Jun 23

Philadelphia Chapter Spring Luncheon and Open Board of Directors Meeting

Philadelphia, Pennsylvania

This event has passed.
Ask the Expert
Neal Myerberg, Esq.
AABGU's Planned Giving Advisor
Memories of My Negev Experience
Holly Nelson
Zin Fellows Leadership Program Alumna
This event has passed.
Thursday, June 23, 2016
11:30 a.m.
Blank Rome LLP
One Logan Square
18th and Cherry Streets, 11th Floor
Philadelphia, Pennsylvania
Event Host
Jack R Bershad

R.S.V.P. to winickc@aabgu.orgsbloom@aabgu.org, or call 215-884-4510.

Neal Myerberg is a well-known authority on tax and financial planning strategies using charitable giving techniques. As an attorney, Myerberg provides consulting services for many of the nation’s largest charitable organizations and philanthropists on charitable tax planning. He teaches the planned giving course in the master’s degree program at Columbia University and has been a frequent speaker at national planned giving conferences as well as a resource to The New York Times, The Wall Street Journal and Dateline NBC. For many years, he was a regular presenter for Consumer Reports magazine at programs throughout the country on tax and financial planning strategies using charitable techniques.

Holly Nelson was this region’s representative to the Zin Fellows Leadership Program in Cohort II, 2013 to 2015. This AABGU initiative is creating a community of leaders under age 50 who are committed to helping further David Ben-Gurion’s vision for Israel’s Negev region. Founding co-chairs and major benefactors of Zin are chapter officers Lisa Scheller and Wayne Woodman. Holly is currently president of Women’s Philanthropy, Jewish Federation of Greater Philadelphia, and holds leadership positions at the Jack M. Barrack Hebrew Academy and the Perelman Jewish Day School. She and her husband, Norm, are members of AABGU’s Philadelphia Chapter board of directors and the Negev Forum leadership team. Holly was elected to serve on AABGU’s national board of directors in 2015.