Since 1910, the Federation has been known for our personalized service, philanthropic expertise, and collaboration with professional advisors. As the Bay Area’s center for Jewish philanthropy, we help advisors forge deeper relationships with individuals and multi-generational families.
PAN Steering Committee
Evan Abrams, Farella Braun + Martel LLP
Mike Alpert
Jeffry Bernstein, Coblentz, Patch, Duffy & Bass 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
Advisor Benefits: By partnering with the Federation, you will realize these benefits
- Retention of assets under management for portfolios $500k and greater
- Access to planned giving support and vehicles
- Endowment opportunities
- A dedicated Federation relationship team
- Access to the Professional Advisors Network events
Client Benefits: Having a Federation donor-advised fund is more than just a financial transaction
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
Gifts Accepted: We have the ability to accept a wide range of donations including complex assets
- 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
NOTE: All gifts of non-cash assets are subject to Federation review and due diligence before acceptance.
Giving Vehicles: We offer a full range of effective solutions
- Donor-Advised Funds
- Supporting Foundations
- Endowment Funds
- Agency Funds
- Private Foundations
- Charitable Gift Annuities
CONTACT US
Collaborate with us to provide your clients with strategic philanthropic gift and tax solutions.
Philanthropic Advising
Through partnerships with professional advisors, philanthropic advising creates tailored strategies for impactful philanthropy.
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Events
Community Event
OFJCC x Yallah! Israel Summer Teen Trip
Join Jewish Bay Area and California teens in 10th-12th grade this summer on a meaningful, immersive journey to Israel! In partnership with Yallah! Israel, the OFJCC is pleased to offer
Community Event
Yom Hashoah | Holocaust Remembrance Day Community-Wide Commemoration
Time is running out to hear from Holocaust survivors. As we mark 80 years since the end of WWII, join us to honor their voices and ensure their stories live
Contact Us
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