The Jewish Foundation and UJA Women’s Philanthropy invite you to a casual conversation about Women in Philanthropy.
The donor landscape is changing. Women are taking on more decisive roles in their family’s financial planning and decision making, including the family’s charitable giving. These changes are forcing charitable organizations to rethink how they attract and cultivate these new decision makers.
Join us for this unique lunch session with our expert panel of young professional women, as they address the topic of Women in Philanthropy and the changing donor landscape.
Manager, Client Relations, Al G. Brown & Associates
As Manager of Client Relations at Al G. Brown & Associates, Sarah works closely with new and existing clients and their families in order to understand their priorities and values, to help direct them to the services and products that align with their needs, and to keep them apprised of industry developments and opportunities that may affect them. As the third generation of Browns working in the family business, she is proud to maintain continuity and connections with a multi-generational family of clients.
Sarah is a member of the UJA Federation’s Professional Advisory Committee and a member of the Women’s Philanthropy Executive.
Partner, Aird Berlis LLP
Marni’s sensible and sensitive approach to estate planning enables her to devise clear and effective plans that meet the needs of her clients and their families. She is attentive to her clients’ corporate and personal concerns and presents them with options to resolve issues and maximize wealth distribution.
Marni is a member of the Tax Group and Estates & Trusts Group. Her practice focuses on wills, trusts, estate administration, succession planning, estate and tax litigation and related areas of tax law. She was a summer student and an articling student at the firm prior to returning as an associate.
Alexandra (Ali) Spinner
Partner, Tax, Alexandra Spinner Professional Corporation, Crowe Soberman LLP
Alexandra (Ali) Spinner is a partner in Crowe Soberman LLP’s Tax Group, involved in all aspects of the firm’s domestic and international tax practices. She is also experienced in estate and trust planning, corporate reorganizations and voluntary disclosure applications. With 19 years of experience in public accounting and tax, Ali specializes in complex tax matters relating to business acquisitions and divestitures, estate freezes, post-mortem tax planning, tax due diligence, and corporate and estate tax returns.
Managing Partner, Toronto Financial Advisory, Deloitte
Dean, Deloitte University North
Karen is the Managing Partner for Deloitte’s Toronto Financial Advisory practice, serving as a core member of both the national Financial Advisory leadership team and the Toronto leadership team. In this role she helps shape the strategic direction for the Financial Advisory practice both nationally and in the Toronto region. Karen is also the Dean for Deloitte University North, one of six leadership development facilities across Deloitte’s global network.
In 2006 Karen co-founded Deloitte’s Canadian Women’s Initiative Network, and she continues to develop initiatives that accelerate the progress of female leadership. In 2016, Karen was named one of the 100 most powerful women in Canada by the Women’s Executive Network (WXN).
Vice-President, Client Wealth Management, Gluskin Sheff + Associates Inc.
Ms. Ben-Haim is Vice-President, Client Wealth Management, leads Gluskin Sheff’s Women’s Events Series, is a member of the Firm's Asset Mix team and a registered Portfolio Manager. Ms. Ben-Haim holds a Master of Business Administration degree from the Stern School of Business at New York University and received an Honours Business Administration degree, with distinction, majoring in Finance and Marketing, from the Zicklin School of Business at Baruch College in New York. Ms. Ben-Haim has also earned her Chartered Investment Manager (CIM®) designation. Prior to joining Gluskin Sheff in 2016, Ms. Ben-Haim was a member of J.P. Morgan’s Wealth Management team in New York and thereafter part of their Investment Bank covering Institutional Sales in London, England. Prior thereto, Ms. Ben-Haim worked for Morgan Stanley's Risk Management team. Preceding her financial services career, Ms. Ben-Haim served in the Israeli Defense Forces - General Chief of Staff Bureau and was subsequently selected Senior Procurement Officer for the Israeli Defense Ministry – Delegation to the USA. Ms. Ben-Haim is a committee member of Art Toronto, and a board member of Best Buddies, a charitable organization that supports children with intellectual and developmental disabilities.