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As an advisor, it is always a plus to help your clients attain
personal goals as they achieve financial and estate planning
goals.
At The Jewish Community Foundation, we can help do just that.
We work with professional advisors—tax attorneys, accountants,
financial planners, estate planners and others—to make
philanthropy part of the planning equation and yield new benefits
for clients.
It all starts with the question: "have you considered
charitable giving as part of your financial and estate plan?"
With this question, and a partnership with us, you can open
the door to a world of options that provide them with numerous
benefits.
We have the expertise to help you make a match between your
clients' values, vision for the future, finances, and personal
plans. We are experienced in a wide variety of current and
planned giving options—such as donor-advised funds, charitable
trusts, gifts of non-cash assets, family foundations and more
that can make that match possible. And we add value by helping
your clients exercise their charitable goals and make a real
difference in the community as they enjoy the benefits of
charitable giving.
What's more, we bring our years of grantmaking and our understanding
of Jewish community needs to the table to help ensure that
your clients not only make a gift, but a real impact. Whether
your clients give today or tomorrow, through grants or perpetual
endowments, directly or through trusts, we can help them be
sure that their decision will make a difference.
Our goal is to partner with you to help your East Bay Jewish
clients achieve their dreams—and to help you build your
partnership with them.
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