We have longstanding partnerships with hundreds of professional advisors and we’re excited to welcome relationships with new professionals.

Since the Federation’s founding in 1910, our renowned personal service and considerable philanthropic expertise have established our position as the Bay Area’s center of Jewish philanthropy. The Federation team will help professional advisors forge deeper relationships with individuals and multi-generational families.

As an advisor, you’ll enjoy:

  • Retention of assets under management for portfolios of $500,000 or greater
  • Access to planned giving support and vehicles
  • Endowment opportunities
  • A dedicated relationship team at the Federation
  • Access to our Professional Advisors Network events

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.

Work With Us

Collaborate with our philanthropy advisors to develop legacy and gift planning strategies that enhance philanthropic goals and financial stability.

Philanthropic Advising

Through partnerships with professional advisors, philanthropic advising creates tailored strategies for impactful philanthropy.

Begin your clients’ philanthropic giving with these types of gifts

NOTE: All gifts of non-cash assets are subject to Federation review and due diligence before acceptance.

  • 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

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FAQ

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Events

Community Event

SF Jewish Young Adults Winter Social

Say "Good Bye" to the cold winter in the warm company of other Jewish young adults at the SF Jewish Young Adults Winter Social! Join us on Sunday, Feb 23rd

Contact Us

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