Resources for Professional Advisors

Helping Your Clients Create a Lasting Jewish Legacy

Whether your clients’ goals include making a difference in the world, reducing their taxes or benefiting from an increased income stream, The Foundation of the Greater Miami Jewish Federation is ready to work with you to meet their objectives. No matter how or what they choose to give, they will fulfill a mitzvah and support vital programs that bring help and hope to Jewish people in need in Miami, in Israel and worldwide.

Why Partner with The Foundation for Your Clients’ Charitable Gift Planning?

• They can support a variety of needs in the Jewish community. Their gift can feed the hungry, care for vulnerable elderly Jews, educate children or fulfill the vision they have for a better tomorrow for the Jewish people. Legacy gifts remain for all time, ensuring that the hopes and dreams of the Jewish people endure for generations to come. Whether your clients wish to inspire and strengthen Jewish identity, safeguard the Jewish people or encourage the next generation to embrace their rich Jewish heritage in new and innovative ways – or all of the above – The Foundation can help make it all possible.
• The Foundation understands our Jewish world and can be your central resource. We are part of Federation and work every day with Jewish organizations across the U.S., Israel and around the globe. We can connect you and your clients to projects and organizations that match their philanthropic interests.
• Your clients can fulfill all their charitable objectives through The Foundation. We are always here to offer our best advice and assist with the management of their philanthropy. They may wish to establish a personal legacy or inspire next generation giving. All philanthropic decisions are up to them. It’s their legacy and we’re here to help you help them create and sustain it.
• You and your clients can benefit from the expert investment management of Foundation funds. The Foundation is committed to the good stewardship of all community assets. This is accomplished through The Foundation’s Investment Committee, which sets policy, provides oversight and monitors investment performance. Click here to read more.

Also, learn about the benefits of being part of the Professional Advisors Council (PAC) of The Foundation of the Greater Miami Jewish Federation. This dynamic group of legal and financial advisors offers opportunities for networking and professional growth.

For further information, contact us at [email protected] or 786.866.8623.