Tax and estate planning resources are available both to donors and professionals in the form of estate planning and philanthropy services, educational seminars, educational series, professional subcommittees who meet monthly to share strategies, and more.
For donors
Events
- Tax Seminar — The JCF offers a yearly seminar on tax and estate planning for donors and professional advisors.
Resources
For professional advisors
- Tax Seminar — The JCF offers a yearly seminar on tax and estate planning for donors. Learn more about the previous 2010 Tax and Estate Planning Seminar.
- GiftLaw — A free public service that helps attorneys, CPAs, financial planners, CLUs, trust officers, and other gift planning professionals work together with charities. To subscribe, email your request to jcef@sfjcf.org.
- Professional Subcommittees — Estate planning and tax professional advisors who meet bimonthly to discuss current developments and to share strategies which may prove helpful to subcommittee members’ clients and the general and Jewish communities.
For more information contact Tamara Wallenstein at
tamaraw@sfjcf.org or 415.512.6217.
