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:
Resources
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