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  • What We Do
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      • Apply for a Grant
      • Small Grants Process
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      • B’nai Tzedek Charitable Funds
      • Youth Philanthropy Board
      • Youth Grantmaking Program
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Planned Giving Resources for Professionals

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 comprised 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 next program on Wednesday, May 2, 2018:

7:15AM          Coffee and New York Bagels & Bialys will be served

7:30AM         Organization presentation by Jewish Genetic Diseases Center of Greater Phoenix
                             
Wendy Carriere, Executive Director

7:40AM        “IMPLICATIONS OF THE TAX CUTS AND JOBS ACT OF 2017”*
                              Victoria C. Harris, CPA
                              Managing Shareholder
                              Hunter Hagan & Company, Ltd.

                              *Vicki’s presentation will include illustrations using actual taxpayer data.

 8:30AM        Adjourn

Add this program to your calendar.

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Recent Posts

  • 2018 Discretionary Grants Announced
  • B’nai Tzedek Youth Philanthropy Board Awards 2018 Grants
  • Early-Bird Registration is Open for the 26th Annual Tax & Legal Seminar
  • Celebrate with Us!

News & Events

Read More

2018 Discretionary Grants Announced

April 18, 2018
For its 2018 discretionary grant cycle, the Jewish Community Foundation of Greater Phoenix announced grants totaling $224,312 to benefit the…

Read More

B’nai Tzedek Youth Philanthropy Board Awards 2018 Grants...

April 15, 2018
Each year the JCF Youth Philanthropy Board develops a unique mission statement, funding priorities, and grantmaking recommendations for their group,…

Read More

Early-Bird Registration is Open for the 26th Annual Tax & Legal Seminar...

April 2, 2018
Attended annually by more than 350 financial and estate planning professionals, the Tax & Legal Seminar has been a signature presentation…

Read More

Celebrate with Us!

March 29, 2018
  We hope you will join us to honor our 2018 signers of the Endowment Book of Life, and to…
  • About Us
    • Why Give to JCF
    • Board of Directors
    • Professional Leadership
    • History
    • Financials and Reports
  • What We Do
    • Planned Giving Resources
    • Endowments and Donor Advised Funds
    • Grantmaking
    • Mentoring Young Philanthropists – B’nai Tzedek
  • Our Programs
    • LIFE & LEGACY
    • Endowment Book of Life
    • Donors Making a Difference
    • Tax & Legal Seminar
  • Access Your Fund
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  • Give Now
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