Useful Information

  • Jewish Federation of Greater Atlanta Tax Id Number: 58-1021791
  • Address: 1440 Spring Street NW, Atlanta, GA 30309
  • Atlanta Jewish Foundation Fee Structure:
Atlanta Jewish Foundation Donor Advised Fund
Fee Structure
Minimum to open for all funds $2,500
Minimum fund balance $1,000
Asset and Administrative Fees
Tier Range Asset
Fee
Administrative Fee
Up to $500,000 1.00% $250
The Next $500,000 up to $10 Million 0.50% N/A
$10 Million and above 0.30% N/A
Other Fees
Real Estate Management Fee $2,500
Illiquid Asset Management Fee $2,500
Outside Management Fee $1,500
Agency and Restricted Fund Fee Structure
Agency Funds
Minimum to open $2,500
Annual Administrative Fee $250
Annual Asset Fee .50%
Restricted Endowment Funds
Minimum to open $10,000
Annual Administrative Fee $250
Annual Asset Fee .50%

Professional Advisor Outreach

Atlanta Jewish Foundation builds relationships with professional advisors inside and outside of the Jewish community, through one on one meetings, firm presentations and sponsoring educational opportunities under the Balser Professional Advisors Council (BPAC), a community-wide collaboration with Community Foundation for Greater Atlanta and the United Way.

Through BPAC, Atlanta Jewish Foundation educates professional advisors about philanthropy and the importance of discussing charitable giving with their clients. In addition to the Balser Symposium, Atlanta’s premier annual educational seminar educating professional advisors about the latest in philanthropic planning. Under BPAC, we also sponsor the Philanthropic Advisor Leadership Institute (PALI) a competitive year-round program which provides an in depth education for professional advisors about philanthropy. The program was originally offered only every other year, but demand has increased such that there are now classes being added annually.

Graduates of PALI and other invitees have the opportunity to apply what they have learned and participate in the BPAC Giving Circle. The Giving Circle meets quarterly to learn about a specific issue affecting our community, hear from programs addressing that issue, and vote on allocating funds raised to donate to one of those programs.

To learn more about these opportunities, schedule a meeting with one of the professionals at Atlanta Jewish Foundation or a presentation for your firm, feel free to contact us here.

 

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