You Guide the Plan.
We Guide the Impact.
As a professional advisor, your clients trust you to create a holistic plan that serves their goals. When philanthropy is an important value to them, the Atlanta Jewish Foundation partners with you to integrate charitable giving into that plan.
- You guide the financial and estate plan.
- We help bring their charitable vision to life.
Expand Your Planning Toolkit
From Donor-Advised Funds (DAFs) and bequests to endowments and QCDs, we offer tax-smart charitable strategies that align with your client’s goals and make a meaningful impact in the community.
Strengthen Client Relationships
Asking your clients about philanthropy can open meaningful conversations about their values, family relationships, and vision for the future – helping you become an even more trusted guide.
Keep Managing the Assets
When your client establishes a fund over $250,000 with the Atlanta Jewish Foundation, you have an opportunity to continue managing their investments.
Charitable Solutions
The right philanthropic strategy depends on your client’s goals, assets, family, and timeline. We can help you explore options including:
A More Holistic Approach to Estate Planning
Studies show that only 1 in 10 advisors proactively starts a philanthropic conversation with their clients. Yet many clients expect to have the charitable chat. And the sooner the better.
Larry Freiman, co-founding partner at MendenFreiman LLP, shares why he believes every advisor should ask clients about their charitable intent.
A Trusted Partner in Jewish Philanthropy
Since 1906, the Atlanta Jewish Foundation has helped donors and organizations across our community turn values into lasting charitable impact. As the philanthropic arm of the Jewish Federation of Greater Atlanta, we offer personalized guidance and tax-smart giving strategies designed to strengthen Jewish life in Atlanta and beyond.
120
Years serving Jewish Atlanta
$
1B+
Donated to charitable causes
$
493.7M
In assets under management
582
Active Donor-Advised Funds
Let’s Work Together
Have a client who wants to strengthen the Jewish community? Our philanthropic advisors can help you explore the right strategy.
Ghila Sanders
Vice President of Philanthropic Advisory
gsanders@jewishatlanta.org
404-870-1611
