Therefore, at the Jewish Foundation, we recognize the importance of our relationships with advisors. We strive to maintain our reputation as the premier resource for legal and tax professionals who want to obtain a more comprehensive understanding of the role charitable planning can have in their clients' financial and estate plans.
The Professional Advisory Committee (PAC) consists of leading lawyers, accountants, financial planners and advisors, insurance and other professionals who are committed to supporting the Jewish Foundation's work by promoting philanthropy through their professional practices.
Throughout the year, the Jewish Foundation works with PAC members to promote and encourage philanthropic conversations between advisors and their clients and to bring awareness to the benefits of making tax advantageous gifts.
“Philanthropic planning is often a critical component of estate planning. Clients look to us, their professional advisors, for help in achieving their charitable goals. Through our relationship with the Jewish Foundation, members of the Professional Advisory Committee have been able to help their clients make significant charitable gifts and help build and sustain our community.”
“As advisors we deal with total estate and financial planning. Consequently, we are on the front lines of succession planning and can make a major positive impact on next generation philanthropy.
I feel Professional Advisors and the Jewish Foundation are partners in ensuring a continuity of compassion and generosity.”