Professional Advisors

The Foundation partners with professional advisors to help them address their clients’ charitable giving needs. We work with your trusted advisor to create solutions for maximizing tax savings, facilitating complex gifts, selling a business, and other matters to help magnify your philanthropic impact. As the largest manager of charitable assets and the leader in planned giving solutions for Los Angeles Jewish philanthropists, donors and advisors alike trust The Foundation to help them meet their charitable planning goals.

Contact us for further information by email or by calling (323) 761-8704.

Benefits for Advisors

One-on-one consulting services for professional advisors and their clients.

Continuing education opportunities and speaker series to keep advisors current. MCLE and CPE credits available.

Use tools like our Gift Calculator, Estate Planning Workbook, and Handbook on Charitable Giving.

We are here to help whether or not your client has a fund at The Foundation.

Advisor Testimonial

Advisor

Speaker Series

These breakfast sessions help our network of professional advisors become better prepared to address their clients’ charitable gift planning needs.

The 2017 Professional Speaker Series has concluded.

Stay tuned for news of our 2018 Speaker Series beginning Spring 2018.