Professional Advisors
Expert Advisory Solutions
Partner with Us to Support Your Clients’ Philanthropic Goals
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.
As a trusted advisor, your clients look to you for guidance on how to make a meaningful impact. When you partner with the Jewish Foundation of Greater New Haven, you can help them turn their passion into purposeful giving—while maximizing tax advantages.
It’s never to early to think about tax-smart giving!
We collaborate with professionals across legal, accounting, insurance, wealth management, and investment fields to create customized giving strategies that align with your clients’ values and long-term goals.
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
Fall Professional Advisors Workshop
Friday November 7, 2025 830AM
Past Events
Networking for Professional Advisors
Haven Beer Company
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