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Advisor Resources

For more than 80 years, the Greater Miami Jewish Federation has been a unifying force for Jewish community building and philanthropy. We work to enrich the quality of Jewish life in Miami-Dade County by bringing comfort and hope to the vulnerable and by investing in programs that build Jewish knowledge, identity and peoplehood ensuring the next generation of Jews. Rated as a four-star charity on Charity Navigator, the Greater Miami Jewish Federation operates with complete financial transparency.

The Foundation has a 50-year history of collaborating with donors, professional advisors and Jewish agencies and synagogues to build a strong Jewish future in Miami, Israel and around the world.

Why Partner with The Foundation for Your Clients' Charitable Gift Planning?

  • We operate with complete financial transparency. Our Foundation holds more than $500 million in assets, representing more than 700 families and organizations. There are checks and balances in place, at every level of the organization, to ensure that community dollars are being managed and utilized with the utmost care, while also honoring the wishes of the donor, in perpetuity.
  • We are a "one-stop shop" for meeting your clients' needs. Through our partner agencies, we can recommend services to help your clients live independently and with dignity. In addition, we offer a special advocacy referral and support service, Golden Care, designed for older donors who may not have family or social support.
  • We are the center of the Miami Jewish community. The Federation will connect you and your clients to projects and areas of interest that match their philanthropic interests and meet the current and future needs of the community. We position professional advisors as knowledgeable liaisons, prepared to help identify charitable priorities and present impactful as well as rewarding choices.
  • We show our appreciation. In addition to serving as a role model to others, your client will be recognized (with their permission) for their lasting legacy in all relevant materials. They are invited to attend special events and participate in Miami's Book of Life, an online album that contains stories and photos of those donors who have generously included the Jewish community in their estate plan.

If you would like to be included as a trusted advisor, please contact us to learn more about becoming one of our Certified Legacy Advisors.

Join our network of over 200 estate planning professionals including attorneys, accountants, trust officers, and insurance and financial advisors. The Foundation professionals have the expertise to assist you in providing your clients with the best gift options for maximum charitable impact. For more information, please contact Katherine Steinvortz, Commerce and Professions Director, at ksteinvortz@gmjf.org or 786.866.8426.

We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.

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