Planned Giving Resources for Professionals
Valuable resources for financial and estate planning professionals
Since 1972, the Jewish Community Foundation has enjoyed trusting relationships with the most respected financial and estate planning professionals in our community. We are pleased to be your professional partner, and offer the following resources to enhance your practice and the services you provide to your clients.
Tax and Planned Giving News
Take advantage of our online tax and planned giving information service, for up-to-the-minute information on charitable planning, changes in tax law, and the latest headlines out of Washington. Sign up to receive our weekly updates and electronic newsletter.
Professional Staff Consultation
Contact us for complimentary, confidential advice and information, tailored to your clients’ specific situations and individual needs. We are happy to meet with you or your clients to talk through the many charitable options offered by the Jewish Community Foundation.
Gift Planning Illustrations
Let us assist you with individualized planned giving illustrations that your clients will understand. Illustrations can be adapted to provide all the detail you require to deliver top-notch professional services.
Annual Tax & Legal Seminar
Presented in partnership with the Arizona Community Foundation, the Tax & Legal Seminar is recognized locally as the premier educational seminar of its kind and is attended annually by more than 300 financial and estate planning professionals.
Continuing Education Opportunities
Our Professional Advisory Committee is composed of some of the Valley’s leading insurance, banking, legal, investment, and other financial and estate planning professionals. The committee meets several times annually for educational programming, and serves a resource to the Foundation and a referral network for each other and for our donors. Contact us if you are interesting in participating with the JCF Professional Advisory Committee or attending one of our educational sessions.
RSVP to Ernie Muntner for our upcoming breakfast program on Thursday, October 17, 2019, 7:30 to 9:00AM: “Getting the most out of LinkedIn,” featuring Greg Thomas, CIMA, Regional Director, Macquarie Investment Management.
Click here for details and to register for this free program.