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Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz
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 interview Phyllis Silvertein and Alicia Philipp discussing “Why You Should Include Planned Giving in Your Estate Plan.”
ABOUT ALICIA PHILIPP: 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.
ABOUT PHYLLIS SILVERSTEIN: 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.
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CONNECT WITH OUR GUESTS:
Phyllis Silverstein website: https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/
Phyllis Silverstein phone: 404-238-0444
Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com
Alicia Philipp website: www.cfgreateratlanta.org
Alicia Philipp phone: 404-588-3189
Alicia Philipp email: aphilipp@cfgreateratlanta.org
ABOUT GASLOWIZ FRANKEL LLC:
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.
Estate-related fiduciary litigation:
– Will Disputes
– Estate Disputes
– Trust Disputes
– Business Litigation
– Guardianships and Conservatorships
– Appeals
– Alternative Dispute Resolution
Business-related fiduciary litigation:
– Shareholder / Partnership Disputes
– Oppression of Minority Shareholders
– Conversion / Misappropriation of Corporate Assets
– Business Divorces
Securities and investment arbitration and litigation:
– Breach of Fiduciary Duty
– Churning, Excessive and Unauthorized Trading
– Unsuitable Investments
– Elder Financial Abuse
– Failure to Diversify Investments
– Failure to Supervise Brokers
– Improper and High Pressure Annuity Sales
– Private Placements and Limited Partnerships
– Non-traded REITS
– 401k, IRA, and other Pension / Retirement Abuse
– Ponzi Schemes and other Investment Frauds
Tax Rebate And Credit Specialists ( TRACS ) brings their specialty of identifying and generating state and federal tax credits to Georgia businesses. They service over 1,200 clients and have generated more than $292 million of state and federal tax credits for their clients.
Delta Community Credit Union is Georgia’s largest credit union serving more than 300,000 members in the metro Atlanta area and employees of top businesses such as Delta Air Lines, Chick-fil-A and RaceTrac. Delta Community is a state-chartered credit union organized under the Georgia Department of Banking and Finance, and its deposit accounts are federally insured through the National Credit Union Share Insurance Fund. Unlike a for-profit bank, Delta Community is owned by its members, not individual or institutional investors.
Suwanee Magazine is a family, community & lifestyle magazine designed to keep pace and flow with the active Suwanee lifestyle. Distributing over 20,000 free copies bi-monthly to hundreds of businesses and locations in the Suwanee area, the magazine shares insight with its readers and focuses on their unique interests. Suwanee Magazine devotes sections pertaining to the best of dining, shopping, music, local personalities, business, industry and everything in between that impacts the Suwanee area and beyond. Each month new businesses emerge, new trends develop, new leaders move to the community forefront and Suwanee Magazine is there to keep you connected!
The Gwinnett Chamber continues to lead the way in the creation of programming geared towards its membership community.
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