Oregon Jewish Community Foundation

What Oregon Jewish Community Foundation does

Oregon Jewish Community Foundation (OJCF) is a 501(c)(3) community foundation founded in 1989 and headquartered in Portland, Oregon, serving individuals, families, nonprofits, professional advisors, and youth in Oregon and Southwest Washington. Its core products are Donor Advised Funds, Named Endowment Funds, and Partner Organization Funds, supported by tiered administrative fees ranging from 0.40% to 1.60% depending on fund type and balance. OJCF also runs the Community Endowment Fund for competitive grants, the Impact Together collaborative giving program, scholarships and camperships, the Oregon Jewish Community Youth Foundation (OJCYF) for teen philanthropy, and legacy planning programs including the Julie Diamond Z"L Legacy Society and OJCF Book of Life.

OJCF's operating model is community-led: it leverages JP Morgan as its investment advisor across all investment pools (with a 0.12% JP Morgan advisor fee on top of OJCF's own tiered fees), uses an FCSuite-powered donor portal for online donations and fund management, and distributes services through the Professional Advisors Group and a network of partner organizations. In FY 2025, OJCF granted $9 million from Donor Advised Funds across 1,525 grants to 475 organizations, awarded $127,000 in scholarships and camperships, and distributed $187,190 across 17 Community Endowment Fund grants.

Recent strategic moves include the June 2025 brand identity refresh incorporating Jewish symbolism, the scaling of the Impact Together program (2024 homelessness cohort to 2025 dialogue-and-discourse cohort), expanded administration of the Robison Foundation for Jewish Elders grants, and a 2026 governance transition in which Mia Birk becomes incoming Board Chair following Jonathan Singer's 11-year tenure. OJCF is governed by a 26-member Board of Directors and led by President and CEO David Forman.

Name

Oregon Jewish Community Foundation

Legal name

Oregon Jewish Community Foundation

Website

https://ojcf.org

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1–10 employees

Short description

Oregon Jewish Community Foundation is a Portland-based 501(c)(3) community foundation serving Oregon and Southwest Washington, offering Donor Advised Funds, endowments, scholarships, and legacy planning for Jewish and broader community donors and nonprofits.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking Foundations (813211)

SIC

Services-Social Services (8300)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Public Charities & Grantmaking Intermediaries (BPAGAKAE), Scholarship & Fellowship Foundations and Trusts (EDADAHAC), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Donor advised funds
• Community foundation services
• Endowment fund management
• Charitable giving vehicles
• Legacy planning services

Headquarters

HQ city

Portland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Administrative Fees on Donor Advised Funds: OJCF charges tiered administrative fees on Donor Advised Funds, ranging from 1.25% on the first $100k down to 0.80% on amounts over $5.0 million in Investment Pools. Fees are in addition to financial advisor fees (JP Morgan Chase 0.12%) and mutual fund level fees.
2. Administrative Fees on Scholarship Funds: Tiered fees on Scholarship Funds: 1.60% on first $2.0 million, 1.30% on $2.0-$5.0 million, 1.10% on amounts over $5.0 million.
3. Administrative Fees on Partner Organization Funds: Tiered fees on Partner Organization Funds ranging from 0.90% on first $1.0 million to 0.40% on amounts above $20.0 million in Investment Pools.
4. Fees on Real Property and Illiquid Investments: Fees on Real Property, Illiquid, and Non-Standard Investments at 1.50%.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Oregon Jewish Community Foundation is a 501(c)(3) community foundation that manages philanthropic assets and administers charitable giving programs for individuals, families, and nonprofit organizations in Oregon and Southwest Washington. Its offerings include Donor Advised Funds, Named Endowment Funds, Scholarship and Campership Funds, Partner Organization Funds, the Community Endowment Fund, youth philanthropy programs (OJCYF and B'nai Tzedek), legacy planning services, and Impact Together collaborative giving cohorts. Investment management is delivered through JP Morgan across tiered Investment Pools, and donor/fundholder activity is facilitated through the FCSuite online portal.

Product overview

Oregon Jewish Community Foundation (OJCF) is a community foundation serving Oregon and Southwest Washington since 1989. The organization offers a comprehensive suite of philanthropic vehicles centered around donor advised funds, named endowment funds, and community grant programs, complemented by youth engagement initiatives including the Oregon Jewish Community Youth Foundation (OJCYF) for teen philanthropy and B'nai Tzedek for younger participants. OJCF provides legacy planning services through its Book of Life and Julie Diamond ZL Legacy Society, alongside professional advisor resources. The foundation manages the Community Endowment Fund for competitive grants, Impact Together for collaborative nonprofit cohorts, and administers specialized funds including the Weitz Family Lunch and Learn Fund and Robison Foundation for Jewish Elders grants. OJCF's technology infrastructure includes online portal access and a Community Needs Catalog for donors to browse organizational needs.

Differentiator

Problem solved

Functional benefit

Brands

• Oregon Jewish Community Youth Foundation (OJCYF): OJCF's signature teen philanthropy program that teaches Jewish youth about philanthropy and community giving. Celebrated its 22nd year in 2025, about to kick off its 23rd year.
• Impact Together
• Community Endowment Fund
• Robison Foundation for Jewish Elders (RFJE)
• Julie Diamond Z"L Legacy Society
• OJCF Book of Life
• B'nai Tzedek Youth Philanthropy
• Professional Advisors Group (PAG)

Products and services

• Donor Advised Funds Charitable giving vehicles allowing donors to contribute assets, receive tax benefits, and recommend grants to nonprofits over time, with investment management through JP Morgan.
• Named Endowment Funds Permanently established funds that support specific causes or organizations in perpetuity, allowing donors to create a lasting philanthropic legacy.
• Partner Organization Funds Endowment management services for nonprofit organizations, providing investment stewardship and long-term financial support with tiered fees (0.90% down to 0.40%).
• Scholarships & Camperships Financial assistance for formal education and Jewish overnight camps for Oregon residents demonstrating financial need.
• Community Endowment Fund Grants

Quantifiable outcome

• $9 Million granted from donor advised funds to 475 organizations in FY 2025
• +3 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• Jewish Association for Death Education (JADE)minorStrategic or Co-development Partner · 27 April 2025OJCF and JADE co-hosted 'Legacy Planning Through Community and Tradition' event featuring Jewish death practices and legacy planning discussion with expert speakers Rachel Crawford and Aaron Frishman.
• CliftonLarsonAllencoreOthersCliftonLarsonAllen (CLA) has been retained by OJCF to audit its Fiscal Year 2025 financial statements, providing independent financial statement verification.
• Impact Together 2024 Partner OrganizationscoreStrategic or Co-development PartnerOJCF's inaugural Impact Together program partnered with five organizations to address homelessness: Community Partners for Affordable Housing, Rockwood CDC, HomeShare Oregon, Stone Soup PDX, and Outside the Frame. The program raised $65,000 in 2024, equally distributed among participating organizations.
• Impact Together 2024-2025 Partner OrganizationscoreStrategic or Co-development PartnerOJCF's Impact Together 2024-2025 cohort focused on dialogue and discourse, partnering with Civics Learning Project, Crossing Party Lines, Oregon Humanities, Oregon Jewish Museum Center for Holocaust Education, and Sisterhood of Salaam Shalom. The 2025 program raised $80,000 with $16,000 grants to each of five organizations.
• HoneycombminorStrategic or Co-development PartnerHoneycomb, a national leader in Jewish Youth Philanthropy, highlighted the Oregon Jewish Community Youth Foundation (OJCYF) as a model program. OJCYF is about to kick off its 23rd year under OJCF's umbrella.
• Professional Advisors GroupcoreChannel Partner/ Reseller/ DistributorProfessional Advisors Group (PAG) is a networking group for accounting, asset management, financial services, insurance, and law professionals. PAG provides tools, networking, and resources for advisors to effectively support their clients in charitable giving through OJCF.
• Robison Foundation for Jewish ElderscoreStrategic or Co-development PartnerOJCF is proud to support the administration of Robison Foundation for Jewish Elders (RFJE) grants, which play a vital role in building a stronger, more compassionate community for Jewish elders. RFJE offers three grant tracks: ChikChok Grants (fast-track for Cedar Sinai Park campus programs), Kadimah Grants (new projects/expansion), and Kulanu Grants (collaboration among agencies).
• Weitz Family Lunch and Learn FundminorStrategic or Co-development PartnerOJCF administers the Weitz Family Lunch and Learn Fund, which provides grants of up to $1,206 per lunch and learn group per calendar year to support kosher lunch and learn Torah study groups rooted in traditional Jewish values.

Scale indicators12 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Fidelity Charitable: The largest national donor advised fund sponsor in the U.S., competing directly with OJCF for charitable dollars. Operates the same DAF product but at massive scale with a tech-forward online platform and lower headline fees, exerting pricing pressure on smaller community foundations.
• Silicon Valley Community Foundation: One of the largest U.S. community foundations offering DAFs, endowments, and advising at significant scale. Provides a relevant scaled reference point for OJCF's community foundation operating model, though operating in a much larger and more affluent market.
• Combined Jewish Philanthropies: Large regional Jewish federation serving Greater Boston with donor advised funds, endowment management, and community grantmaking. Significantly larger and older but uses the same Jewish-community foundation playbook that OJCF operates within.
• Jewish Community Foundation of Los Angeles: One of the largest Jewish community foundations nationally, operating the same DAF/endowment/grantmaking model as OJCF but at significantly greater scale in a major metropolitan market. Provides a scaled-up reference for OJCF's potential operating trajectory.
• Schwab Charitable: Major national DAF sponsor and competitor for philanthropic dollars, with brand association to Schwab's retail brokerage. Provides an alternative low-friction DAF product that competes with OJCF's DAF offering for affluent donors and professional advisors.

Direct peers

• The Oregon Community Foundation: The state-level community foundation serving Oregon with comparable DAF, endowment, and grantmaking services. Operates in OJCF's exact service geography and competes for the same nonprofit endowments and donor advised fund assets at the broader statewide level.
• Jewish Community Foundation of San Diego: A regional Jewish community foundation serving San Diego with comparable DAF, scholarship, and endowment fund offerings. Operates at similar scale and scope to OJCF in a different metropolitan market, providing a directly comparable peer template.
• Jewish Federation of Greater Portland: OJCF's closest Jewish-community peer in the Portland/Oregon region, also serving Jewish philanthropy and community grantmaking. Listed as a current Community Endowment Fund grantee and partner, and is the most direct overlap in mission and donor pool.
• Jewish Community Foundation of Greater Phoenix: A regional Jewish community foundation serving Phoenix with donor advised funds, endowment management, and community grantmaking programs. Closely analogous structure and offerings to OJCF in a different but comparable-size regional market.

Regional players

• Meyer Memorial Trust: Regional Oregon-based foundation offering community grantmaking and donor services. Comparable in operating geography and general nonprofit mission but with different primary focus on place-based giving rather than donor advised funds.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OregonJewishCommunityFoundation
• LinkedInlinkedin.com/company/oregon-jewish-community-foundation
• Instagraminstagram.com/_OJCF

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Oregon Jewish Community Foundation