Jewish Legacy Advisors Team (JLAT)
The Adolph & Rose Levis Jewish Community has launched a new committee called the Levis JCC Jewish Legacy Advisors Team (JLAT). The purpose of this group is to utilize the talents of the many leaders in our community that are our ardent supporters to better support the Levis JCC and the efforts of the Jewish Federation of South Palm Beach County’s Professional Advisory Committee (PAC) that works on behalf of our entire community. We are privileged to have so many dynamic and talented professionals and caring donors that are willing to utilize their skills to secure a brighter future for our Jewish community. Passionate donors, lawyers, financial consultants, estate planners, accountants, and business professionals are called to serve on this committee. It is our hope that each year JLAT will grow and thrive, furthering the reach and depth of Jewish philanthropy and our ability to help those in need.
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Click here to become a JLAT member »
JLAT members work with the Levis JCC professional staff to spread the word about Jewish philanthropic opportunities to their clients, colleagues, family and friends. They then advise prospective donors on a myriad of tax-smart giving opportunities including the establishment of new endowment funds, trusts, bequests, life insurance policies and IRAs.
JLAT members are committed to educating local professionals from a variety of disciplines and community members about planned giving opportunities. They encourage others to promote the concept of planned giving and the benefits of giving back to the community, and they help each other enhance their skills and effectiveness.
JLAT members will also interact with the Jewish Federation of South Palm Beach County (JFSPBC) Professional Advisory Committee (PAC) to better understand and serve the Jewish community in its entirety.
JLAT members will have networking opportunities as well as mentorship relationships that will enhance their personal and professional lives.