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.
How We Work With You
Consulting
One-on-one consulting services for professional advisors and their clients.
Education
Continuing education opportunities and speaker series to keep advisors current. MCLE and CPE credits available.
Resources
Use tools like our Gift Calculator and Estate Planning Workbook.
Community
We are here to help whether or not your client has a fund at The Foundation.
Speaker Series
The Foundation's Professional Advisor Speaker Series is a set of online sessions offered to our network of professional advisors to help them become better prepared to address their clients' charitable gift planning needs.
Learn more event details including dates, times, and speakers here.
