Day of Philanthropy 2015

THE 19TH ANNUAL TAX AND ESTATE PLANNING SEMINAR*

Sponsored by BNY Mellon Wealth Management

7:30 am – 11:00 am. Continental breakfast and registration starts at 7:30 am

KEYNOTE SESSION:
8:00 am – 9:30 am
Big Issues for Estate Planning Practices in the Current Environment
Presented by Steve R. Akers, J.D., Managing Director, Bessemer Trust Company, N.A.
Download session materials: (Outline) (Full Presentation)

BREAKOUT SESSIONS:
9:45 am – 11:00 am
Breakout session 1: Estate and Transfer Planning Under the "New Normal"
Presented by Steve R. Akers, J.D., Bessemer Trust Company, N.A.
Download session materials: (Outline) (Full Presentation)
Transfer and basis adjustment planning are at the heart of any sophisticated estate plan. Learn about key developments (including anticipated regulations impacting valuation discounts), trends for estate planning practices, and practical tips for planning in the age of portability.

Breakout session 2: Unlocking Inter-Generational Relationships
Due to an unexpected emergency, Danielle York, Director of 21/64, will be speaking on behalf of Sharna Goldseker.
Download session materials: (Presentation)
You're already a trusted financial advisor. Now expand your client base through learning about generational differences and get practical ideas on how to talk about money and philanthropy.

Ms. York's participation is made possible by Manatt, Phelps & Phillips, LLP

*Continuing education credit will be available to attorneys, certified public accountants, certified financial planners, and certified investment management analysts.

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DAY OF PHILANTHROPY LUNCHEON

Sponsored by Sterling Bank and Trust - Seligman Family Foundation

WELCOME REFRESHMENTS AND REGISTRATION
11:00 am

PROGRAM AND LUNCH
12:00 pm - 2:00 pm

Keynote Speaker: Thomas Friedman - World-renowned Pulitzer Prize winning author and journalist.

Award Recipient: Jim Koshland - 2015 Robert Sinton Award for Distinguished Leadership.
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AFTERNOON PHILANTHROPIC WORKSHOPS

2:20 pm - 5:00 pm

TRACK #1:

Amplify Your Philanthropy
Featuring practical tips and tools to heighten, leverage, and engage your family and friends to enhance your philanthropic impact.

Session 1: Involving your Family
2:20 pm
Giving is more meaningful when done with people you love. Danielle York, Director of 21/64, will share her expertise to help you envision and move toward an engaged family philanthropy practice. Hear from Sinton Award recipient Jim Koshland and others about their charitable strategies and legacy.

You will come away with:

A greater understanding of how generational dynamics impact a family’s approach to philanthropy
Models of effective family engagement
Tangible tools to help get the process rolling

Session 2: Ignite your Social Networks
3:50 pm
Join Jewish Funders Network CEO, Andres Spokoiny, to explore the popular trend of “giving circles” and other ways to engage your social, professional, and communal networks.

Participants will:

Study the different models of collaborative giving, their configurations, obstacles and motivations
Learn how the Federation is working to pioneer and stimulate these ventures
Discover how easy it is to take the first step

TRACK #2:

Israel in our Hearts, BDS on our Minds
Explore how the boycott, divestment and sanctions (BDS) movement and the alarming escalation of anti-Israel rhetoric are affecting our Jewish community and how must we respond.

Session 1: In Relationship with Israel
2:20 pm
Join Yehuda Kurtzer, president of the Shalom Hartman Institute of North America, as he explores the American Jewish community's complex and changing relationship with Israel.

Participants will be challenged to consider:

How much of their relationship with Israel is influenced by negative external forces?
How discomfort or avoidance with “the situation” impacts Jewish identity?
How will their relationship with Israel evolve in 2016 and beyond?

Session 2: Bay Area Response
3:50 pm
This symposium exposes how the pro-BDS movement is manifesting itself in the Bay Area. Join Danny Grossman, CEO of the Jewish Community Federation and Endowment Fund, as he shares how our community is responding to ensure that being Jewish and being publicly pro-Israel are something to be celebrated.

Participants will:

Get the facts from Jewish and civic leaders working on the front lines
Better understand the disruptive impact of BDS efforts
Learn how they can be a part of our community’s strategic response

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CLOSING RECEPTION

5:00 pm - 6:30 pm
Presenting The 2015 Lloyd W. Dinkelspiel Award for Young Leadership to Alex Rayter.

Come raise your glass to honor Alex, enjoy music, cocktails, and hors d'oeuvres, and do good by helping to direct $5,000 in 'speed grants' to three community organizations.

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REGISTRATION IS OPEN!

Full Day Pass includes Tax and Estate Planning Seminar, Luncheon, Philanthropic Workshops, and Closing Reception

Early Bird Price (available through September 4): $270
Regular Price: $335

Tax and Estate Planning Seminar Only

Early Bird Price (available through September 4): $195
Regular Price: $250

Luncheon and Philanthropic Workshops

Individual Ticket: $110

Philanthropic Workshops only

Individual Ticket: $36

"Friends of Jim" luncheon packages in honor of Jim Koshland includes preferred Luncheon and Philanthropic Workshop seating, one valet parking pass, and program recognition

Two Tickets: $540
Table of Ten, includes Table Signage: $1,800

Closing Reception - COMPLIMENTARY

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DAY OF PHILANTHROPY CO-CHAIRS:

Dana Corvin and Nanci Bakar Fredkin

TAX AND ESTATE PLANNING COMMITTEE CO-CHAIRS AND HOST COMMITTEE:

Evan Abrams, Farella, Braun & Martel LLP; Roy Bukstein, MMM Management; Jennifer Gorovitz, Manatt, Phelps & Phillips LLP; Scott Harrison, U.S. Trust; Ellen Kahn, Sideman & Bancroft LLP; Erica Wilner Rosenblatt, Attorney at Law; Rebekah Sapirstein, BNY Mellon Wealth Management; Stephen Schwartz, UC Hastings College of Law; Craig Slayen, Winship Wealth Partners; Lynn Telford, Armanino LLP; Tami Wallenstein, Wells Fargo Private Bank; Jeff Zlot, The Presidio Group

CLOSING SESSION COMMITTEE:
Masha Merkulova, Sarah Persitz, Olga Rybak, David Saxe

FEDERATION LEADERSHIP
Tom Kasten, Chair, Board of Directors
Danny Grossman, Chief Executive Officer

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The Day of Philanthropy attracts some of the Bay Area’s most influential leaders and philanthropists. To learn about the range of sponsorship opportunities available to reach this audience, please contact events or call 415.512.6222.

Interests: , Meetings, Volunteering

Date:

October 29, 2015

TIME:

12:00 AM

Location:

Four Seasons Hotel
757 Market Street
San Francisco, CA 94103

City:

San Francisco

Organized By:

Jewish Community Federation and Endowment Fund

Event Contact Person:

JCF Events
415.512.6278
events@sfjcf.org

Speakers:

Thomas L. Friedman

A world-renowned author and journalist, Friedman won the Pulitzer Prize three times for his work at The New York Times. His foreign affairs column, which appears twice a week, reports on U.S. domestic politics and foreign policy, the Middle East, international economics, the environment, biodiversity and energy.

Friedman is the author of From Beirut to Jerusalem, which won both the National Book and the Overseas Press Club Awards in 1989; The Lexus and the Olive Tree, winner of the 2000 Overseas Press Club Award for best non-fiction book on foreign policy; Longitudes and Attitudes: Exploring the World After September 11; The World is Flat: A Brief History of the Twenty-first Century, which received the inaugural Goldman Sachs/Financial Times Business Book of the Year Award; Hot, Flat, and Crowded, which was published in 2008; and, That Used to Be Us: How American Fell Behind in the World We Invented and How We Can Come Back, which was co-written with Michael Mandelbaum and released in 2011.

For his coverage of the Middle East, Friedman was awarded the Pulitzer Prize in 1983 and 1988 for international reporting. He was awarded the 2002 Pulitzer Prize for Distinguished Commentary for “his clarity of vision…in commenting on the worldwide impact of the terrorist threat.” In 2004, he was awarded the Overseas Press Club Award for lifetime achievement and the honorary title, Order of the British Empire (OBE), by Queen Elizabeth II.

Friedman lives in Bethesda, Maryland, with his wife, Ann.

Steve R. Akers, J.D.

As Managing Director at Bessemer Trust Company, N.A., in Dallas, Texas, Mr. Akers is Senior Fiduciary Counsel for the Southwest Region and is in the Legacy Planning Department.

Mr. Akers is a member of the Advisory Committee to the University of Miami Philip E. Heckerling Institute on Estate Planning and is a frequent speaker at that Institute, as well as other estate planning seminars across the country. He is a past Chair of the American Bar Association’s Section of Real Property, Trust & Estate Law. He is a Fellow of the American College of Trust and Estate Counsel, and has previously served as a member of the Executive Committee, Regent, Long Range Planning Committee, Chair of the Business Planning Committee, and Editor of the ACTEC Law Journal.

Mr. Akers has received the Distinguished Accredited Estate Planner Award from the National Association of Estate Planning Councils, the Distinguished Probate Lawyer Lifetime Achievement Award from the State Bar of Texas Real Estate, Probate and Trust Law Section, and the Lifetime Achievement Award from the Dallas Bar Association Probate, Trusts & Estates Section.

Danielle Oristian York

Danielle Oristian York is the Director of 21/64, a nonprofit consulting practice specializing in next generation and multigenerational engagement in philanthropy and family enterprise. Danielle consults with multigenerational families, the next generation and their advisors on multigenerational engagement, financial literacy, and empowering the next generation. In addition to consulting, Danielle speaks nationally on these topics, convenes members of the next generation at the #NextGenDonors Retreat held annually in New York City, and leads trainings on 21/64's approach. Danielle is passionate about presenting these complex ideas in an accessible format for audiences, using 21/64 tools designed to evoke an awareness of self and build the capacity for change in individuals and systems. Danielle earned a Bachelor's degree in Communication from James Madison University and completed the postgraduate program at The Bowen Center for the Study of the Family at Georgetown. She is also a member of the Collaboration for Family Flourishing. She lives in Boston with her husband and two young children in fear of the next polar vortex.

Honorees:

Jim Koshland

The Robert Sinton Award for Distinguished Leader of the Year was named for Robert Sinton, a businessman and community leader whose dedication to the Federation and other Bay Area organizations spanned more than five decades, embodying his passion for Jewish communal volunteerism. The award includes a financial stipend to a Jewish agency or organization chosen by the recipient.

Jim Koshland, the 2015 award recipient, has a long history of leadership at the Federation and in the wider community. At the Federation, he serves as chair of the Centennial Campaign Committee and Capital Planning Committee. He is a past president of the Board of Directors, on which he has served since 2000, as well as past vice-president of the Executive Committee, past assistant treasurer, and past campaign chair. While at the Federation, Jim has also been a member of the Finance & Administration Committee and Capital Planning Committee, chair of the Silicon Valley Committee, and past president of the Endowment Committee.

Jim has been president of the Board of Directors for the Taube-Koret Campus for Jewish Life since 2004. He currently sits on the boards of the American Jewish Joint Distribution Committee, American Jewish World Service, Jewish Senior Living Group, and Jewish Vocational Services of San Francisco, and is a trustee of the U.C. Berkeley Foundation. He has also served on the boards of private and public companies, including Launch Media, Inc., Levi Strauss & Co., Paraform Inc., and Storm Technology Inc.

Jim is partner at the DLA Piper US LLP law firm. He received his B.A. in History from Haverford in 1973 and received his J.D. from Stanford University in 1978.

Alex Rayter

The 2015 Lloyd W. Dinkelspiel Award for Young Leadership recognizes a community member who is a consistent leader in our Federation volunteer community, has great potential for future leadership, and is 40 years old or younger.

Alex Rayter, the 2015 award recipient, has been actively involved with the Federation since 2009, when he went on a trip to Israel organized by the Jewish Agency for Israel and the Federation. He is currently a member of the Federation’s Board of Directors, sits on the Business Leadership Council programming and steering committees, and is part of the Federation’s Pro Bono Consulting Practice for nonprofits requiring technology assistance. Prior to these positions, Alex participated in two rounds of the Federation’s Russian Engagement Impact Grants Initiative, was a member of the Federation’s Board of Governors, and served on Super Sunday recruitment committees and on the Big Mitzvah committee.

Additionally, Alex is chair of the Russian Jewish Community (MishMash) Steering Committee at the Federation. He also sit on the HFLA Full Circle Steering Committee, engaging past loan recipients who have become donors to Hebrew Free Loan. This past year, Alex helped a close friend start an initiative called JS Dance Reach, which aims to bring ballroom and classical dance instruction to underprivileged youth, and is part of a wider initiative of a Federation Donor Advised Fund created in the memory of his cousin, Jason Shmelnik.

Alex is a Managing Principal at Phoenix 2.0, Inc., an IT consulting firm, and founder of the company’s Managed Services division.

Sponsors: