2012 Endowment Annual Report

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from Perpetual Annual. Campaign ... JFGI Unrestricted Endowment Fund, as well as donor designated restricted ... Center for Advancement of Jewish Education.

2012 Annual Report

The Endowment Department of the Jewish Federation of Greater Indianapolis

Our Legacy of Caring

Our community is deeply appreciative of your participation in the Jewish Federation of Greater Indianapolis Endowment program to ensure a vibrant Jewish community for today and the future. Your commitment and confidence in our stewardship of your charitable financial resources enables us to build a stronger Jewish life in Indianapolis and around the world. We look forward to continuing this exciting and creative endeavor, and our endowment staff is always available to help you realize your philanthropic dreams. Claudette Einhorn

Barbara Leventhal

Co-Chairs, Federation Endowment Committee

t: c a p m I r You

s t o h s p a Sn Caring for the Vulnerable Educating the Future

Middle and high school students learn about the Holocaust through distributions from a Federation endowment fund. Grants from dedicated Federation endowment funds help college students. Indianapolis youth in need have transformative Jewish camping experiences through endowment funds.

Weekly subsidized lunches, transportation and fitness classes enable seniors in the community to overcome social isolation. Federation endowments enable Hooverwood to provide special equipment or services for residents in need.

Building Community Resources Next Gen Engagement Thanks to permanent endowment funds, young people experience Israel for the first time on group programs, forming deep connections to the Jewish people. Future generations of community leaders grow thanks to a permanent endowment.

Funds distributed to the Federation Annual Campaign from Perpetual Annual Campaign Endowments help perpetuate the commitment of donors to meeting the needs of the Jewish community. Unrestricted endowment funds enable the Federation to respond to the victims of disasters and the long-term needs of seniors and families.

Ways To Give Everyone can leave an enduring legacy representing their values and vision. Whether made during lifetime or deferred, there are a variety of ways to help the community and yourself. The emotional satisfaction of inspiring and helping current and future generations is the cornerstone of our people.

The Endowment staff will be happy to work with you in using any of the following types of gifts to facilitate your vision for a secure and vibrant Jewish life in Indianapolis and around the world: • Gifts of stocks and bonds • Gifts of retirement assets • Gifts of IRA rollover • Gifts of cash • Gifts of life insurance • Gifts of real estate and personal property • Charitable trusts • Charitable gift annuities

The Year in Review The Jewish Federation of Greater Indianapolis continues to focus on the needs of our community for today and tomorrow. For over 107 years this tradition of tzedakah has endured from generation to generation. Whether it is responding to needs of victims of natural disasters in New Jersey or long-term needs of Israeli seniors and families, we are there to help.

This year we experienced increased growth in the Endowment Fund thanks to our donors’ generosity. We received a significant gift that will perpetuate Melvin Simon’s dedication to helping to sustain the needs of our community through annual distributions to the Federation Annual Campaign. This gift is an inspiration, demonstrating that caring and concern can ensure that an individual can have an impact after he or she is gone. We are appreciative of all gifts that strengthen our community for today and for the future. The Federation Endowment holds $90,450 million in over 320 endowment funds. These funds include the JFGI Unrestricted Endowment Fund, as well as donor designated restricted and unrestricted funds, custodial funds for Federation agencies and other non-profit

organizations and donor advised philanthropic funds. This year’s personalized service of the Federation’s Donor Advised Fund program enabled donors to recommend $2.6 million in grants through their funds benefiting Jewish and civic charities. With more than $41 million in 107 Donor Advised Funds, donors recommended 207 grants to over 220 charities in their areas of interest. Donor Advised Funds offer convenience and simplicity in helping families and individuals achieve their charitable giving goals. Unrestricted and restricted funds provide generous financial support for creative new services, as well as for specific purposes. In 2012 grants totaling more than $2.8 million were awarded from the $35 million in our restricted and unrestricted funds. Due to the foresight and generosity of community donors through the years, the Federation’s Unrestricted Endowment Fund of $9.9 million was able to distribute a grant of $514,000 to supplement annual Jewish community needs. The Federation Investment Committee of financial professionals and experienced lay leaders oversees the management of Federation endowments and assets. Guided by the investment policy, the committee works with financial consultants and experts to exert oversight on manager selection and asset allocation.

%

Composition of 10% JFGI Endowment Funds 0% 10%

0%

2%

1%

1%

12%

12%

2%

2% 10%

0%

1%

12%

0%

0%

0% 17%

17%

17%

47%

10%

47%

10%

10%

Life Insurance Donor Purpose Funds - Restricted Fund nsurance Donor Purpose - Restricted PACE & LOJE Chartiable Gift Annuities (CGA E & LOJE Chartiable Gift Annuities (CGAs) Life Insurance Donor Purpose - Restr Chartiable Unitrusts Remainder Unitrusts Donor -Preference - Unrestricted tiable Remainder Donor Preference Unrestricted Funds PACE & Fund LOJE Chartiable Gift Annui "JFGI" General Donor Advised " General Fund Donor Advised Funds (DAFs)Funds (DAFs) Chartiable Remainder Unitrusts Donor Preference -U Custodial Funds odial Funds "JFGI" General Fund Donor Advised Funds Custodial Funds

Grants by Area of Interest 2.9%

7.5% 6.2% Local Jewish Local - Sec Nat. - Jewish Nat. - Sec 83.4%

Charitable Organizations Receiving Grants* in 2012 Addlestone Hebrew Academy AFS-USA, Inc. Aitz Hayim Center For Jewish Living ALS Association Alzheimer Association Minnesota-North Dakota Alzheimer Indiana Chapter Alzheimer’s Association Alzheimer’s Association California Southland Chapter American Committee for Weizman Institute of Science American Diabetes Association American Friends of Alyn Hospital American Friends of Western Galilee College, Inc. American Heart Association American Heart Association American Jewish Committee American Jewish Joint Distribution American Philosophical Society American Red Cross American Red Cross of Greater Indianapolis American Supporters of Yedid, Inc. Amnesty International USA Anti Defamation League Arthritis Foundation Advocacy Headquarters ASCO-Conquer Cancer Foundation Aspen Center for Environmental Studies Aspen Public Radio Aspen Valley Ski and Snowboard Club Auschwitz Jewish Center Birthright Israel Foundation B’nai B’rith International B’nai Brith Youth Fund B’nai Torah Congregation Boca Raton Boone County Community Clinic Boys and Girls Club of Los Angeles Harbor Boys and Girls Clubs of Indianapolis Boys and Girls Clubs of the Los Angeles Harbor Adm Brandeis University

Charitable Organizations Receiving Grants* in 2012 Brebeuf Jesuit Preparatory School Bureau of Jewish Education Camp Kesem-Stanford University Candles Holocaust Museum Center for Advancement of Jewish Education Central Indiana Community Foundation, Inc. Chai Lifeline Chamber Orchestra of the South Bay Charleston Jewish Federation The Children’s Museum of Indianapolis Christian Theological Seminary CLAL National Jewish Center for Learning and Leaders College of Charleston/Charleston Foundation Community Hospital Foundation Congregation Beth El Zedeck Congregation B’nai Torah Congregation Sha’ar Zahav Congregation Shaarey Tefilla Conner Prairie Crohn’s and Colitis Foundation of America Crossroads Of America Council Damien Center, Inc. Eskenazi Health Foundation Etz Chaim Sephardic Congregation Eugene and Marylin Glick Indiana History Center Executive Service Corps, Inc. Colorado Fine Arts Society of Indianapolis Florida Society for Middle East Studies Foundation for Jewish Campus Life - National Hillel Fountain House Friends of Aspen Animal Shelter Friends of Los Angeles Opera Friends of Yad Sarah Fringe Festival Gleaners Food Bank of Indianapolis Global Kindred SPIRITS Goodwill Industries Foundation

Charitable Organizations Receiving Grants* in 2012 Habitat For Humanity International Hadassah - Keeper of the Gate Hadassah Indianapolis Harvard University Hasten Hebrew Academy of Indianapolis Heifer International Helene G. Simon Hillel Center Hillel Academy Of Boca Raton Hollis Adams Foundation Hooverwood Hooverwood Guild Independence Pass Foundation Indiana Bar Foundation, Inc. Indiana Historical Society Indiana Jewish Historical Society Indiana Repertory Theatre Indiana Society to Prevent Blindess Indiana University Foundation Indianapolis Hebrew Congregation Indianapolis Hebrew Congregation Foundation Indianapolis Legal Aid Society, Inc. Indianapolis Museum of Art Indianapolis Opera Company Indianapolis Symphony Orchestra Indianapolis Zoo Indianapolis Zoological Society Indianapolis Marion County Public Library Foundation Interfaith Hospitality Network International Violin Competition of Indianapolis IRIS Indiana Reading and Information Services Israel Cancer Research Fund IU Foundation - Melvin and Bren Simon Cancer Center IU Foundation Spirit and Place IU Foundation Abrams T.F.S. Summer Research Intern IU Foundation Cancer Research Center IU Foundation Fell Violin Scholarship Endowment IU Foundation Jewish Studies

Charitable Organizations Receiving Grants* in 2012 IU Foundation Kelly School of Business IU Foundation School of Law IU Foundation School of Law (Bloomington) IU Foundation School of Medicine IU Foundation School of Music IU Foundation Varsity Club IU School of Medicine Glaucoma Research and Education IVY Tech Foundation JCC Association Jewish Braille Institute of America Jewish Community Center Jewish Community Center of North America Jewish Community Relations Council Jewish Family Service of Los Angeles Jewish Federation of Cleveland Hillel Consortium Jewish Federation of Collier County Jewish Federation of Greater Los Angeles Jewish Federation of Omaha Jewish Federations of North America Jewish Federation - United Jewish Fund Los Angeles Jewish National Fund Junior Achievement of Central Indiana Juvenile Diabetes Research Foundation of Indiana KCRW Kehilat Shira Chadasha KUSC Little Red Door Cancer Agency Los Angeles Challenge Corporation Los Angeles Philharmonic Association Lubavitch of Indiana Make a Wish Foundation Marquette Manor Foundation Mazon, Inc. Meals On Wheels, Inc. Memorial Sloan Kettering Cancer Center National Arthritis Foundation National Council of Jewish Women

Charitable Organizations Receiving Grants* in 2012 National Multiple Sclerosis New Story Leadership Ohel Ari Jewish Heritage Center Orchard School Foundation Oshman Family Jewish Community Center P.E.F. Israel Endowment Funds, Inc. Phoenix Theatre Planned Parenthood of Indiana Planned Parenthood of Los Angeles Purdue University Hillel Purdue University Jewish Studies Rock Steady Boxing, Inc. Rolling Hills Preparatory School and Renaissance S Salvation Army Sandler-Kenner Cancer Foundation Second Blessings Thrift Shop SFArtsED Shulman Hillel University of Iowa Sigma Alpha Mu Simon Wiesenthal Center South Bay Chamber Music Society South Bend Hebrew Day School Southern Poverty Law Center Spirit of Service c/o Catholic Charities Indianapolis St. Vincent Hospital Foundation Star Season of Sharing Starfish Initiative Teach for America Temple Beth El Temple Beth Israel Temple Menorah The 24 Group The Catskill Center for Conservation and Development The Guardians of LA Jewish Home for the Aging The Jewish Foundation for the Righteous The League of Women Voters of California Education The Metropolitan Opera

Charitable Organizations Receiving Grants* in 2012 The New Israel Fund Trinity Free Clinic Union Rescue Mission United Negro College Fund United Way of Central Indiana, Inc. University High School Of Indiana, Inc. University of Chicago United States Holocaust Memorial Museum WFYI Channel 20 Wichita Community Foundation Woods Day Care/Pre-School, Inc. World Jewish Congress Writers’ Center of Indiana Young Audiences of Indiana Zionist Organization America

*Some of these grants were recommendations from Donor Advised Funds (DAF)

Endowment Committee Claudette Einhorn Barbara Leventhal Endowment Co-Chairs Paul Kraft President Stephen Bailie* Bradley Bell Jay Benjamin Charles Cohen Claudette Einhorn Gigi Marks Felsher Bruce Frank Lana Fridman Edward Gabovitch Phyllis Gabovitch Andrew Kleiman David Kleiman Paul Kraft

Martin Kroot Wendalon Larman Barbara Leventhal Richard Leventhal Janie Maurer Leon M. Mordoh Jane Morrison Estelle Nelson Ronald Newmark Dorit Paul Jamie Rich Sandra Rothbaum Victor Vernick* * of blessed memory

Jewish Federation Endowment Department Staff Debra Barton Grant, Executive Vice President Winnie Goldblatt, Endowment Director Carolyn Leeds, Endowment Associateand Special Projects Michele Boukai, Endowment Associate and Israel Programs Director Inna Kolesnikova-Shmukler, Donor Relations Manager and Young Leadership Director 6705 Hoover Road • Indianapolis, IN 46260 317.726.5450 www.JFGI.org

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