Be a Catalyst
for Good
The Professional Advisory Committee (PAC) brings together trusted professionals, lawyers, accountants, notaries, and financial advisors to provide expert guidance on charitable giving. PAC members help individuals and families maximize the impact of their philanthropy while aligning with their values and financial goals, while also contributing to broader nonprofit leadership training within the philanthropic sector. Learn how incorporating philanthropy can benefit your professional practice.
The JCF is Part
of Your Team
We value our long-standing relationships with professional advisors. Whether you are a lawyer, accountant, financial or insurance advisor, when the time is right, our experienced philanthropic advisors are here to help you develop your clients’ philanthropic plan, and manage all their giving in one secure, centralized place.
Annual
Professional
Development
Seminar
We're pleased to offer downloadable resources from our PAC seminars.
Download Presentation Documents
PAC Co-Chairs
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Olivia Khazam
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Shawn Rozansky
PAC Committee
- Alon Wexler
- Anne-Marie Boucher
- Barbara Novek
- Barry Pascal
- Brian Schneiderman
- Charles Leibovich
- Daniel Fridman, CPA
- Danny Ritter, CPA, CFA
- David Lisbona
- Dov Whitman
- Earl Kaplin
- Francine Wiseman
- Jonathan Bicher, CPA
- Jonathan Green
- Lara Malewski
- Mark Brender
- Mark Potechin
- Michael Frankel, FCPA
- Miles Leutner
- Nancy Cleman
- Olivia Khazam
- Phillip Nadler, CPA
- Rhonda Rudick
- Richard Wise, FCPA
- Scott Binns, CPA, TEP
- Shawn Rozansky, CPA
- Shelley Smith
- Sharon Druker
- Shlomi Levy
Resources For Professionals
The Importance
of Having a
Philanthropic
Conversation
With Your Clients
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With over 91% of Canadians making donations to various causes annually (amounting to over $4.9B), charitable giving is becoming an increasingly important part of your clients’ overall financial and estate plans.
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Taking a proactive approach that speaks to your clients’ values to include charitable interests, builds deeper and richer relationships that enhance client loyalty and strengthen the service provided to clients.
We understand the importance of catering to your clients’ interests and values, and are here to guide you.
Did You Know?
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91%
Of advisors report they are having philanthropic conversations with many of their clients
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13%
Of clients report having meaningful philanthropic conversations with their advisors
When to Have a Philanthropic Conversation
Timing, as they say, is everything. Studies have shown that clients not only welcome this type of conversation, but they also value the advice.
Consider these opportunities to have philanthropic conversation:
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Discussing their estate plan
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Year-end tax planning
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Writing or revising a will
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Planning for the sale of a business or other major asset
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Preparing a retirement plan
We're Here for You
High net worth donors prefer discussions that encompass their giving values, as well as learning more about giving vehicles such as donor advised funds Canada. One of their central motivations for giving is typically the desire to have a lasting impact on the world. Tax savings are not necessarily a primary motivation for giving. The key is a balanced discussion that takes their values into consideration as part of an overall financial plan.
Get StartedDon’t Miss Our Next Event!
Donors | Professionals | Organizations
Lizzie Cody and Jonathan Bicher
DAF 101
Frequently
Asked Questions
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The Professional Advisory Committee is a network of legal, tax, accounting, insurance, and financial professionals who work with the JCF to strengthen relationships within the professional advisor community, share philanthropic planning expertise, help shape educational programming, and support meaningful, tax-smart giving opportunities for clients. PAC members also help identify relevant topics, speakers, and agenda items for PAC events.
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Membership in the Professional Advisory Committee is by nomination and invitation. Members are selected based on their professional expertise and experience in areas such as law, accounting, financial planning, insurance, tax and estate planning, and charitable giving, as well as their interest in philanthropy and community engagement.
