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.

Combatting BDS

Combatting BDS

The Movement to Delegitimize Israel: Current State-of-Play of Boycotts, Divestments & Sanctions Movement will have breakout sessions facilitated by various local Jewish organizations.

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Never Forget

Never Forget

Through films, lectures and discussions, Holocaust Education Week will highlight the stories of survivors and examine the legacy of the Holocaust.

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Supporting Women

Supporting Women

This year, the Women’s Amutot Initiative allocated nearly $300,000 from the 2018 Annual Federation/UJA Campaign to 26 organizations.

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Helping the Hungry

Helping the Hungry

The Bonwitt Family spent a day volunteering at The Jaffa Institute, giving their children a chance to see Federation dollars at work.

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