Foundation Update | January 2018

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Jewish Foundation Toronto
 
 
 

FOUNDATION HIGHLIGHTS 

New Trustees
The Jewish Foundation welcomes the following five new trustees who were appointed at the Annual Meeting of UJA Jewish Federation on December 7, 2017: Stephen Altbaum, Jay Klein, Craig Rimer, Leah Silber and Anthony Sigel. Thank you to the following trustees whose term has ended for their years of service and commitment to the Jewish Foundation: Jordan Caplan, Barry Corbin, Bonnie Goldstein and David Stein.

Investment Returns
We are pleased to report that in the first six months of the current fiscal year, being the period ended December 31, 2017, the return on our endowment portfolio was 6.2%. 

Investment Seminar

 
 

On October 25, 2017 the Jewish Foundation held its inaugural financial update for donors. The program included a presentation from  the chair of the Investment Committee, Mark Grammer, Managing Director & Portfolio Manager at Gluskin Sheff + Associates Inc., and Texas Hemmalpharb, Managing Director at Pavilion Advisory Group Inc. Presentations emphasized our investment plan and an economic outlook. Given the enthusiastic response of our donor community to the financial update presentation, the Foundation plans to make this an annual event.

 
 
 

THE BOOK OF LIFE

 

The Book of Life is a signature program that recognizes donors who leave a charitable legacy through the Jewish Foundation of Greater Toronto. A legacy may be in the form of a charitable fund, a bequest or a gift of life insurance.

Donors to the Jewish Foundation are invited to write their story, focusing on their values, reasons for giving, special influences and people who shaped their lives. Details about the Book of Life program can be found here.

Congratulations to Laurie Sheff who is serving as Chair of this year's Book of Life celebration which will take place on May 1, 2018.

For more information about how to leave a legacy and have your story included in the Book of Life, please contact Elysa Greisman at 416.631.5703 or email jewishfoundation@ujafed.org.

 
 
 

REMINDER

Grant Recommendations can now be made online.

In an effort to serve our Fund Holders better, grant recommendations can now be made online. Simply include the name of your Fund, the name of the organization(s) and the amount of the grant(s).

We will confirm your grant recommendation(s), verify the organization’s charitable status, and begin processing the grant from your Fund. We may contact you if we have any questions.

Donor Recommendation Form
 
 
 

PROFESSIONAL ADVISORS AWARD OF EXCELLENCE - CALL FOR NOMINATIONS

 
 

The Jewish Foundation of Greater Toronto seeks to recognize those professional advisors who have made an outstanding contribution to the community through the awarding of the PAC award of excellence. The professional selected for this annual award shall exemplify the highest professional standards and shall have made contribution to his or her profession in estate planning for charitable giving; assistance in structuring gifts to the Jewish Foundation and/or volunteer involvement with the Jewish Foundation or UJA Federation. 

Please click here to fill out the nomination form. Deadline for submission is March 1, 2018.

 
 
 

MAZEL TOVS

Mazel Tov to the following people:
To Stephen Altbaum on becoming the new Professional Advisory Committee Chair and on the birth of his grandchild.
Taffy & Bill Cass on celebrating their 50th Wedding Anniversary.

CONDOLENCES

Our condolences and sympathies go out to the families of the following individuals:
Muriel Berger z"l, Anna Engel Browman z"l, Gerald Cohen z"l, Marcelle Esses z"l,
Missy Daiter z"l, Gurion Hyman z"l, Barry & Honey Sherman z"l

May their names be remembered for a blessing.

 
 
 

The Jewish Foundation brings your philanthropic dreams to life. If you would like information about the strategies and services that the Jewish Foundation can offer to help you actualize your philanthropic objectives and leave a legacy for generations to come, call us at 416.631.5703 or email jewishfoundation@ujafed.org. You will be happy you did.

 
 
 

JEWISH FOUNDATION CALENDAR OF EVENTS

 
 

February 

Jewish Teen Board Workshop #4 
Feb 11, 2018

Investment Committee Meeting
Feb 22, 2018

Mishloach Manot Project for Teens
Feb 25, 2018

 

March

Jewish Foundation Trustees Meeting
March 7, 2018

Jewish Teen Board Workshop #5
March 25, 2018

 
 
 
 
 
Sent by Jewish Foundation of Greater Toronto, a registered charity 
Registration number: 10815 5797 RR0002 |
4600 Bathurst Street, Toronto, Ontario M2R 3V2  
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