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Tzedakah Boxes Wanted
The Foundation operates like many Tzedakah boxes for distinctive causes. Do you have a Tzedakah box that has a special family significance, tie to a local Jewish institution or other distinctive characteristic? The Richmond Jewish Foundation and the Beth Ahabah Museum and Archives are teaming up to create an exhibit of Tzedakah boxes to be shown at the JCC beginning in May of this year. In particular, boxes are sought that might be considered significant due to their beauty, historic value or connection to a local Jewish organization. Owners of such boxes are asked to consider loaning them for possible inclusion in the exhibit, which will be photographed for use in the Foundation's annual report as well. The ownership and family history of each box will be indicated in the display, which will be a significant addition to the history of our community. Please contact David Farris, Executive Director of the Museum and Archives, if you would like to place a box in the exhibit. David may be reached at 353-2668, or at BAMA@bethahabah.org.
CREATE A JEWISH LEGACY LAUNCHING
Have you heard about Create a Jewish Legacy, a program to encourage bequests for permanent endowments? It's a UJC pilot funded by the Foundation and Federation. Contact Robert Nomberg at 804-545-8656 for more information about Create a Jewish Legacy. We are here for your charitable legacy forever and in all ways.
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| | | Weintraub of Richmond Jewish Foundation awarded the Accredited Investment Fiduciary™ Designation
Pittsburgh, PA, March 16, 2006 - Daniel (Dan)Weintraub, has been awarded the Accredited Investment Fiduciary (AIF®) designation by the Center for Fiduciary Studies, a nationally recognized training organization for fiduciaries. Weintraub, a resident of Henrico County, is Executive Director of Richmond Jewish Foundation, in Richmond, Virginia. AIF designees are trained in investment fiduciary responsibility and portfolio management.
The term “fiduciary” refers to the more than five million people who have the legal responsibility for managing someone else’s money. They include members of investment committees of retirement plans, foundations and endowments; trustees of private trusts; and independent investment advisors.
AIF designees are trained in investment fiduciary responsibility and portfolio management. The term “fiduciary” refers to the more than five million people who have the legal responsibility for managing someone else’s money. They include members of investment committees of retirement plans, foundations and endowments; trustees of private trusts; and independent investment advisors.
The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the University of Pittsburgh’s Center for Executive Education, teaches fiduciary standards of care and investment best practices. Programs are offered online and throughout the year at the University of Pittsburgh, Stetson University’s Celebration Campus in Orlando, Florida and at the University of Washington in Seattle.
For over 25 years, Richmond Jewish Foundation has provided planned giving and endowment services, including agency fund administration, donor-advised funds, charitable trusts, scholarships and more, to individual donors, families and charities interested in either Richmond area causes or matters of concern to the Jewish community. Michael Blumberg serves as President of Richmond Jewish Foundation and Dan Weintraub is the Executive Director. For more information, visit www.rjfoundation.net
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Foundation Names Robert Nomberg Legacy Development Director Richmond Jewish Foundation President Stewart M. Kasen announced that Robert Nomberg has joined the Foundation as Legacy Development Director. In this new position Nomberg will lead efforts to develop the Create a Jewish Legacy program for the Richmond Jewish community. Create a Jewish Legacy is a community public awareness campaign designed to make the Jewish community aware of how simple and meaningful it can be to leave a charitable legacy. United Jewish Communities (UJC) has named Richmond a pilot community for the program. Jewish Community Federationof Richmond joins Richmond Jewish Foundation in backing the new program which promotes charitable bequests for permanent endowments. Richmond Jewish Foundation’s Executive Director Dan Weintraub said, “Robert’s diverse experience and winning personal qualities make him a great fit for the program. He is committed to strengthening our Jewish community.” The Create a Jewish Legacy Planning Committee recommended the Foundation’s new hire. Along with Kasen andWeintraub, the Create a Jewish Legacy Planning Committee includes Neil Kessler, Debra Gardner, Jim Weinberg, Ellen Chernack and the UJC’s Joslin LeBauer. Robert has dedicated his professional career to improving communities through work in several nonprofits and state government. Most recently, he served as the founding principal and project manager of a new high-tech public charter school in Washington, D.C. following the completion of the New Leaders for New Schools program, a national nonprofit designed to prepare principals to lead urban schools. In 2003, he was part of the Alabama Partnership for Progress where he helped lead a grassroots coalition of organizations and individuals committed to restructuring Alabama’s antiquated tax system in order to provide additional funding for education and other essential state services. Nomberg also served as the Alabama governor's education policy advisor and the as the assistant director of the Alabama Department of Economic andCommunity Affairs where he focused on restructuring the state’s workforce development programs. He is a Teach For America alumnus who taught high school math and science and coached football at Northampton County High School – West in Gaston, N. C. After Teach for America, Nomberg went on to head education programs at two science centers; McWane Center in Birmingham, Ala. and Ford Motor Company’s Spirit of Ford in Dearborn, Mich. Born andraised in Dothan, Alabama, Robert and his family were active members of TempleEmanuel where he celebrated his Bar-Mitzvah and confirmation. Robert earned a B.S. in biology from the University of Alabama and masters degrees in public administration from the University of Michigan Gerald R. Ford School of Public Policy and masters education administration from TrinityUniversity in Washington, D.C. Currently, he is seeking a doctoral degree in Educational Leadership and Administration from The George Washington University Graduate School of Education and HumanDevelopment. Nomberg marriedRichmond native Jennifer Swartz and the couple recently welcomed their first child, Gavin Reed.Robert is new to the Richmond community and has been an active participant in the Federation’s 2006-2007 Young Leadership Development class. The mission of the Richmond Jewish Foundation is to enable donors to create ongoing resources tomeet current and future charitable, religious, educational and scientific needs of the Jewish people and others throughout the world. The Foundation will serve as a fiscal steward for the resources it manages.
Stewart Kasen Chairs UJC's Mandel Center National Advisory Group
Richmond Jewish Foundation’s President, and longtime community leader Stewart Kasen, recently agreed to chair the United Jewish Communities Mandel Center National Advisory Committee. Kasen, formerly the Richmond Jewish Foundation’s Vice-President, has received many honors and recognition for his community dedication and service, including the Jewish Community Federation of Richmond’s Distinguished Community Service Award in 1997. The following interview recently appeared on the UJC's Web site.
In September, Stewart Kasen accepted the role as the new chair of the United Jewish Communities Mandel Center National Advisory Committee, succeeding founding Chair Jim Rudolph. Stewart joins UJC with an extensive professional and volunteer leadership background. He is currently the president and CEO of S&K Famous Brands, a menswear retailer with 240 stores nationwide. He is also a member of the board of directors of Markel Corporation, The Lenox Group, and Retail Holdings Inc. He is the current president of the Richmond Jewish Foundation, chairs the Mandel Executive Development Program and serves on the Board of the Virginia Holocaust Museum. He is a past President of Jewish Community Federation of Richmond. UJC recently caught up with Stewart to discuss his new role as chair. Q: Why did you decide to get involved with the UJC Mandel Center for Leadership Excellence? A: I have been involved with the Jewish Community Federation of Richmond for many years, as well as the Jewish Community Federation of San Francisco. I realize the importance of our national system. When I received the call to chair the UJC Mandel Center National Advisory Committee, I welcomed the opportunity. Q: Please tell us about your business career and your past involvements in the community. A: I have been a retailer all my life. I joined Macy's Corporation right out of college and worked in the NY metropolitan area for five years before being recruited as a Buyer in Richmond, VA for Thalhimer Brothers Department Stores. I eventually became President & CEO of that company. I subsequently served as President & CEO for The Emporium, a department store in San Francisco and Best Products, Richmond, VA. I continued to work in retail and for the past 4 years I have been the President and CEO of S&K Famous Brands, a specialty menswear retailer headquartered in Richmond. In terms of my philanthropic activities, I first became involved with my temple in North Carolina. After moving to Richmond in 1970, I was one of the founders of Congregation Or Ami, a reform temple. I have been working as a volunteer in the Jewish community for 35 years, where I have held almost every position at the Jewish Community Federation of Richmond including President. I have served on the Jewish Family Service Board and worked with Beth Shalom Home in planning their capital campaign. Q: How do you see this new role as different from other volunteer positions you have held? A: In this role, I serve in an advisory capacity; it's not just organizing. More important, this new role is on a national level. I am able to provide input and hopefully make an impact on the federation system. UJC and the national federation system are incredibly fortunate to have someone such as Mort Mandel who recognizes the importance of leadership development. Q: What is your philosophy on leadership development and its impact on our community? A: The health and welfare of a community depends on its professional and volunteer leadership. There are opportunities for leadership to learn effective methods of mobilizing a community. How the federation relates to local agencies as well as individuals in the community in large measure will dictate our ability to be successful in perpetuating a healthy Jewish community. Ultimately, communities thrive because of leadership. Q: What challenges do you see in strengthening professional and volunteer leaders? A: Leadership development is an expense and time commitment and at times these can be in conflict with other community needs. When there are local and international needs (i.e. Israel Emergency Campaign), it's often development programs that take a back seat. But if leadership is committed, we can figure out a way to make it work and ensure the future viability of the Jewish community. Q: During your term as chair of the National Advisory Committee, what would you like to accomplish? A: I'd like to successfully implement initiatives and priorities that have been established for professionals and volunteers and to leave a legacy of excellence. I'd also like to see permanent assurance that gender equity is a reality within the federation system. I want to reiterate how fortunate I feel to be given this opportunity to work with Mort Mandel and others. I look forward to helping the UJC Mandel Center become a powerful force across the country.
For more information about Richmond Jewish Foundation go to www.rjfoundation.net
Richmond Jewish Foundation Selects SEI
OAKS, Pa., February 2006 -- SEI (NASDAQ:SEIC), a leading global provider of asset management services and investment technology solutions, today announced that it has been selected by the Richmond (VA) Jewish Foundation as an investing outsourcing partner to manage the organization’s more than $30 million in assets.
Through the relationship, SEI will be responsible for advisory, investment and administrative functions, while taking on shared fiduciary responsibility with the Virginia based foundation. The deal points to the increased adoption of outsourcing in the nonprofit sector as foundations seek more accountability, vendor consolidation and increased efficiency in today’s complex landscape. SEI’s ability to take on fiduciary responsibility for manager evaluation, termination and replacement was pointed to by the nonprofit as a key differentiator in the selection process. That ability, in turn, allows Richmond Jewish Foundation’s investment committee to play a more strategic role by focusing on the strategic decisions that impact the overall direction of the mission, rather than the minutia of the investment process. Additional differentiators included SEI’s customized donor investing vehicles, donor related administration and strong advice capabilities.
“In today’s complex nonprofit marketplace, foundations are demanding more accountability from their service providers,” said Carolyn McLaurin, Vice President and Managing Director of SEI’s Nonprofit Group. “Our model not only creates shared responsibility but it also helps foundations provide donors with the diversity of investment options that has become so critical. We’re excited about helping Richmond Jewish Foundation by providing an investment management model designed to return valuable resources and allow them to focus on achieving the organization’s mission.”
About Richmond Jewish Foundation
For over 25 years, Richmond Jewish Foundation has provided planned giving and endowment services, including agency fund administration, donor-advised funds, charitable trusts, scholarships and more, to individual donors, families and charities interested in either Richmond area causes or matters of concern to the Jewish community. Michael Blumberg serves as President of Richmond Jewish Foundation; GD Rothenberg chairs the investment committee and Dan Weintraub is the Executive Director. To partner with SEI, Richmond Jewish Foundation has also retained the services of the consultant CapGroup, also based in Richmond.
For more information, visit www.rjfoundation.net
About SEI
SEI (NASDAQ:SEIC) is a leading global provider of asset management services and investment technology solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of the period ending September 30, 2005, through our subsidiaries and partnerships in which we have a significant interest, SEI administers $321.7 billion in mutual fund and pooled assets, manages $138.5 billion in assets, and operates 22 offices in 12 countries. For more information, visit www.seic.com.
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