For Professional Advisors
We are Your Partner
Your client relationships are built on trust and mutual respect. The same is true for Federation’s relationships with our community and our donors.
We understand that financial, philanthropic, and estate planning goals are different for everyone. For this reason we welcome the opportunity to work with you on incorporating your clients’ philanthropic goals into their financial plans. As we are not engaged in rendering legal or tax advisory services, we encourage individuals considering gifts to obtain the services of a professional advisor.
Please feel free to contact us directly for information or assistance on a confidential basis.
Get Involved
Jewish Federation of Greater Atlanta gives you the opportunity to connect with like-minded professionals, so you can make business connections while you are giving back to the community. Being involved with Federation also gives you a seat at the table – through leadership opportunities, recognition at events, and our publications. Plus, we offer educational opportunities – including those with continuing education credits.
Find your seat at the table:
- Attend the annual Balser Symposium for Professional Advisors
- Help your clients make a planned gift to the Jewish community in their estate plan.
- Make a gift to the annual Community Campaign.
- Have your firm sponsor a Federation event.
- Become a member of the Professional Advisory Council
- Become a member of the Planned Giving & Endowment Committee that advises and drives planned giving direction and policies of the PG&E division at Federation.
Ready to get started? Contact Itai Tsur at itsur@jfga.org or 404.870.1608.
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