Business Details
50+ Years
experience
Your Trusted Partner in Smart Philanthropy
Since 1955, we have partnered with thousands of philanthropists to define and execute smart giving strategies. As the largest manager of charitable assets in Los Angeles, we steward $1.46 billion in assets across 1,400 client families while distributing over $1 billion to nonprofits over the past decade. Our team of certified experts provides personalized philanthropy consulting, donor-advised funds, and planned giving solutions tailored to individual values. We offer access to rigorous due diligence processes, curated nonprofit recommendations, and advanced tools like our Gift Calculator and Estate Planning Workbook.With 70+ years of specialized experience in complex asset donations, including stock and cryptocurrency, we maintain rigorous IRS compliance standards as a 501(c)(3) organization. Our professional advisor partnerships include continuing education programs with MCLE/CPE credits and exclusive speaker series events. Through our Community Impact Funds and professional grantmaking processes, we ensure maximum impact for both emerging and legacy philanthropists across Jewish communities locally and globally.
Services
Donor-Advised Funds
Charitable Estate Planning
Grantmaking
Philanthropy Institute
Planned Giving
Details
- Year established: 1955
Highlights and features
- We offer 70+ years of specialized philanthropy experience
- Our team includes certified planned giving experts
- We manage $1.46 billion in assets for 1,400 client families
- Our due diligence process ensures nonprofit legitimacy
- We provide MCLE/CPE accredited advisor education programs
Associations and certifications
- Internal Revenue Service (IRS)
Services
Donor-Advised Funds
Our donor-advised funds provide flexible, tax-efficient vehicles for managing charitable giving. Clients receive personalized guidance on fund establishment, investment strategies, and grant recommendations. With streamlined administration and rigorous compliance oversight, this service empowers donors to maximize their philanthropic impact while optimizing tax benefits through strategic giving schedules.
Charitable Estate Planning
We offer comprehensive estate planning solutions that integrate charitable objectives with wealth transfer strategies. Our experts help clients structure bequests, create charitable remainder trusts, and implement complex gift arrangements. This service ensures donors' philanthropic values endure across generations while providing tax advantages and simplifying estate administration processes for beneficiaries.
Planned Giving
Our planned giving services help donors create lasting impact through structured giving arrangements. We facilitate charitable gift annuities, pooled income funds, and other sophisticated vehicles that balance philanthropic goals with financial needs. Clients receive tailored advice on maximizing tax deductions while establishing sustainable support for causes they care about through their estate plans.
Grantmaking
We administer strategic grantmaking programs that connect donors with vetted nonprofit organizations. Our rigorous due diligence process ensures recipient organizations meet strict compliance standards while aligning with donors' charitable priorities. This service includes grant monitoring, impact reporting, and opportunities for donors to engage directly with supported causes through our Community Impact Funds.
Philanthropy Institute
Our Philanthropy Institute provides educational resources and training programs for donors and advisors. Through workshops, speaker series, and digital tools, we help philanthropists develop effective giving strategies. The institute offers continuing education credits for professionals while equipping donors with knowledge about best practices in modern philanthropy and nonprofit evaluation methodologies.
Questions
What is a donor-advised fund?
A donor-advised fund is a flexible charitable giving vehicle that allows you to make contributions, receive immediate tax benefits, and recommend grants to qualified nonprofits over time while we handle administrative details.
How can I donate complex assets?
We accept complex assets including cryptocurrency, real estate, and private business interests. Our team provides specialized guidance to ensure these donations meet IRS requirements while maximizing your tax benefits.
Do you offer estate planning services?
Yes, we provide comprehensive charitable estate planning services including bequests, charitable remainder trusts, and legacy fund creation to help you incorporate philanthropy into your long-term financial plans.
How do professional advisors benefit?
We offer continuing education programs with MCLE/CPE credits, specialized tools, and one-on-one consulting to help advisors address clients' charitable giving needs while enhancing their service offerings.
What are your grantmaking priorities?
Our grantmaking focuses on Jewish community needs locally and globally, supporting education, social services, and cultural preservation through our Community Impact Funds and donor-directed grants.
How do you ensure nonprofit legitimacy?
We maintain rigorous due diligence processes that verify nonprofit status, evaluate organizational effectiveness, and monitor compliance to ensure all recommended charities meet strict IRS requirements and donor expectations.
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