December 2016
Leon Cooperman and David Rocker in “Conversation”
In October, JCF’s Professional Advisor’s Network (PAN) presented “A Conversation on the Investment Outlook and Philanthropy with Lee Cooperman and David Rocker,” an evening program chaired by Michael Schechner and moderated by Peter Langerman. Eugenia Yudanin is chair of the PAN Committee, and serves with Michael and Peter on the JCF Board of Trustees.
It was an informative, engaging, entertaining, and deeply inspiring program with two pillars of the investment community. Both the Cooperman and Rocker families have deep roots in our Greater MetroWest community and we are grateful for the trust they have placed in JCF. As Lee reminded us, the Talmud states that “A man’s net worth is measured not by what he earns but rather what he gives away.”
The PAN committee engages professionals in the fields of law, insurance, wealth management, and tax and estate planning, bringing engaging speakers together with Federation donors and JCF fund holders to advance their philanthropy. To learn more contact JCF General Counsel Jane Sambol at (973) 929-3059 or jsambol@jfedgmw.org.
download full issue (PDF)
Important Deadlines for Non-Cash Donations in 2016A non-cash donation of stocks or mutual funds is a great way to support the UJA Annual Campaign, reduce your taxable estate by adding to a donor advised fund (DAF)*, or strengthen an annual campaign endowment. Individuals who are 70½ or older can also authorize an IRA charitable rollover to fulfill a pledge to Federation or support JCF. Please keep in mind that non-cash gifts can take longer to realize, due to the individual nature of each financial institution. We have compiled the following recommended guidelines to help you navigate the process for giving to Federation and JCF at year end. (Please note, our offices are closed on November 24 and 25 and December 26.)
Thank you for supporting our Jewish community with your philanthropy. If you have any questions or concerns, contact JCF at (973) 929-3113 or jcf@jfedgmw.org. |