Professional Advisors

Helping your clients achieve their philanthropic goals

Your Clients Care Deeply About Our Community

Our legacy professionals at JCF work with you to help your clients achieve their philanthropic goals. We are pleased to partner with advisors from the legal, accounting, insurance, wealth management, and investment details.

Benefits of Partnering with the Jewish Community Foundation

JCF provides reliable service to support your clients.

Our expert team aids you and your clients in making informed philanthropic decisions by researching and providing details about relevant charities and causes.
Our legacy experts demonstrate the highest level of discretion and professionalism.
Flexible Giving Plans
JCF offers a number of investment opportunities to meet your clients’ needs.
No Cost
Consultations with JCF are at no cost to you or your clients. We will work with your clients to benefit them in multiple ways, including tax advantages.

Trusted Charitable Advisor Program

The Jewish Community Foundation (JCF) is now offering the Trusted Charitable Advisor (TSA) program, a program of the Jewish Community Foundation of San Diego, to advance charitable planning and further strengthen our partnership with the Southern Arizona professional advisor community.

Over breakfast workshops, professional advisors meet and learn from nationally recognized philanthropy professionals and colleagues to discuss trends in philanthropy, planned giving, and approaches to strengthening and enhancing client relationships.     

*Applications are by invitation or referral only. Space is extremely limited.

Workshop Topics

The Philanthropic Landscape
• Why is philanthropy different today?
• How has technology influenced giving?
• What can we expect in the next decade?
• Who are the next generation of givers?
Listen and Learn
• Philanthropy in your practice
• Developing a dialogue of trust
• Being a good listener for charitable triggers
• Creating relationships through stories
Inspire and Engage
• Language of philanthropy
• Multi-generational family meetings
• Planned giving conversations
What You Need to Know
• Charitable giving vehicles and options
• Understanding philanthropy and the law
• Leveraging tax advantages             

Connect with us

We will be happy to partner with you.
Brenda Landau
Director of Legacy Development