2017 Day of Philanthropy

November 7, 2017

We have reached capacity for Day of Philanthropy and registration is now closed. If you would like to be added to the waiting list, please email events@sfjcf.org, or call Anya at 415.512.6278.

This year, it will be bigger and brighter than ever, with a keynote from celebrated businessman, philanthropist, and art collector Leonard Lauder, presentations of the Sinton and Dinkelspiel awards, and many esteemed guests – making it a truly memorable day to celebrate philanthropic intention, legacy, and impact.

Attendees get to explore personal, technical, and cutting-edge issues that impact philanthropy today. The day-long activities include the Luncheon, Honorees, the Tax and Estate Planning Seminar, Afternoon Workshops, and a Cocktail Reception.

CELEBRATING OUR COMMUNITY’S PHILANTHROPIC INTENTION, LEGACY, AND IMPACT

COMMUNITY LUNCHEON

Registration begins at 11:00 am
Luncheon program begins at 12:00 pm and ends by 2:00 pm
 

FEATURING:
Keynote Speaker Leonard Lauder – businessman, philanthropist, and art collector
Luncheon, 12:00 pm – 2:00 pm

To Conserve, Not to Possess: Making Art Matter for Everyone
Leonard A. Lauder is Chairman Emeritus of The Estée Lauder Companies Inc. and the senior member of its Board of Directors. Founded in 1946 by his parents, Estée and Joseph Lauder, the company is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance, and hair care products, with annual sales of nearly $12 billion. In addition to his activities with The Estée Lauder Companies, Mr. Lauder is extremely involved in the worlds of education, art, politics, and philanthropy.

HONORING:
Dana Corvin, Robert Sinton Award for Distinguished Leadership
Luncheon,12:00 pm – 2:00 pm

In honor of Robert Sinton, a businessman and community leader whose dedication to the Federation and other Bay Area organizations spanned more than five decades, this leadership award embodies his passion for Jewish communal volunteerism and includes a financial stipend to a Jewish agency or organization chosen by the recipient.
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WORKSHOPS

Storytelling with Inspiring Leaders
2:15 pm – 3:00 pm

Join renowned mother-daughter changemakers, Dana and Adele Corvin, as they speak about the importance of philanthropy, leadership, and Jewish community, and what motivates them to participate in civic and Jewish life. Interviewed by Dan Safier.

The Future of Venture Philanthropy
3:15 pm – 4:30 pm

Giving Circles offer a hands-on and strategic opportunity for donors to learn about pressing issues,
meet community organizations, and leverage their gifts. Join us to learn more about the impact and
future of venture philanthropy through panelists exploring different models, including trendsetting
Battery Powered events at The Battery, the San Francisco Jewish Women’s Fund and Amplifier,
a network of international Jewish giving circles. Be inspired to get involved in local giving circle
opportunities like the Jewish Women’s Fund, Jewish Pride Fund and the Slingshot Fund Powered by
the San Francisco Jewish Community Federation and Endowment Fund.


Panelists:
Amy Berler, Chair, Jewish Women’s Fund, Jewish Community Federation and Endowment Fund
Joelle Asaro Berman, Executive Director, Amplifier
Colleen Gregerson, Executive Director, Battery Powered
Moderated by Joy Sisisky, Chief Philanthropy Officer, Jewish Community Federation and
Endowment Fund

Arts, Culture and Jewish Philanthropy in the Bay Area: A Multigenerational Perspective
3:15 pm – 4:30 pm

JIn a recently published nation-wide report on philanthropic trends*, San Francisco ranks first in
support of arts and culture organizations. Join us for a panel discussion with local families who
have cultivated a love of the arts and commitment to philanthropy across generations. Their shared
passion for the arts, philanthropy and Judaism is inspirational; join us to discuss what drives their
investments in the public and private space in the Jewish community and beyond. This panel is for art lovers of all ages as well as established or aspiring collectors.

*Fidelity Charitable Giving Report

Panelists:
Rena and Peter Bransten
Dorothy and Dave Saxe
Moderated by Carey Perloff, Artistic Director, A.C.T.
Introduction by Dan Cohn, Endowment Committee, Jewish Community Federation and
Endowment Fund

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HONORING:
Abra Annes Sills, the Lloyd W. Dinkelspiel Award for Young Leadership
Cocktail Reception, 4:30 pm – 6:00 pm

Honoring the Federation’s first president, the annual Lloyd W. Dinkelspiel Award for Young Leadership (inaugurated in October of 1959) recognizes an outstanding young leader in the local Jewish community.

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21ST ANNUAL TAX AND ESTATE PLANNING SEMINAR

2:15 pm – 3:40 pm
Rachel J. Harris
, Chair of International Trust and Estate Planning Practice, Loeb & Loeb LLP

Case Studies in International Estate Planning
There is much to consider when a client with foreign connections comes to your office. This session will focus on several fictional case studies. We will go through those together to sharpen your international estate planning issue-spotting skills, so that you can be better prepared to help clients in real life situations.


3:45 pm – 5:00 pm
Carl Merino, Counsel, Day Pitney LLP

Purchase of U.S. Real Estate by Foreign Nationals
This session will cover U.S. income, gift and estate tax considerations for foreign nationals buying homes and other property in the U.S., including the use of “blocker” corporations, partnerships and trusts, and other techniques to reduce U.S. tax exposure. We will also touch on other asset classes and will cover new reporting requirements that could affect foreign buyers. 

 

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

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SPECIAL THANKS TO THE LEONARD AND JUDY LAUDER FUND FOR ITS EXTRAORDINARY SUPPORT

DAY OF PHILANTHROPY CHAIR:

Nanci Bakar Fredkin

VICE CHAIRS:
Alison Gelb Pincus, Wendy Kesser, Lisa Stone Pritzker

TAX AND ESTATE PLANNING SEMINAR CO-CHAIRS:
Jeffry A. Bernstein, Ellen Kahn, Charles H. Packer, and Talia Pierluissi

FEDERATION LEADERSHIP:
Richard Fiedotin, Chair, Board of Directors
Laura Lauder, Chair, Endowment Committee
Danny Grossman, Chief Executive Officer
Joy Sisisky, Chief Philanthropy Officer
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Date: 
Tuesday, November 7, 2017
Time: 
11:00 am - 6:00 pm
Location: 
Hyatt Regency San Francisco
City: 
San Francisco

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Organized By: 
The Jewish Community Federation and Endowment Fund
Event Contact Person: 
Rachel Kaber
415.512.6222
Speakers: 
Leonard A. Lauder
Leonard A. Lauder is Chairman Emeritus of The Estée Lauder Companies Inc. and is currently the senior member of its Board of Directors. Founded in 1946, the Company is one of the world's leading manufacturers and marketers of quality skin care, makeup, fragrance and hair care products, with annual sales of nearly $11 billion. Its products are sold in over 150 countries and territories across more than 25 well-diversified brands.

A graduate of the University of Pennsylvania’s Wharton School, Mr. Lauder also studied at Columbia University’s Graduate School of Business and served as a lieutenant in the U.S. Navy. He formally joined Estée Lauder in 1958, when it had annual sales of $800,000. Mr. Lauder consistently developed and implemented innovative sales and marketing programs and increased the company’s sales and profits. He created its first research and development laboratory and brought in professional management on every level. He also initiated The Estée Lauder Companies’ international expansion, which began in 1960 with the opening of the Estée Lauder account at Harrods in London.

Mr. Lauder served as President of The Estée Lauder Companies from 1972 to 1995 and as Chief Executive Officer from 1982 to 1999. He added the title of Chairman in 1995 and served as Chairman of The Estée Lauder Companies through June 2009. Under his leadership, the company launched many brands, including Aramis, Clinique, Lab Series Skincare for Men and Origins. Beginning in the mid-1990s, the company also began expanding through acquisitions, including Aveda, Bobbi Brown, Jo Malone, La Mer and M·A·C.

In addition to his activities with The Estée Lauder Companies, Mr. Lauder is extremely involved in the worlds of education, art, politics, and philanthropy. He is Emeritus Trustee of the University of Pennsylvania and a founding member of the Board of Governors of its Joseph H. Lauder Institute of Management and International Studies. Mr. Lauder became a Trustee of the Whitney Museum of American Art in New York City in 1977 and currently serves as its Chairman Emeritus. He is co-founder and co-Chairman of the Alzheimer’s Drug Discovery Foundation; Honorary Chairman of the Breast Cancer Research Foundation Board of Directors; a member of the Council on Foreign Relations; Chairman Emeritus and Lifetime Trustee of the Board of Directors of the Aspen Institute; and, former Chairman of the Aspen Institute International Committee. Mr. Lauder served on the Advisory Committee for Trade Negotiations under President Ronald Reagan.

Among his honors, Mr. Lauder has been named an Officier de la Légion d’Honneur by France and recognized by the United States Navy Supply Corps Foundation with its Distinguished Alumni Award. The Lauder Family received the esteemed 2011 Carnegie Medal of Philanthropy in recognition of its long-standing commitment to philanthropy and public service. Mr. Lauder was the 2013 recipient of the Palazzo Strozzi Renaissance Man of the Year Award, and most recently, he was named a 2014 Living Landmark by the New York Landmarks Conservancy.

Mr. Lauder was married to Evelyn H. Lauder (Senior Corporate Vice President for The Estée Lauder Companies Inc.) from 1959 until she passed away in 2011. They had two sons together, William (Executive Chairman, The Estée Lauder Companies) and Gary (Managing Partner, Lauder Partners LLC), and five grandchildren. On January 1, 2015, Mr. Lauder married Judy Glickman Lauder, a philanthropist and internationally recognized photographer whose work is represented in over 300 public and private collections, including the J. Paul Getty Museum and the Whitney Museum of American Art.
Carl Merino
Carl Merino, Counsel at Day Pitney LLP, represents U.S. and non-U.S. families and companies on a wide range of personal and business tax matters, including cross-border income and estate tax planning, corporate and partnership tax issues, S corporations and income taxation of trusts and estates. Carl works extensively in the international tax arena. He advises non-U.S. clients on structuring inbound investments to minimize federal and state income and estate tax exposure.

He also advises U.S. clients on tax aspects of foreign investments, including anti-deferral rules, entity classification issues and reporting requirements for foreign entities and trusts. His work in this area also encompasses pre-immigration and expatriation planning, tax issues of foreign trusts with U.S. beneficiaries, cross-border compensation and employment tax issues and corporate structuring for foreign companies setting up U.S. operations.

Carl is co-chair of the International Estate Planning Committee of the New York State Bar Association's Trusts and Estates Law Section. He frequently publishes articles on various aspects of cross-border tax planning.
Rachel Harris
As Chair of Loeb & Loeb’s International Trust and Estate Planning Practice, Rachel Harris counsels clients in connection with all aspects of domestic and international estate planning for individuals and families, trust and estate administration, charitable giving and operation of tax-exempt organizations. Her practice extends to all facets of estate and gift tax planning and encompasses multi-jurisdictional and international matters. Ms. Harris also assists clients with regard to their charitable objectives and has expertise in creating and administering private foundations.

Prior to joining Loeb & Loeb LLP, Ms. Harris was an associate in the New York office of Paul, Weiss, Rifkind, Wharton & Garrison LLP. While at Paul, Weiss, Ms. Harris was part of the team representing Edith Windsor in her successful lawsuit challenging the constitutionality of the Defense of Marriage Act. In 2007, Ms. Harris also spent time as a visiting solicitor in the Private Client department of Macfarlanes LLP in London.

Ms. Harris has been called “incredible” and a “rising star” who “is dynamic and knows her subject area very well” in Chambers USA (2014). She was named "Southern California Super Lawyer" in Estate & Probate by Thomson Reuters (2017) and named in The International Who's Who of Private Client Lawyers, published by Who's Who Legal (2013-2016 editions). She was also named "Best Lawyer" in Trusts and Estates, The Best Lawyers in America (2016-2018) and recognized among "Women of Influence" by Best Lawyers (2016-2018), published by Woodward White, Inc.
Honorees: 
Dana Corvin
Dana is a third-generation San Franciscan. She was a principal and vice president of Cal-Steam, a wholesale plumbing supply distributor. Prior to that, she was a principal and president of Angelus Furniture and a Special Education teacher for the San Francisco Unified School District.

Since selling the business in 2006, Dana has concentrated her efforts in the nonprofit world. She currently serves on the boards of the Contemporary Jewish Museum, Morris Stulsaft Foundation, JVS, San Francisco State University Foundation, and Mt. Zion Health Fund, of which she is the Chair. She has been active with the Federation since 2000, serving as a board member and officer. Dana is a former board member and officer of Congregation Emanu-El, American Red Cross, Jewish Family and Children’s Services, J. The Jewish News, and United Way of the Bay Area for Alameda County. She is an active supporter of the Guardian Scholar Foster Youth Program.

Dana is a graduate of U.C. Berkeley and earned a M.A. in Special Education from San Francisco State University. She lives in Piedmont with her husband, Harris Weinberg. She is the stepmother of three and grandmother of five.
Abra Annes Sills
Abra is a philanthropic facilitator in her personal and professional life. A former professional at the Jewish Community Federation and Endowment Fund, she is passionate about the health of our global Jewish community. Abra is the founder and owner of Generosity Auctions and Generosity Media, a fundraising consulting firm. Generosity Auctions has raised over $80 million in partnership with its clients.

Abra is currently a member of the National Young Leadership Cabinet and serves as the National Campaign Co-Chair. She regularly travels with the Cabinet, visiting Jewish communities in Azerbaijan, Turkey, Romania, Hungary, and India. Abra is Chair of Time to Wonder for the Children's Museum of Sonoma County, a Board Member of the Association of Fundraising Professions Wine Country Chapter, and regularly donates her skills and expertise to local organizations. She has a Bachelor of Science degree in Communication from Northwestern University.

In her personal life, Abra is married to former Dinkelspiel Award winner Jordan Sills, with whom she has two children. The two met through the Federation and have been partners in philanthropy and life ever since. They recently endowed their gifts to the Federation and are proud to create a Jewish Legacy for their family. They live in Sonoma County.
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