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 Professional Advisors Networking and Breakfast Seminars.

  • 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.

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    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.

    watch case study

    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.

    watch case study

    Alexander (Ali) Spinner, Crowe Soberman LLP, presents a case study on a Donor Advised Fund established at the J...

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    Alexander (Ali) Spinner, Crowe Soberman LLP, presents a case study on a...

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    Alexander (Ali) Spinner, Crowe Soberman L...

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    Alexander (Ali) ...

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    Alexan...

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  • 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.

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    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.

    watch case study

    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.

    watch case study

    Elise Pulver, formerly at Cummings Cooper Schusheim Berliner LLP, currently at Aird & Berlis LLP,
    presents a ...

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    Elise Pulver, formerly at Cummings Cooper Schusheim Berliner LLP, curre...

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    Elise Pulver, formerly at Cummings Cooper...

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    Elise Pulver, fo...

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    Elise ...

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  • 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.

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    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.

    watch case study

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

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    Monica Weissman, Investment Advisor formerly at Macquarie Private Wealth Management, currently at Manulife Secu...

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    Monica Weissman, Investment Advisor formerly at Macquarie Private Wealt...

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    Monica Weissman, Investment Advisor forme...

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    Monica Weissman,...

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    Monica...

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