What kind of legacy do you want to leave?
Since 1986, hundreds of worthwhile organizations—here in Houston, across the United States, in Israel, and around the world—have benefited from the millions of dollars in distributions made through the Houston Jewish Community Foundation—organizations that support the arts, healthcare research, education, the environment, law enforcement, care for the elderly, youth programs, outreach to vulnerable populations, social action initiatives, religious pursuits, and countless other worthwhile causes. As diverse as these organizations may be, they enjoy one common denominator: the generosity of hundreds of fundholders, who have placed their trust in the Houston Jewish Community Foundation for four important reasons: 1) Our management team’s knowledge, experience, attention to detail, and personalized service, which ensures that our fundholders and their families feel well taken care of at all times 2) Our investment performance and fee structure, both of which are competitive with other major charitable giving programs across the country 3) Our foresight, responsiveness, and unique sensitivity to the special interests and needs of the Jewish community, which enables us to keep our fundholders informed about philanthropic opportunities which may not otherwise be brought to their attention 4) Our unique ability to help fulfill the philanthropic goals of our donors, whose benevolence reaches across the entire spectrum of giving and includes both Jewish and non-Jewish causes No matter how complex or simple your charitable giving plan may be, we are well-equipped to meet your needs. The Houston Jewish Community Foundation makes it possible for you to achieve your short- and long-term philanthropic goals through a variety of Legacy Giving options:
The key to Legacy Giving is in the planning. Once you and your loved ones carefully consider all your options and determine your financial and philanthropic goals and priorities, the Houston Jewish Community Foundation will work with you and your professional advisors to create the charitable giving plan and establish the philanthropic vehicles which best enable you to realize your goals over both the short- and long-term—and ensure that you are able to leave the legacy you intend. Because we place such a high value on the involvement of professional advisors in this process, the Foundation sponsors a variety of events (some of which offer continuing education credits) throughout the year for attorneys, accountants, financial planners, and insurance professionals. For more information on these events, please click here. foundation@houstonjewish.org
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You don’t have to be a “millionaire” to make a lasting difference with your charitable dollars.
In fact, funding your Legacy Giving plan is probably easier and more affordable than you may think. All it takes is a minimum deposit of just $2,500 to establish a donor-advised fund. And our fee structure is competitive with other for-profit and not-for-profit endowment institutions, as well:
| First $500,000 |
1.00% |
| Next $500,000 |
.75% |
| Next $1.5 million |
.50% |
| Above $2.5 million |
.25% |
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Minimum annual fee of $200 |
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Separate fee structure for agencies, synagogues, and other organizations |
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Life Insurance Policies will be subject to an administrative fee if, upon funding, the entire death benefit will be paid to charities other than the Houston Jewish Community Foundation. |
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Trustee Fees—Flat annual fee of $1,000 on those trusts that are not charged an administrative fee due to inactivity within the trust. |
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1% transaction fee for illiquid assets, $1,000 minimum transaction fee. Transaction fee is negotiable for assets over $500,000. |
The time to start taking advantage of Legacy Giving and all the philanthropic opportunities the Houston Jewish Community Foundation offers is now. For more information, call (713) 729-7000 today, or click here.
Houston Jewish Community Foundation
Check Processing Policy
Check Processing Information – In accordance with Federal Reserve Board guidelines, checks that you send to us may be processed electronically. This means that checks generally clear faster, banks no longer return checks and bank statements are valid proof of payment. If you have any questions please contact Linda Uzick at 713-729-7000 ext. 332.
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2008 PAC SEMINAR
The Houston Jewish Community Foundation’s Professional Advisory Steering Committee plays a critical role in the operation, promotion and facilitation of the Foundation’s endowment programs. The committee is composed of lawyers, accountants, bankers, estate planners, financial planners, investment advisors, tax counselors, life insurance experts and other professionals.
On Tuesday, February, 5, 2008, the Houston Jewish Community Foundation held its 5th Professional Advisors Seminar. The guest speaker was Chris Hoyt - Professor of Law University of Missouri-Kansas City School of Law, who discussed Family & Charitable Planning with Retirement Accounts.
You can access his presentation materials by clicking on the following links:
Retirement Distribution Planning
Charitable Estate Planning With IRAs
Funding Trusts in the Crossfire
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Board of Directors
BOARD OF TRUSTEES
2007-2008
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Michael Rubenstein - Chairman•
Esther Polland - Secretary•
Ben Rosenberg - Treasurer•
Margo Ackerman
Stanford Alexander
Ann Baker-Ronn
Lauren Kaufman Blachman
Stephen Breslauer
Mark Brookner
Stephen Brown
Sandra Finkelman
Milton Frankfort
Donald Freedman
Edwin "Buster" Freedman
Frances Friedman•
William J. Goldberg**
Jay Golding
Leonard Goldstein
Donald Graubart**
Steven Graubart
Ben Guefen
Roslyn Haikin
Jay Kaplan• |
Stephen M. Kaufman**
Robert E. Lapin
Alan F. Levin**
H. Fred Levine
Nat Levy•
Barry Lewis
Gerald Merfish
Lloyd Parkans
Irving Pozmantier
Gerald Rauch**
Russ Robinson
J. Victor Samuels
Tom Samuels•
David Saperstein
Joyce Schechter
Rabbi Jack Segal
Joel Spira**
Gary Stein
Richard Stein
Robin Stein
Linda Rauch Susman
Benjamin Warren
Joe L. Williams |
** Past Chairman of the Board
• Executive Committee
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Philanthropist’s Reports
To download a copy of the NEW 2007 Fall/Winter Philanthropist’s Report, click here
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 About the Houston Jewish Community Foundation
Programs and Events
Donor-Advised Funds and Other Charitable Giving Options
Dor L’Dor Society for Legacy Giving
Community Grants and Needs
Foundation Central
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