Professional Advisors
Expert Advisory Solutions
Guiding Success with Professional Advisors
At The Jewish Foundation of Greater New Haven, we are proud to partner with professional advisors who share our commitment to making a difference. Together, we navigate the complexities of philanthropy, leveraging their expertise to amplify our charitable mission and empower positive change in our communities.
It’s never to early to think about tax-smart giving!
Professional Advisors Series
The Jewish Foundation of Greater New Haven is proud to bring together Community Partners and Experts and provide unique educational opportunities for professional advisors, attorneys, accountants, and other financial planners. Our seminars provide continuing education credits and cover timely topics that are important to you and your clients.
Upcoming Events
Professional Advisors Networking
Wednesday July 16, 2025 5PM – 7PM
Bring your appetite and a colleague to this free networking event.
Unlocking Potential Through Smart Philanthropic Partnerships
For Professional Advisors
If you are working with a professional advisor or advising a donor, The Jewish Foundation of Greater New Haven is ready to help create a charitable giving strategy tailored to meet your financial and philanthropic objectives. Please consider us your philanthropic resource and partner in helping you to explore charitable opportunities that work for you.
Tools & Resources
In 2024, the Jewish Foundation of Greater New Haven distributed