GAINING PERSPECTIVE by
Jeffrey Loeb Foundation trustee and family wealth consultant, Loeb & Loeb LLP
Q&A with Foundation Trustee Jeffrey Loeb One secret to maximizing the power of a charitable investment is finding out where experts in the field turn for savvy financial advice. Noted estate planning attorney and member of our Board of Trustees Jeffrey Loeb relies on The Foundation, leveraging its resources and track record of success with strategic philanthropy. Through their Donor Advised Fund, Jeffrey and his wife, Janet, look to The Foundation for insight on making a lasting difference in Los Angeles and beyond.
About Jeffrey Loeb Jeffrey Loeb is a partner at Loeb & Loeb LLP. He practices in the areas of estate planning and trust and estate administration, representing many high net worth individuals and families. Mr. Loeb focuses on helping clients develop a plan for the orderly transfer of assets during life or upon death, emphasizing the preservation of family wealth through the minimization of federal gift and estate taxes.
12 jewishfoundationla.org
We recently sat down with Jeffrey to talk about his partnership with the organization and his family’s focus on building a philanthropic legacy. THE FOUNDATION: You have a unique view of The Foundation as both a trustee and donor. What do you see as the value of having a Donor Advised Fund with us? JEFFREY LOEB: For Janet and me, it was, in part, a practical decision: The Foundation makes giving so easy. Once everything is set up online, we advise about the donations we would like it to make from our Donor Advised Fund, and then it makes sure the recipient is a tax-exempt organization that meets its broad criteria for the receipt of donations. From there, The Foundation takes care of making the disbursement to the recipient and, if we have requested it, having it made in honor,
