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Jewish Community Foundation

UPCOMING EVENTS

Year-End Tax Planning Seminar

Join us for the Jewish Community Foundation’s Year-End Tax Planning Seminar.

Hear from professional tax and investment advisors how the new tax laws could affect your charitable giving decisions in 2025 and 2026. 

• When do the above-the-line deductions and limits on itemized charitable deductions start and how do they work?
• Can having a Donor Advised Fund assist in maximizing my charitable deductions?
• Should I make charitable gifts in the 2025 or 2026 tax year based on these changes?

EVENT DETAILS
Thursday, November 20 • 9-10 AM

Milwaukee Jewish Federation – Board Room
1360 N. Prospect Ave., Milwaukee

Questions? Contact MitchM@MilwaukeeJewish.org or 414-390-5718.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

About the Foundation

In 1973, the Milwaukee Jewish Federation worked with a group of generous and forward thinking leaders to establish the Jewish Community Foundation to encourage the development of planned gifts and endowments. They understood that collectively we can do more than any of us can do alone, and they foresaw the benefits of a growing foundation with resources that could support the community forever.

Today, with more than $220 million in assets, the Jewish Community Foundation helps donors make a long-term impact on the vibrancy and financial stability of our community. Through a variety of planned giving options, we help our donors fulfill both their financial needs and charitable desires while supporting the health of a thriving Jewish community.

Why choose the Jewish Community Foundation?

We will be your partner, working hand-in-hand with you and your financial and legal advisors. As a valued donor, you’ll receive personalized customer service. And, by choosing the Jewish Community Foundation, you are expressing your Jewish values and providing support to the Jewish community with every gift you make.

To learn more about the Foundation, contact Executive Director Mitch Moser at 414-390-5718.