We help you deliver customized giving solutionsfor 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
- Effective
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
- Option to retain management for accounts above $500,000
FLEXIBLE CHARITABLE SOLUTIONS
Simple to implement. Powerful in impact.
Donor Advised Funds (DAFs)
Giving vehicles that allows 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.
TURNING COMPLEX ASSETS INTO GIVING OPPORTUNITIES
Do your clients have illiquid or non-marketable assets? We help maximize their tax advantages and provide substantial capital for charitable giving.
- The Foundation accepts many types of assets:
- Real estate
- Private business interests (LLCs, closely held shares, etc)
- Publicly Traded Securities
- Retirement assets such as IRAs and 401(k)s
- And more
Potential to avoid capital gains tax on sale of assets. Deduction is taken in the year the gift is made, but proceeds can be granted to multiple charities over time.
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.
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