Certified Legacy Advisors

To assist you in creating a Jewish legacy gift, a number of professional advisors are available in Miami's Jewish community. After participating in extensive training by Create a Jewish Legacy, qualified professionals will receive the designation of Certified Legacy Advisor.

Please note: Designation as a Certified Legacy Advisor does not imply endorsement by the Greater Miami Jewish Federation.

Click here for the list of Certified Legacy Advisors.


Five Questions You Should Ask Before Seeing Your Advisor or Estate Planner

You will be more inspired to make meaningful transformational gifts if you are confident your family is taken care of first. By using the following questions as your guide, you can discover important ideas about your values and those you want to pass on to future generations. You may feel satisfied that your family is provided for and that your philanthropic dreams are complete.

Start with a Basic Question

Fifty years from now, your great-grandchild is asked to write a history of your family.
• What does that story say?
• What are the themes that carry through from now until then?
• How does that great-grandchild know you, your guiding principles, and what you held most dear during your life?

Now Consider These Questions

Question 1: What is really important to the family?
Question 2: What are the true assets of the family?
Question 3: What should your family do to guide and support the life journey of each member over time?
Question 4: How much is an appropriate financial inheritance?
Question 5: Does your family feel a responsibility to society and charities?

Question 1: What is really important to the family?
• On what core values does your family agree?
• Does your family stand for achievement, creativity, compassion, diversity, generosity, hard work, honesty, integrity, justice, knowledge, love, respect, service or spirituality?
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Question 2: What are the true assets of the family?
Human Capital – Who are you called to be, what are you called to do, what are your passions, talents, expertise
 and dreams? How can you use education and training to improve skills and knowledge?
Intellectual Capital – What do you know, how do you learn, how does your family make decisions and manage conflict?
Social Capital – What are your bonds and networks to our civil society? Are you philanthropic?
Financial Capital – What are your holdings and financial assets? For what purpose?
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Question 3: What should your family do to guide and support the life journey of each member over time?
• Focus on the human, intellectual and social capital of each family member
• Stress the priority of each family member's individual pursuit of happiness
• Enhance intra-family communication
• Determine success over the long-term
• Tell and retell the family's most important stories
• Engage all family members in the family vision statement
• Get to know each family member and that person's family capital
• Give young family members as much responsibility as they can manage as soon as possible
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Question 4: How much is an appropriate financial inheritance?
• Estate planning asks, "How much can we get to our children," but never asks how much is enough
• When should a financial inheritance be transferred to heirs?
• What form should a financial inheritance take?
• How much should heirs know, and when?
• Teach the next generations the competencies and responsibilities that come with financial wealth, and start now
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Question 5: Does your family feel a responsibility to society and charities?
Tzedakah: Charity — not viewed as a generous, magnanimous act; it is simply an act of justice and righteousness, the performance of a duty, giving the poor their due
• Define core values and integrate them into a combined family and philanthropic plan
• Choose a giving vehicle or assess existing giving vehicles to help carry the family's values forward
• Set goals and strategies
• Engage and assess all grantees
• Measure outcomes
• Create a succession plan for both the family and philanthropy
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Charities need both your current support and an investment in their future. Legacy gifts can meet the future needs of both your family and the charities you support. Good outcomes for your family and charities come from careful planning. By knowing your goals, you can create an appropriate estate plan for your family.

Material provided on this page courtesy of Brian M. Sagrestano, JD, CFRE, President and CEO, Gift Planning Development, LLC.


If you are a professional advisor, click here.




Create a Jewish Legacy
(CJL) is a program sponsored and presented by The Foundation of the Greater Miami Jewish Federation and is a collaborative effort of our area agencies, synagogues and day schools.

Create a Jewish Legacy is partnering with the institutions listed below. In addition, we are happy to accept gifts on behalf of your most cherished Jewish organizations.



Neither The Foundation of the Greater Miami Jewish Federation nor its Create a Jewish Legacy partner agencies are engaged in rendering legal or tax advisory services. Individuals considering gifts to the Greater Miami Jewish Federation or its Create a Jewish Legacy partner agencies should obtain the services of a financial advisor, such as an attorney, certified public accountant and/or chartered life underwriter.