Jewish Communal Fund Leadership

Over 30 years of success in non-profit management, strategic planning, marketing, communications and fundraising. Extensive experience in board development, major gifts, donor stewardship and education, and staff management. Expertise in omni-channel marketing (digital/social), communications and public relations. Frequent speaker on philanthropic trends, strategic philanthropy, multi-generational philanthropy and fundraising topics. Heads JCF's Private Client Group and creates resources for high-net worth philanthropists. Together with Pitcairn, created the Family Office Roundtable NYC, a discussion group for family office professionals. Worked with families on defining philanthropic mission, customizing charitable giving tools, succession planning and engaging multiple generations in philanthropy. Developed programs and materials to assist donors with crafting philanthropic strategies, implementation paradigms, evaluation/benchmarking, and legacy plans. Demonstrated track record in individual giving for annual, major gifts and capital campaigns. Successfully secured foundation and corporate grants. Passionate about helping people realize their philanthropic vision and goals.

Specialties: Strategic philanthropy: Philanthropic services for high net-worth individuals, operational oversight and marketing for donor-advised funds; building funder collaborations, and multi-generational family engagement. Fundraising: Major gifts campaign strategy, in-person solicitation, grant writing, stewardship/loyalty programs, and donor education. Marketing: Integrated media (traditional/digital) campaigns, copywriting (all media), social media, and newsletters. Additional skills: public speaking and nonprofit management.