Professional Advisors

For more than 50 years, The Foundation of the Greater Miami Jewish Federation has been a trusted philanthropic partner in the Jewish community, with a proven track record of working effectively with professional advisors and their clients.

Why partner with The Foundation for your clients’ charitable gift planning?

• We operate with complete financial transparency. The Foundation holds more than $300 million in assets and Federation has an annual income over $70 million. There are checks and balances in place at every level of the organization to ensure that community dollars are being managed and utilized with the utmost care, while also honoring the wishes of the donor, in perpetuity.
• We are a “one-stop shop” for meeting your clients’ needs. Through our partner agencies, we can recommend services to help your clients live independently and with dignity. In addition, we offer a special advocacy referral and support service, Golden Care, designed for older donors who may not have family or social support.
• We are the center of the Miami Jewish community. Federation will connect you and your clients to projects and areas of interest that match their philanthropic interests and meet the current and future needs of the community. We position professional advisors as knowledgeable liaisons, prepared to help identify charitable priorities and present impactful as well as rewarding choices.
• We show our appreciation. In addition to serving as a role model to others, your client will be recognized (with their permission) for their lasting legacy in all relevant materials. They are invited to attend special events and participate in Miami’s Book of Life, an online album that contains stories and photos of those donors who have generously included the Jewish community in their estate plan.

As a trusted advisor, we will include you in our elite list of Certified Legacy Advisors.

Join our network of over 200 estate planning professionals including attorneys, accountants, trust officers, and insurance and financial advisors. The Foundation professionals have the expertise to assist you in providing your clients with the best gift options for maximum charitable impact. For more information, call 786.866.8414.