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For Advisors

As a professional advisor, you have clients who care about the community. By working with The Jewish Community Foundation, you can help them apply their passion to give, and achieve their personal goals alongside their financial and estate planning goals.

We can complement your services by providing expertise in:

Giving Options

Carefully planned charitable gifts can make a difference while providing savings in income, gift, estate and capital gains taxes. Some gifts can even supplement income and preserve assets for heirs.

Gift Options
Gifts of appreciated stock or real estate
Bequests
Charitable gift annuities
Life insurance
Charitable remainder trusts
Charitable lead trusts

Fund Options
Donor advised philanthropic funds
Supporting family foundations
Intergenerational philanthropy
Named endowment funds

For more information please contact Lisa Tabak, Foundation Executive Director or Steve Brown, Director of Legacy Development.