Webinar: Donor Advised Funds 101

WHEN
Wednesday, November 04, 2015, 12:00pm – 1:00pm EST

Learn how donor-advised funds can work for your philanthropic strategy.

A donor-advised fund is a charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals. Join us for a webinar to learn about the who, what, and how of donor-advised funds.

Presenters:

Ellen IsraelsonEllen Smith Israelson, Vice President of Philanthropic Services & CMO, Jewish Communal Fund of New York, the donor advised fund of the Jewish community. Ms. Israelson oversees JCF’s Marketing & Business Development Group and Client Relations team, and under her leadership assets have grown 38% in the past five years. Her responsibilities include the formation and implementation of the marketing and business development plans. In addition, she oversees JCF’s innovative philanthropic services, including educational resources and individual advising. She created and spearheads JCF’s Private Client Group, and helps HNW individuals and their families be more strategic and intentional with their giving.  Ms. Israelson developed the Center for Next Generation Philanthropy (CNGP), which provides resources to help Jewish teens and young professionals increase their engagement in charitable giving and co-authored JCF’s highly acclaimed Teen Philanthropy Guidebook. Ms. Israelson established the JCF Advisors Network which provides educational resources and networking opportunities to professionals in law, accounting, wealth management and finance.  She serves on the national board of board Advisors in Philanthropy (AiP), and is a member of NYSSCPAs, NY Estate Planning Council, and PPGGNY (Philanthropic Planned Giving Group of NY).

Scott A. Shay, founding partner at Ranieri Partners Management LLC (who utilizes a DAF for his own philanthropic giving). Mr. Shay has served as a founder and is Chairman of the Board of Directors of Signature Bank since its inception. Signature Bank has grown in less than 12 years from its formation to $20 Billion in assets without any acquisitions. It is one of the few banks to have grown its earnings each year from 2008 through 2011. Since 1980, Shay has been involved in the investment banking and venture capital industries. He has served as Managing Director of Ranieri Partners and its predecessors since 1988. From 1997 until 2005, Shay served as a director of Bank Hapoalim, Signature Bank’s former parent company.  From December 1988 until February 2001, Shay served as a director of Bank United of Texas. Mr. Shay is consulted by legislators on both sides of the political aisle and has appeared as a financial commentator on network television. Mr. Shay is also actively involved in a Jewish formal and informal education.  As part of his involvement, he serves or has recently served as a board member of the UJA-Jewish Federation of New York, the Partnership for Excellence in Jewish Education, the Jewish Agency, the Birthright Israel Steering Committee and the American Hebrew Academy.  He is past chair of the Commission on Jewish Identity and Renewal of UJA-Jewish Federation and the Fund for Jewish Education (a joint venture of UJA and the Gruss Life Monument Fund). Mr. Shay is the President of Chai Mitzvah and is the Chairman of the Lapid  Advisory Board Coalition of non-profit Israel Teen trip groups. He, and his wife Susan, are the founders of the Jewish Youth Connection. He is the author of “Getting Our Groove Back:  How to Energize American Jewry” (Devora, 2nd Edition 2008).