JCF’s Ellen Israelson offers year-end tips to lower clients’ tax bills while increasing their generosity Studies show that less than 15% of advisors offer charitable planning advice, while a majority of clients report they would like their advisors to discuss charitable giving. Partnering with JCF, you can fill this void by providing timely information to make…
Depending on one’s financial situation, handing down wealth to future generations can be more complicated than the actual wealth creation. To protect the wealth that you have created, maximize your gifts and ensure your descendants or other recipients have the ability to use these gifts wisely, you may be forced to navigate a near endless…
Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide expertise to assist their clients in taking their own charitable giving to the…
“W2: Women & Wealth,” the first program in a series hosted by The Jewish Communal Fund Advisor Network, revealed the importance of forging personal connections with female wealth-holders [dropcap]A[/dropcap]dvisors who serve the growing market of female wealth-holders will see an incredible growth opportunity in the coming decade, according to a panel discussion on the topic…
Q&A with Financial Advisor David Pelton, RICP®, Senior Vice President at Morgan Stanley Financial advisors don’t just manage their clients’ investments – they also help to guide their clients in all aspects of their lives. In this series, we highlight financial advisors, wealth managers, and attorneys who themselves are passionate about charitable giving and provide…