|
|
|
Financial Advisors
| Financial Advisors Our professional partners Up to 80% of our gifts are a direct result of an estate-planning professional's influence. At the Jewish Community Foundation, we recognize the importance of creating and maintaining ongoing relationships with professional advisors. Therefore, we have strived to maintain our reputation as the premier resource for legal and tax professionals who want to obtain a more comprehensive understanding of the role of charitable planning in their client's financial and estate plan. Many members of our local professional community see their promotion of philanthropy as one of the more meaningful aspects of their practice and realize they are undoubtedly in the best possible position to influence their client's decisions regarding philanthropy. We offer a variety of opportunities to assist professional advisors in all aspects of charitable gift planning, including one-on-one meetings, free illustrations, and access to online gift-planning information.
|
