Resources and Tools for Advisors
We’re here to help you support your clients.
Our resources reflect the most common requests we receive from professional advisors.
If you don’t see what you’re looking for, please contact us.
Bequest & Beneficiary Designation Language
Click to view sample language to include a gift in your client’s will. Please contact us to establish a fund to have ready when your client’s gift is made with MN JCF and to discuss your client’s specific situation.
We strongly recommend establishing a fund in addition to using this language to ensure that your client’s wishes are fulfilled.
Federal Tax ID Number
The Federal Tax ID Number/Employer Identification Number (EIN) for the Minnesota Jewish Community Foundation, LLC, is 41–0693866.
Address:
4330 Cedar Lake Road South
Minneapolis, MN 55416
Charitable Fund Types & Fees
Donors choose to work with the Minnesota Jewish Community Foundation because they value the commitment to build a better world through tikkun olam as they fulfill their charitable goals.
We will work with you and your client to identify which fund best achieves their charitable goals.
Fund fees include administrative and investment fees. Please contact us for more information or a personalized information.
Investment Options
MN JCF offers four Investment Option pools; Jewish Advocacy Investment Pool, Short-term Investment, Long-term Growth & Income, and Israel Bond Investment.
When funds are invested in our investment pools, our donors receive world-class investment managers, expertise, and strategies. All investments are overseen by our experienced Investment Committee, and OCIO, and staff. In addition, MN JCF offers individuals and families with a certain amount in their fund the opportunity to use an Independent Advisor to hold and manage your fund’s assets, subject to approval by the Foundation’s Investment Committee.