Three Prominent Broward Non-Profits Unite to Host 10th Annual Joint Tax and Estate Planning Seminar

Natalie Horowitz
September 22, 2011

United Way of Broward County, the Community Foundation of Broward and the Jewish Community Foundation join forces to host the 10th Annual Joint Tax and Estate Planning Seminar and Breakfast on Tuesday, November 2 at Nova Southeastern University’s Rose and Alfred Miniaci Theater from 7:30 a.m. to 11:00 a.m. The Seminar will provide a meaningful educational forum for professionals involved in estate and trust services, as well as introduce them to the three major non-profit organizations in Broward County.

“By bringing together the various professionals in our community, there is a shared experience for all of the professionals to learn more about the planned giving area and the work of the three sponsoring organizations,” said Frank Brogan, Esq.

Chairing the seminar are Sheldon Polish, Esq. of Berger Singerman P.A. representing the Jewish Community Foundation, Kenneth Bierman of BNY Mellon Wealth Management representing United Way of Broward County, and Frank Brogan, Jr., Esq. of Greenberg Traurig P.A. representing the Community Foundation of Broward. Bierman and Brogan are also two of the founding chairs of the first Joint Tax and Estate Planning Seminar, held in 2001. “The idea originated at a Jewish Federation meeting and we felt that the benefits for the community and organizations involved would be significant,” said Polish.

“Broward has always been in the lower end of philanthropic giving in our country,” said Bierman. “We have tremendous wealth here and it’s important to focus our efforts to build more community support, especially for these three organizations that fund many needs in our community. Government agency cutbacks mean we need to take on a greater portion of the responsibility. Through this event, it is hoped each of the involved organizations procures planned gifts from generous donors helping to ensure the needs of future generations are met.”

The three philanthropic organizations were selected for the scope of the services they support, as well as their significant involvement with and impact on the entire Broward community. More than 500 professionals are expected to attend the event, and this year’s keynote speaker is Dennis Belcher, Esq., Partner at McGuire Woods. Belcher is recognized as one of the top 45 estate planning attorneys in the country and has been practicing law for more than 30 years.

“Due to the significant increase in attendance each year, it would appear that the professionals’ knowledge of planned giving and the sponsoring organizations is growing and that eventually this will result in future significant planned gifts being received by the organizations,” said Polish.

Individual tickets are $50 and sponsorship opportunities are also available. To register online for the 10th Annual Joint Tax and Estate Planning Seminar and Breakfast, please visit www.jewishbroward.org/JointTaxSeminar.  For more information, please call Expert Business Solutions at (954) 370-0041.

About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, non-profit organization servicing Broward County for more than 70 years. United Way of Broward County mission is to focus and unite the entire community to create significant lasting change in the impact areas of education, income and health, the building blocks for a better life, which positively impacts people’s lives. United Way of Broward County is the catalyst for change and convener of partnerships that unite the hearts, minds, and resources within the Broward community. For more information, visit www.unitedwaybroward.org.

About the Community Foundation of Broward
Founded in 1984, the Community Foundation of Broward's mission is to provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter. A public nonprofit organization with more than 400 Charitable Funds and agency endowments representing $100 million, it has distributed $50 million to support community solutions over the past 27 years. As a community leader, it convenes citizens around critical issues, and builds the capacity of the nonprofit sector to respond to these issues. For more information about the Community Foundation of Broward, visit cfbroward.org or call 954-761-9503.

About the Jewish Community Foundation
The Jewish Community Foundation of the Jewish Federation of Broward County (JCF) was established to implement the long-term needs of our growing community. Its mission is clear:  to serve as the focal point for planned giving, and to foster the continuity of the Broward County Jewish Community through the broadest range of innovative and creative charitable programs. Whether it is an educational program seeking assistance in order to take root, an urgent economic need, or an innovative project wishing to sprout new growth, JCF is there to fulfill the vision. For more information, visit www.jewishbroward.org or call 954-660-2085.

 

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