The Jewish Foundation of Memphis partners with more than 100 local professionals in various legal and financial fields.
Professional Advisors
We're helping you serve your clients with impactful philanthropy.
By working with the Jewish Foundation of Memphis, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. We work with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their philanthropic goals.
Resources for Professional Advisors
View our directory of advisors dedicated to the Jewish Foundation of Memphis.
As a professional advisor, you have clients who care about the community.
Want to be included in the next Jewish Foundation of Memphis PAG directory?
The PAG Directory is distributed at events, meetings, and by request, and is also available online. It is a powerful resource for donors in Jewish Memphis. Stay tuned for the next time the directory will be updated.
Professional Advisory Group Tools and Resources
We offer guidance and illustrations to support your conversations with clients. These tools are designed to help you guide your clients’ charitable giving by offering a tax advantageous and efficient vehicle for their philanthropy.
Raymond Shainberg Award
In 2020, the Jewish Foundation of Memphis established the Raymond Shainberg Professional Advisor Award to mark its 25th anniversary year. This award is granted to a Professional Advisor who has demonstrated extraordinary leadership, dedication and commitment to the Jewish Foundation of Memphis.
Raymond Shainberg, of blessed memory, was one of the founding leaders of the Jewish Foundation of Memphis. “Raymond was instrumental in creating our donor advised fund program, our legacy initiative and in helping professionalize the Foundation with the creation of the Professional Advisory Group. Due to his involvement, all our local Jewish institutions are benefitting and will continue to benefit for years to come. It is for this reason we created the award in his name,” said Laura Linder, President & CEO of Jewish Community Partners.
Marty Regan is the newest recipient of the Jewish Foundation of Memphis Raymond Shainberg Professional Advisor Award. Mr. Regan is an attorney with Lewis Thomason and serves as Senior Staff Attorney to the City of Memphis. He is General Counsel to the Southern College of Optometry, General Counsel and Planned Giving Director to Community Foundation of Greater Memphis, and Outside Counsel to UT Medical Group, Inc. (University Clinical Health). He is a Director of the Memphis Grizzlies Foundation, and Memphis Land Bank, Inc. He is also Director and Officer at Alliance Healthcare Services, Inc. and Alpha Omega Veterans Services, Inc. He is known as the Memphis non-profit expert and is actively involved in almost every major non-profit organization in the city.
“Incorporating charity as part of a client’s overall estate or financial plan is part of our role as professional advisors. It is gratifying to work with clients that are interested in philanthropy and help them to make a positive impact on organizations that are important to them.”
Raymond Shainbergof blessed memory, 2003
