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Family Philanthropy in the 21st Century

November 1 @ 12:00 - 13:00

A whopping $68 trillion is expected to transfer between generations within the next decade and philanthropy is expected to comprise a significant portion of that transfer. Join the New York Alternative Investment Roundtable for a panel focused on the changing nature of philanthropy and the importance of inter-generational philanthropy.

Panelists Pierre duPont, a Partner at financial advisory firm Cerity Partners and Kenneth J. Blum, Senior Vice President at consulting firm Kramer, Blum & Associates, will discuss various aspect of philanthropy -from tax benefits, to the unique and changing ways that the newly wealthy are approaching giving.

The conversation will be facilitated by Jennie Sparandara, Head of Programs and Global Philanthropy for JPMorgan Chase & Co.

Topic covered will include:

  • How COVID-19 has impacted philanthropy
  • The impact of changing tax landscapes on giving
  • Multi-generational giving and the importance of instilling philanthropy within family
  • Tactics to launch and sustain meaningful and effective charitable initiatives
  • How to give a voice to family members across generations
  • The importance of including an accountant, an attorney and a financial advisor in philanthropy efforts

Panelists:

Pierre duPont is an active mentor, private investor, semi-retired entrepreneur, and a strategic advisor for wealthy individuals and businesses owners. He is a partner at Cerity Partners in New York City, with clients nationwide and in Asia. He helps clients invest thoughtfully and live wisely with their wealth, including customized public and diversified investing, private-direct investing and support for philanthropic endeavors. Before joining Cerity Partners, he was at Two Sigma Investments, and before that he was an entrepreneur and co-founded five software companies that resulted in 1.5 IPOs, one acquisition and some spectacular failures.

 

Kenneth J. Blum, President of Kramer, Blum and Associates, has provided management consulting services to foundation trustees since 1990. As a recognized leader in philanthropy, he works with individuals and families in the U.S. and abroad with charitable interests and foundations to define their philanthropic priorities; establish governance structures, mission statements and operating procedures; be impactful philanthropists and engage in their role as stewards of their foundation; and launch and manage creative grant programs. He began his career in Washington, DC working with corporations, nonprofit organizations and government agencies.

 

Moderator: 

Jennie Sparandara is Executive Director, Global Philanthropy, at JPMorgan Chase where she leads the firm’s efforts to drive inclusive economic growth in communities through the development of innovative and strategic initiatives that strengthen workforce systems, revitalize neighborhoods, grow small businesses and improve the financial health of individuals. Leveraging the firm’s philanthropic, policy, research and business resources, her portfolio includes signature projects such as New Skills at Work, JPMorgan’s $350MM commitment to the future of work and workers. Prior to joining JPMorgan Chase she led the Job Opportunity Investment Network (JOIN), a partnership between philanthropy, government, community organizations and employers that creates a collaborative space for upskilling and talent development. And before that she served as the first Director of Human Capital Investments in the City of Philadelphia, where she coordinated Philadelphia’s anti-poverty programs and workforce development initiatives.

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