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Generations of Giving for the Season

Advisors in Philanthropy, Los Angeles Chapter (AiP LA)

Wednesday, November 28, 2012 from 11:30 AM to 1:30 PM (PST)

Los Angeles, CA

Generations of Giving for the Season

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Event Details

 


NOTE: New date for this event is
Wednesday, November 28, 2012


 

Advisors in Philanthropy

The Los Angeles Chapter of Advisors in Philanthropy Presents
 

Generations of Giving for the Season
Strengthening Families & Communities Through Philanthropy

 Legacy of Giving

WEDNESDAY, NOVEMBER 28, 2012
11:30am-1:30pm
 Luxe Sunset Hotel, Los Angeles
, CA 
(see map at right)

 

Generously sponsored by:

Fidelity Charitable

 

Guest Speakers:

MARLYS and RON BOEHM
Principals of Boma Investments, LLC

DAVID FACTOR
Trustee, Max Factor Family Foundation
Vice President, Consulting Services, ESC (Executive Service Corps)

SHIRLEY FREDRICKS 
Vice President and Trustee
The Lawrence Welk Family Foundation
Advisory Board Member, AIP LA Chapter

Moderator:

 LAURA FERRETTI
Founder, Impact Philanthropy
Board Member, AIP LA Chapter


 
Come to hear the deeply personal, intergenerational stories of seasoned philanthropists whose giving has empowered and energized their families and transformed their extended communities.

 

There is absolutely no solicitation permitted at our events.  We encourage all who seek further education in philanthropy to attend.


 
Guest Speakers:

Marlys and Ron BoehmMARLYS and RON BOEHM
Principals
Boma Investments, LLC

Marlys and Ron Boehm, the principals of Boma Investments, LLC, are social investors and social entrepreneurs.  They take a direct role in starting and funding their own projects.  These include two for-profit social businesses, one is a fiberglass manufacturing facility in Haiti (www.bomahaiti.com) and one is a distribution/education company in India, which sells income producing and cost saving products and services in rural villages.

Ron has been CEO of ABC-CLIO, an educational publisher started by his father 59 years ago, for over thirty years.  Marlys is the founder and principal of the Gladen Group, a design firm she started in Dallas 30 years ago.  They have lived in Santa Barbara for 27 years, and have three children ages 20, 22, and 24.  The family travels extensively, with Africa and South America the most recent favorites.  The children especially have learned many life lessons from visiting and working for social entrepreneurs in Kenya, Uganda, and Rwanda.
 
Through Boma Investments , the Boehms prefer to invest in for-
profit social businesses which create local jobs, can become self sustaining, and can support debt and/or return equity investments.   The Boehms like to support and/or invest in early stage, growing, or proof-of-concept projects in Africa, India, and the United States.  These include RISE, which establishes virtual global collaborations to solve global challenges (www.risebeyond.org), an international education company, a stove company in Africa, the Boehm Media Fellows at poverty alleviation conference Opportunity Collaboration, and the Knowledge Center for Social Solutions. 

Both Boehms participate on the Social Enterprise Networks (SEN) Executive Council of Young Presidents Organization/ World Presidents Organization, and are involved in the Ashoka Support Network which advises, mentors, and funds Ashoka Fellows.  They have also been advisors to other social and green businesses.

 

David FactorDAVID FACTOR
Trustee, Max Factor Family Foundation;
Vice President of Consulting Services
ESC (Executive Service Corps, Southern California)

David Factor joined ESC as Vice President, Consulting Services, in August, 2011, with nearly 30 years’ experience serving charitable ventures, entrepreneurial and mature businesses, and the public sector.  David is deeply committed to community service as a professional and volunteer.  He has consulted to social service and health care organizations, foundations, public-private task forces, religious institutions and organizational leaders.  Projects encompassed operations, human resources and finances; board, staff and volunteer management; executive coaching; peer-to-peer exchanges; organizational restructuring; charitable mergers; national conferences; and, fund development.  He also served the Jewish Home for the Aging, the Southern California Association of Governments, and elected officials in Sacramento and Los Angeles.

He currently serves as a Trustee of the Max Factor Family Foundation, and the Board, Endowment, and Master Planning Committees for Adat Shalom congregation, where he is a past President.  He previously served as a Director of Youth Alive, a statewide violence prevention and youth leadership organization.  David earned a Bachelor of Arts, with honors, from UC Davis specializing in Public Service and Energy Policy.  David’s wife, Holly, is a pediatric nurse, and their children, Perry and Reina, are both working toward PhDs in clinical psychology.

 

SHIRLEY FREDRICKSSHIRLEY FREDRICKS
Vice President and Trustee
The Lawrence Welk Family Foundation
Advisory Board Member, AIP LA
 

Shirley served as President of the Lawrence Welk Family Foundation for 17 years. She founded its next-generation adjunct board for training and succession and transferred leadership of the Foundation to the third generation. She is a founding board member and former co-chair of Los Angeles Urban Funders (LAUF), an economic development collaborative of 26 foundations working in three inner-city Los Angeles neighborhoods. Shirley served for seven years on the board of the Council on Foundations in Washington, DC and was a founding board member of the National Center for Family Philanthropy, a national resource for direct services, publications and research on family philanthropy. She is a member of its development committee and was chair of its 2003 California Research Initiative on Donors. She also served on the board of Southern California Grantmakers, an association of 175 Southern California foundations, for 13 years.

Currently Shirley is also a member of the Advisory Council of the USC Center on Philanthropy and Public Policy. She works with donors, families and their investment advisors and the national organizations that assist them. She has published several articles on family philanthropy and is a frequent speaker and panelist at conferences. 

 

Moderator:

Laura FerrettiLAURA FERRETTI
Founder, Impact Philanthropy
Board Member, AIP LA Chapter

Laura Ferretti has over 20 years of experience in the nonprofit field as a fundraiser, strategist and change-maker. A cum laude graduate of Smith College, Laura also holds an MBA from The Anderson School at UCLA and began her career working for a Washington DC-based Presidential Commission and national foundation. Laura went on to hold senior fundraising positions at the Fulfillment Fund and United Way of Greater Los Angeles, both nationally known organizations undergoing significant change during her tenure.

She has firsthand knowledge of building diversified revenue streams, growing individual giving, strategic grantmaking, and engaging board members and staff in fundraising to achieve organizational goals.
 
Impact Philanthropy has partnered with over 30 local, national and
international organizations with an approach that is results-oriented; making clear the connection between mission and money and the respective roles that staff and board members play in building sustainable organizations. Laura has also made feature presentations on capacity building issues at UCLA’s Anderson School of Management, USC’s School of Public Policy and Community Partners.

 

Host:

DARYA ALLEN-ATTARDARYA ALLEN-ATTAR
President, Los Angeles Chapter, AiP
Financial Advisor

Darya Allen-Attar is a Financial Advisor focusing on Strategic Wealth Management for high net worth families, nonprofits, foundations and endowments. Her investment process draws upon her knowledge of asset allocation, investment management, and income and estate tax issues and structures.

Darya works extensively with corporate officers and directors on wealth management, including liquidity and diversification strategies for concentrated equity positions, estate planning, and asset and liability management. Darya frequently consults with executives on their corporate benefit programs as well as with the development and implementation of employee stock option, stock purchase, and restricted share programs. For private companies, Darya has experience advising founders and upper level management on exit strategies and accessing growth capital. Darya brings a wealth of knowledge of the investment markets and 22 years of experience in financial services.


AGENDA:

11:30am-12:00pm      Mix & Meet Networking

12:00pm-1:15pm       Moderated Panel Discussion

1:15pm-1:30pm         Q&A and Closing Comments

 

QUESTIONS? 

For questions concerning this event, please contact Kim Christensen.


Special thanks to our generous event sponsor:

Fidelity Charitable

Fidelity Charitable® – Helping donors support charities

Since 1991, Fidelity Charitable has helped donors support over 150,000 nonprofit organizations with more than $13 billion in grants. Fidelity Charitable is the brand name for the Fidelity® Charitable Gift Fund, an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

Learn more at http://fidelitycharitable.org/ 


The mission, focus, vision and passion of this group is collaboration and education.  Through our programs and events, we hope to create an environment and a venue in which the three component groups of philanthropy in Los Angeles meet to share best practices in a forum dedicated to education and collaboration.  Our group will bring together advisors with nonprofit executives and foundation leaders for these purposes.

Visit us online: http://www.advisorsinphilanthropy.org/group/LA 

To join or renew your membership, click here.

• Advisor Members ($300 annual membership fee or dual Chapter membership for $500)
• Nonprofits ($200 annual membership fee)

Have questions about Generations of Giving for the Season? Contact Advisors in Philanthropy, Los Angeles Chapter (AiP LA)
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When & Where


Luxe Sunset Hotel
11461 Sunset Boulevard
Los Angeles, CA 90049

Wednesday, November 28, 2012 from 11:30 AM to 1:30 PM (PST)


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Organizer

Advisors in Philanthropy, Los Angeles Chapter (AiP LA)

Vision: Los Angeles Advisors in Philanthropy (LA‐AiP) seeks to increase the scale and quality of philanthropy in Los Angeles.

Mission: Los Angeles Advisors in Philanthropy (LA-AiP) is leading a new era of local, collaborative, impactful philanthropy. Its mission is to serve as a platform for innovative philanthropic work in Los Angeles, and to make LA a global philanthropy hub by bringing together the  financial, legal, social impact and nonprofit communities. LA-AiP attracts leaders from across the broad spectrum of philanthropy, providing opportunities to share perspectives, build best practices and form productive partnerships.

There is absolutely no solicitation permitted at our events.

To join or renew your membership, CLICK HERE and scroll down to BECOME A MEMBER.
• Advisor/Foundation/Funder Members ($300 membership fee)
• Nonprofits ($200 membership fee)

We are a 501(c)3 nonprofit organization.

  Contact the Organizer

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