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
We offer Continuing Education Seminars and Networking events for our 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.
Upcoming PAG Events
Save the Date for two upcoming seminars held in the JCC Board Room with kosher lunch included.
Thursday August 25: 11:30am – 1:30pm
GIFTS OF APPRECIATED ASSETS IN INFLATIONARY ENVIRONMENTS
Speaker: Winton Smith
Thursday September 8: 11:30am – 1:30pm
UNDERSTANDING MAJOR TRENDS THAT ARE IMPACTING DONORS TODAY AND TOMORROW!
HOW SHIFTS IN DONOR BEHAVIOR ARE IMPACTING NONPROFIT OUTREACH
Speaker: Nathan Stelter
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.
Jason Salomon, estate planning attorney at Harkavy Shainberg Kaplan PLC received the 2021 Raymond Shainberg Professional Advisor Award on June 15, 2021 during Jewish Community Partners’ annual meeting.
Sandy Blockman, certified public accountant at Watkins Uiberall received the 2022 Raymond Shainberg Professional Advisor Award on June 22, 2022 during Jewish Community Partners’ annual meeting.
“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
