Tampa Orlando Pinellas Jewish Foundation

What Tampa Orlando Pinellas Jewish Foundation does

TOP Jewish Foundation, Inc. is a 501(c)(3) public charity founded in 1980 and headquartered in Tampa, Florida, that operates as a community foundation serving Jewish donors, families, and nonprofit organizations across Florida. Its core products are Donor-Advised Funds (minimum $10,000; $5,000 for donors under 40), Endowment Funds ($5,000 minimum), and Managed Funds for nonprofit organizations ($10,000 minimum), complemented by the LIFE & LEGACY legacy giving program run in partnership with the Harold Grinspoon Foundation, a Family Philanthropy Program co-developed with The Philanthropic Initiative, the Jewish Capital Alliance institutional-support initiative, and the Jewish Future Pledge legacy commitment. As of December 31, 2025, the foundation manages over 700 funds with more than $119 million in assets under management (its website cites approximately $138 million) and stewards over $66 million of community assets in its investment pool.

The foundation operates an FCSuite-based donor portal that lets fund holders view balances, recommend distributions, and access statements. Goldman Sachs serves as investment manager, and the two parties co-developed a proprietary anti-terror and anti-BDS screening tool that prevents portfolio inclusion of companies aligned with boycott, divestment, or sanctions movements against Israel — described by TOP as unique among Jewish foundations. Accepted gift types include cash, appreciated securities, stock, business interests, real estate, and insurance policies. Grant-making volume reached 2,377 grants totaling over $15.1 million during 2025, with cumulative distributions exceeding $100 million since inception.

The revenue model is a managed-services construct: the foundation earns fund management and investment management fees on its administered AUM, rather than generating transactional revenue. Distribution occurs through direct donor relationships, partnerships with Jewish Federations in Tampa, Orlando, Pinellas, Brevard, North Central Florida, and Gulf Coast, synagogue and day-school channels, plus webinars, community events, and digital marketing. The customer base spans individual donors and families, small-to-medium nonprofits, synagogues, day schools, and Jewish community institutions across eight Florida regions, with the operational staff consisting of an Executive Director, Director of Philanthropy, CFO, and Development Associate.

Name

Tampa Orlando Pinellas Jewish Foundation

Legal name

TOP Jewish Foundation, Inc.

Website

https://www.topjewishfoundation.org

Company type

Private

Founded year

1980

Operating status

Operating

Short description

TOP Jewish Foundation is a Tampa-based 501(c)(3) public charity that manages donor-advised funds, endowments, and managed investment funds for Jewish individuals, families, and nonprofits across Florida, administering over $119 million in assets across 700+ funds.

Ownership category

akta.pro rank

Product category

Charitable Fund Management

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219), Religious Organizations (8131)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Private Foundations (BPAGAKAA), Public Charities & Grantmaking Intermediaries (BPAGAKAE)

Keywords

• Donor-advised funds
• Charitable fund management
• Endowment services
• Jewish philanthropy
• Planned giving

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Philanthropic Fund Management: TOP manages charitable funds for individuals, families, and organizations. Revenue is generated through fund management fees and investment management services provided in partnership with Goldman Sachs. The foundation distributes grants on behalf of donors while managing the investment pool.
2. Donor-Advised Funds: Donors establish funds with minimum contributions ($10,000 standard, $5,000 for donors under 40). TOP manages the fund, handles administrative duties, and processes grant recommendations while providing tax benefits to donors.
3. Managed Funds for Nonprofits: Nonprofit organizations can hold unrestricted funds at TOP starting at $10,000. TOP provides investment pool access, handles gift administration, and provides tax substantiation for donors.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

TOP Jewish Foundation is a 501(c)(3) public charity that helps individuals, families, and nonprofit organizations establish and manage charitable funds, including donor-advised funds, endowment funds, and managed funds for nonprofits. The foundation partners with Goldman Sachs for institutional-grade investment management and applies a proprietary anti-terror and anti-BDS portfolio screening tool. It distributes grants on behalf of donors to support Jewish and general community causes across Florida.

Product overview

TOP Jewish Foundation offers a suite of philanthropic giving products centered around Donor-Advised Funds, Endowment Funds, and Managed Funds for nonprofits. These core products are complemented by specialized programs including the LIFE & LEGACY legacy giving program (in partnership with the Harold Grinspoon Foundation), Family Philanthropy Program (with The Philanthropic Initiative), Jewish Capital Alliance for institutional support, and Jewish Future Pledge for legacy commitments. Digital offerings include the TOP Donor Portal for account management and a Philanthropic Education Center for donor education. The Foundation connects donors to community needs through various Community Funds supporting vulnerable populations.

Differentiator

Problem solved

Functional benefit

Brands

• Jewish Capital Alliance (JCA): A trusted partner of TOP Jewish Foundation providing financial assistance and guidance to Jewish non-profit organizations in TOP communities since 2010.
• LIFE & LEGACY Program

Products and services

• Donor-Advised Funds A philanthropic fund that functions like a charitable checking account, allowing donors to make tax-deductible deposits and recommend grants to charities of their choosing at any time. Minimum $10,000 to establish ($5,000 for donors under age 40). Designed for individuals and families seeking an alternative to a private foundation.
• Endowment Funds Charitable funds created to provide ongoing support to designated charities or causes. A specific portion is distributed annually while the balance grows to ensure the endowment lasts indefinitely. Minimum $5,000 to open. Available funded with current assets or after-lifetime gifts.
• Managed Funds for Nonprofits Unrestricted funds for nonprofit organizations with a starting contribution of $10,000, providing access to TOP's $66 million investment pool and 24-hour fund availability. Includes gift administration and tax substantiation for donors.
• LIFE & LEGACY Program A legacy giving program in partnership with the Harold Grinspoon Foundation that helps donors commit to after-lifetime giving through Letter of Intent forms and legacy gift confirmations.
• Family Philanthropy Program A multi-generational philanthropy program developed in partnership with The Philanthropic Initiative (TPI), working individually with donor families using the Giving Together Primer to unite families behind effective philanthropy.
• TOP Donor Portal An online portal (FCSuite) allowing fund holders to view fund activity and balance, recommend distributions, and access quarterly and monthly statements.

Quantifiable outcome

• Over $119 million in assets under management as of end of 2025
• +4 more outcomes

Named customers15 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

Six partnerships are on record, tiered flagship and core.

• Harold Grinspoon FoundationflagshipStrategic or Co-development PartnerTOP partners with the Harold Grinspoon Foundation on the LIFE & LEGACY Program, providing training and marketing materials to help Jewish organizations secure legacy commitments from donors. Locally, TOP has secured over 600 legacy commitments through this initiative.
• Jewish Federations of North America (JFNA)coreStrategic or Co-development PartnerTOP directs financial support to Israel through JFNA's umbrella organization, which coordinates with partners on the ground including The Jewish Agency for Israel, The American Jewish Joint Distribution Committee, and the Israel Trauma Coalition.
• Jewish Federations of Tampa, Orlando, and PinellasflagshipStrategic or Co-development PartnerTOP Jewish Foundation is a partnership and department of the Jewish Federations in Tampa, Orlando, and Pinellas communities. Additional partner federations include Brevard, North Central Florida, and Gulf Coast.
• The Philanthropic Initiative (TPI)coreStrategic or Co-development PartnerTOP has partnered with TPI to develop their Family Philanthropy Program, designed to unite families behind more effective and fulfilling philanthropy. TPI helps TOP tailor programs to meet unique family needs and goals.
• Jewish Future PledgecoreStrategic or Co-development PartnerTOP partners with Jewish Future Pledge, a worldwide movement working to ensure vibrant Jewish life continues for generations. The partnership calls on Jews to commit that at least half of their legacy giving supports the Jewish people and/or Israel.
• Jewish Capital Alliance (JCA)coreStrategic or Co-development PartnerJCA is a trusted partner of TOP Jewish Foundation providing financial assistance and guidance to Jewish nonprofit organizations in TOP communities. JCA has been assisting the Florida Jewish community since 2010.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Schwab Charitable: Major national donor-advised fund sponsor affiliated with Schwab, offering investment pools and grantmaking services comparable to TOP's DAF product but with a broader, non-denominational donor base.
• Fidelity Charitable: The largest U.S. donor-advised fund sponsor with tens of billions in AUM; competes with TOP for donor-advised fund dollars but at a national scale without the Jewish-values-aligned investment screen.
• Jewish Foundations of North America (JFNA): Umbrella organization of North American Jewish Federations; a strategic partner for TOP's Israel-directed giving and a broader institutional peer in the Jewish philanthropic ecosystem.

Direct peers

• Combined Jewish Philanthropies: A large Jewish federation-based foundation serving the Boston-area Jewish community with donor-advised funds, endowments, and grantmaking structurally analogous to TOP's Florida-based model.
• Jewish Federation of Greater Los Angeles: West Coast Jewish federation offering philanthropic fund management and grantmaking services to its regional Jewish community, mirroring TOP's federation-affiliated community foundation model.
• Greater Miami Jewish Federation: Florida-based Jewish federation providing philanthropic fund services to the Miami Jewish community; directly comparable given shared Florida geography and overlapping donor pools, and the prior employer of TOP's Director of Philanthropy.
• Harold Grinspoon Foundation (LIFE & LEGACY): Operates the LIFE & LEGACY legacy giving program in which TOP participates; a strategic partner and structurally similar Jewish-focused foundation promoting legacy commitments across North America.

Regional players

• Tampa Bay Community Foundation (Community Foundation Tampa Bay): Regional community foundation serving the Tampa Bay area with donor-advised funds and endowment services; overlaps TOP's service region but with a non-sectorial, broader community mandate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/top-jewish-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Tampa Orlando Pinellas Jewish Foundation