Investment and Fund Management

How Foundation Funds Are Invested and Managed

When you entrust The Foundation with your charitable gift planning, we do everything we can to ensure that the benefits of your generosity are maximized. We offer two investment options: a diversified blended strategy invested for total return and a fixed strategy which guarantees a return equivalent to the interest rate of the 90-day US Treasury Bill rate as of the last day of the previous calendar quarter.

Investment policy is set and the ongoing management of Federation’s endowment is overseen by a volunteer Investment Committee. Each member of this committee has significant experience in the financial arena. The Committee’s work is supported by a knowledgeable and experienced professional staff. The Foundation works with an investment consultant and a series of prominent national firms to invest endowment funds.

The goal is growth and preservation of capital. Donors receive detailed quarterly reports listing all fund activity and balances. Our promise is an uncompromising commitment to diligence and transparency. We make it with deep gratitude for your dedication to the Jewish people and your trust in The Foundation.

For more information, contact us at [email protected] or 786.866.8623.

Welcoming Shlichim at Summer Camps

Welcoming Shlichim at Summer Camps

Despite a war with Iran, ballistic missiles and Israel’s closed airspace, this year’s delegation of summer camp shlichim (emissaries) is the largest ever.

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Helping People With Disabilities During Crises

Helping People With Disabilities During Crises

When emergency sirens blare in Israel, most people run quickly to safety in shelters, but for those with disabilities, this may be impossible, which is why Federation is funding essential programs that help during wars, terror attacks and more.

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Remembering the AMIA Attack in Argentina

Remembering the AMIA Attack in Argentina

Join Jewish Miami on Tuesday, July 22 for the Annual Commemoration of the tragic AMIA (Asociación Mutual Israelita Argentina) Jewish Community Center bombing in Argentina 31 years ago.

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Hurricane Season Is Here

Hurricane Season Is Here

You can join the 2025 JVC Emergency Response Team (JVERT) to support our community if a disaster strikes.

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