Conversation starters and year-end philanthropy tips for advisors to high-net-worth clients. Advisors can help deepen their relationship with clients by proactively engaging them in a conversation about philanthropy. Over 95% of wealthy Americans are already donors to non-profit organizations. A 2013 US Trust survey found that financial experts do not broach philanthropic planning as quickly as their…
Ellen Israelson, Jewish Communal Fund’s Vice President of Philanthropic Services, participated in a panel discussion this past Tuesday at the Opal Group’s Family Office & Private Wealth Management Forum in Newport, Rhode Island. The panel discussion focused on the topic, “Insights and Innovations: Maximizing the Impact of your Philanthropy.” The discussion was moderated by Richard…
The Wall Street Journal featured an interview with Goldman Sachs’ Senior Investment Strategist, Abby Joseph Cohen, given at the Jewish Communal Fund’s third annual Economic Outlook Breakfast held at the Harmonie Club in March. Ms. Cohen was among the esteemed panelists at JCF’s event, which included Dana Saporta, an Economist for Credit Suisse’s Investment Banking…
Bloomberg radio’s Carol Masser moderated panel discussion at Jewish Communal Fund 3rd Annual Economic Outlook Breakfast Jewish Communal Fund (JCF) hosted its third annual Economic Outlook Breakfast on Tuesday at the Harmonie Club. Bloomberg Radio’s Carol Massar, co-host of “Taking Stock,” moderated the panel, which featured Goldman Sachs’ Senior Investment Strategist Abby Joseph Cohen, CFA,…
“NextGen donors are driven by strategy and impact first,” noted Sharna Goldseker, Executive Director of 21/64, a non-profit consulting practice specializing in multigenerational engagement in philanthropy. At a recent Jewish Communal Fund Advisors Network Breakfast for T&E attorneys, accountants, wealth managers and other advisors to high net worth families, Sharna shared research from #NEXTGENDONORS, a…