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January 18, 2017 Luncheon & Panel Discussion
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1/18/2017
When: Wednesday, January 18, 2017
12:00 PM
Where: Bernstein Private Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: 781-205-9383


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Wednesday, January 18th, 2016 at Bernstein Private Wealth Management


Registration & Check In
11:30 AM - 12:00 PM  Pricing (Member/NonMember)
 Afternoon Luncheon & Panel Discussion 12:00 PM - 2:00 PM Luncheon & Panel Discussion $60/$85


Thank you to our program venue sponsor, Bernstein Private Wealth Management.

 

Registration Has Closed


Luncheon & Panel Discussion (12:00 PM - 2:00 PM)

“Working with Donor Advised Funds—Opportunities and Challenges: a practical panel discussion about DAFs in today’s charitable environment”

Love them or hate them, most will agree that Donor Advised Funds (aka DAFs) are here to stay. This panel examines the current state of DAFs in the industry from three critical perspectives:  the charity that receives grants from such funds; the DAF entity that receives the tax deductible gift from the donor and facilitates grants to charities; and the wealth advisor, who works closely with donors in incorporating DAFs into their charitable portfolio.  This multi-faceted panel seeks to provide practical guidance for working with DAF donors and entities, including strategies for successfully cultivating DAF gifts. This session is eligible for CFRE and CPE credit.


 

About Our Speakers

 

Moderator:

Margaret M. Holman is President of Holman Consulting, a full-service fund-raising consulting firm she founded in New York City in 1991. Ms. Holman served as Senior Vice President for Development and Communications at America's first and largest humane society, The ASPCA.  She has also held senior fundraising management positions at a variety of arts, health and educational institutions throughout the country.  
 

Panelist:

Mark L. Hefter is an Associate Vice President of the American Technion Society (ATS). Mr. Hefter’s principal responsibility is to work directly with donors on all types of major gifts.  He also helps manage the general fundraising, financial, legal and administrative operations of ATS, and he maintains his role in directing ATS’s gift planning, gifts of non-cash assets and philanthropic fund programs. 

 

 

Panelist:

Ellen Smith Israelson is the Vice President of Philanthropic Services & CMO for Jewish Communal Fund (JCF), the donor advised fund of the Jewish community. JCF manages approximately $1.5 billion in charitable assets for over 3,300 funds. Ms. Israelson oversees JCF’s Marketing & Business Development Group and Client Relations team, and under her leadership assets have grown 36% in the past five years. 

   

Panelist:

Kim Isaacs Katz is a Senior Investment Advisor and Principal in Bernstein’s New York office. She is responsible for advising high-net-worth individuals, families and institutions, as well as their respective trusts, estates, foundations, endowments and pension plans.

 

 

Cancellation Policy:
Cancellations and requests for refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) three business days before the PPGGNY program for which you are registered. 

 
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