A New PAC Season Connects Charitable Planning With The Values And Legacies Clients Want To Carry Forward
More than 50 professionals came together at Farmer’s Table on October 8 to launch a new season for the Jewish Federation of South Palm Beach County’s Professional Advisory Committee (PAC). The kickoff brought together people whose work often involves helping clients make important decisions about their finances, their families and the legacies they hope to leave.
PAC is an exclusive group of trust and estate attorneys, accountants, financial and wealth advisors, and insurance professionals. Its members encourage charitable giving through many charitable vehicles including endowment funds, trusts, bequests, life insurance policies and IRAs. By connecting professionals across these fields, PAC creates a community where they can build relationships, share expertise and explore ways to help clients make charitable giving part of their plans.
“PAC brings together professionals with different areas of expertise who share a commitment to helping clients make a meaningful difference through charitable giving. It’s a valuable community for connecting with peers, learning from one another and helping clients create a lasting legacy,” said Elise Gross, PAC Chair.
For clients, a conversation about charitable giving can be a way to put personal values into action and create a lasting connection to causes that matter to them. PAC members help make those conversations possible by understanding the charitable planning options available and connecting clients with opportunities to give.
The kickoff gave attendees a chance to reconnect with colleagues, meet other professionals and hear what’s ahead for PAC in the coming year. Erik Modansky and William C. Miller served as PAC Kickoff Co-Chairs.
As the new PAC season begins, its members will continue bringing professional knowledge and charitable purposes together to help clients shape the legacies they want to leave.
Deepest thanks to Boca Pointe Federation Campaign Chairs and Committee Members for their continued dedication and leadership.
Learn more about our Federation and how you can help at http://www.jewishboca.org.
