15TH ANNUAL TAX & ESTATE PLANNING SEMINAR
7:30 a.m. - 11:30 a.m.
"Philanthropic Tricks, Tips and Traps: Keeping Donors in the Center of it All"

Featured Speaker: Edward J. Beckwith (bio)

Partner, Baker Hostetler Tax-Exempt Practice, Washington, DC

Mr. Beckwith serves as counsel to affluent families and charities across the country. He is nationally recognized in the legal and administrative specialties of charitable and educational organizations, healthcare institutions and trade associations. Mr. Beckwith advises families, family offices and their professionals with respect to the accumulation, management and distribution of personal wealth as well as business, tax and property law. His practice involves the application of the tax laws to family and business financial arrangements, including the administration of wealth conservation and transfer. 

The 15th Annual Tax & Estate Planning Seminar is Approved for State Bar of California MCLE credit.
The Jewish Community Federation is a State Bar of California approved MCLE provider. MCLE Credit by the State Bar of California pending for 3 hours by the California Board of Legal Specialization of the State Bar of California for attorneys certified in Estate Planning, Trust and Probate Law, and in Taxation. Continuing Professional Education (CPE) for 3 credits pending for Certified Public Accountants and Public Accountants in accordance with State Board of Accountancy Rules 88 and 89, and for Enrolled Agents in accordance with CFR 10.6(g). CE Credit for 3 hours pending for Certified Financial Planners. CE Credit for 3 hours pending for CLU Life Agent Insurance professionals.

LUNCHEON
12:15pm – 1:45pm Community Luncheon honoring John Goldman
Also celebrating our Quarter Century Circle and Living Legacy Society members, with featured entertainment by David Grisman Andy Statman Quartet.
 

Honoree: John D. Goldman (bio)

Former Jewish Community Federation president (2000-2002) John Goldman will be recognized for his long-standing leadership and commitment to the Jewish community, with the presentation of an published oral history prepared by UC Berkeley’s Regional Oral History Office. Mr. Goldman’s philanthropic activities include currently serving as the president of the San Francisco Symphony and serving as past president of the Board of Jewish Family and Children’s Services. He has also been involved in leadership positions with the Stanford University Athletic Board, the Stanford Challenge, Swarthmore College, I Have A Dream (IHAD) Foundation, and the Institute on Aging.

PHILANTHROPIC WORKSHOPS & RECEPTION
2:00 p.m. - 4:30 p.m.
After lunch, learn about the personal, technical and cutting-edge issues that impact philanthropy today. Your choice of two sessions to engage your inner philanthropist:

Session One: 2:00 p.m. – 2:50 p.m.

• Latest Philanthropic & Estate Planning Tips.  How current is your charitable and estate plan?  Engage with the experts and learn what they are advising their clients', given today's economic and low interest rate environment, current valuation opportunities and, of course, the uncertainty in the law. Moderated by: Andrew Fradkin, Chief Policy Officer and Director of Funds & Foundations, Jewish Community Federation and Endowment Fund.  Speakers: Edward J. Beckwith, Partner, Baker Hostetler; Philip B. Feldman, Partner, Coblentz, Patch, Duffy & Bass LLP
• Insights from a Living Legend:  Roselyne Chroman “Cissie” Swig (co-sponsored by the Foundation Council); Be inspired as we gain insight into the philanthropic leadership of businesswoman, advisor, activist, and philanthropist Roselyne Chroman Swig. Mark G. Reisbaum, Chief Endowment Officer, Jewish Community Federation and Endowment Fund, will interview Mrs. Swig, recognized for her long-standing leadership and philanthropic commitment to both the Jewish and broader communities, soliciting personal perspectives and what continues to motivate her giving.
• Engaging the Next Generation in Philanthropy (co-sponsored by Women’s Philanthropy); With up to four generations around philanthropic decision-making tables, families must learn how to understand each other's "generational personalities."  In this interactive session, we will offer multi-generational context, strategies for involving your family, and successful examples of next generation engagement.  Speakers: Amy Rabbino, Ph.D., Director of Philanthropic Services, Jewish Community Federation and Endowment Fund; Sue Schwartzman, Director of Youth Philanthropy, Jewish Community Federation and Endowment Fund. Featuring teens from the Jewish community teen foundations.

Session Two: 3:00pm – 3:50pm

• Financial Literacy for Philanthropists: Reaching Your Charitable Goals. Leverage today's financial markets to help achieve your charitable and investment goals.  Learn how to determine your personal "gifting capacity" and how to utilize your assets to maximize philanthropic planning during the window of opportunity created by today's uncertain economic enviornment. Speaker: Stacie Milam, Wealth Management Research Specialist, Bernstein Global Wealth Management
• Sharing Your Values through an Ethical Will (co-sponsored by Women’s Philanthropy); Rabbi Lawrence Kushner, Congregation Emanu-El of San Francisco, will conduct an interactive workshop about the importance and role of ethical wills in modern-day Jewish life and help participants start to organize their thoughts into a personal document that embodies the values they hold most dear and hope to pass on to future generations.
• Phyllis Cook in Conversation with Sh’ma Magazine: Tzedakah & Philanthropy; What is the relationship between tzedakah, as an obligation to do justice and aid the poor, and American Jewish philanthropy, characterized as voluntary and independent? Phyllis Cook, Philanthropic Consultant and former Executive Director of the Jewish Community Federation and Endowment Fund (1983-2008), will lead a salon-style discussion about Philanthropy and Tzedakah with Susan Berrin, Editor-in-Chief of Sh'ma Magazine: A Journal of Jewish Responsibility, focusing on the content of the October 2011 issue of Sh'ma.
• Discussion on Jewish Musical Tradition with David Grisman and Andy Statman.   A unique opportunity to hear about David Grisman (Mandolinist and Composer)  and Andy Statman's (Mandolinist, Clarinetist and Composer) love of their musical craft and the influence of their Judaism.  David Katznelson, Grammy-nominated Producer and Director of Outreach & Special Projects, Jewish Community Federation and Endowment Fund, will lead an engaging discussion focusing on how their collaboration started and the journey of how Judaism has affected the music and how music has affected their Judaism.

Following the workshops will be a reception with an intimate acoustic concert performed by David Grisman and Andy Statman.

BUSINESS LEADERSHIP COUNCIL JEWISH VINTNERS WINE TASTING
6:00 p.m. - 8:30 p.m.
An opportunity to connect with premier California vintners while celebrating the joy of wine and Jewish community.
 

Using wine to commemorate life events is important in our Jewish tradition. BLC’s annual wine tasting is an opportunity for you to connect with over 20 premier California vintners affiliated with the Jewish community while celebrating the joy of wine and camaraderie. Wine experts and novices alike will enjoy our wineries favorite vintages, new releases and special award winners, poured just for us. JCF donors of $1,000 or more are invited to a reserve wine tasting at 5:30 p.m. More info