Overview
Your Partner in Philanthropy
Simply stated, we help individuals, families, professional advisors and institutions have the greatest possible charitable impact on the community and take advantage of all the tax incentives available to donors.
We are a nonprofit organization that, for more than 50 years, has enhanced and overseen charitable assets of donors and leveraged that money to support the needs of our community.

We make your life easier
- Expert advice on charitable, estate and tax planning
- Valuable insights on how to create a family legacy or an annual income stream
- Management of your planned giving accounts so you can worry less, enjoy life more
- Easy access to lists of fully-vetted non-profit organizations in need of financial support
- Visit the Becoming a Donor section to learn more

We offer valuable education and networking opportunities
- Timely educational events with expert guest speakers and informational topics
- Personalized assistance for goal setting, value clarifications and grant administration
- Far-reaching connections to other donors, financial and philanthropic advisors and non-profit organizations
- Visit the Family Foundation Center section to learn more

We make a difference throughout the community
- Substantial grants given to transformative community programs
- Grants made to both Jewish organizations and those in the community at large
- Support for local and national programs as well as causes in Israel
- Visit the Grants section to learn more

We help professional advisors become more effective
- One-on-one consulting services for professional advisors and their clients
- Continuing education opportunities and speaker series to keep advisors current
- Proven techniques to maximize benefits to clients and the community
- Visit the Professional Advisors section to learn more
Contact us today to learn more: (323) 761-8704, or by email.