The Atlanta Jewish Foundation partners with professional advisors to help clients achieve their charitable goals and build a meaningful legacy.
Jewish Atlanta's Philanthropic Experts
Gain Jewish Giving Expertise
From Donor-Advised Funds to legacy gifts – help your clients access a range of tax-smart, impactful giving vehicles.
Remain the Trusted Advisor
When your client establishes a fund with us, you have an opportunity to continue managing their investments.
Strengthen Client Relationships
Position yourself as a values-driven advisor who understands what Jewish clients want: to create a better world for future generations.
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.
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)
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.
