For Professional Advisors

We welcome the opportunity to work with you and your clients to create tax-wise gifts that meet your clients’ goals and benefit the mission of the Jewish Community Foundation.

Legal Name
Charitable gifts should be directed to Jewish Federation of Greater Philadelphia, Inc. Our address is Two Commerce Square 2001 Market Street, Suite 2300, Philadelphia, PA 19103.

Tax ID number
The Jewish Federation of Greater Philadelphia's tax ID number is 23-1500085
Please feel free to contact us directly for information or assistance on a confidential basis at jbrier@jewishphilly.org or 215.832.0528.

Professional Advisors Network
The Jewish Community Foundation invites estate planning, insurance, accounting, financial advising, wealth management, and allied professionals to join the network and receive invitations to events throughout the year.

Goals of the Network

• Expand your professional networks and develop trusted referrals.
• Enhance your knowledge in areas of estate and philanthropic planning.
• Enrich your knowledge of the Jewish community through special briefings.

Upcoming Events

Multi-Generational Philanthropic Planning
Monday, May 18
5:30-7:00 p.m.
Dechert
Cira Centre, 2929 Arch Street
Philadelphia, PA 19104
Panel with Eileen Heisman, Amy Holdsman, and Daphne C. Rowe. Moderated by Amy S. Ufberg

This program has been approved for 1 hour of PA Continuing Legal Education credit. The evening will include drinks and kosher food from A La Karte, under the supervision of Keystone K. Register Here.

Solomon & Sylvia Bronstein Seminar for Professionals
SLATS: Ethical, Practical, and Tax Considerations with Planning for Married and Divorcing Couples
Wednesday, Sep. 9
8:00-10:00 a.m.
Ballroom at the Ben
834 Chestnut St.
Philadelphia, PA 19107
Speakers: James I. Dougherty, Stephanie Loomis-Price
Each year, the Jewish Community Foundation presents the Bronstein Seminar for Professionals, featuring a prominent, nationally known estate-planning professional speaking on current trends and legal developments in estate and charitable planning. The event includes breakfast and provides continuing education credits.

Top Ten Charitable Mistakes Made by Donors or Their Advisors
Tuesday, Nov. 17
5:30-7:00 p.m.
Location TBD
Speaker: Richard "Rick" Peck, 215.832.0576. Legal Education credit. The evening will include drinks and kosher food from A La Karte, under the supervision of Keystone K.