Day of Philanthropy | Jewish Community Federation and Endowment Fund

Day of Philanthropy

Explore personal, technical and cutting-edge issues that impact philanthropy today. Includes Tax Seminar, workshops, and a community luncheon

Wednesday, November 07, 2012 7:45 am - 6:00 pm

The Ritz-Carlton • 600 Stockton Street, San Francisco (Map)

The Day of Philanthropy brings together our community's greatest assets - our donors, leaders, and professionals - to learn, connect, and celebrate our collective impact.

THANK YOU TO THE DAY OF PHILANTHROPY SPONSORS!

MORNING: 16TH ANNUAL TAX AND ESTATE PLANNING SEMINAR

7:45 - 11:30 am
Advanced Planning Techniques for Our Uncertain Times

Featured Speaker: Paul N. Frimmer

Partner, Loeb & Loeb LLP

Paul Frimmer specializes in estate planning, wills and trusts, probate and trust administration, postmortem tax planning, probate litigation, art law, charitable giving and tax issues relating to these matters. Frimmer has authored and co-authored more than 50 publications on estate planning and related areas. He is also a frequent speaker at national and local estate planning seminars and institutes.

Among his many distinctions, Frimmer received highest ranking in Chambers USA 2011 and 2012, America’s Leading Lawyers for Business in both National Wealth Management: Western Region and California Tax: Estate Planning; highest AV Preeminent professional rating in Matindale-Hubbell Law Directory; and Best Lawyer in Trusts and Estates, Trust and Estate Litigation, Tax Law and Non-Profit/Charities Law in The Best Lawyers in America.

The Jewish Community Federation is a State Bar of California approved MCLE provider. Continuing professional education for 3 hours is pending for Attorneys, Certified Public Accountants, Public Accountants, Certified Financial Planners, and CLU® Life Agent insurance professionals.

COMMUNITY LUNCHEON AND KEYNOTE ADDRESS 12:00 - 1:45 pm Community Luncheon honoring past JCF President Ron Kaufman and Keynote Address by Ambassador Dennis Ross
	Honoree: Ron Kaufman Ron Kaufman has served JCF continuously since 1959 in various capacities, including serving as President from 1984-1986. Ron currently serves on the Board of Trustees and the Board of Governors, and among his significant past leadership, he has worked on every annual campaign since 1959, served as Chair of the Overseas Committee, leading to the opening of JCF’s Israel office, served as Chair of the Committee on Needs of the Elderly, which led to the establishment of Menorah Park, and is a long-term member of the Endowment Committee. Ron has also served the broader Bay Area community with leadership in both Jewish and non-Jewish civic organizations and non-profits. On a national level Ron's service has included positions on the Board – and an officer for - the Council of Jewish Federations (UJC); the United Jewish Appeal; Hebrew Immigrant Aid Society, and the United Israel Appeal. He was a co-founder and first vice president of the National Association of Jewish Family and Children's Agencies. In Israel he served on the Board of Governors of the Jewish Agency. Ron has been very active participant in the JCF Amuta; and was a board member of the Jerusalem Center for Public Affairs. Ron has been active in San Francisco real estate since 1959 and has specialized in the preservation and reuse of former industrial buildings, including in the North Waterfront, South of Market and the eastern end of Market Street. He married his wife, Barbara, in 1955 and they have three adult children: Steve Kaufman, Karen Kaufman Perlman (Brian Perlman), Nirmada Kaufman; and 4 grandchildren.
	Keynote Address: Ambassador Dennis Ross The Election is Over: What Lies Ahead For U.S. Middle East Policy? For the past twelve years Ambassador Ross has played a leading role in shaping U.S. involvement in the Middle East peace process and dealing directly with the parties in negotiations. A highly skilled diplomat and scholar, Ambassador Ross led the peace process during both the George H.W. Bush and Clinton administrations and is the author of several influential books on the peace process. He most recently served as special assistant to President Obama and National Security Council senior director for the Central Region, as well as special advisor to Secretary of State Clinton. In December 2011, Ambassador Ross rejoined the Washington Institute for Near East Policy as counselor.

PHILANTHROPIC WORKSHOPS
2:00 - 4:30 pm

These free interactive philanthropic workshops cover the personal, technical, and cutting-edge issues that impact philanthropy today. Topics include:

- Multi-Generational Approaches to Philanthropy: Lessons From Our Leaders

Three different generations of philanthropists share insights on their philanthropic journeys. You will gain an appreciation for multi-generational perspectives on philanthropy and have an opportunity to explore techniques to successfully engage different generations around the same table.

Speakers:
Ron Kaufman

Real Estate Investor; Past President
Jewish Community Federation and Endowment Fund

Nathan Mason Brill

President, EP Executive Press, Inc.

Jane Gottesman and Geoffrey Biddle

Donor Advised Fund Holders
Jewish Community Federation and Endowment Fund

Moderator:
Amy Rabbino, Ph.D.

Director of Philanthropic Services
Jewish Community Federation and Endowment Fund

- With The Election Over, What's Next For Estate Planning?** (BLC)

Morning speaker and respected expert in tax and estate planning, Paul Frimmer, joins a panel of tax and estate attorneys in this interactive workshop that discusses how the election results will affect estate planning.

Speakers:
Philip B. Feldman

Partner, Tax
Coblentz, Patch, Duffy & Bass LLP

Paul N. Frimmer

Partner, Tax
Loeb & Loeb, LLP, Los Angeles

Charles H. Packer

Shareholder, Family Wealth and Tax Planning
Hopkins & Carley,
A Law Corporation

Moderator:
Jeffry A. Bernstein

Chair, Tax Practice
Coblentz, Patch, Duffy & Bass LLP

- Hot Topics in Jewish Philanthropy: Innovative & Entrepreneurial Ideas (BLC) (YAD)

Want to remain on the cutting edge of innovative and entrepreneurial funding? Hear what motivates and engages young philanthropists in their 20's. Learn innovative ideas to engage a larger segment of the Jewish community and hear what it takes to be a funder of innovative and entrepreneurial ideas.

Speakers:
Matthew Goldman

Founder of G2 Insurance Services

Rachel Shamash

Founder, Bluebelle Concierge

Benjamin Abram

Entrepreneur, building Wylan Capital, a green equipment leasing company

Moderator:
David Katznelson

Director of Strategic Change
Jewish Community Federation and Endowment Fund

- Creating Legacy By Crafting Inspirational Family Stories (WP)

Stores are the medium to pass on values and legacy. In this hands-on workshop, you will work with professionals to craft and tell your own story. This workshop is a must for grandparents and those concerned about the next generations.

Speakers:
Sue Schwartzman

Director of Philanthropic Education
Jewish Community Federation and Endowment Fund

Sophie Constantinou

Director / Director of Photography
Citizen Film

- The Impact of Social Media on Philanthropy

This workshop will explore how technology and social networks affect the philanthropic sector. Hear case studies on online giving and learn from innovators in the field who demonstrate and effective use of social networking and technology.

Speakers:
Josh Miller

Senior Program Officer
Jim Joseph Foundation

Lana Volftsun

Director
One Percent Foundation

Gilad Salmon

Director, Give Jewishly
Jewish Community Federation and Endowment Fund

Moderator:
Adin Miller

Senior Director of Community Impact and Innovation
Jewish Community Federation and Endowment Fund

- Setting Your Philanthropic Goals: Strategies To Deepen Your Impact

Strategic philanthropists are thoughtful and intentional. No matter your resources, you want to make the most of your philanthropic contributions. This workshop will help you connect your values and prioritize your philanthropy for greater impact.

Speaker:
Phyllis Cook

Philanthropic Consultant and former Executive Director of the Jewish Community Endowment Fund, 1983 - 2008

Moderator:
Mark G. Reisbaum

Chieft Endowment Officer
Jewish Community Federation and Endowment Fund

- Raising Resilient Children - How to Empower vs. Entitle Your Kids

Wealth psychologist Jamie Traeger-Muney and Emily Bouchard, MSSW, from the Wealth Legacy Group, share how the give kids the space and safety to speak about money and how to create and cultivate good models for doing, giving, and being when it comes to wealth

Speakers:
Jamie Traeger-Muney, Ph.D.

Founding Principal
Wealth Legacy

Emily Bouchard, MSSW

Managing Partner
Wealth Legacy Group

Seminar co-sponsors: (BLC) Business Leadership Council, (WP) Women's Philanthropy, (YAD) Young Adult Division

**The Jewish Community Federation is a State Bar of California approved MCLE provider. Continuing professional education for 1 hour is pending for Attorneys, Certified Public Accountants, Public Accountants, Certified Financial Planners, and CLU® Life Agent insurance professionals.

CELEBRATORY RECEPTION 4:30 - 6:00 pm
	The Day of Philanthropy will conclude with a reception co-sponsored by JCF's Women's Philanthropy, Business Leadership Council, and Young Adult Division.