The Benefits of PAN
Join a collegial group of professional advisors working in the legal, accounting, insurance, wealth management, and investment fields to exchange ideas, learn about trends and issues in philanthropy, build connections with Jewish communal organizations, and network with one another.
JCF partners with professional advisors to make their clients’ giving more efficient and impactful. Our expertise and relationships in the investment world and the Jewish community can help you meet your clients’ philanthropic needs.
JCF Can Provide You With…
- customized philanthropic solutions for your clients
- alternatives to a private foundation
- customized presentations for your firm
- charitable giving projections
- nonprofit research for clients
- charitable resource guides and materials
- consultation in client or family meetings
- a network of colleagues who are trusted professional advisors
Contact us or explore our site to find out more about the Professional Advisor Network and the benefits of working with JCF.