Marc To Markets

Inside Philanthropy

March 04, 2019 Season 4 Episode 3
Marc To Markets
Inside Philanthropy
Chapters
Marc To Markets
Inside Philanthropy
Mar 04, 2019 Season 4 Episode 3
Marc Penziner, Seth Buchwald, Hillel Hyman, Peter Dunn
This month, we take a deep dive into philanthropy and not-for-profit organizations. I’m joined by Hillel Hyman, CFO of the Marlene Meyerson JCC Manhattan; Peter Dunn, President and CEO of the Central NY Community Foundation; and Seth Buchwald, a Principal at Bernstein and non-profit specialist. What is the best way to donate wealth, talent, and time to charity? For those already active in the space, we discuss the responsibilities of being involved with a board or investment committee of a non-profit. For those newer to philanthropy, we cover the fundamentals, highlighting the importance of an investment policy statement, and evaluating the pros and cons of establishing donor advised funds versus private foundations. We conclude with a discussion on the challenges of the current capital market environment and how it specifically impacts foundations.
Show Notes

This month, we take a deep dive into philanthropy and not-for-profit organizations. I’m joined by Hillel Hyman, CFO of the Marlene Meyerson JCC Manhattan; Peter Dunn, President and CEO of the Central NY Community Foundation; and Seth Buchwald, a Principal at Bernstein and non-profit specialist. What is the best way to donate wealth, talent, and time to charity? For those already active in the space, we discuss the responsibilities of being involved with a board or investment committee of a non-profit. For those newer to philanthropy, we cover the fundamentals, highlighting the importance of an investment policy statement, and evaluating the pros and cons of establishing donor advised funds versus private foundations.  We conclude with a discussion on the challenges of the current capital market environment and how it specifically impacts foundations.  

With any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655.

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