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WHO WE SERVE

Professional Advisors

For Financial Advisors & Allied Professionals

Managing over 800 unique funds and hundreds of millions in assets, that are invested in a sophisticated, professionally managed portfolio where they can grow tax free, we can help your clients support the Jewish community. We are grounded in Jewish values and we connect donors with the important work being done in the Jewish community and beyond. Our learning opportunities provide information about community needs and our collaborative giving opportunities allow donors to amplify their impact. We can provide your clients with personalized philanthropic advisory services drawing upon our deep expertise both within and outside the Jewish world. In addition to publicly traded securities, the Foundation can accept complex assets of private equity and real estate.

For more information about how we can help your clients achieve their philanthropic goals, please contact Elizabeth Goldstein.

$0+ Million
under management
$0 Million
given by fundholders and donors across a range of focus areas in 2024
$0 Million
in increased giving to local Jewish agencies by donor community through DAF Matching Campaign
“Our family views Tzedakah as a collaborative effort. The parents check in with the younger generations and empower their voices and opinions.”
– DONOR
“I believe the best way we can combat antisemitism is to make visible how Jewish individuals are showing up in the DC community to build towards a better future for everyone by living their Jewish values.”
– NONPROFIT LEADER

Give Jewishly. Effective Philanthropy. Build and Bridge.

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