Day of Philanthropy

The Jewish Community Federation and Endowment Fund's Day of Philanthropy brings together our community's greatest assets – our donors, leaders and professional advisors – for a day to learn, connect and inspire our collective impact.

Our Community Luncheon is now full. Please join us for our afternoon programming, including philanthropic workshops and Six-Word Memoirs. And, if you would like to sign up for the Luncheon waiting list, please email

18th Annual Tax and Estate Planning Seminar

sponsored by BNY Mellon Wealth Management

7:30 AM – 11:00 AM

Featuring Joshua S. Rubenstein, Katten Muchin Rosenman LLP
Session 1: Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation
Session 2: Planning for Life After Death: Laws of Succession vs. The New Biology

Find out why you should attend.

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

Community Luncheon

sponsored by Wells Fargo Private Bank

12:00 PM – 2:00 PM

Honoring Philanthropists and Leaders Nancy and Stephen Grand
Presenting the Lloyd W. Dinkelspiel Award for Young Leadership to David Saxe
Featuring Keynote Speaker Madeleine K. Albright (interviewed by Michael Krasny, KQED)

Philanthropic Roundtables and Workshops

2:20 PM - 3:20 PM

Tax and Estate Planning with the Experts
Maximize your Giving Potential while Still Taking Care of Loved Ones

Stay up-to-date with tax code revisions and new legislation as you seek to maximize your charitable giving, support your passions, and take care of your loved ones. Join local tax and estate experts to answer all of your planning questions. Learn about unique philanthropic gifts that boost our Jewish community as well as other organizations you care about. Presentation is available here.

Panelists: Jeffry Bernstein (Coblentz, Patch, Duffy & Bass LLP); Charles Packer (Hopkins & Carley, A Law Corporation); and, Justin Miller (BNY Mellon Wealth Management)


An Interview with Nancy and Stephen Grand
An Insider’s View into their Philanthropic Motivation and Impact
A rare opportunity to hear how this humanitarian power couple works together on impact philanthropy in the United States, Israel and Ukraine. Hear about their philanthropic journey – how they got started, how they found their passion and stride, and how they navigate the philanthropic world as a couple.

Panelists: Nancy and Stephen Grand
Interviewed by: Jim Koshland


Building a Democratic and Pluralistic Society in Israel
One Hour with Noam Lautman, Esteemed Israeli Philanthropist
An opportunity to gather with interested funders for a timely update on current philanthropic trends and issues in Israel, especially in the aftermath of this summer’s conflict with Hamas. Lautman will provide an overview of the work currently being done to build a shared society in Israel – the efforts to support pluralism, democracy, and equality of opportunity for all – and will describe his personal journey to becoming one of Israel’s foremost philanthropists.

Speaker: Noam Lautman


3:50 PM - 4:50 PM

Estate, Gift and Philanthropic Planning through the Lifecycle of Your Closely-Held Business
This informative session will offer sophisticated tax and estate planning techniques, whether you’re just getting started or have had a business for decades and are contemplating a sale or other liquidity event. We will also address the incorporation of philanthropy into your business succession planning.

Speaker: Jill Dodd (Manatt, Phelps and Phillips, LLP)


Three Generations of Giving and Leadership: An Interview with the Saxe Family
Don’t miss this unique opportunity to hear three generations share their views on philanthropy, money, values, and what keeps them all connected. Get the inside family story and gain insight into the traditions and practices that created three generations of committed philanthropists and leaders with diverse interests and common threads.

Panelists: Aaron Saxe, David Saxe, Dorothy Saxe, Loren Saxe, and Ellen Saliman


When Hatred of Israel Crosses the Line: A Growing Bay Area and Global Challenge
What is behind the rise of local anti-Israel activity and the increase in anti-Semitism globally? When does anti-Israel equal anti-Jewish? What should our community’s response be? Join as experts from the Jewish Community Relations Council (JCRC) delve into these important questions of immediate concern to our community.

Speakers: Rabbi Doug Kahn (Executive Director, JCRC) and Abby Porth (Associate Director, JCRC)


Ukraine in Crisis: How We Can Continue to Help its Jewish Population
On-the-ground experts from the American Jewish Joint Distribution Committee (JDC) will discuss the shifting needs of one of the world’s largest and most endangered Jewish communities in the midst of prolonged instability and political violence. This will be an update for interested funders on how our community can join in efforts to protect Ukraine’s Jewish community.

Speaker: Shaun Goldstone (Global Program Officer, JDC)

Afternoon Keynote Presentation

5:00 PM - 6:00 PM

The Jewish Community Federation and Endowment Fund presents
Six-Word Memoirs with Larry Smith and Reboot
Inspired by Ernest Hemingway’s legendary short story, and recently adapted for the Jewish narrative by celebrities such as Larry David, Jonathan Safran Foer and Henry Winkler, SMITH Magazine founder Larry Smith will share how this short form has become a powerful tool to catalyze conversation and spark imagination. Our illustrious panelists – Craig Newmark, the creator of craigslist, filmmaker Jacob Korbluth, and Laura Scher, of Working Assets/CREDO – will inspire you to write and record your own six-word memoirs at this event. Not to be missed!

Speaker: Larry Smith
Panelists: Craig Newmark, Jacob Kornbluth and Laura Scher
Introduction: David Katznelson

Networking Reception

6:00 PM - 7:00 PM
Enjoy complimentary cocktails and hors d’oeuvres while visiting with fellow attendees and speakers.


Option 1: Tax & Estate Planning Seminar AND Luncheon with Afternoon Workshops*

Option 2: Community Luncheon with Afternoon Workshops*

Option 3: Tax and Estate Planning Seminar with Afternoon Workshops*

Option 4: Afternoon Workshops only. Light refreshments between workshops and networking and cocktail reception are included.

*Workshops are complimentary with this selection, and are optional to attend.

Register Now

Day of Philanthropy Host Committee
Co-chairs Dana Corvin and Nanci Bakar Fredkin, Benjamin Abram; Dan Cohn; Steven Fayne; Jason Friend; Elaine Gold; Susan Mall; Doug Mandell; Emma Mayerson; Shaun Steingold; Lana Volfstun; Howard Zack

Honorary members Dan Safier, Chair; and Laura Lauder, Vice Chair of Endowment Committee

Tax and Estate Planning and Host Committee
co-chair Jeffry A. Bernstein, Coblentz, Patch, Duffy and Bass LLP
co-chair Philip B. Feldman, Coblentz, Patch, Duffy and Bass LLP
co-chair Charles H. Packer, Hopkins & Carley

Julius Aires, Shea Labagh Dobberstein; Roy Bukstein, MMM Management; Michael Goldstein, Seiler LLP; Jennifer Gorovitz, Manatt, Phelps & Phillips LLP; Theodore Hellman, Hanson Bridgett LLP; Scott Harrison, U.S. Trust; Ellen Kahn, Sideman & Bancroft LLP; Reid Liebhaber, J.P. Morgan; Harry Maring, Law Office of Harry Maring; Erica Wilner Rosenblatt, Attorney at Law; Rebekah Sapirstein, BNY Mellon Wealth Management; Stephen Schwarz, U.C. Hastings College of the Law; Rich Seiler, Morgan Stanley; Lynn Telford, Berger Lewis; Tami Wallenstein, Wells Fargo; Julia Winkler, Goldman Sachs


Thank you to our sponsors

Atlantic Trust Private Wealth Management • Capital Group Private Client Services
Coblentz, Patch, Duffy & Bass LLP • Deloitte • Dodge & Cox • FMV Opinions, Inc.
Family House • G2 Insurance Services • J.P. Morgan Private Bank • Northern Trust
Osterweis Capital Management • Prado Group, Inc. • Seiler LLP • Wetherby Asset Management

Hopkins & Carley, A Law Corporation • Kestrel Investment Management
Touro University California

Interests: , Meetings, Volunteering
October 30, 2014
12:00 AM
Hotel Nikko
222 Mason Street
San Francisco


Organized By: 
Jewish Community Federation and Endowment Fund
Event Contact Person: 
JCF Events
Madeleine Albright (interviewed by Michael Krasny, KQED)
Dr. Albright was named the 64th Secretary of State of the United States in 1997, and became, at that time, the highest ranking woman in the history of the U.S. government. She is a professor in the Practice of Diplomacy at the Georgetown University School of Foreign Service. Dr. Albright chairs the National Democratic Institute for International Affairs. She is also the president of the Truman Scholarship Foundation and a member of an advisory body, the U.S. Defense Department’s Defense Policy Board. In 2012, she was chosen by President Obama to receive the nation’s highest civilian honor, the Presidential Medal of Freedom, in recognition of her contributions to international peace and democracy. (Photo by Timothy Greenfield Sanders)
Joshua S. Rubenstein
Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice, and a member of the Executive Committee, Board of Directors, Compensation Committee, and Diversity Committee.
Larry Smith
Described by Oprah magazine as on “a quest to spark the creativity of aspiring writers,” SMITH founder Larry Smith has spoken on storytelling and led workshops at companies such as Levi’s, ESPN, Twitter, Dell, Morgan Stanley, Google, and Shutterfly; at conferences, including PopTech and SXSW Interactive; and, at foundations, nonprofits, and schools around the world. Smith has edited eight books of Six-Word Memoirs, as well as an anthology, The Moment: Wild, Poignant, Life-Changing Stories from 125 Writers and Artists Famous & Obscure (Harper Perennial). Smith has written for The New York Times, the LA Times, Salon, Slate, Wired, Popular Science, ESPN The Magazine, and elsewhere. He lives in Brooklyn with his wife, Piper Kerman, and their son.
Craig Newmark
Craig Newmark is the founder of craigslist, which he started in 1995. He is also a self-described nerd, Web pioneer, speaker, philanthropist, and advocate of the use of technology for the public good. In September 2013 he was named “Nerd-in-Residence” by the Department of Veterans Affairs’ Center for Innovation in recognition of his volunteer work with the department to enhance services to veterans. Craig also serves on the board of directors of the Poynter Institute Foundation, Center for Public Integrity, Sunlight Foundation, Consumers Union/Consumer Reports, Iraq and Afghanistan Veterans of America, and on the Board of Overseers of the Columbia Journalism Review. In addition, he serves as an advisor to nearly 20 other renowned nonprofit organizations. Born in Morristown, New Jersey, Craig received his bachelor and master’s degrees in computer science from Case Western University. He lives in San Francisco.
Jacob Kornbluth
Jacob Kornbluth is an award-winning writer and director of feature films, TV, and theater. He has had three feature films premiere at the Sundance Film Festival – Haiku Tunnel, the Best Thief in the World, and Inequality for All – the last of which won the special jury prize for excellence in filmmaking at Sundance 2013 and has been widely lauded as an important issue documentary. In 2014, Kornbluth won an Emmy for his work on “Years of Living Dangerously,” a Showtime series about climate change executive produced by James Cameron, Arnold Schwarzenegger, and Jerry Weintraub. Jacob started his career as a writer and director in the theater, directing three successful solo shows in San Francisco – the Moisture Seekers, Pumping Copy, and the Face by the Door – all well-received and nominated for awards.
Laura Scher
Laura is cofounder, former CEO and current executive chair of Working Assets/CREDO. She teaches "Social Innovation and Entrepreneurship" at Stanford University and has coauthored chapters in several inspirational books, including The Business of Changing the World, edited by Marc Benioff, and Hands On! 33 More Things Every Girl Should Know, edited by Suzanne Harper. Laura serves on the board of directors of Foundation and eScrip; and, she is a former board member of the Yale School of Management and the Rosenberg Foundation. She has a BA in economics from Yale University, studied at the Institute for International Studies in Geneva, and earned an MBA from Harvard Business School.
Nancy and Stephen Grand
Exemplary humanitarians and true leaders, Nancy and Stephen Grand are renowned philanthropists throughout the United States and Israel. After relocating to San Francisco from Detroit, Nancy Grand became involved with and joined the leadership of the Jewish Community Federation and Endowment Fund. She has served as president of the Federation’s Board of Trustees and Endowment Committee, Campaign vice-chair and co-chair, and as a mentor in the Women in Leadership program. In the broader Bay Area, she serves on the executive committees of the San Francisco’s JCC, the American Jewish Joint Distribution Committee, and on the board and executive committee of Family House. Nancy has taught mathematics, designed and implemented computer software, and instructed the Dale Carnegie Course in public speaking and human relations.

Stephen Grand is the co-founder of Grand/Sakwa Properties, one of the largest developers of residential and retail properties in the Midwest. He has been involved in the development of millions of square feet of residential and commercial properties. Before he embarked on his real estate development career, Stephen was president and owner of Deco-Grand, a large manufacturer of precision components and assemblies for diesel engines and automotive industries that he owned and operated for 20 years after succeeding his father, the late Sam Grand, a great supporter of Israel.

David Saxe
Dave received his Bachelor of Arts Degree in Economics from Northwestern University and a Masters of Business Administration Degree from the Haas School of Business at the University of California, Berkeley. Dave is a Managing Principal and co-founder of Calvera Partners, a real estate investment and advisory firm. Before founding Calvera, Dave worked as an Associate V.P., Investments for CIM Group in L.A. He was also a Senior market Research Analyst with Equity Office Properties Trust.