Recently rebranded Prime Philanthropists (P2), formerly Emerging Jewish Philanthropists (EJP), enjoyed events from private receptions with top speakers including Rabbi Lord Jonathan Sacks to a concert with Billy Joel. MEN’S DIVISION. The Men’s Division events included a night at the Silverball Museum, informal gatherings, and a community service gardening project. Men of all ages continue to enjoy enriching experiences together, developing new friendships and building a strong division of their own. JACOBSON JEWISH COMMUNITY FOUNDATION THIS IS YOUR JEWISH COMMUNITY! The vision of the Jacobson LION OF JUDAH ENDOWMENT (LOJE). This community’s 290 LOJE’s, Jewish Community Foundation (JJCF) is to increase the the largest group in the country, now represent nearly vitality of inspired Jewish life locally and overseas through $35 million in current and future gifts to the Jewish legacy gifts, endowment funds, and bequests. With the Federation of South Palm Beach County. In celebration community’s generosity, the Foundation’s unrestricted of the 25th anniversary of the national LOJE program, the assets have grown to over $16 million with total assets JJCF has set a goal to secure 25 new LOJEs over the next of over $90 million (including funds held on behalf of 25 months. Every Lion of Judah donor is encouraged to agencies and synagogues). During the past year, the become a Lion Forever! JJCF provided grants of over $4 million. These included $1.6 million in support of the Jewish Federation of South PROFESSIONAL ADVISORY COMMITTEE (PAC). Comprised of Trust Palm Beach County Annual Campaign, of which almost and Estate Planning Attorneys, Accountants, Financial $600,000 were from unrestricted assets. Advisors/Asset Managers, Elder Care Attorneys, Family Law Attorneys, Insurance Professionals, Bankers and Trust CREATE A JEWISH LEGACY. Create a Jewish Legacy (CJL) continues Officers, the PAC educates professionals from a variety to achieve remarkable success through its participation of disciplines about planned giving opportunities for in the Harold Grinspoon Foundation’s LIFE & LEGACY™ clients and provides them with a forum for networking. initiative, a four-year partnership that helps promote It encourages professionals to promote the concept of after-lifetime giving to benefit the Federation, day planned giving and educates potential donors about schools, synagogues, social service organizations and the benefits of giving back to the community. Over 110 other Jewish entities through training and monetary members of PAC advise their clients to establish current incentives. As the third year draws to a close, 15 local and legacy charitable gifts. The Irving Eckhardt Mitzvah Jewish organizations and synagogues have participated Society honors PAC members for their diligent work with in educational workshops, resulting in 532 commitments their clients on behalf of the JJCF. Over 75 members of from 393 donors, valued at an estimated $60.5 million. PAC have been inducted into the Irving Eckhardt Mitzvah