Be a Catalyst
for Good

Discover the benefits of incorporating philanthropy in your professional practice.

Shlomi Levy & Rhonda Rudick

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.

Shlomi Levy & Rhonda Rudick

Annual
Professional
Development
Seminar

We're pleased to offer downloadable resources from our PAC seminars.

Download Presentation Documents
Sylvie Amar
View our 2024 PAC Event

PAC Co-Chairs

  • Olivia Khazam

  • Shawn Rozansky

PAC Committee

  • Alon Wexler
  • Anne-Marie Boucher
  • Barbara Novek
  • Barry Pascal
  • Brian Schneiderman
  • Charles Leibovich
  • Danny Ritter
  • David Lisbona
  • Earl Kaplin
  • Francine Wiseman
  • Jonathan Bicher
  • Jonathan Green
  • Lara Malewski
  • Mark Brender
  • Michael Frankel
  • Miles Leutner
  • Nancy Cleman
  • Phillip Nadler
  • Richard Wise
  • Scott Binns
  • Sharon Druker
  • Shawn Rozansky

Resources For Professionals

The Importance
of Having a
Philanthropic
Conversation
With Your Clients

  • 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.

  • 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?

  • 91%

    Of advisors report they are having philanthropic conversations with many of their clients

  • 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:

  • Discussing their estate plan

  • Year-end tax planning

  • Writing or revising a will

  • Planning for the sale of a business or other major asset

  • 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. 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 Started

Don’t Miss Our Next Event!

Donors | Professionals | Organizations

Upcoming Event
For Professionals For Charities For Donors

Bobby Kleinman & David Ohayon

Smart Philanthropy : Strategic Giving to Non-Qualified Donees

February 20, 2025
Gelber Conference Center
Free CPL Event

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