Professional Advisory Group Registration

By joining the Jewish Foundation of Memphis Professional Advisory Group, I agree to
 inquire as to whether my Jewish clients have considered making gifts to charitable organizations, synagogues or schools as part of the planning process 
discuss the tax benefits of charitable giving;
discuss ways Foundation may be able to help simplify their giving and achieve their charitable objectives; and
when appropriate, ask Jewish Foundation to work with me and my Jewish clients who are interested in including philanthropy in their financial and estate planning.
By submitting my registration, I affirm I am in good standing within my profession’s oversight organization (i.e. Board of Professional Responsibility, etc.)