We help you deliver customized giving solutions for your clients
We partner with professional advisors to deliver tax-efficient, high-impact charitable solutions that deepen your client relationships and expand what is possible through strategic philanthropy.
We work alongside hundreds of attorneys, wealth managers, accountants, family office professionals, and other advisors to support and extend your capabilities.
Years of Experience
in charitable assets
client families
Maximize your clients’ tax savings and charitable impact
- Integrate giving into estate and financial plans
- Unlock new planning opportunities
- Support complex or high capacity clients with tailored strategies
STRATEGIC PHILANTHROPY
- Legacy and succession planning support
- NextGen and multigenerational engagement
- Customized giving strategies and grantmaking guidance
CHARITABLE ASSET MANAGEMENT
- Professional oversight
- Highly-rated and diversified investment options, if needed
- Advisor managed investment option for accounts above $500,000
Flexible Charitable Solutions
Simple to implement. Powerful in impact.
Donor Advised Funds (DAFs)
Giving vehicles that allow clients to receive immediate tax benefits and recommend grants over time.
Endowment Funds
Structured for long-term or perpetual giving, creating lasting support for causes your clients care about.
Additional Structures Available
Including private family foundation alternatives and customized solutions based on client goals.
JOIN OUR PROFESSIONAL ADVISOR NETWORK
- Network with other LA area professional advisors working in estate planning, wealth management, accounting, financial planning, and law.
- Meet and learn from philanthropy professionals and colleagues to advance and strengthen client relationships.
- Continuing Professional Education(CPE) and Minimum Continuing Legal Education (MCLE) credits available.
Learn about past and future events.
Turn Privately Held Assets Into Strategic Giving Opportunities
Do your clients have interests in:
- Real estate
- Private Investments
- Closely Held Businesses
These assets can present powerful charitable planning opportunities – generating a substantial tax deduction, helping avoid capital gains tax, and maximizing charitable impact. Our team has the expertise to evaluate, structure, and facilitate these gifts from initial planning through completion.
Why Advisors Work With Us
- Expand your advisory offering without adding complexity
- Deliver tax-smart, values-driven strategies
- Build deeper, longer-term client engagement
- Access a trusted philanthropic partner with local and global expertise
Connect with a Philanthropy Advisor
advancement@jewishfoundationla.org
(323) 761-8704