Martialing Resources: Planned Giving

Featured Speakers: Julia Chu and Alyssa Zebrowski (JPMorgan Chase & Co.)

Successful non-profit organizations are the results of well-organized, committed and engaged Boards. This session focuses on the board’s role in fundraising, along with cultivating and stewarding donors. Topics will include the need for development plans and policies and a review of common planned giving vehicles.

About the presenters:

Julia ChuJulia Chu is the Executive Director of The Philanthropy Centre at JP Morgan, brings more than 25 years of experience to her role. Based in New York, Julia works with individuals and families on a range of issues pertaining to philanthropic intent, board development, strategy, and succession planning. Julia received her LL.M. in Taxation from NYU School of Law, J.D. from Boston University and B.A. from Cornell University. Julia and her husband reside in New York City, where she pursues her dual passions in food and art. She completed a culinary degree and apprenticed at Le Bernadin in 2005.

 

Alyssa ZebrowskiAlyssa Zebrowsky is the Managing Director and Wealth Advisor at JP Morgan Private Bank in Palm Beach, FL. Alyssa works with the Private Bank’s clients to identify estate and tax planning opportunities and implement comprehensive strategies to meet their personal, financial and charitable objectives. Alyssa earned her J.D. degree from the Shepard Broad Law Center at Nova Southeastern University and her L.L.M. degree in Taxation from Georgetown University Law Center.

 

Suggested for: marketing, PR, executive, development, programming/events, board of directors


Location

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DATE & TIME

April 16, 2020
9:00 am – 11:00 am

RSVP / REGISTER ONLINE

Ticket Type Price Spaces
Non-Members $10.00
Members $0.00

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