Professional Advisors

Richmond Jewish Foundation values its relationship with financial and estate planning professionals in our community. These highly-skilled individuals share a common belief in the importance of charitable giving and willingly inform clients about the personal tax benefits of philanthropy, sharing with them information about Richmond Jewish Foundation and the charitable gifting opportunities RJF offers to help individuals achieve their philanthropic objectives.

Just as the Professional Advisors in our community provide expertise to their clients, Richmond Jewish Foundation strives to serve as a source of information for
Professional Advisors in our community through:

A weekly electronic newsletter and online information service, providing up to the minute information on charitable planning and tax change. If you are not presently receiving GiftLaw, please contact Joice Burnette
RJF’s website offering always changing planned giving information and gift calculation abilities.

Annual Hirschler Professional Advisor Tax & Legal Seminar

Crescendo Illustrations
Let us provide lay friendly charitable planning illustrations for you and your clients.

Professional Education Programs
Providing gift planning advisors with educational programming that is up to date and meaningful to their practice and the most current tax laws involving charitable planning.

Professional Staff Consultation
Provide customized advice and information to suit the specific situations and individual needs of your clients. We are happy to meet with you or your client to talk through the many charitable options offered by Richmond Jewish Foundation.

The Book of Life
The Book of Life provides a way for your clients to share their values, visions, histories and hopes with future generation by entering a page in this archival record of individuals who have created or plan to create an endowment at Richmond Jewish Foundation. The interactive Book of Life is located in the lobby of the Weinstein JCC.