How We Help You



Being informed about gifting strategies and addressing the philanthropic values of clients have become indispensible skill-sets for advisors to learn about.  Becoming comfortable talking about philanthropy is a key advantage that advisors can leverage to greatly enhance client loyalty.


Why Partner with the Jewish Foundation?

  • Allows your clients to recommend grants to charity(s) of their choice 
  • Experienced investment advisors 
  • Dedicated professional team
  • Anonymity if desired


Resources for Professional Advisors

We are pleased to offer you materials to assist you in your philanthropic discussions with your clients: 


Donor Advised Funds

Charitable Bequests

Gifts of Life Insurance

Charitable Remainder Trusts

Gifts of RRIFs/RRSPs



PAC Workshops 

The Jewish Foundation holds workshops designed to help advisors feel more comfortable about discussing philanthropy with their clients.  


Workshops include:

  • How to begin the philanthropic conversation
  • Taking the discussion to the next stage
  • Specifics on the process of establishing a charitable fund or a planned gift