Morgan Stanley Wealth Management Introduces New Tool Kit to Effectively Integrate Jewish Values into Charitable Giving and Investing Strategies

The Jewish Values Tool Kit, a collaboration between Morgan Stanley’s Investing with Impact and Philanthropy Management groups, is designed to enable Morgan Stanley’s Financial Advisors to guide their clients in creating investment and strategic grant making portfolios that are consistent with their long-term financial goals and reflect a personalized vision of aligning with their Jewish values.

Specifically, the Jewish Values Tool Kit includes a suite of tools and resources to inform and guide implementation decisions. “The resources explore the values that run deeply throughout the diverse, global community of Jews, and gives a history of Jewish faith-based philanthropy and investing. Further, we identify practical strategies for aligning investing dollars and philanthropic donations with Jewish values,” said Lily Trager, Executive Director and Director of Investing with Impact.

To inform the creation of this Tool Kit, Morgan Stanley recently hosted a series of Jewish Values Consortiums in New York, Los Angeles and southern Florida. These events were attended by over 250 Jewish philanthropists and community leaders representing their families, foundations, Jewish federations and Jewish-intersectional nonprofits. Rather than try to reach a consensus among all attendees, the goal was to have participants reflect – through conversations led by Rabbi Darren Levine, as well as the Investing with Impact and Philanthropy Management groups – on ways to consider establishing a set of Jewish Values that could inform giving and investing decisions. Just as everyone has a unique set of financial goals, working alongside a trusted Financial Advisor or Institutional Consultant, investors and philanthropists seeking to align their capital with Jewish values need to establish their own faith-based goals and priorities.

To learn more about the Jewish Values Tool Kit, click here.