• Home
  • About
    • About
    • Policies
  • Submissions
    • Op-eds
    • News / Announcements
  • Contact
  • Donate
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

eJewish Philanthropy

Your Jewish Philanthropy Resource

  • News Bits
  • Jewish Education
  • Readers Forum
  • Research
  • Show Search
Hide Search
You are here: Home / Jewish Philanthropy / Morgan Stanley Wealth Management Introduces New Tool Kit to Effectively Integrate Jewish Values into Charitable Giving and Investing Strategies

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

October 23, 2019 By eJP

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.

Print Friendly, PDF & Email

Share this:

  • Click to share on Twitter (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on LinkedIn (Opens in new window)

Filed Under: Jewish Philanthropy

Click here to Email This Post Email This Post to friends or colleagues!

Primary Sidebar

Join The Conversation

What's the best way to follow important issues affecting the Jewish philanthropic world? Our Daily Update keeps you on top of the latest news, trends and opinions shaping the landscape, providing an invaluable source for inspiration and learning.
Sign Up Now
For Email Marketing you can trust.

Continue The Conversation

  • Email
  • Facebook
  • RSS
  • Twitter

Recent Comments

  • Bruce Powell on An Invitation To Transparency: Reflections on an Open Salary Spreadsheet
  • Sara Rigler on Announcement: Catherine Reed named CEO of American Friends of Magen David Adom
  • Donna Burkat on The Blessings in 2020’s Losses
  • swindmueller on Where Do We Go From Here?
    Reflections On 2021
    A Jewish Response to These Uncertain Times
  • Alan Henkin on Where Do We Go From Here?
    Reflections On 2021
    A Jewish Response to These Uncertain Times

Most Read Recent Posts

  • Jewish Agency Accuses Evangelical Contractors of “Numerous Violations” but Denies They Evangelized New Immigrants
  • Breaking: Birthright Israel & Onward Israel Seek to Join Forces to Strengthen Jewish Diaspora Ties with Israel
  • An Invitation To Transparency: Reflections on an Open Salary Spreadsheet
  • Why One Zoom Class Has Generated a Following
  • The Blessings in 2020’s Losses

Categories

The Way Back Machine

Footer

What We Do

eJewish Philanthropy highlights news, resources and thought pieces on issues facing our Jewish philanthropic world in order to create dialogue and advance the conversation. Learn more.

Top 40 Philanthropy Blogs, Websites & Influencers in 2020

Copyright © 2021 · eJewish Philanthropy · All Rights Reserved