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.

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 by becoming a Jewish Foundation of Memphis Professional Advisor. 

Your $50 donation will help offset the costs of the next update to the printed directory.

To sign up, click to download and complete this registration form.  The information you provide will be used to update the directory. Once completed, email the completed form and a high resolution headshot to Sarah VanderWalde at svanderwalde@jcpmemphis.org. 

For questions, please contact Sarah VanderWalde by email or 901-682-4328.