Financial Advisors Centre
Resources for professionals

PAC is available to lawyers, accountants, notaries, life underwriters and trust officers who, in the course of estate planning for their clients, need specialized assistance. The Committee can provide:

  • The correct names and details of the local Jewish charitable institutions and those in Israel in order to ensure that the wishes of the donor or testator will be carried out
  • Consultation on the changes taking place in the community and in the agencies providing for community needs to ensure that the donor's or testator's gift or bequest will be used constructively and effectively
  • Assistance in constructing a program to satisfy long range plans for charitable gifts to provide the greatest flexibility and to ensure the proper use of funds to carry out the intent and philosophy of the donor or testator
  • Assistance in drafting Wills and trusts and in setting up specialized insurance products in which charities are the beneficiaries 
  • Personalized planned giving scenarios and spreadsheets for your clients 

  • Planned giving update seminars in your offices

Also available.....

Complimentary copies of promotional literature related to the JCF and planned giving are available to keep on hand for your clients,including:
  • Your Life. Your Legacy. Your WIll.
    Wills and estate planner

  • The Legacy Project catalogue
    Ways to participate; write-ups on the 45 partner institutions

  • JCF Annual Report

            
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