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PROFESSIONAL ADVISORS

The Jewish Community Foundation values its relationship with financial and estate planning professionals in our community. These highly-skilled individuals share a common belief in the importance of charitable giving and willingly inform clients about the personal tax benefits of philanthropy, sharing with them the Jewish Community Foundation and the charitable gifting opportunities the Foundation offers to help individuals achieve their philanthropic objectives.

Just as the Professional Advisors in our community provide expertise to their clients, the Jewish Community Foundation strives to serve as a source of information for
Professional Advisors in our community through:

GiftLaw
A weekly electronic newsletter and online information service, providing up to the minute information on charitable planning and tax change. If you are not presently receiving GiftLaw, please contact Roberta Scharf at This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.jcfphoenix.org
JCF’s website offering always changing planned giving information and gift calculation abilities
Annual Tax & Legal Seminar
Held in partnership with the Arizona Community Foundation
Crescendo Illustrations
Let us provide lay friendly charitable planning illustrations for you and your clients
Professional Education Programs
Providing gift planning advisors with educational programming that is up to date and meaningful to their practice and the most current tax laws involving charitable planning
Professional Staff Consultation
Provide customized advice and information to suit the specific situations and individual needs of your clients. We are happy to meet with you or your client to talk through the many charitable options offered by the Jewish Community Foundation
Endowment Book of Life
The Endowment Book of Life provides a way for your clients to share their values, visions, histories and hopes with future generation by entering a page in this archival record of individuals who have created or plan to create an endowment at the Jewish Community Foundation. These pages will appear on-line on our website in the near future, as well as, within the book itself and interactive computer in the lobby of the Ina Levine Jewish Community Campus in Scottsdale.