A Trusted Partner in Jewish Philanthropy
Since 1910, the Federation has been known for personalized service, philanthropic expertise, and strong collaboration with professional advisors. As the Bay Area’s Center for Jewish Philanthropy, we help advisors build deeper relationships with individuals and multi-generational families.
PAN Steering Committee
Evan Abrams, Farella Braun + Martel LLP
Mike Alpert, Laurel Grove Advisory
Jeffry Bernstein, Weller Partners LLP
Sandi Bragar, Aspiriant
Erin Fraser, McDermott Will & Emery LLP
Roman Polnar, Pillar6 Advisors LLC
Danny Rozansky, Robertson Stephens Advisors LLC
Aaron Rubin, Werba Rubin Papier
Danielle Yokell, Bernstein Global Wealth Management
Jeff Zlot, AlTi Tiedemann Global
Professional Advisors Network (PAN)
PAN provides opportunities for trust and estate planning professionals to build meaningful connections with other professionals and Federation leaders.
Federation Differentiators
- Retain management of assets for $500k+ DAFs
- Recommend optimal gift vehicles
- Legacy gift planning support
- Access to Professional Advisors Network programs
- Coordinate contributions and asset management
- Our philanthropic advisors support grantmaking strategy
- Supporting foundations management
- Philanthropic partner committed to repairing the world (Tikkun Olam)
Your clients receive:
- A dedicated philanthropic advisor
- Access to world-class philanthropic knowledge
- Local, national and global grantmaking
- Tax advantages only available to public benefit foundations
- Sophisticated online account management
- Access to a diverse range of charitable giving vehicles
- Networking opportunities with a community of like-minded donors
- A philanthropic partner with understanding Jewish principles of balancing the world’s injustices
- Cash
- Publicly traded securities
- IRA rollover gifts (qualified charitable distributions)
- Donor advised grants (from donor advised funds, private foundations, or supporting organizations)
- Legacy gifts by will, trust, retirement account, or life insurance designation
- Real estate
- Business interests
- Tangible property
- Closely-held stock
- Life insurance policies
- Crypto-currency
NOTE: All gifts of non-cash assets are subject to Federation review and due diligence before acceptance.
- Donor-Advised Funds
- Supporting Foundations
- Endowment Fund
- Agency Funds
- Private Foundations
- Charitable Gift Annuities
Resources
To assist you and your clients, we have provided sample language for the most common gifts to Federation by will or trust, and information required for gifts by beneficiary designation in a retirement account, life insurance policy or POD account.
Bequest Language
Contact Us
Collaborate with us to provide your clients with strategic philanthropic gift and tax solutions.