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Morning Breakfast Series: What Fundraisers Need to Know (Donor Advised Funds)
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7/10/2018
When: 7/10/2018
7:30 AM - 9:00 AM
Where: Jewish Federation of Greater Atlanta
1440 Spring Street NW
Feldman Hall
Atlanta, Georgia  30309
United States
Contact: Lynette Rickman


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JULY FEATURED PRESENTERS


Matt Lawson serves as National Manager for the Wells Fargo Philanthropy Fund. He is responsible for the growth of the fund and the support the Wells Fargo network of advisors.  Matt helps advisors as they support individuals and families to define and achieve their charitable objectives as part of their overall wealth plans.  Prior to joining Wells Fargo, Matt worked for 18 years in the financial and philanthropic advising sectors. He spent the first 9 years of his career at the Milner Group as a life insurance agent and advisor to other financial professionals. He spent the next 9 years working at the National Christian Foundation where he oversaw the operational interaction between the community foundations and the national office. Matt also directed the asset based giving program where his team handled the intake, management, and sale of non-cash assets ranging from residential and commercial real estate, to coin collections, yachts, life insurance, art work, and all types of business entities. Matt earned a B.A. from Piedmont College and a Master of

Divinity with Specialization in Hebrew and Greek from the New Orleans Baptist Theological Seminary. He has earned the designation of Certified Trust and Financial Advisor (CTFA). He serves as a board member of the Georgia Planned Giving Counsel, is a member of the National Association of Charitable Gift Planners, and has spoken at several industry events on topics of non-cash asset giving.

 

 

Christy Butler Eckoff is responsible for the Foundation’s comprehensive planned and major giving programs, Nonprofit Advantage Fund investment vehicle, asset-based giving, legal issues pertaining to charitable taxplanning, funds, and agreements, and business development. Previously, Christy served as senior director of gift planning at Georgia State University. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter and a member of the Atlanta Estate Planning Council, North Carolina bar and the Junior League of Atlanta. Christy is a board member of AdNet (the Advancement Network for Community Foundations) and the National Association of Charitable Gift Planners. Christy graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill and LL.M. in Taxation at the University of Washington. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

 

 

 

 

Itai D. Tsur is Vice President at Jewish Federation of Greater Atlanta overseeing Atlanta Jewish Foundation.  In that capacity, Itai manages and oversees Federation's endowment, including its stewardship program, policies and procedures, record retention, fund distributions, programming, and donor services.  A graduate of the University of Texas at Austin and Emory University School of Law, Itai is an experienced attorney who worked for several years in private practice both in New York City and Atlanta prior to entering the world of nonprofit.  Itai subsequently earned his MBA from Georgia State University, Robinson College of Business, and is a Chartered Advisor in Philanthropy (CAP®), drawing upon this training in order to work with philanthropists and guide the operations of Atlanta Jewish Foundation.