Connect with Colleagues.
Strengthen Jewish Life.
Shape the Future.
At the Orthodox Union, we’re building something lasting—not just programs, but a community of professionals who care deeply about the Jewish future.
The OU Professional Advisory Council brings together estate attorneys, financial advisors, accountants, and other professionals who want to connect with like-minded peers while contributing their insights to support the OU’s national impact.
Whether your expertise is in estate planning, tax strategy, or investment advising, your voice can sustain our work enabling a Torah lifestyle, building connections to Judaism and Israel, and as our community's voice in the halls of government.
Who Should Join?
We invite professionals with experience in:
- Estate law, elder law, or charitable planning
- Tax advising or accounting (CPAs)
- Financial planning, investment, or wealth management
- Trust and fiduciary services
- Insurance or planned giving consulting
What’s the Commitment?
- Attend 2–3 meetings or events per year (virtual or in-person)
- Share input on OU giving and stewardship strategies (as desired)
- Serve as a trusted sounding board for community education initiatives
- Sponsorship of Council events or educational programs is always appreciated and strongly encouraged. These sponsorships help us host meaningful gatherings and expand our impact in the community.
Why Participate?
- Network with respected peers who serve the Jewish community
- Contribute expertise that supports meaningful and sustainable philanthropy
- Collaborate with OU staff and leadership on outreach and education
- Be recognized on our website and materials as a valued advisor
Ready to Learn More?
We’d love to hear from you.
Contact Paul Kaplan at KaplanP@ou.org or (212) 613-8258
Together, we can help families and individuals create meaningful legacies—while strengthening the programs that make Jewish life thrive.