Professional Advisors Group

A network of Greater Indianapolis professional advisors dedicated to building relationships and integrating charitable planning as a strategy for achieving their clients' overall goals.

 

To join JFGI's Professional Advisors Group, download our registration form and submit to Paula at pgoldberg@jfgi.org.

 

Partnering with Advisors

 

The JFGI Planned Giving and Endowment Department has a long history of working with attorneys, accountants, financial advisors, and wealth managers, providing them with the tools to engage their clients in charitable conversations to enhance their relationships.

 

Goals

 

Professional advisors play a unique and important role in the development of current and planned charitable gifts by helping donors make informed decisions about charitable giving. Through its Professional Advisors Group, JFGI seeks to advance charitable planning and to further strengthen our partnership with the Greater Indianapolis professional advisor community.

Benefits

 

  • Inclusion in a list of highly qualified professionals
  • Education about JFGI's work for the community
  • Regular updates on JFGI's philanthropic activities and opportunities for your clients
  • Invitations to educational and networking events

Serving Our Community

 

For more than 115 years, the Jewish Federation of Greater Indianapolis (JFGI) has been dedicated to working with generations of Jewish community families to improve the quality of life of its members and the entire Central Indiana community. The community that we serve has become more inclusive and diverse as we provide programs and services to people of all religions, cultures, ethnicities, and backgrounds.

 

JFGI provides programs and services in collaboration with our four constituent agencies - Jewish Community Center (JCC), Jewish Community Relations Council (JCRC), Jewish Family Services (JFS), and Hooverwood.

Impacting Through Philanthropy

Donors

*Based on 2017 numbers

Endowed funds totalling more than $79 million

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Distributed to the community

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Raised and distributed through the Annual Campaign

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Distributed through Endowment and Donor Advised Funds

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Professional Advisors Group brochure

 

For additional questions, contact us:

 

Paula Glanzman Goldberg

Director of Legacy Development

pgoldberg@jfgi.org | 317-715-6980

 

Katy Cantor

Chief Philanthropy Officer, Planned Giving & Endowment

kcantor@jfgi.org | 317-715-9266