Professional Advisory Group
Professional advisors play a unique and important role in the development of current and planned charitable gifts by helping donors make informed decisions about charitable giving. Sign up to be a part of the Jewish Foundation of Memphis’ Professional Advisory Group (PAG).
By joining the PAG, advisors must agree to:
- Inquire as to whether Jewish clients have considered making gifts to charitable organizations, synagogues or schools;
- Discuss tax benefits of charitable giving;
- Discuss ways the Foundation may be able to help simplify giving and achieve their charitable objectives; and
- When appropriate, call upon the Jewish Foundation to work with clients who have indicated an interest in including philanthropy in their financial and estate planning.
Professional Advisor Directory
As part of our 25th Anniversary year-long celebration, we created a directory of members of our Professional Advisory Group, which is available as a printed book and here on the website.