What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships?
If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you! During this episode of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel discuss why you should include planned giving in your estate plan with guests Phyllis Silvertein and Alicia Philipp.
Alicia Philipp/Community Foundation for Greater Atlanta
Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. The Community Foundation strengthens the 23-county metro Atlanta region by providing quality services to donors and innovative leadership on community issues. Philipp has led the Foundation’s grantmaking, fundraising and collaborative initiatives with donors, nonprofits and community leaders for the past 37 years. Under her leadership, The Community Foundation has grown from $7 million in assets in 1977 to more than $929 million in total assets today.
In 2013, The Community Foundation distributed more than $134 million representing 5,800 grants to approximately 2,100 nonprofits locally, nationally and internationally – making 2013 one of the largest years in the Foundation’s history for grantmaking. Named to Georgia Trend’s “100 Most Influential Georgians” list, Philipp has also been named one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, one of 175 “Emory History Makers” by Emory University and has received the Georgia State University Distinguished Alumni Award. Her local, regional and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector and the National Center on Family Philanthropy. Philipp received a bachelor’s degree from Emory University and a master’s in business administration from Georgia State University.
Phone: 404-588-3189
Email: aphilipp@cfgreateratlanta.org
Phyliss Silverstein/Wells Fargo
Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.
Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.
Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women’s empowerment foundation, middle school PTSA and lacrosse youth sports.
Phone: 404-238-0444
Email: Phyllis.Silverstein@wellsfargo.com
About Gaslowitz Frankel:
Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.
To view all episodes of “Wealth Matters,” visit this Pinterest board – click here
To watch the video introduction of our hosts – click here
To watch the video of this show – click here
Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!
And follow us on Twitter for news and updates on the show – click here to follow @EstateDispute
Thank you for your support! Feel free to share this episode with your friends and colleagues.
