Portfolio Options & Overview


Please contact [email protected] for more information about the portfolio options. Download and view JCFW's Portfolio performance history.

The Jewish Community Foundation of the West (JCFW) is a 501(c)(3) organization that has been assisting organizations and individuals with their philanthropy for over twenty years.

A volunteer board of directors and an Executive Director lead our operations. We offer professionally managed donor-advised funds and endowments through Merrill Lynch Institutional Investment Advisors

A low initial investment to begin a fund. For donor-advised funds, a $1000 investment is required, and for an endowment, $10,000. Funds with balances below $500,000 are charged 1.25%. Fees are decreased as balances grow.

Define Your Philanthropic Path

JCFW with Merril Lynch Institutional Investment Advisors will be available to provide an extensive explanation of the 5 JCFW portfolios when a Donor Advised Fund, Organizational Endowment, or Permanent Endowment is established.

Understanding the JCFW’s Investment Policy

  • Establishes the Investment Committee's expectations, objectives, and guidelines of the 5 Portfolio's assets.
  • Creates the framework for a well-diversified asset mix that can be expected to generate acceptable long-term returns at a level of risk suitable to the Investment Committee.
  • Describes an appropriate risk posture for the investment of the Portfolio.
  • Specifies the target asset allocation policy.
  • Establishes investment guidelines regarding the selection of investment managers, permissible securities, and diversification of assets.
  • Specifies the criteria for evaluating the performance of the Portfolio's assets.
  • Defines the responsibilities of the Investment Committee, Institutional Investments Advisors, and Investment Chairman roles.

At the Jewish Community of the West, we seek to guarantee a Jewish tomorrow through the creation of a culture of legacy within the community by empowering individuals and organizations to engage in effective, meaningful giving.