For Professional Advisors
FOR ESTATE, TAX, AND FINANCIAL-PLANNING PROFESSIONALS
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 Federation.
We want to be a resource to you and your clients regarding charitable giving vehicles and the types of programs and projects they wish to fund locally, in Israel, and around the world.
We encourage prospective donors to consult with legal, tax, and other estate-planning professionals before making any decisions about their estates.
Please feel free to contact us directly for information or assistance on a confidential basis at firstname.lastname@example.org or 215.832.0528.
Charitable gifts should be directed to the Jewish Federation of Greater Philadelphia, Inc. Our address is 2100 Arch Street, Philadelphia, PA 19103.
Tax ID number
the Jewish Federation’s tax ID number is 23-1500085
Our annual Solomon and Sylvia Bronstein Seminar for Professionals is held each fall, shortly after Labor Day, as a breakfast meeting.
The seminar attracts almost 200 professionals in the wealth planning sector, including attorneys, accountants, trust officers, insurance brokers, and financial planners, to network and discuss current trends in the field of estate planning and endowments.
Attendees have the opportunity to hear experts discussing the latest developments and trends in the field, and continuing education credits are offered.
The Edward M. Polisher award is presented at the Bronstein Seminar to an estate-planning professional who has provided outstanding service to the Jewish Federation’s endowment program.
Mr. Polisher, of blessed memory, was often referred to as “the “dean of estate planning.” A Philadelphia attorney, longtime Jewish communal leader, and philanthropist, he was highly respected and known as a “true visionary.”
Mr. Polisher, who was deeply committed to the Jewish Federation’s endowment efforts, made certain that his legacy would live on in multiple ways. One of the important bequests he made was to establish an annual award for an estate-planning professional in recognition of outstanding service to the Jewish Federation’s endowment program.
Past award winners include:
|Scott A. Isdaner, CPA, JD, AEP
Morey H. Goldberg, CLU, ChFC
Michael S. Paul, JD. LLM, CLU
Lawrence S. Chane, Esq.
Scott Barsky, CPA
Ronald P. Perilstein, CLU, ChFC, CLTC
Edward M. Glickman, Esq.
Lowell H. Dubrow, Esq.
Mark Blaskey, Esq.
Howard H. Silverman, CLU, ChFC
David H. Wice, Esq.
Clifford D. Schlesinger, Esq.
Matthew H. Kamens, Esq.
Bennett L. Aaron, Esq.
Phillip M. Shiekman, Esq.*
Contact Jennifer Brier, Esq., at email@example.com to add your name to the Bronstein Seminar distribution list.
WEALTH PLANNERS ADVISORY COMMITTEE
The Wealth Planners Advisory Committee brings together professionals engaged in wealth and estate planning for networking, education, and opportunities to learn more about the Jewish Federation and its mission.
Members of this group help plan the Bronstein Seminar and serve as a resource for the Jewish Federation’s efforts to work with individuals and families in our communities who want to be part of growing the Jewish communities’ financial foundation for today and for the future.
For more information and to become involved with the Wealth Planners Advisory Committee, please contact Jennifer Brier, Esq., at firstname.lastname@example.org.
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