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- Professional Advisors Network: Mastering Client-Centered Philanthropy
Professional Advisors Network: Mastering Client-Centered Philanthropy
Thursday, April 24
6:15 pm - 8:30 pm (EDT)
Join us to discover how the Jewish Community Foundation of Greater MetroWest NJ stands as a premier philanthropic partner for your Jewish clients. In this engaging session, you’ll gain actionable insights and practical skills to navigate diverse client scenarios.
6:15-7 p.m. Networking and dinner (Kosher dietary laws observed)
7-8 p.m. Program
8-8:30 p.m. Networking
You will learn:
- How to guide families who confidently entrust their charitable legacy to future generations.
- How to develop robust plans for clients seeking to ensure their philanthropic vision endures, regardless of difficult family dynamics.
- How to facilitate meaningful conversations about philanthropic focus and priorities.
Experience a dynamic learning environment with small-group discussions at rotating tables, fostering collaboration and providing ample opportunity for questions.
Legal and Accounting Continuing Education Credits Are Available.
Professional Advisors Network (PAN) Advisory Council
Matthew Abrams and Benjamin Lehrhoff, Co-Chairs
Gary Botwinick, Larry Chodor, Steven Fishman, Mark Lewis, Richard Lipton, Jean Mandell, Harris Nydick, Michael Schechner, Jonathan Schwartz, Floyd Shapiro, Anita Siegel, Eugenia Yudanin
Questions? Contact Rachel Flajsing at [email protected].
*The location and street address for Federation events will be emailed to each guest in the day(s) prior to the event, using the email address provided at registration.
Security at Federation Events
The Gloria and Jesse Weissberg Community Security Initiative (CSI) is coordinating all security with local, county, and state law enforcement. At every Federation event, all available resources are utilized to ensure your safety. Important items to note:
- Bag policy: Backpacks, luggage, and large purses are not permitted at events. We encourage you not to bring a bag if possible or to bring a very small one. All bags may be subject to search.
- Additional security measures: Additional security procedures (e.g., metal detectors) may be implemented as needed.
- Social media protocol: Please do not share the location of a Federation event before or during the event. We also ask that you refrain from posting about the event until it has ended and the site is clear of attendees.
- Photo ID required: All attendees must present a valid government-issued photo ID upon arrival for entry. Minors accompanied by an adult are exempt.
Building an inclusive community is a priority. Please email [email protected] to let us know if you require an accommodation to meaningfully participate in an event. One of our Federation professionals will reach out to you to learn more.