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In support of the Create A Jewish Legacy program, The Jewish Community Foundation of Central Pennsylvania offers the following services:
Partnership: We will work in partnership with you to design tailored gift plans that meet the specific needs of your clients.
Community Knowledge: We have extensive knowledge of where the greatest community needs lie in the local, national and international Jewish community and can help your clients structure impactful, effective, and meaningful charitable gifts.
Consulting: We are available to consult with you and your clients on charitable gift planning method available through the Foundation that may help meet their financial and charitable goals.
Presentations: The Jewish Community Foundation of Central Pennsylvania is available for presentations at times convenient for you and your clients. Whether a brown bag lunch with a small group of your colleagues or a more formal meeting suits your firm’s needs, we will provide an overview of how the Jewish Community Foundation of Central Pennsylvania is a valuable option to present to your clients.
Updates: The Create A Jewish Legacy website offers a variety of tools for professional advisors interested in charitable gift planning strategies. From time to time we will include updates such as overviews of new legislation and legislative proposals, summaries of recent IRS private letter rulings, recent court decisions, and case of the week presentations along with the options listed on our Resources page.
We welcome your inquiries on behalf of your clients who wish to Create a Jewish Legacy and work with the Jewish Community Foundation of Central Pennsylvania.