We created this presentation in Google Slides for the New Israel Fund, and organization that works toward social justice and equality for all Israelis, in both the U.S. and Israel. The Progressive Jewish Fund is their new Donor Advised Fund.

2. Powered by NIF
The Progressive Jewish Fund 2

3. For 40 years,
New Israel Fund
has championed
the vision of an
Israel true to core
human values
of inclusiveness
and justice.
The Progressive Jewish Fund 3

4. Working through
dozens of
partners and
grassroots
organizations in
Israel, NIF has
fought for…
The Progressive Jewish Fund 4
■ greater human rights,
■ a shared society
between Jewish and
Palestinian Israelis,
■ freedom of and
from religion,
■ social and economic
justice,
■ an end to the
occupation.

5. What is NIF’s
Progressive Jewish Fund?

6. As the only national
progressive Jewish
Donor Advised Fund
(DAF), the
Progressive Jewish
Fund is a unique
opportunity to
consolidate your
philanthropic support
in one convenient
account.
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■ Give to organizations
in both Israel and the
United States.
■ Provide meaningful
support to NIF’s
progressive Jewish
mission.

7. ■ PJF connects your philanthropy with any
organization consistent with NIF’s transparent,
progressive Principles and Policies
■ Jewish or non-Jewish, in the U.S. or Israel
■ Based on YOUR interests — social change,
Jewish-Arab partnerships, education, medical
research, climate crisis, or countless others.
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Values Driven.

8. ■ Make a contribution to your PJF
account at any time
■ Receive the maximum tax
deduction immediately
■ Recommend grants at your leisure
in the future
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Donor Advised.

9. Easy-to-use
online donor
platform
■ Recommend grants
anytime
■ Track your account and
grant-making activity
■ Choose investments
■ Learn about
organizations of
interest
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10. Benefit from
NIF’s expertise
Four decades of
professionally managing
assets, administering
grants, and working
with organizations
worthy of support in
Israel and the U.S.
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That means
minimal
paperwork
for you.

11. Every dollar you give
accomplishes more than
it could on its own.
While you meet your charitable objectives, a
portion of your PJF account’s low management
fees goes towards accomplishing NIF’s mission —
building a more just and democratic Israel.
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12. Low Thresholds, High Flexibility,
Maximum Effect

13. Minimum initial
contribution
Minimum grant
amount
Low fee, which provides
more resources for NIF’s
progressive mission
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$5,000
PJF accounts can be funded with cash, stock
or certain other appreciated assets.
$100
0.75%

14. Family members
may have their
own individual PJF
accounts, funded
by you. Children’s
funds that don’t
reach $5,000 pay a
lower annual fee.
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15. Balances that have
no designated
second-generation
donor advisor
become part of
NIF’s unrestricted
endowment,
ensuring a legacy
into the future.
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16. Donors with
fund balances
of $10,000 or
more can make
investment
recommendations
online.
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17. The Progressive Jewish Fund 17
The PJF state-of-the-art
system allows me to
quickly recommend
grants to charities, easily
see where my charitable
money has gone, and
decide who I want to
support and when.
— Lisa Greer, NIF Board
Member and PJF donor

18. Q & A

19. What is the
minimum
contribution?
$5,000
Minimum grant?
$100
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20. How does
it work?
■ Contact Jennifer Spitzer, VP of
Finance, Operations & Administration
PHONE 415-543-5055 EMAIL pjf@nif.org
■ Complete the Fund Agreement
■ Make a contribution (cash,
appreciated securities, or certain
other appreciated assets)
■ Receive credentials for the online
donor portal and set your password
■ Begin recommending grants – in the
U.S. and/or Israel
For more information, visit us online at
www.nif.org/pjf
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21. Do I need to know
the address of
Israeli organizations
I’ve recommended
for support?
No. In the
online portal,
just enter
“Jerusalem”
and NIF will do
the rest. The Progressive Jewish Fund 21

22. Do I need to keep a
minimum amount
in my PJF DAF?
No — so long as the
balance in your fund can
pay the low annual
management fee or $100
(whichever is less).
No — but if your
account is inactive for 3
years, we’ll want to chat.
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23. Guiding Principles & Criteria

24. The Progressive Jewish Fund 24
Facilitating philanthropy for the
progressive Jewish community.
Transparency to donors, grantees,
and the public.
Compliance with standards of
accountability and diligence.
1
2
3
Funding Principles

25. Criteria for
Grant-Making
■ Compliance with the
laws of the State of Israel
(if an Israeli organization)
or the United States (if
a U.S. organization).
■ Alignment with the
principles of the New
Israel Fund and
compliance with its
policies and procedures.
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26. Criteria for
Grant-Making (cont’d)
■ Nonprofit status
and evidence of good
standing:
a. Registration as a 501(c)3
organization or an amuta;
b. Publicly available bylaws;
c. Audited financial reports;
d. Confirmation or proper
accounting procedures as
required by tax authorities and
possession of a certificate of
tax-withholding at source for
Israeli grantees.
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27. The Progressive Jewish Fund 27
If criteria for grant-making are met, an organization
is eligible to receive grants unless the organization:
1. Engages in activities at odds with the positions, principles, or vision of the
New Israel Fund.
2. Participates in partisan political activity.
3. Promotes anti-democratic values.
4. Supports the 1967 occupation and subsequent settlement activity.
5. Violates the human rights of any group or individual, advocates for human
rights selectively for one group over another and/or rejects the principle of
the universality of human rights.
6. Condones or promotes violence or uses violent tactics.
Disqualifying Criteria

28. The Progressive Jewish Fund 28
If criteria for grant-making are met, an organization
is eligible to receive grants unless the organization:
7. Employs racist or derogatory language, or designations about any group
based on their religion, race, ethnicity, gender, or sexual orientation.
8. Works to deny the right of the Jewish people to sovereign
self-determination within Israel, or to deny the rights of Palestinian Israelis
or other non-Jewish citizens to full equality within a democratic Israel.
9. Participates in or promotes global BDS activities against Israel; however,
support for organizations that lawfully discourage the purchase of goods or
use of services from Jewish settlements in the Occupation Territories is not
grounds for disqualification.
Disqualifying Criteria
C O N T I N U E D

29. The Progressive Jewish Fund 29
My late wife, Jane, was a civil rights
lawyer and activist, and so am I.
Today, my giving through PJF meets both my wife’s
values and my values. I know our PFJ donations will
work towards an ideal we can be proud of.
— PJF donor Michael Bien

30. Remember…
With NIF’s Progressive
Jewish Fund, you can
conveniently
recommend support
for organizations in the
U.S. and Israel whose
work matters to you —
while you benefit from
a full and immediate
tax deduction.
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31. It’s easy to
get started!
Contact Jennifer Spitzer,
VP of Finance, Operations
& Administration
PHONE 415-543-5055
EMAIL pjf@nif.org
For more information,
visit us online at
www.nif.org/pjf
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