A graduate of Brandeis University with an MA in Non-Profit Management and Jewish Communal Service and University of Alberta with an Family Enterprise Advisor designation, I have been working with families and family enterprises for over 20 years developing giving strategies and legacy plans.
During this time my practise and company evolved to include support and training for financial and legal advisors in the areas of mission and program related investing, Rising Generation management and the development of a donor-centred charity search engine and tools for managing individual’s and family’s social capital. In 2012 I launched Place2Give Foundation, an online Donor Advised Fund and in 2015 we expanded into the US providing support for Snowbirds who want to engage in strategic philanthropy where they reside part of the year.
Based in Calgary, Alberta, Canada I have clients around North America and we work with a number of legal and financial firms ranging from private banking within major banks to boutique firms.
- Executive Director
- Place2Give Foundation
- Communicating About Wealth | Engaging the Next Generation | Family Dynamics | Family Philanthropy | Fundraising and Donor Engagement | Governance and Succession Planning | Impact Investing | Jewish Giving | Strategic Grantmaking | Teen and Youth Philanthropy | Women and Giving
- 21/64 Approach Training