Professional Advisors

Click here for the Create a Jewish Legacy Advisor List.

If you are a professional advisor, click here to access additional resources.

Opportunities for Professional Advisors.

It’s time to take your community involvement to the next level!

How?
• Participate in a Create a Jewish Legacy training session and enjoy inclusion on a CJL advisor list distributed to 27 Jewish organizations in Atlanta.
• Help your clients make a planned gift to the Jewish community in their estate plan.
• Make a gift to the annual Community Campaign.
• Have your firm sponsor a Federation event.
• Attend the Balser Symposium, January 27, 2012
• Join us at the Exchange 2012 networking event, Mach 1, 2012.
• Become a member of the Professional Advisory Committee for opportunities to:

• write articles for our PG&E newsletter,
• chair or promote the Balser Symposium,
• chair or promote the Exchange 2012,
• plan or host a breakfast or a luncheon seminar for advisors,
• plan mini-missions.

• Become a member of the Planned Giving & Endowment Committee that
advises and drives the direction and policies of the PG&E division at Federation.

Why?
Jewish Federation of Greater Atlanta gives you the opportunity to connect with like-minded professionals, expanding your business connections while giving back to the community. With Federation you can also take a seat at the table—through leadership opportunities and publications and with recognition at events. Plus, we draw top-notch speakers to facilitate our educational opportunities—including those with continuing education credits.

Ready to get started? Contact Laura Sillins at lsillins@jfga.org or 404.870.1866.

 

Create a Jewish Legacy is an initiative of the Jewish Federation of Greater Atlanta to build a strong, vibrant community, now and in the future with bequests for permanent endowments. It promotes the message that all of us, regardless of age, wealth, or affiliation, have the ability to make a difference for future Jewish generations. As the central umbrella organization for Jewish Atlanta, it makes sense for Federation to lead this program on behalf of the entire community.
Learn more about Jewish Federation of Greater Atlanta.