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Professional Advisor Services
The Jewish Community Foundation values the support of the San Diego professional
financial community. We are pleased to partner with you in helping your clients
with their charitable planning. The Foundation offers innovative techniques and
unique charitable vehicles that will enable your clients to fulfill their philanthropic
goals in the best, most tax-advantageous way possible.
Our services include:
- Crescendo Planned Giving Software: personalized projections for you to use with your client
- Periodic educational seminars on topics of interest to the professional community
- Generation to Generation: a charitable tax-planning guide
- Individual consultations on charitable topics
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Jewish Community Foundation
4950 Murphy Canyon Road, San Diego, CA 92123
telephone 858-279-2740 | fax 858-279-6105
©2007 Jewish Community Foundation. All Rights Reserved
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