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Requirements for Joining the Professional Advisory Group
During the planning process, inquire as to whether your Jewish clients have considered making gifts to charitable organizations, synagogues, or schools;
Discuss with them the tax benefits of charitable giving;
Tell clients about the ways the Foundation may be able to help simplify their giving and achieve their charitable objectives. We will be happy to provide a supply of our written materials for your use with your clients; and/or
When appropriate, call upon the Jewish Foundation to work with you and your Jewish clients who have indicated an interest in including philanthropy in their financial and estate planning.
