The Jewish Community Foundation of Montreal

THE JCF PROFESSIONALS PARTNERSHIP

Clients expect their financial advisors to engage them in a meaningful, in-depth conversation about philanthropy. This is why our goal is to strengthen our work with professionals by offering this annual seminar and sharing the tools for smart philanthropy.

Professional Development Seminar

Clients want their advisors to discuss their giving values in addition to technical financial considerations and feel these conversations strengthen the client relationship. The seminar provides professional enrichment and updates on planned giving tools they can use for their clients.

The Annual Professional Development Seminar, usually held in June, is one of the Foundation’s continuing services to professional practitioners in the fields of tax and estate planning.

The 2016 seminar program included updates on new rules regarding trusts; implications of new tax rates; cross-border issues and a smart philanthropy‐charitable gift planning update.

Certificates of honor are awarded to those professionals whose successful efforts encouraged bequests and gifts to the Foundation, thereby helping to ensure the future of our community.

 

Smart philanthropy starts here.

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FIND OUT HOW SMART PHILANTHROPY CAN WORK FOR YOU

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