By joining the Jewish Foundation’s Professional Advisory Group, I agree to:
• During the planning process, inquire as to whether my Jewish clients have considered making gifts to charitable organizations, synagogues or schools;
• Discuss with them the tax benefits of charitable giving;
• Discuss ways the Foundation may be able to help simplify their giving and achieve their charitable objectives; and
• When appropriate, call upon the Jewish Foundation to work with me and my Jewish clients who have indicated an interest in including philanthropy in their financial and estate planning.
• I affirm that I am in good standing within my profession’s oversight organization (i.e. Board of Professional Responsibility, etc.)