The Foundation can help you serve your clients.
As a professional advisor, you have clients who care about the community. By working with the Foundation, you can help them apply their passion to give and enjoy significant tax benefits. The Foundation works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.
Click here for Foundation Resources and References.
Annual Professional Advisors Luncheon
In addition, the Jewish Community Foundation offers a high level technical event annually for advisors to learn new developments in charitable planning and keep up to date on relevant law. This is open to all advisors and typically offers continuing education credit for attorneys, accountants and financial advisors.