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Professional Advisors
Professional Advisor Services
The Jewish Community Foundation values the support of the Kansas City
professional financial community. We are pleased to partner with you in
helping your clients with their charitable gift planning. The Foundation
offers a full range of charitable vehicles that will enable your clients
to achieve their goals as effectively as possible. The Foundation is both
flexible and permanent, assuring donors that the spirit of their philanthropy
will endure.
Our services include:
- PG Calc Software:
personalized projections for you to use with your clients
- Community
knowledge of where the greatest needs lie in the local, national and international
Jewish community to help your clients be as effective as possible in their giving
- Educational
Seminars on topics of interest to the professional community with continuing
education credits available
- Consultations with
you and your clients on ways the Foundation can help meet their financial and charitable
goals
- Presentations,
tailored to meet your needs, about how the Jewish Community Foundation
can be a valuable option for your clients
- Sample Documents
and Language
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