
Foundation Programs
Advisors Philanthropic Initiative
The Advisors Philanthropic Initiative (API) is comprised of professional money managers, insurance, stock brokers, trust officers, CPAs, and attorneys. Â
API creates partnerships within the professional community that have the ability to motivate potential donors. Our job is to educate our professionals on the work of the Federation, locally and globally. The objective is to secure planned gifts for the Jewish Community Foundation. Members of API are provided opportunities to connect with their colleagues, fulfill their continuing education requirements through seminars, as well as participate in social gatherings throughout the year. Advisors who secure planned gifts for the Jewish Community Foundation will become members of our Mitzvah Society and will be honored at our bi-annual Cocktail & Awards Reception.
Our Mission is Simple:
Advisors Philanthropic Initiative (API) is a networking division comprised of professionals in Tax, Estate Planning, and Financial Planning disciplines to encourage philanthropic discussions and support charitable giving to the Jewish Federation of Broward County.
Come Join Us:
Become an official member of Advisors Philanthropic Initiative (API) and help the Jewish Community Foundation promote philanthropic discussions and giving throughout our communities.
Reasons to Join:
Become more proficient at fulfilling the philanthropic needs of your clientsÂ
Network with like-minded colleaguesÂ
Spread philanthropyÂ
Educate professionals on the work of the Federation, both local and international, and its partner agencies and synagoguesÂ
We Cannot Do This Alone:
Thank you for the following advisors who referred their clients to us and helped grow our foundation to the $180+ million that it is today.
Lori Adelson
David Appel
Jeffrey A. Baskies
Howard N. Bienenfeld
William Blade
Marvin T. Bornstein
Herbert Jay Cohen
Alan B. Cohn
Sam Eppy
Libo Fineberg
Adrienne Frank
Randy S. Friedlander
Jill Ginsberg
Gene K. Glasser
Adam Goldberg
Thomas O. Katz
Corinne R. Korn
Les S. Kushner
Christy Lambertus
Denise A. Lettau
Jack R. Loving
Ross Manella
Bonnie S. Miller
Richard B. Sabra
Jack Rosenberg
Richard B. Sabra
Jeff Sandler
Myron Sandler
Jeffrey Saster
David B. Schulman
Sheri F. Schultz
Joseph L. Schwartz
David M. Scully
Barbara A. Shore
David A. Shulman
Mitch Starr
Eric W. Sulzberger
Leonard Suskind
Donald R. Tescher
Benjamin A. Tobias
Denise Walker
Ricky J. Weiss
Kelly Williams
API CHAIR, PHIL HERZBERG
Philip Herzberg, CFP®, CDFA®, CTFA, AEP®
is a lead financial advisor at Team Hewins, a wealth management firm with offices in South Florida and the San Francisco Bay Area. As a Certified Financial Planner® professional, Certified Divorce Financial Analyst® practitioner, Certified Trust and Fiduciary Advisor, and Accredited Estate Planner® designee, Philip uses his expertise to help clients implement tax-efficient investment, retirement, and estate planning strategies.
A regular Journal of Financial Planning columnist, Philip has authored or contributed to over 60 peer-reviewed estate, tax, and financial planning articles. Philip has been cited as an authority in regional and national media publications, including the Wall Street Journal, USA Today, CNBC, AARP, Kiplinger, Financial Planning, Morningstar, MarketWatch, Barron’s, InvestmentNews, Financial Advisor Magazine, TheStreet, Miami Herald, and South Florida Sun-Sentinel.
Philip has also been a featured speaker for local and national professional organization audiences, such as the Estate Planning Council, Florida Institute of Certified Public Accountants (FICPA), Financial Planning Association (FPA), United Way and the Jewish Community Foundation’s Professional Advisory Council (PAC).  Philip currently serves as a CFP® Board Ambassador and is Chair of the Jewish Federation of Broward County’s Advisor Philanthropy Initiative (API). He served as 2018-19 President of the Estate Planning Council of Greater Miami and is a Past President of the FPA of Florida and the FPA of Miami.
Judy Levenson Director of Development
(954) 660-2076 | jlevenson@jewishbroward.org
Your Legacy…Our Promise
An Individualized Care Management Program
WHO WE ARE
Since 2014, Chai Care has provided individualized care management support to Jewish Federation’s Legacy donors aged 65+, providing comprehensive healthcare tools to navigate healthcare services to ensure dignity and a high quality of life. Chai Care delivers comprehensive advocacy for people confronted with the challenges of aging. Chai Care provides different levels of support based on the individual’s needs, through initial and ongoing assessment and monitoring, planning and problem-solving, education and advocacy and caregiver coaching and support.
Â
Acting as an extended family, Chai Care offers peace of mind to clients/donors and their families as they navigate the often overwhelming complexities of healthcare.Â
It’s personalized, compassionate, and detail-oriented approach ensures each client’s needs are met promptly and effectively.
Â
Chai Care’s professional team is trained in gerontology, social work, nursing, healthcare, and counseling. The team makes specific recommendations, and they become a part of the individual's extended family, helping to assure advocacy, referral, and support.Â
WHO IS ELIGIBLE
Donors who make an irrevocable, unrestricted endowment of $100,000+ may be eligible for our Chai Care program starting at the age of 65.
CHAI CARE'S IMPACT
To date, 13 endowment gifts, totaling over $6.25million are directly attributed to the work of Chai Care. Since its inception, Chai Care has touched the lives of 38 donors and their families, and currently there are 235 donors who are eligible to be part of the program.
If you or someone you know would like to learn more about Chai Care, please contact Esther Cohen at ECohen@JewishBroward.org.
For more information about donations to the Jewish Community Foundation, please contact Keith Goldmann at KGoldmann@JewishBroward.org
The Newsletter for Chai Care, a program of the Jewish Community Foundation of Broward County
AGING & CAREGIVER SUPPORT
Appointment times are limited. No drop-ins, please. To schedule a session, call Esther Cohen at 954-252-6952.
Esther Cohen Chai Care Director
(954) 252-6952 | ecohen@JewishBroward.org
About Life & Legacy
Community Partners
Each participating organization selects a team of dedicated volunteers who work with professional staff to secure legacy gifts for their organization and the community. The Jewish Community Foundation of Broward supports the team members and works to coordinate this community-wide initiative to build a sustainable Broward Jewish community through endowments. Click the logo below for more information.
Getting Started
Chances are you already generously give to the Broward Jewish charitable organizations of your choice. But have you considered including those organizations in your will or as a beneficiary of your retirement fund so you can continue to make a difference for generations to come?
Â
Ready to begin?
Â
Download the Declaration of Intent or Legacy Gift form now and contact your organization(s) of choice today. If you would like to digitally sign the document, please open it in Adobe Acrobat.Â
Ways to Give
There are many different ways to leave your own legacy. Your legacy gift can be designed to match your personal circumstances.
News
Each One Reach One
Broward County LIFE & LEGACY Imitative Part of North American Giving Initiative to Double the Number of Legacy Donors Through a new LIFE & LEGACY® campaign, called Each One Reach…
Life & Legacy Update
Three years ago the Jewish Foundation of Broward County embarked on a mission to enter into a 4 year partnership with the Harold Grinspoon Foundation called LIFE & LEGACY. The…
LIFE & LEGACY Incredible 1st Year in Broward County
Local Jewish Organization Secures $15 Million in Endowment-Building Initiative Nationally, LIFE & LEGACY Program Tops $1 Billion Over 300 donors in the Broward Community have made personal commitments to provide…
Judy Levenson Director of Development
(954) 660-2076 | jlevenson@jewishbroward.org
Keith Goldmann Chief Philanthropy Officer
(954) 660-2085 | kgoldmann@JewishBroward.org
Chai Care has raised over $12 million for needy Jews in Broward County, Israel and around the world.