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 Community Foundation.

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 jbrier@jewishphilly.org or 215.832.0528.

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

BRONSTEIN SEMINAR
Our annual Solomon and Sylvia Bronstein Seminar for Professionals is held each fall, shortly after Labor Day, as a breakfast meeting.

The seminar attracts approximately 150 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.

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 Community Foundation.

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 Community Foundation.

Past award winners include:

2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2011
2010
2009
2008
2007
2006
2005

Mitchell E. Benson, CPA, MT, CFF
Andrew “Andy” A. Goldman, CLU, ChFC
Rebecca Rosenberger Smolen, Esq., LLM
Robert A. Miller, CLU, ChFC, RICP
Award not given
Scott A. Isdaner, CPA, JD, AEO
Morey H. Goldberg, CLU, ChFC
Michael S. Paul, JD, LLM, CLU
Lawrence S. Chane, Esq.
Scott Marsky, CPA
Ronald P. Perilstein, CLU, ChFC, CLTC
Edward M. Glickman, 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.

PROFESSIONAL ADVISORS NETWORK
The Professional Advisors Network brings together professionals engaged in wealth and estate planning for networking, education, and opportunities to learn more about the Jewish Community Foundation and its mission.

Members of this group help plan the Bronstein Seminar and serve as a resource for the Jewish Community Foundation’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 Professional Advisors Network, please visit our Professional Advisors Network page and contact Sonya Aronowitz at saronowitz@jewishphilly.org.

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Gift Planning

For Professional Advisors