Case Studies

 

Please find below links to real case studies from advisors who have successfully helped structure gifts for the Jewish Foundation. The case studies were presented at various Jewish Foundation PAC seminars and webinars.

CHARITABLE CASE STUDY

SARAH BROWN

Sarah Brown

Sarah Brown, Client Engagement Manager, Al G. Brown and Associates, presented a case study about charitable gifts of life insurance at the Jewish Foundation’s PAC Seminar in May 2022.


Private Foundations

Eric W. Slavens

FCPA, FCA

Eric W. Slavens

Eric W. Slavens, FCPA, FCA, presents a case study on transferring a private foundation to the Jewish Foundation of Greater Toronto.


Life Insurance Gift

David Wm. Brown z"l

CFP, CLU, CHS, TEP

David Wm. Brown z

David Wm. Brown z"l, CFP, CLU, CHS, TEP, Partner, Al G. Brown & Associates, presented at a PAC event in November 2019 a case study on a realized gift to the Jewish Foundation through life insurance.


Charitable Bequest

Alexandra (Ali) Spinner

Ali Spinner

Alexander (Ali) Spinner, Crowe Soberman LLP, presents a case study on a Donor Advised Fund established at the Jewish Foundation using frozen valued Preferred Shares.


Charitable Bequest

Tammy Anklewicz

Tammy Anklewicz

Tammy Anklewicz, Fogler Rubinoff LLP, presents a case study on a Charitable Bequest established at the Jewish Foundation.


Donor Advised Fund

Elise Pulver

Elise Pulver

Elise Pulver, formerly at Cummings Cooper Schusheim Berliner LLP, currently at Aird & Berlis LLP, presents a case study on a Donor Advised Fund established at the Jewish Foundation.


Charitable Remainder Trust

Monica Weissmann

Monica Weissmann

Monica Weissman, Investment Advisor formerly at Macquarie Private Wealth Management, currently at Manulife Securities Inc., presents a case study on a Charitable Remainder Trust established at the Jewish Foundation.


Donor Advised Fund vs. Private Foundation

Nathan Choran

Nathan Choran

Nathan Choran, Partner, formerly at PricewaterhouseCoopers LLP, currently at Zeifmans, presents a case study on Donor Advised Fund vs. Private Foundation.


Gifts of Life Insurance

Mark Halpern

Mark Halpern

Mark Halpern, WEALTHinsurance.com, presents a case study on a Gift of Life Insurance.


Donor Ad­vised Fund

Mark Halpern

Mark Halpern

Donor Advised Fund at the Jewish Foundation

Jordan Caplan

Jordan Caplan

Jordan Caplan, Crowe Soberman LLP, presents a case study on a Donor Advised Fund established at the Jewish Foundation.