Professional Advisors

 

You, Your Clients, and the Foundation

As Professional Advisors, you work with a diverse range of clients, each with unique estate, financial and philanthropic goals. The Jewish Community Foundation of Southern Arizona is a resource for you and your clients in the estate and financial planning process.

Click here for information about the 2018 Summer Series for Professional Advisors

The Benefits of Partnering with the Jewish Community Foundation of Southern Arizona

  • Consultations with the Foundation are at no cost to you or your clients.
  • Our legacy experts understand that multiple conversations may be required to meet your clients’ needs.
  • The Foundation has earned the reputation of being donor-centered and will work collaboratively with you and your clients in a highly professional manner.
  • Clients’ charitable goals can be accomplished regardless of the funding size or how complex they might be.
  • The Foundation is available to research charitable organizations or causes that are of particular interest to your clients.
  • All conversations and transactions are kept completely confidential.

Services for your Clients: A Range of Planning Options

  • Development of highly customized and extremely flexible charitable planning options where your client can 1) customize a plan to name multiple beneficiaries, both Jewish and non-Jewish, and located anywhere in the world; 2) create a family advisory committee with specific guidelines as to the purpose and how funds will be distributed annually; 3) involve children as advisors to direct all or a certain portion of the annual distribution; and/or 4) designate that a percentage be distributed to the Foundation for its program area support.
  • Establishment of a scholarship, award, or memorial fund.
  • Assistance in identifying the best fund structure(s).
  • Option to fund plan with a variety of estate vehicles or to begin funding during their lifetimes.
  • Choose to remain anonymous or select recognition options.
  • Modification of plan, at no cost, as often as needed during your clients’ lifetimes.
  • Assurance that the Foundation will take great care to make sure your clients’ plan will be carried out as intended long into the future.

Anything you and your client vision, together we can build!

For additional information, click here to contact  a member of our Legacy Department.

An incentive for your clients. The Foundation will provide $1,000 to help a new donor open a donor-advised fund with a $5,000 minimum. That’s a 25-percent return on their investment. Some restrictions apply. Please contact us for more information.