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 events@sfjcf.org 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.
Keynote:
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.
HONORING COMMUNITY LEADERS
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.
Highlighting:
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.
AFTERNOON INSIGHT SESSIONS
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.
Panelists:
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.
Panelists:
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
COCKTAIL RECEPTION ON THE VERANDA
5:00 pm - 6:00 PM
TICKETS
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
DAY OF PHILANTHROPY CO-CHAIRS
Dana Corvin and Nanci Bakar Fredkin