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?

Estate Attorneys
Financial Advisors
Certified Public Accountants

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

Benefits for Jewish Foundation of Greater Dayton

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

Benefits for the Advisors

Business listed on jewishdayton.org (Professional Advisory Group tab)
Business listed in Annual Report
Business listed in Jewish Foundation publications and newsletters
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.

Name*
First Last
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone Number*
Fax Number
Email Address*
Professional Designation (J.D., C.P.A., Esq.)*
Firm Name*
Name
This field is for validation purposes and should be left unchanged.

Jewish Observer

Dayton’s JCC at 100 – Part Two

A place to call home By Marshall Weiss and Marc Katz Ohio Gov. James Rhodes described the site as the “finest community complex that I have seen in the state” when he spoke at the dedication of the Jewish Community Complex on Denlinger Road in Madison Township (now Trotwood), Sept. The post Dayton’s JCC at 100 – Part Two appeared first on The Dayton Jewish Observer. [...]

Remember the time capsule? We opened it for the JCC’s centennial

By Marc Katz, Special To The Dayton Jewish Observer Two small boxes of documents tell some of the story of Dayton’s Jewish community on Sept. 10, 1978: dedication day for the Jesse Philips Building and the Jewish Community Complex. They hold the contents of the Jewish community time capsule, which The post Remember the time capsule? We opened it for the JCC’s centennial appeared first on The Dayton Jewish Observer. [...]

Am I a Jew?

By Hannah Kasper Levinson I have a question that has guided me and confused me through so much of my life. Am I a Jew? I know that according to Jewish law, I am Jewish, since my mother is Jewish. But am I Jewish enough? I wonder this every Friday The post Am I a Jew? appeared first on The Dayton Jewish Observer. [...]