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Professional Advisory Committee (PAC)

Professional Advisory Committee (PAC)

The Professional Advisory Committee (PAC) is an integral part of the Foundation. The Anne & Norman Jacobson Jewish Community Foundation of South Palm Beach County continues to experience tremendous growth due, in part, to the efforts of professionals who have worked with the Foundation staff to encourage charitable giving through the establishment of new endowment funds, trusts, bequests, life insurance policies and IRAs on behalf of their clients.

The mission of the Professional Advisory Committee is to:

To educate professionals from a variety of disciplines about planned giving opportunities for clients and to provide them with a forum for networking

To encourage professionals to promote the concept of planned giving and to educate potential donors about the benefits of giving back to the community and to the individual donor

To help advisors enhance their skills through seminars featuring nationally recognized and local planned giving, estate planning and financial experts

The Mitzvah Society came to fruition under the leadership of David Pratt, PAC chair. This prestigious society recognizes professionals in the community who have referred a client that resulted in an endowment gift to the Foundation. Each year those professionals who have been instrumental in leading their clients to make planned gifts to our Foundation are inducted into the Mitzvah Society and recognized at a reception. Since its inception in 2003, the group has grown to 55 members.

Recent News

Read Story - 'Caring Estate Planning Professionals to Honor Donald R. Tescher, Esq. at Mitzvah Society Reception on March 27' Caring Estate Planning Professionals to Honor Donald R. Tescher, Esq. at Mitzvah Society Reception on March 27
Published: March 4, 2012
Read Story - 'PAC Cocktail Reception & Membership Drive to Kick Off Season at Woodfield CC' PAC Cocktail Reception & Membership Drive to Kick Off Season at Woodfield CC
Published: August 17, 2011
Read Story - 'PAC Mission to Israel Inspires, Connects Estate Professionals  ' PAC Mission to Israel Inspires, Connects Estate Professionals
Published: June 19, 2011
CLICK HERE FOR MORE NEWS
 

Upcoming Events


PAC Governance Meeting - PAC GOVERNANCE MEMBERS ONLY
Date: May 24, 2012
Time: 8:00 am - 9:30 am
 

PAC Governance Retreat (Members Only)
Date: August 26, 2012
Time: 11:00 am - 3:00 pm
 

PAC Kickoff Reception
Date: September 13, 2012
Time: 5:30 pm - 8:30 pm
 

PAC Interactive Forum (MEMBERS ONLY)
Date: October 22, 2012
Time: 5:30 pm - 8:30 pm
 
CLICK HERE FOR MORE EVENTS
 

 


Professional Advisory Committee (PAC) Anne and Norman Jacobson
Jewish Community Foundation
Professional Advisory Committee

 
♦  PAC: Home
♦  Mitzvah Society Members
♦  PAC Guidelines & Membership
♦  PAC Membership Application
♦  PAC: Events
♦  PAC: Photos
♦  PAC: News
♦  PAC: Contact Info

♦  Planned Giving/Endowments
   - Campaign Endowments
   - Charitable Gift Annuities
   - Philanthropic Funds
   - Gifts of Life Insurance
   - Gifts of Real Estate
   - Gifts Through Wills
   - Charitable Trusts
   - Honor Societies
   - Gifts Through IRAs/Pensions
For additional information about PAC, please contact Ida Novack at idan@bocafed.org or by calling
561-852-3342.
www.jewishboca.org/pac
For additional information about JCF, please contact Marla Weiss Egers at marlae@bocafed.org or by calling 561-852-3138.
www.jewishboca.org/foundation