Eric W. Slavens, FCPA, FCA, presents a case study on transferring a private foundation to the Jewish Foundation of Greater Toronto.
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.
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.
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.
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.
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.
Nathan Choran, Partner, formerly at PricewaterhouseCoopers LLP, currently at Zeifmans, presents a case study on Donor Advised Fund vs. Private Foundation.