Q&A with David Jacobs, Financial Planner and Foundation Donor

David is a financial planner involved in the LA Jewish community and says The Foundation has an excellent reputation among his professional peers for offering effective and convenient vehicles to accomplish a variety of charitable giving needs. It is also well known for exceptional customer service and donor support. That’s why he turned to The Foundation to open the Jewish Business Leaders Charitable Fund.

I really can’t emphasize enough how much I appreciate The Foundation staff and their willingness to understand my giving needs and make them a reality.

The Foundation: What is your area or areas of charitable passion?

David Jacobs: Predominantly Jewish causes serving our local community and Israel.

Foundation: Have you turned to The Foundation for guidance about your philanthropic goals?

David: I have turned to The Foundation for assistance researching potential charities as well as confirming receipt of gifts. The staff has reached out to me on occasion to clarify some of my charitable gifts, which I greatly appreciate.

Foundation: Has the global pandemic affected your giving strategy?

David: Absolutely. We are all well aware of the strain COVID-19 has put on certain segments of our society. In 2020 I adjusted and increased my giving accordingly.

Foundation: Do you have advice for others who want to become more strategic, effective, and informed philanthropists?

David: Whether you consider yourself a beginner or an experienced donor, The Foundation has the tools and experts to help design and implement a giving strategy to accomplish your current and future charitable goals. I really can’t emphasize enough how much I appreciate The Foundation staff and their willingness to understand my giving needs and make them a reality.

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This article was featured in The Foundation’s Winter 2020 Legacy magazine.