fbpx

Professional Advisory Group


The Jewish Foundation of Greater Dayton is excited to announce the Professional Advisory Group. This group allows area professional advisors the opportunity to collaborate with the Jewish Foundation to help our community members make informed decisions about charitable giving.

Members

Jonas J. Gruenberg, Esq.
Coolidge Wall
937-449-5555
gruenberg@coollaw.com

Ralph E. Heyman, Esq.
Dinsmore (Of Counsel)
937-449-2820
Ralph.heyman@dinsmore.com

Richard Kaplan, Esq.
Richard L Kaplan, Attorney at Law
937-434-2249
kaplaw@sbc.global.net

Edward M. Kress, Esq.
Dinsmore
937-449-2830
Edward.kress@dinsmore.com

Jeremy W. Payton
Edward Jones
937-748-4394
jeremy.w.payton@edwardjones.com

Donald Weckstein, Esq.
Stephan & Stephan Law Group, LLC (Of counsel)
937-372-4404

Who can participate?

  1. Estate Attorneys
  2. Financial Advisors
  3. Certified Public Accountants

*Note-must be in good standing with your professional organization to qualify

Benefits for Jewish Foundation of Greater Dayton

  1. Professionals will inquire as to whether their clients have considered making gifts to Jewish charitable organizations during their estate planning process
  2. Professionals will call upon the Jewish Foundation to work with them on the planning process when the client indicates interest

Benefits for the Advisors

  1. Business listed on jewishdayton.org (Professional Advisory Group tab)
  2. Business listed in Annual Report
  3. Business listed in Jewish Foundation publications and newsletters
  4. Opportunity to serve as featured speaker at Federation or Foundation programs

Professional Advisory Group Registration Form

By joining the Jewish Foundation of Greater Dayton’s Professional Advisory Group, I agree to:

  • Inquire as to whether my Jewish clients have considered making gifts to Jewish charitable
    organizations, synagogues, temples, or schools during the planning process;
  • Discuss with them the tax benefits of charitable giving and
  • Call upon the Jewish Foundation to work with me and my Jewish clients who have indicated
    an interest in including philanthropy in their financial and estate planning.
  • I affirm I am in good standing within my profession’s oversight organization.

If you would like to download this form to submit by mail or email, please click here.

Jewish Observer

Israeli tech companies leverage UD’s MBA program for U.S. market studies

By Marshall Weiss, The Dayton Jewish Observer Two Israeli tech companies looking to expand their reach in the United States turned to students with the University of Dayton’s MBA capstone program for comprehensive market studies this year. The studies, for Lehavot and Gevasol, marked the first time UD’s MBA capstone The post Israeli tech companies leverage UD’s MBA program for U.S. market studies appeared first on The Dayton Jewish Observer. [...]

Book digs into lost local history

Stories of Jewish Dayton recovers long-buried episodes of life in the Miami Valley By Marshall Weiss, The Dayton Jewish Observer On July 12, The History Press published my second book, Stories of Jewish Dayton. It’s a thank-you to the Jewish community of my adoptive home. Stories of Jewish Dayton honors The post Book digs into lost local history appeared first on The Dayton Jewish Observer. [...]

Jewish Federation CEO Cathy Gardner announced July 7 that Marc Jacob has been hired as senior director of the Jewish Community Center. Jacob previously served as director of Dayton’s JCC from 2006 to 2008, where he began working as teen and day camp director in 2001. A native of London, The post Marc Jacob returns to lead JCC appeared first on The Dayton Jewish Observer. [...]

Pin It on Pinterest