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

Donor Advised Funds

Charitable Bequests

Gifts of Life Insurance

Charitable Remainder Trusts

Gifts of RRIFs/RRSPs

 

 

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