Stu Tobisman, Attorney, Loeb & Loeb
Whether or not your clients are donors at The Foundation, we can assist you in helping them clarify and realize their charitable goals.
"The Foundation is an important primary resource when I need help shaping specific programs to meet my clients' philanthropic needs. I don't have the background, training or time, for example, to conduct the required due diligence in identifying suitable charitable organizations in our community. Thankfully, The Foundation provides that capability-among others-which is exceedingly helpful to my clients and me.
The Foundation recently played a key role in helping clients direct substantial funds to charity over many years. The clients wanted to support Jewish charities in the U.S. and in Israel, as well as Jewish-based charities and those in the community at large assisting disadvantaged children. With The Foundation's assistance and strategic thinking, suitable charities were identified-both here and abroad-to receive the funds. Because The Foundation was able to gain my clients' confidence through this truly collaborative effort, it now has a substantial relationship with them.
The people I've worked with at The Foundation know what they're doing, are very dedicated and approach their business with the same obsessive, compulsive commitment I bring to my practice. That's what my clients expect of me, and that's what I appreciate when working with The Foundation.
Because my clients commit substantial funds to The Foundation's care, and because philanthropy is so important to them, I must have the utmost trust in the people I'm dealing with. My reputation is on the line when I refer an organization to a client, so I need to be absolutely certain of the organization's professionalism, reliability and integrity. The Foundation has always lived up to the highest standard of trust and integrity that my clients and I demand. "