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.