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 Foundation@JewishMiami.org or 786.866.8623.

84th Annual Meeting Honorees

84th Annual Meeting Honorees

Five emerging leaders will be honored for their outstanding leadership at the Greater Miami Jewish Federation 84th Annual Meeting, Thursday, June 2 at the Hilton Miami Downtown, 1601 Biscayne Boulevard.

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Matching Challenge Fund

Matching Challenge Fund

Join our response to the war in Ukraine by donating to the Ukraine Relief Challenge, and your contribution WILL BE MATCHED, DOLLAR FOR DOLLAR.

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Apply for Diller Teen Fellows

Apply for Diller Teen Fellows

Apply to be a Diller Teen Fellow before it’s too late! Diller empowers teens from across the globe to become forces of change in their community and beyond.

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PAC Program

PAC Program

Dr. Marc E. Agronin, Senior Vice President, Behavioral Health, and Chief Medical Offer for MIND Institute at Miami Jewish Health, will be the keynote speaker at the second session of a series for Certified Legal Advisors (CLA) presented by Federation’s Professional Advisors Council (PAC) on Wednesday, June 1 at noon.

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