CHARITABLE CASE STUDY
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, 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"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
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, Fogler Rubinoff LLP, presents a case study on a Charitable Bequest established at the Jewish Foundation.
Donor Advised Fund
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 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, Partner, formerly at PricewaterhouseCoopers LLP, currently at Zeifmans, presents a case study on Donor Advised Fund vs. Private Foundation.
