Resources for Professional Advisors

Helping Your Clients Create a Lasting Jewish Legacy

Whether your clients’ goals include making a difference in the world, reducing their taxes or benefiting from an increased income stream, The Jewish Federation Foundation is ready to work with you to meet their objectives.  No matter how or what they choose to give, they will support vital programs that bring help and hope to Jewish people in need in Rhode Island, Israel, and worldwide.

Why Partner with The Jewish Federation Foundation for Your Clients’ Charitable Gift Planning?

They can support a variety of needs in the Jewish community.

Their gift can feed the hungry, care for vulnerable elderly Jews, educate children or fulfill the vision they have for a better tomorrow for the Jewish people.  Legacy gifts remain for all time, ensuring that the hopes and dreams of the Jewish people endure for generations to come.  Whether your clients wish to inspire and strengthen Jewish identity, safeguard the Jewish people or encourage the next generation to embrace their rich Jewish heritage in new and innovative ways – or all of the above – The Jewish Federation Foundation can help make it all possible.

Your clients can fulfill all their charitable objectives through The Jewish Federation Foundation. We are always here to offer our best advice and assist with the management of their philanthropy.  They may wish to establish a personal legacy or inspire next generation giving.  All philanthropic decisions are up to them.  It’s their legacy and we are here to help you help them create and sustain it.

You and your clients can benefit from the expert investment management of Foundation funds. The Jewish Federation Foundation is committed to the good stewardship of all community assets.  This is accomplished through The Jewish Federation Foundation’s Investment Committee, which sets policy, provides oversight, and monitors investment performance.

For more information, contact Trine Lustig at tlustig@jewishallianceri.org or 401.421.4111 ext. 174.

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