Each year the Jewish Community Endowment Fund presents a series of programs designed to further your knowledge of financial, tax and estate planning, and philanthropy. The Endowment Fund has sponsored an educational series known as Money Matters to inform the community about financial and estate planning and philanthropy. 

The purpose of Money Matters is to empower community members and prospective donors to make informed financial and philanthropic decisions by providing a forum in which to draw upon the knowledge and experience of leading experts in the fields of financial, tax and estate planning.  Historically, the programs have been designed especially  for women, but, since 2001, JCEF has had great success with opening the programs to men, and attracting the participation of couples . 

The past experience has been that participation in these educational programs leads to fruitful and significant endowment discussions and planning.

Money Matters series: Past programs & speakers

Tuesday, May 31, 2005
CASE STUDIES IN INTERGENERATIONAL PHILANTHROPY
How to use wealth to advance family values and enhance the well-being of family members. How to develop character, responsibility and competent family leadership. When and how to engage younger generations in family philanthropy.
Featuring local philanthropists Mark Leslie, Sara Leslie, Frances Geballe and James Koshland.

Tuesday, May 10, 2005
CREATIVE ESTATE PLANNING FOR WEALTH MANAGEMENT
Charles H. Packer, Esq./DLA Piper Rudnick Gray Cary US LLP
Francis W. Dubreuil, Esq./Wilson Sonsini Goodrich & Rosati
Paul H. Roskoph, Esq./Roskoph Associates Professional Corporation

Tuesday, April 5, 2005
STRATEGIES FOR EQUITIES INVESTING IN 2005
John S. Osterweis/Osterweis Capital Management
William Atlas/Cambridge Associates LLC
Ellice J. Papp/UBS Financial Services, Inc.

Thursday, February 5, 2004
INVESTMENT ALTERNATIVES & ASSET ALLOCATION
Investment and tax considerations of stocks, bonds and real estate.
Kenneth F. Siebel, Managing Director, U.S. Trust Company
Garth Flint, Beacon Pointe Advisors
Barbara Rosenblum, Rosenblum, Silverman & Sutton