For Professional Advisors
Professional advisors are invited to join our Advisors Philanthropic Initiative. Known as API, this partnership with Federation is essential to their work. API is a unique opportunity for:
- Promoting philanthropic discussions and giving
- Creating partnerships in our professional communities
- Providing professionals with continuing education resources and networking opportunities
- Educate professionals on the work of the Federation, both locally and internationally, and its partner agencies and synagogues
We recognize that each individual’s financial, philanthropic, and estate-planning goals are unique. Accordingly, we welcome the opportunity to partner with you in thoughtfully integrating your clients’ charitable intentions into well-designed estate plans. We also encourage prospective donors to consult with their professional advisors before making any decisions based on information we share, ensuring that all planning aligns with their personal and financial objectives
As a professional advisor, you cultivate client relationships grounded in trust and mutual respect—principles that likewise guide our relationships with donors and community partners.
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