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 coupon rate of the 10-Year Treasury Bill as of June 30 of each year.

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 Foundation@JewishMiami.org or 786.866.8623.

Miami Medical Mission

Miami Medical Mission

Register for the Federation Medical Mission to Israel, October 28-November 3, 2019.

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Bringing Israel to Miami

Bringing Israel to Miami

Six idealistic, young Israelis are bringing Israel to campers at the three local Jewish Community Centers through a program of Federation overseas partner The Jewish Agency for Israel.

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Girl Power

Girl Power

Tal Ohana, mayor of Federation partner city Yerucham, was recently named one of Forbes’ Israel 2019 Power Women.

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Strengthening Jewish Life

Strengthening Jewish Life

Federation overseas partner, the American Jewish Joint Distribution Committee (JDC), is helping Jewish women in Karaganda, Kazakhstan in the former Soviet Union find connection and camaraderie.

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