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.
New as of August 2019
As part of our 25th Anniversary year-long celebration, we're creating a directory of members of our Professional Advisory Group, which will be available as a printed book and online.
As trusted experts in your field, you bring tremendous value to our fund holders. Help them know more about what you can offer them, both as donors and as clients, now and in the future.
Your $50 donation to Jewish Foundation of Memphis will help offset the costs of a professionally printed directory, maximizing the value for the people we serve together.
Please fill out the donation form. (If using a mobile device, scroll to the bottom of the page for the proper form.) The information you provide will be used to create the directory. Finally, email a high resolution headshot to Sarah VanderWalde.