Services & Eligibility

Our staff is here to provide advice and expertise in all matters relating to capital project financing. We guide agencies from the moment they consider embarking on a capital campaign through the completion of the capital financing or refinancing. We are committed to ensuring that our clients are supported and well informed with a clear understanding of their specific financings, as well as the entire process. We are always available to answer questions, provide information, and quickly respond to requests.

All Jewish Federations and beneficiary agencies they support are eligible. 

Projects must meet all four of the following four requirements:

  • Capital projects or capital purchases for the benefit of a 501(c)(3) organization
  • Project purpose is not strictly religious
  • Project or asset acquisition must be of depreciable assets with at least a 5-year life span
  • Minimum financing need of $1 million for taxable and $5 million for tax-exempt