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I/We will attend the 15 th Annual Professional Advisors Seminar and Breakfast on September 16, 2010. I/We will not be able to attend but please send your FREE monthly financial planning newsletter, The Advisor.





Professional Advisors Seminar A New Twist to Charitable Estate Planning Featured speaker: Andre’ R. Donikian Thursday, September 16 Breakfast 7:30 a.m. Seminar 8:00 -10:15 a.m. Westin Park Central 12720 Merit Drive Dallas, Texas 75251

Title: Firm: Phone: email: (please list names of additional attendees on a separate sheet)

Specialization: Accounting Banking Estate Planning Law Financial Planning Insurance Investment Advice Tax Counsel Other-please list___________________________________________________

Continuing Education Credit (mark which applies): CLE CPE CTFA CLU CFP Please enter your CFP Board ID # ___________

Early Registration Fee is $55. $65 after Sept. 1. Register online at seminar, by phone at 214-615-9351 or send a check payable to the Dallas Jewish Community Foundation to: 7800 Northaven Road Dallas, TX 75230-3296

Driving Directions FROM DFW AIRPORT: Take the North Airport Exit to Interstate 635 East. Proceed approximately 17 miles. Take the Coit Road Exit; then take the first right turn onto Merit Drive. The hotel is on the left.

FROM DOWNTOWN DALLAS: Take Interstate 75 North and exit Coit Road. At the 3rd stoplight, turn left onto Banner. Continue 1 block to Merit and turn right. The hotel is on the right-hand side. FROM PLANO: Take Interstate 75 South and exit Frontage Road (#22A). At the 1st light, turn right then turn left onto Coit Road. Continue through the 2nd light and turn right onto Banner. Turn right onto Merit Road, and the hotel is on the right.

Larry Schoenbrun, Chairman Board of Directors Cary Rossel, Chairman Board of Trustees Alan C. Klein, Vice-Chairman,Board of Trustees Meyer L. Bodoff, CEO Herbert Barrera, Assistant Accountant Jerry Blair, Director of Finance Stephanie Durham, Marketing Manager Marna Edenson, Senior Development Officer Cynthia Hendricks, Controller Deborah Hersh, Donor Services Officer Paula Shoemaker, Administrator, Client and Funder Services Natasha Shovar, Administrative Assistant A Bequest and Endowment Initiative to Secure the Future of Jewish Dallas

Create a Jewish Legacy 214-615-9351|

DALLAS JEWISH COMMUNITY FOUNDATION Ira W. Silverman, JD, CPA, Chairman David G. Adler, JD, CPA, AEP James R. Alexander, JD Martin Auerbach, CPA Judith H. Barton Stephen Blum, CLU, ChFC, CFP®, AEP Harley E. Cohen Howard S. Cohen, CLU, CFS Scott Cohen, CFP, CFS Andrew L. Dropkin, MBA Ronald Fiedelman, CPA, CVA, AEP Marc M. Friedland, MBA, CLU, ChFC, AEP Michael B. Glazer, JD David S. Goldberg, CPA, CFP®, MBA Barry S. Greenberg, CFP


Sandy Kaufman, CPA Corey Metz, CLU Ira. L. Nevelow, CPA, AEP, JD Lisa Newman, JD, LLM Hunter Nibert, CPA Daniel Prescott Ken Robinowitz David Schoenbaum Gary Stolbach, JD, AEP Judith K. Tobey, JD Alan Tolmas, CPA/ABV, CVA Kathryn Wohlander

The 2010 Professional Advisors Seminar

A New




to Charitable Estate Planning

Featuring Andre’ R. Donikian CEO of Pentera, Inc.

Thursday, September 16, 2010 Breakfast 7:30 a.m. Seminar 8:00 a.m. - 10:15 a.m.

Westin Park Central 12720 Merit Drive Dallas, TX 75251 Valet Parking $10. Surface Parking is Complimentary. $55 Early Registration Fee $65 After September 1

Earn 2 CE Hours

Register online at

or send the registration form with a check payable to the Dallas Jewish Community Foundation to: 7800 Northaven Road Dallas, TX 75230-3296 There will be no solicitation of funds. Attending the seminar constitutes permission to use the attendee’s name and/or photograph for promotional purposes.

About Andre’ R. Donikian André R. Donikian, JD, attorney and a member of the New York Bar, is a noted planned and major gifts expert with 35 years of service in the field. He has published and lectured extensively on philanthropic tax planning and has developed continuing education programs for state bar associations and accountancy boards. As founder, president, and editor in chief of Pentera Inc., a full-service plannedgiving firm based in Indianapolis, Mr. Donikian has advised thousands of nonprofit organizations— including the nation’s top nonprofits—on all aspects of connecting organizations and donors. He has served on the board of NCPG and the Board of Advisors of Union College and is a founder and former board member of the Planned Giving Group of Indiana.

About the Dallas Jewish Community Foundation The Dallas Jewish Community Foundation is a 501(c)(3) publicly supported charity, recognized by the IRS as an organization described in sections 509(a)(1) and 170(b) (1)(A)(vi) of the Code. It administers funds donated by individuals and manages charitable funds at the behest of other tax-exempt organizations for the benefit of the Greater Dallas community and for charitable purposes, locally, nationally and in Israel. With approximately $140 million under management and an outstanding team of volunteer and professional leadership, the DJCF is one of the premiere charitable foundations in Northern Texas. Working with Professional Advisors, the Foundation is able to implement innovative estate planning strategies with optimal tax benefits to help donors create a personal legacy and fulfill their unique philanthropic goals. Through the DJCF, donors can perpetuate their philanthropy, provide continuity of giving from one generation to the next, memorialize or honor loved ones, and ensure the continued flow of income to organizations they support, an effort that raises millions of dollars annually for distribution locally and nationally. In the past decade the DJCF has truly been the foundation of the community; distributing more than $150 million in grants, insuring bonds on behalf of the Capital Campaign of the 21st Century to build new facilities for many of the Jewish agencies and day schools, and providing emergency funding for organizations in need. Our boldest project, the Create A Jewish Legacy initiative, has reached over $100 million in commitments to date.

2010 Sponsors


Primary Underwriter

Major Sponsors


Prescott Pailet BenefIts LP Sponsor

Supporters Bessemer Trust Cole & Reed, P.C. Hill Schwartz Spilker Keller, LLP Jackson Walker, LLP Klein & Pollack, L.L.P. Kroney Morse Lan, PC Philip Vogel & Co. PC

Silverman Goodwin, PC Stanford Kaufman and Associates TravisWolff Independent Advisors & Accountants Weaver, LLP Wells Fargo

Seminar Invitation  

Writing Design Production

Seminar Invitation  

Writing Design Production