Day of Philanthropy 2016

We have reached capacity for Day of Philanthropy registration. If you would like to be added to the waiting list, please email or call 415.512.6278. 

The Day of Philanthropy brings together our community's greatest assets – our donors, leaders, and professional advisors – for a day to learn, connect, and be inspired by our collective impact.

Attendees get to explore personal, technical, and cutting-edge issues that impact philanthropy today. The day-long activities include the Tax and Estate Planning Seminar, Luncheon with a keynote speaker, community leader honorees, and philanthropic Afternoon Insight Sessions.

TAX SEMINAR, 7:30 am - 11:00 am

Tax Seminar Speaker: 
David A. Handler, P.C., Partner in Trusts & Estates Practice Group, Kirkland & Ellis LLP

The Tax and Estate Planning Seminar is tailored specially for attorneys, paralegals, trust officers, accountants, financial institution executives, underwriters, insurance advisors, wealth management professionals, fiduciary officers, and other professionals in the trust, estate planning, and probate field. The Seminar has a proven track record of teaching practical and realistic solutions to everyday and unexpected problems in estate planning trust administration, probate, trust and estate litigation, elder law, and client relationships. Speakers typically share practical techniques and forms used in their practices.

Don’t Skimp on the Trust: Cutting Edge Trust Design and Clauses
Presented by David A. Handler, P.C.

Followed by breakout sessions:
Wealth Transfer Solutions – Exploring GRATS, Private Options and Private Derivatives
Presented by David A. Handler, P.C.

Life Stages of Giving – Helping Your Clients Meet Their Financial and Philanthropic Goals
Moderated by Amy Millman, BNY Mellon Wealth Management
Panel includes Mike Berkowitz, Third Plateau Social Impact Strategies
Robert Klaber, Parnassus Investments
Michelle Lerman, Lerman Law Partners, LLP

COMMUNITY LUNCHEON, 12:00 pm - 2:00 pm

Community Luncheon Keynote Speaker: 
Jeff Swartz, MAOZ Chairman, Social Entrepreneur, Philanthropist, and former President of Timberland

Jewish Leaders in Times of Crisis 
Can philanthropists of purpose and passion help create the conditions for more vibrant Jewish leadership – in San Francisco, in America, in Israel? Are there Jewish leaders capable of building solutions to the pressing, existential challenges confronting us? A passionate claim for “yes” on both accounts.



Special presentation to:
Robert Sinton Award for Distinguished Leader of the Year, David A. Friedman

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.

Judith Chapman Memorial Women’s Leadership Award, Marilyn Yolles Waldman

This honor recognizes outstanding Jewish volunteer leaders who go above-and-beyond in dedicating their time, energy and resources. These women are mentors, modeling and motivating others to express their Jewish values by supporting the overall well-being of their Jewish community. 

Lloyd W. Dinkelspiel Award for Young Leadership, Sam Goldman

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


Part 1, 2:20 pm - 3:30 pm

Storytelling with Three Inspiring Leaders
Three remarkable business, nonprofit, and communal leaders will speak about the importance of philanthropy, leadership, and Jewish community in their lives. Learn what motivates them to participate in civic and Jewish life, and hear about some of their role models, defining moments,lessons learned, and vision for the Bay Area Jewish community.

David Friedman, recipient of the Robert Sinton Award for Distinguished Leadership
Marilyn Waldman, recipient of the Judith Chapman Memorial Women’s Leadership Award
Sam Goldman, recipient of the Lloyd W. Dinkelspiel Award for Young Leadership
Moderated by Barry Finestone, Executive Director, Lisa and John Pritzker Family Fund

Values-based Investing for Social Good 
156 of the world’s largest impact investors manage over $77 billion. How can we apply this growing field for social good? What does it mean for the Jewish community? Hear from industry experts on opportunities for innovative investment solutions that address social and civic challenges in the U.S. and Israel. Learn how impact investing can mobilize capital to compliment your philanthropic goals.

Vanessa Bartram, Managing Partner, ZORA; founding board member, LAVAN
Stuart Davidson, Chairman and Managing Director, Sonen Capital
Avi Deutsch, Co-Founder and CEO, LAVAN
Julie Hammerman, Executive Director, JLens
Moderated by Holden Lee, Chief Finance and Investment Officer, Jewish Community Federation and Endowment Fund

Part 2, 3:50 pm - 5:00 pm

How I Learned to Stop Worrying and Love the “Next Gen”
The Jewish world of tomorrow cannot and should not look like the Jewish community of today. Join us to examine major trends confronting the Jewish community – such as membership, inclusivity, and diversity – with research presented by Dr. David Bryfman of the Jewish Education Project. Hear how inspirational Jewish teens and young adults embrace these challenges as pathways to Jewish engagement. Learn how the Next Generation can be the nexus for positive community change.

Dr. David Bryfman, Chief Innovation Officer, Jewish Education Project, and author of Generation Now.

Building a Shared Society in Israel
Join a fascinating conversation on the latest, most innovative approaches to advancing a strong, cohesive, and shared society in Israel. Learn how dynamic organizations, foundations, and philanthropic leaders are building bridges between communities and creating meaningful economic opportunity. You will hear from some of the social change agents at the vanguard of this work in Israel, and how they address current challenges and break new ground for the future.

Jeff Swartz, Chairman of MAOZ, social entrepreneur, philanthropist, and former Timberland president
Other Speakers TBA

5:00 pm - 6:00 PM



Tax & Estate Planning Seminar - $175.00
Includes Tax and Estate Planning Seminar only.

All Day Pass - $285.00
Includes Tax and Estate Planning Seminar, Community Luncheon, and Afternoon Insight Sessions.

Luncheon only - Individual ticket is $110, or table of ten is $1,100
Includes Community Luncheon and the Afternoon Insight Sessions.

VIP Pass - Individual ticket is $275, or table of ten is $2,750
Includes VIP Reception at CJM (10:30 - 11:30 am) with Jeff Swartz and honorees  before the Luncheon, preferred seating at the Luncheon, the Afternoon Insight Sessions, plus onscreen and print recognition, and valet parking.

Afternoon Insight Sessions only - $36



Dana Corvin and Nanci Bakar Fredkin

September 22, 2016
12:00 AM
Four Seasons, 757 Market Street
San Francisco


Organized By: 
The Jewish Community Federation and Endowment Fund
Event Contact Person: 
Rachel Kaber
David A. Handler, P.C. Partner in Trusts and Estates Practice Group, Kirkland & Ellis LLP
David is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), and a member of the professional advisory committees of several nonprofit organizations, including the Chicago Community Trust, the Art Institute of Chicago, the Goodman Theatre, WTTW 11 / 98.7 WFMT (Chicago public broadcasting stations), and the Jewish Federation of Metropolitan Chicago.

He is one of only 16 U.S. lawyers (as of 2015) ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America© (Trusts and Estates) and its 2016 Trusts and Estates “Chicago Lawyer of the Year,” in the Guide to the World’s Leading Trusts and Estates Practitioners, in Who’s Who Legal: Private Client, received the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Council, and was identified as one of the top 100 lawyers in Illinois in the 2006 list of “Illinois Super Lawyers.” Leading Lawyers Magazine has listed David as one of the “Top Ten Trust, Will & Estate” lawyers in Illinois as well as a “Top 100 Consumer” lawyer in Illinois. David was named a Trusts & Estates Trailblazer by The National Law Journal in 2016.

He is an Editorial Advisory Board Member of Trusts & Estates Magazine, for which he has written the monthly “tax update” column for more than 10 years. David is a co-author of an e-book on estate planning, The Complete Estate Planning Sourcebook (published by Wolters Kluwer). He has authored many articles that have appeared in prominent estate planning and taxation journals, magazines and newsletters, including Lawyer’s Weekly, Trusts & Estates Magazine, Estate Planning Magazine, Journal of Taxation, Tax Management Estates, Gifts and Trusts Journal, The Chase Journal and RIA’s Estate Planner’s Alert. He is regularly interviewed for trade and news periodicals, including The Wall Street Journal, The New York Times, Lawyer’s Weekly, Registered Representative, Financial Advisor, Worth and Bloomberg Wealth Manager magazines.

David is a frequent lecturer at professional education seminars. He concentrates his practice on trust and estate planning and administration, representing owners of closely-held businesses, principals of private equity/venture capital/LBO funds, executives and families of significant wealth, and establishing and administering private foundations, public charities and other tax-exempt entities.

He is a 1992 graduate of Northwestern University School of Law and received a B.S. Degree in Finance with highest honors from the University of Illinois College of Commerce in 1989.
Jeff Swartz, MAOZ Chairman, social entrepreneur, philanthropist and former Timberland president
Jeff spent 26 years at The Timberland Company, a publicly traded global brand of footwear and apparel, the last 15 years as CEO. He was the third generation of his family to lead the company. During that time, Jeff served a variety of leading edge social change organizations, including 10 years as the board chair of City Year, and as a director on the boards of Share our Strength, the Harlem Children’s Zone, and the Climate Group. Jeff was also active in the Jewish community, serving for 7 years as board chair of the Maimonides School in Brookline, Massachusetts, and as a board member for Boston’s CJP. In 2011, he led the sale of Timberland to VF Corporation, and refocused his professional efforts on sustainable social change.

Jeff currently invests his efforts in helping social entrepreneurs build scalable, sustainable organizations and social movements that aim to solve real, thorny civic challenges, both in Israel and the United States. In the United States, he partners with Share Our Strength on their national campaign to end childhood hunger, and with Partners in Health to make sustainable healthcare solutions available to everyone.

In Israel, Jeff ‘s efforts aim to strengthen Israel as a Jewish democracy. He serves on the executive board of the American Jewish Joint Distribution Committee, as a board member of haShomer haChadash, and as the founding Board Chair of MAOZ-SEAL, a leadership program in Israel for extraordinary Israeli social change agents.

Jeff received his M.B.A. from Dartmouth in 1984, and a B.A. in Comparative Literature from Brown in 1982. He is deep into his third learning of the Babylonian Talmud.
David A. Friedman, Sinton Award for Distinguished Leader of the Year
David A. Friedman is an outstanding leader in our community who follows in his family’s powerful legacy of civic responsibility. In step with the Jewish values of community and tikkun olam, David has given generously of his time, vision, and philanthropy to numerous organizations, including the Jewish Home of San Francisco, the UC Berkeley Foundation, the Friedman Family Foundation, Faultline Foundation, Build Change, the San Francisco Foundation, and San Francisco Planning and Urban Research Association (SPUR), where he is the current chair of the board. He has ably served on the Federation’s boards of directors and governors, endowment committee, and capital planning and building committees.

David is also a highly respected professional in the field of structural engineering, working as a senior principal and emeritus chair of the board and past president and CEO of Forell/Elsesser Engineers Inc. in San Francisco. He is committed to worldwide seismic risk reduction and lectures around the world on the issue.
Marilyn Yolles Waldman, Judith Chapman Memorial Women’s Leadership Award
Marilyn has been an active volunteer and leader in the Bay Area Jewish community for many years. She joined the Federation’s women’s division on the Peninsula in 1966, and the board of directors in 1973. In 1976, she joined the board of Mt Zion Hospital and Medical Center, eventually becoming its chair.

In 1987, Marilyn joined the board of the National Foundation for Jewish Culture, chairing two prominent literary conferences – Writing the Jewish Future and the International Jewish Writers Conference – in San Francisco. Literary themes have played prominently in her life. For several years, she was a freelance writer, and has founded literary programs and publications.

Marilyn has also been passionate about the Contemporary Jewish Museum as a cultural portal to Jewish life and continuity. As a CJM founder and board member since 2000, she leads its Legacy Society and has promoted the annual Family Gala.

Marilyn’s professional life has included serving as the associate director of Northern California AIPAC and working at JVS for 7.5 years, where she created the Emigre Jobs Project during the period of active Russian immigration to the U.S.

Marilyn and her husband, retired lawyer Murry Waldman, are enormously proud of their combined family of 26 – Marilyn's children: Peter Yolles, Jon Yolles and Cindy Yolles Snow, their spouses Jill Einstein, Stacey Silver and Stephen Snow; and Murry's children: Jan Waldman and Jeff Brown, Charene Zalis and Peter Waldman, Amy Waldman (z”l) and Felix Vilalplana. They cherish their 13 grandchildren.

Sam Goldman, Lloyd W. Dinkelspiel Award for Young Leadership
Sam Goldman, California Program Director of the Conservation Lands Foundation, joined the Foundation in 2011. Previously, Sam coordinated California wilderness campaigns for the Wilderness Society for four years. He worked to help pass the Omnibus Public Land Management Act, which protected 2.2 million acres of wilderness across the country. Recently, Sam and his organization worked to designate 1.8 million acres of protected lands in the California desert as part of three new national monuments. Prior to working on conservation efforts in the West, Sam worked as a consultant in Washington, D.C., where he directed field operations and online advocacy campaigns for national environmental groups. He also has extensive experience on electoral campaigns.

Sam is active in the Jewish community and serves on the board of Wilderness Torah and is a volunteer with the San Francisco-based Federation as the co-chair of the LGBT Alliance, and a Wexner Heritage program alum from the class of 2014. He is passionate about working to ensure that the Jewish community is inclusive, dynamic, and thriving.

A graduate of Bates College with a degree in Political Science, Sam is an avid skier, hiker, and enjoys exploring remote regions of California and the West.