The OJC will invest your donations in our account at Charles Schwab.
The OJC collaborates with Equinum Wealth Management, an affiliate of Roth&Co, on all investment strategies. Investing your donations can potentially increase their value, thereby increasing your charity capabilities.
Choose from our conservative to aggressive models. We also have customized portfolios available for donations above $250,000.
Contribute money to your OJC account.
Receive your tax deduction based on the deposit.
Choose from our five ETFs or, if you invest $250,000 or more, we can create a custom portfolio.
Make a minimum investment of $5,000.
The donor can sell even when he has a positive balance. When the account gets negative OJC sells $5000 of the investment automatically.
The cash is deposited into your account. Then recommend to any charity you want.
To discuss our portfolios or to create a custom portfolio, contact us at
718-599-1400 Ext. 104, and setup a consultation with our associate
Equinum Wealth Management, an affiliate of Roth&Co.