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For Professional Advisors

As a professional advisor, you are often the first and most critical source of information for clients interested in planned giving or creating a charitable legacy. With the Jewish Community Foundation as a resource, you will be better equipped to meet your clients’ needs.

Your clients rely on you to recommend thoughtful and effective charitable gift plans. You can rely on us for professional assistance in designing plans that address your clients’ unique personal concerns and philanthropic ambitions.

Our Foundation’s work with lawyers, accountants, financial planners and insurance professionals is advised by a Legal and Tax Panel

IRA Charitable Rollovers

On December 18, 2015 Congress passed, and President Obama signed, the PATH Act making permanent an individual’s ability to give individual retirement account (IRA) assets to charity, free from federal tax, annually. Read more about how you can help your clients make the gift of a lifetime. 

Planned Gift Calculator

Access and calculate charitable deductions for your favorite planned gifts. Go to calculator.
Alan Parker“I feel confident referring my clients to the Jewish Community Foundation. It offers flexibility to donors, both in the types of funds that can be created and in the way the funds are used for the benefit of the community. The professionals at the Foundation are experienced, knowledgeable and accommodating.”

- Alan S. Parker, Esq.
Pullman & Comley, LLC

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