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