Finance, Investments, and Operations
Legacy, Youth, and Other Programming
Philanthropy & Grants
Funds
Board Headliners
100
This number represents the total Assets Under Management (AUM) at the end of the last fiscal year (June 30, 2014).
What is $82 million?
100
This is the group you join when you make a legacy gift.
What is The Legacy Society?
100
This is how often donor advised fund grants are distributed.
What is monthly?
100
This is a fund that supports the community in perpetuity.
What is an endowment fund?
100
This person is the first female president in OJCF’s history.
Who is Sharon Morell?
200
Not aggressive, but not conservative, these figures represent the board recommended moderate asset allocation.
What is 60% Equity, 37% Fixed Income, and 3% REITs (Real Estate Investment Trusts)?
200
9th through 12th grade.
What is the educational level of our OJCYF members?
200
These are the names of three scholarship funds at OJCF.
What are Kailes, Tarshis, and Krischevsky?
200
This is the approximate total dollars held in donor advised funds.
What is $52 million
200
This individual is the most athletic board member.
Who is Jonathan Barg?
300
This is the maximum number of board members the OJCF bylaws allow.
What is 30?
300
This organization provides matching grants and guidance for our Life & Legacy program.
What is the Harold Grinspoon Foundation?
300
This approximate figure is the amount distributed annually in grants.
What is $3 million?
300
This is the number of partner organizations that have funds with the OJCF.
What is 26?
300
This person had the great fortune of serving as the first president of the OJCF.
Who is Harold Pollin?
400
Plus or minus $5,000, this number is the total annual operating budget for the OJCF.
What is $775,000?
400
These two individuals are tax and estate planning experts who spoke together at a Professional Advisors Group meeting.
Who are Steve Kantor and Roy Abramowitz?
400
Flexibility, tax benefits, personal service, permanence.
What are four of the benefits of having a fund at OJCF?
400
In order to receive grant-making privileges, a donor advised fund must have this minimum balance.
What is 5,000?
400
This is the number of Metro Portland natives on the OJCF board.
What is ten?
500
This is the full-time equivalent (FTE) staff of the OJCF.
What is 5.25?
500
This is the community that created the model for Life & Legacy.
What is San Diego?
500
The older you are, the higher the guaranteed income for life is a benefit of this.
What is a Charitable Gift Annuity?
500
This is the fee for partner organization funds in investment pools.
What is .93% or 93 basis points?
500
These individuals are current OJCF board members who have also served as MJCC president.
Who are Stan Blauer and Stan Geffen?
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