Foundation for Jewish Philanthropies

Professional Advisors Network

At the Foundation for Jewish Philanthropies, we are honored to collaborate with professional advisors who share our dedication to meaningful impact. By combining our philanthropic expertise with your specialized knowledge in law, accounting, insurance, wealth management, and investments, we work together to navigate the complexities of charitable giving and maximize the good we do in our communities.

FJP is your trusted partner in enhancing your clients’ charitable goals. Through our strategic guidance, community connections, and investment insight, we help make philanthropic giving more efficient, effective, and aligned with your clients’ values.

We welcome you to join a dynamic network of like-minded professionals committed to learning, sharing insights, and staying ahead of trends in philanthropy.

Advisor Network Highlights

Professional Development in Philanthropy:

Enhance your expertise through targeted education and training in philanthropic advising.

Exclusive Seminars:

Participate in annual seminars providing continuing education for attorneys, accountants, and financial advisors may be available.

Professional Recognition:

Be recognized as a trusted advisor of Professional Advisor Network in the Foundation for Jewish Philanthropies publications and on our website.

Advisor Networking:

Connect with a community of like-minded, charitably focused professionals.

Insight into Emerging Trends:

Stay informed on the latest developments and best practices in the field of philanthropy.

Client Engagement Support:

If desired, FJP staff will collaborate with participants to support charitable planning conversations with clients, including the development of customized materials tailored to your firm’s needs.

How Foundation for Jewish Philanthropies Can Support You and Your Clients:

  • Effective alternatives to establishing a private foundation
  • Customized presentations designed specifically for your firm
  • Detailed projections to inform charitable giving decisions
  • In-depth research on nonprofits to support client interests
  • Comprehensive guides and materials on charitable resources
  • Expert consultation during client and family meetings
  • Access to a trusted network of professional advisor colleagues

Advisor Seminars

Through a series of thoughtfully designed seminars, professional advisors will gain valuable insights and tools to deepen client relationships by integrating or expanding philanthropic conversations into their practice.

Open to advisors across all disciplines, this program offers a rich professional development experience and continuing education for attorneys, accountants, financial planners, and wealth advisors.

FY 2025 – 2026 Seminar topics and dates to be announced shortly.

“Many of our clients are deeply committed to charitable giving. By working together, we can help them enhance their tax savings and maximize their impact in the community. Multi-generational philanthropy also provides families with a meaningful way to pass down values to future generations. We take pride in finding opportunities that ensure the charities our donors care about will continue to receive support for years to come.” – PAC Chair Lisa J. Allen

The Foundation for Jewish Philanthropies would be honored to assist you and your family in preserving your legacy through the education of future generations.

Office (716) 204-1133

Irving H. Levy, Executive Director
[email protected]

Jacob Fox, Senior Manager Client Relations
[email protected]

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