Our donor-advised funds (DAFs) empower individuals and families to make strategic, high-impact philanthropic decisions — whether through collective giving, impact investing, or direct grants.

We administer your foundation, letting you focus on making an impact while tapping our wide expertise on needs and solutions in the Jewish world and beyond.

An endowment fund is a permanent source of financial support for the organizations, programs, and causes that are most important to you.

We help enrich the Bay Area Jewish community by investing long-term funds for agencies, synagogues, and schools to support their programs and operations.

We provide a customizable suite of administrative and advisory solutions allowing you to concentrate on the broader perspective of your foundation’s work.

A Charitable Gift Annuity provides a source of income for life and creates a meaningful legacy gift from the remainder.