Most Jewish clients want more than returns – they want impact. A strategic way to strengthen our community. The Atlanta Jewish Foundation partners with professional advisors to help clients achieve their charitable goals.
Jewish Atlanta's Philanthropic Experts
Gain Jewish Philanthropic Expertise
From Donor-Advised Funds to legacy gifts – we offer a range of tax-smart giving vehicles that generate a lasting impact.
Remain the Trusted Advisor
When your client establishes a fund with the Atlanta Jewish Foundation, you have an opportunity to continue managing their investments.
Strengthen Client Relationships
Position yourself as a values-driven partner who understands what Jewish clients really want: to create a better world for future generations.
Connect With Our Team
Our philanthropic advisors are here to support you and your clients.
Leaders in Jewish Generosity
$475M
In assets under management
$1B+
Granted to charities in Atlanta, Israel, and globally
120
Years proudly serving Jewish Atlanta (est. 1906)
Michael Merlin, Founder of Merlin Wealth Management, and Vice Chair of the Atlanta Jewish Foundation
How Advisor
Partnerships Work
- Your client establishes or contributes to a Donor-Advised Fund and receives immediate tax benefits.
- You continue managing the assets. With funds over $250,000, the investments can remain under your management, allowing you to maintain the trusted relationship you’ve built with your client.
- We provide tax-smart philanthropic strategy. Rooted in Jewish values, our team works with donors and their families to support the causes that matter most to them – today, and for generations to come.
Did you know?
10
%
Only 1 out of 10 advisors starts a philanthropic conversation with their clients. But most clients expect it - early. Bringing up values and charitable goals can deepen client trust and make a positive impact in Atlanta and beyond.
