Bronstein Event Program Booklet 2025

30th Annual

Solomon and Sylvia Bronstein Seminar for Professionals Planning for the Middle Rich Who Need Our Help Featuring Turney P. Berry, Esq. and the presentation of the Edward N. Polisher Award to Amy S. Ufberg, Esq. September 4, 2025

Program Welcome

Susanna Lachs Adler Jewish Community Foundation Co-Chair

Presentation of Edward N. Polisher Award

Mitchell Benson Edward N. Polisher Award Recipient

Amy S. Ufberg Introduction of Speaker

Melissa Grossman Featured Speaker

Turney P. Berry Closing Remarks

Melissa Grossman

Today. Tomorrow. Together.

Right now, through the Life & Legacy ® initiative, hundreds of individuals across the community are being engaged in conversations to consider their estate planning and prioritize their Jewish philanthropy.

As a trusted advisor, you have an opportunity to play your part and take your client’s thoughts, ideas and dreams and turn them into well-orchestrated plans.

When you incorporate Jewish philanthropy into your client discussions, you help us create a strong, vibrant future for generations to come.

Find out how Life & Legacy works: Sonya Aronowitz, Philanthropy Officer 215.832.0574

About Life & Legacy: Life & Legacy is an initiative of the Jewish Community Foundation of Greater Philadelphia in partnership with the Harold Grinspoon Foundation that provides resources and training to help congregations, Jewish day schools, and other Jewish institutions build, grow, and sustain their endowments to ensure a vibrant and thriving Jewish future for generations to come.

The Jewish Community Foundation gratefully acknowledges the following sponsors whose generous contributions have helped to underwrite the cost of this seminar.

PLATINUM

GOLD

Jewish Exponent PHILADELPHIA

SILVER

BRONZE AXG Advisors • Bala Law Group, LLC • Ballard Spahr, LLP • Charlap & Miller, Inc Feldman & Feldman LLP • Fox Rothschild LLP • Isdaner & Co., LLC • RSM US LLP Rubin-Goldman & Associates • The Haverford Trust Company Timoney Knox LLP • Troutman Pepper Locke LLP As of 8/13/25

Dechert is proud to support the

Jewish Community Foundation of Greater Philadelphia and to sponsor its 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals.

Congratulations to our partner

Amy S. Ufberg on receiving the 2025 Edward Polisher Award

Goldman Sachs Goldman Sachs

is a proud sponsor of the is a proud sponsor of

Jewish Community Foundation of The Jewish Federation

Greater Philadelphia’s

of Greater Philadelphia's

30 Annual Bronstein Seminar th

28th Annual Bronstein Seminar

and congratulates and congratulates

Amy S. Ufberg, Esq.

Andrew A. Goldman

on being awarded the

on being awarded the

Edward N. Polisher Award

Edward N. Polisher Award

© 2023 Goldman Sachs. rights reserved. © 2025 Goldman Sachs. All All Rights Reserved.

Cozen O’Connor is proud to support the Jewish Federation of Greater Philadelphia and its 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals.

Lester E. Lipschutz

Stuart R. Morris

Alexia M. Fishman

Co-Chair, Private Client, Trusts and Estates (215) 665-3718 lester@cozen.com

Co-Chair, Private Client, Trusts and Estates (561) 750-3850 smorris@cozen.com

Vice Chair, Private Client, Trusts and Estates (215) 665-4743 afishman@cozen.com

© 2025 Cozen O’Connor

925 attorneys | 33 offices | cozen.com

GLENMEDE IS PROUD TO SUPPORT THE

Jewish Community Foundation 30th Annual Solomon & Sylvia Bronstein Seminar for Professionals

Karl Murray 215-419-6005 karl.murray@glenmede.com

PROUD SUPPORTER OF THE JCF BRONSTEIN SEMINAR

The Philadelphia Jewish Exponent is honored to support the Jewish Community Foundation’s 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals.

Together, we strengthen our community and shape a more connected Jewish future.

Serving the Jewish community since 1887

STAY CONNECTED!

Sign up for our e-newsletters and get the latest news delivered directly to your inbox.

jewishexponent.com/enewsletter/ | 215-832-0700

Savran Benson LLP is proud to support the Jewish Community Foundation of Greater Philadelphia’s 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals and Congratulates Amy S. Ufberg, Esq. for receiving the 2025 Edward N. Polisher Award

Wells Fargo Advisors proudly supports The Jewish Community Foundation and the 30th annual Solomon and Sylvia Bronstein Seminar for Professionals.

Blank Rome LLP proudly supports the Jewish Community Foundation and the 30th Annual Solomon and Sylvia Bronstein Seminar for Professionals

WITH ADDITIONAL THANKS TO AXG Advisors Bala Law Group, LLC Ballard Spahr, LLP Charlap & Miller, Inc Feldman & Feldman LLP Fox Rothschild LLP

Isdaner & Co., LLC RSM US LLP Rubin-Goldman & Associates The Haverford Trust Company Timoney Knox LLP Troutman Pepper Locke LLP

Professional Advisors Network You know your clients, we know the Jewish community.

• Educational opportunities • Exchange ideas and best practices to integrate Jewish philanthropy into your clients’ plans • Extend your professional networks Come join us and let’s look at the big picture together.

For more information please contact Sonya Aronowitz saronowitz@jewishphilly.org or 215.832.0574

jewishphilly.org/professional-advisor-network

Your support for the Jewish Federation of Greater Philadelphia already strengthens our community.

But did you know that you can also direct your state taxes to support Jewish day schools?

The Jewish Federation supports the Foundation for Jewish Day Schools’ facilitation of Pennsylvania’s Educational Improvement Tax Credit (EITC) program. This program allows individuals and businesses to easily redirect state tax dollars in return for a 90% tax credit. These dollars provide vital funding to low- and moderate-income families sending their children to Jewish schools.

It’s simple. It’s impactful.

It supports our vibrant Jewish future.

Close to 1,200 Jewish day school and pre-school students received $14 million in scholarships through the EITC program.

Participating in the EITC program is a simple, but powerful, way to enhance your Jewish philanthropy and ensure that every child has access to a strong, values-driven education.

1

Strengthen Jewish Identity & Continuity – Investing in Jewish education ensures that future generations remain connected to their heritage, traditions and values.

2 Combat Antisemitism Through Education – Jewish day schools equip students with knowledge and confidence to navigate an increasingly complex world while fostering pride in their Jewish identity.

3 Make A High-Impact Gift at No Extra Cost – The EITC program allows you to turn state tax dollars you already owe into life-changing scholarships for families in need.

4 Support Families Who Share Your Values – Many Jewish families want to provide their children with

a Jewish education but need financial assistance. Participation through the EITC program helps make this possible.

For more information, visit jewishphilly.org/eitc or contact Ellen Horowitz Matz, Director of Educational Tax Credit Programs

New Federal Tax Credit Program for Private School Scholarships In January 2027, the Educational Choice for Children Act will establish a federal tax credit program for K-12 education. Individual federal taxpayers will be able to contribute up to $1,700 to scholarship-granting organizations and receive a 100% federal tax credit. This means it will cost nothing to make a donation supporting scholarships for private school students, including those at Jewish day schools. The program is designed to complement, not replace, Pennsylvania’s EITC program, expanding the pool of funds available for scholarships.

KEYNOTE SPEAKER: TURNEY P. BERRY, ESQ. Planning for the Middle Rich Who Need Our Help Turney P. Berry, Esq. is nationally recognized as a leading authority in estate planning, charitable giving, and the law of trusts and estates. Based in Louisville, Kentucky, he is a Partner at Wyatt, Tarrant & Combs, LLP and leads the firm’s Trusts, Estates & Personal Planning Service Team. His work spans estate and business succession planning, trust and estate administration, and the creation and governance of charitable and tax-exempt entities.

Known for his strategic thinking and technical mastery, Berry advises individuals, families, financial institutions and nonprofit organizations across the country. He is particularly noted for his expertise in philanthropic planning, frequently guiding the formation of private foundations, supporting organizations and donor-advised funds. His influence extends to national boards and committees that help shape policy affecting charitable organizations.

Berry is a sought-after speaker and prolific writer on topics, including wealth transfer, fiduciary law, and developments in tax and nonprofit legislation. He is a regular speaker at the University of Miami’s Heckerling Institute, is active in the American College of Trust and Estate Counsel (ACTEC) and is a Life Member of the Uniform Law Commission. Berry teaches Business Succession Planning now at the University of Miami Graduate Institute on Estate Planning, and has previously taught at Vanderbilt, Louisville, and Missouri law schools.

A graduate of Vanderbilt Law School, Berry brings a rare combination of legal depth, practical insight and visionary leadership to his clients and to the broader legal and philanthropic communities. He is regularly recognized by “Best Lawyers in America” and other national peer-reviewed rankings and is a member of the Estate Planning Hall of Fame.

2025 EDWARD N. POLISHER AWARD RECIPIENT AMY S. UFBERG, ESQ. Amy S. Ufberg, Esq. is a highly regarded partner at Dechert LLP, where she has worked for over 25 years. She chairs the firm’s private client group and runs its Partnership Promotion Committee.

Her practice primarily focuses on sophisticated estate planning, charitable planning, and the administration of complex estates and trusts.

With a deep expertise in succession planning, Ufberg frequently advises individuals with interests in closely held businesses, guiding them through the intricate process of wealth transfer. She has developed and implemented numerous sophisticated plans for individuals and large family groups, managing extensive and multi-jurisdictional estates and trusts. Her work also extends to representing significant charitable foundations.

Ufberg is widely recognized for her contributions to the field of trust and estate law. In April 2025, she was elected as a Fellow by The American College of Trust and Estate Counsel (ACTEC), an esteemed organization of leading trust and estate lawyers and law professors. She has consistently been ranked among the top lawyers for Private Wealth Law in Pennsylvania by Chambers High Net Worth and was named “Trusts and Estates Lawyer of the Year” in Philadelphia in 2018 by The Best Lawyers in America. She is currently the vice chair of the Pennsylvania Legislature’s Joint State Government Commission Advisory Committee on Decedent’s Estates Law. She was also an Adjunct Professor at Penn law school, teaching a class on trusts and estates.

Ufberg served for more than 15 years as a director and officer of Pinemere Camp and is currently on the Board of the Jack M. Barrack Hebrew Academy, where she serves as the chair of the Governance Committee.

She is a trustee of the Jewish Community Foundation and serves as the chair of its Professional Advisors Network. Ufberg also participated on the committee overseeing awards from three of the Foundation’s endowed scholarship funds.

Edward N. Polisher, z"l who died at age 102 in

September 2004, was often referred to as “the dean of estate planning.” A highly respected Philadelphia attorney, longtime Jewish community leader and philanthropist, Polisher was known as a true visionary. Polisher made certain that his legacy would live on in multiple ways. One of his important bequests was to establish an annual award for an estate planning professional in recognition of outstanding service to the Jewish Community Foundation of Greater Philadelphia, a branch of the Jewish Federation.

Prior Recipients 2024......Mitchell E. Benson, CPA, MT, CFF 2023......Andrew “Andy” A. Goldman, CLU, ChFC 2022 ......Rebecca Rosenberger Smolen, Esq., LLM 2021 ......Robert A. Miller, CLU, ChFC, RICP 2020 .....Award not given 2019 ......Scott Isdaner, CPA, JD, AEP 2018 ......Morey H. Goldberg, CLU, ChFC 2017 ......Michael S. Paul, JD, LLM, CLU 2016 ......Lawrence S. Chane, Esq. 2015 ......Scott Barsky, CPA 2014 ......Ronald P. Perilstein, CLU, ChFC, CLTC 2013 ......Edward M. Glickman, Esq. 2012 ......Lowell H. Dubrow, Esq. 2011 .......Mark S. Blaskey, Esq. 2010 ......Howard H. Silverman, CLU and ChFC 2009 .....David H. Wice, Esq. 2008 .....Clifford D. Schlesinger, Esq. 2007......Matthew H. Kamens, Esq. 2006 .....Bennett L. Aaron, Esq. 2005 .....Philip M. Shiekman, Esq.* * Of blessed memory

Philanthropic Advisory Services Our professional staff is available to you as you work with your clients on their tax, estate and financial planning. We can partner with you as you advise individuals and families exploring philanthropic and taxeffective ways to make a gift to the Jewish community.

Bequests We can help you guide your clients as they focus on how they wish to shape their legacy in the Greater Philadelphia Jewish community through a bequest. We work with attorneys to provide bequest language, so that your client can: • Contribute to the Unrestricted Endowment Fund, which will provide funding for the Jewish community’s priorities in the generations to come • Create an endowed fund in their name or the name of a loved one that can: • Continue to provide an annual gift to the Jewish Community Fund (JCF) in perpetuity. Donations to JCF will be allocated to wherever the need is greatest at the time • Support a field of interest, such as: caring for those in need, Jewish education, combating antisemitism, or Israel and overseas • Provide annual funds to benefit a specific Jewish organization or synagogue of your client’s choice

Donor Advised Funds Donor Advised Funds are an ideal charitable giving vehicle for families looking for a simpler way to manage their giving, and they can help your client: • Receive immediate tax advantages and a flexible timetable for making gifts • Support any qualified Jewish or secular 501(c)(3) public charity • Create an opportunity for family involvement in philanthropy • Honor their family’s values and ideals

We offer personalized service coupled with knowledge of Jewish programs, projects and organizations. The fee structure is competitive, and those fees support the work of the Jewish Federation. By establishing a fund with the Jewish Community Foundation, every grant becomes a clear statement of their commitment to supporting the Jewish community.

Charitable Gift Annuities We offer charitable gift annuities as a way for your client to make a gift and receive guaranteed, fixed payments for life.

Available for clients aged 65+, these gifts can be a tax-effective strategy to generate payments for single or joint beneficiaries.

A charitable gift annuity may have the following benefits for your client: • Offer an income-tax deduction at the time the gift is made, and a portion of the payments are received free of income tax • Provide a potential reduction of estate taxes • Serve as a possible retirement-planning vehicle • May be funded with a one-time QCD (max. $54,000 in 2025) • Give the opportunity to make a significant gift for the Jewish Federation, community organization or area synagogue

Gifts of Life Insurance Life insurance is an advantageous way, particularly for younger donors, to fund an endowed gift at the Jewish Community Foundation. An endowed gift can be created through relatively small premium payments.

Existing Policy – Your client can transfer the policy to the Jewish Community Foundation, naming the Jewish Federation as owner and beneficiary.

New Policy – The Jewish Federation can purchase a new policy on your client’s life, with the Jewish Federation designated as owner and beneficiary. Younger donors will typically qualify for a lower premium payment, and your client may qualify for income-tax deductions when premiums payments are made. The Jewish Community Foundation offers a premium match for qualified policies with an aggregate premium of at least $50,000 over five years.

We Take Care of Your Clients We provide the following ways to recognize your client’s generosity, while respecting their privacy when they choose to remain anonymous.

Donor Recognition Societies • Legacy Society – Honors individuals and families endowing gifts of $100,000 or more through all types of vehicles. Members may designate their gifts for general or special purposes. Members enjoy an annual celebration.

• Tikkun Olam Society – Honors individuals and families endowing gifts of any size up to $99,999 through bequests, charitable gift annuities and planned gifts.

• Circle of Partners – Honors over 3,000 members for their 25 years or more of contributions to Jewish Federation’s Annual Campaign.

Members enjoy special Gala celebrations.

Endowment Fund Reporting When your client creates an endowment fund with the Jewish Federation, we provide them and/or their family members with annual reports to illustrate their fund’s impact.

Additional Programs of Interest We offer the following programs and groups that your clients may find meaningful for their Jewish Philanthropy.

Women of Vision The Jewish women’s foundation, comprised of more than 500 members, offers the opportunity for joint investment and collective grantmaking that support initiatives and organizations that advance the lives of self-identifying Jewish women and girls.

Legacy Philanthropy Program This cohort-based program provides learning, insights and tools to inspire participants from families with significant philanthropic legacies to competently and confidently address the issues and impact that are important to them. Led by skilled facilitators, a nationally recognized Jewish educator, and expert speakers from around the philanthropic world, your clients will participate in guided conversations that focus on values, family legacy, identity and charitable vision.

Partner with Us

Jennifer Molish Brier, Esq. Chief Planned Giving Officer jbrier@jewishphilly.org 215.832.0528

Sonya Aronowitz, CAP ® Philanthropy Officer saronowitz@jewishphilly.org 215.832.0574

Patricia Quarles, Senior Donor Advised Fund Coordinator pquarles@jewishphilly.org | 215.832.0514 Alaina Gillespie, Senior Administrative Assistant agillespie@jewishphilly.org | 215.832.0504 Leslie Knapp, Scholarship Fund Coordinator lknapp@jewishphilly.org | 215.832.0576

Bronstein Seminar Planning Committee Amy Ufberg, Chair Mark Blaskey Lawrence Chane Karen Schechter Dayno Melissa Grossman Kim Heyman

Scott Isdaner Michael Kirsh Matthew Levitsky Howard Silverman Douglas Simon Rebecca Rosenberger Smolen

Jewish Community Foundation Leadership Susanna Lachs Adler Jewish Community Foundation Co-Chair Karen Kramer Jewish Community Foundation Co-Chair Amy Ufberg Professional Advisors Network Chair Jennifer Brier Chief Planned Giving Officer Sonya Aronowitz Philanthropy Officer

JEWISH FEDERATION OF GREATER PHILADELPHIA LEADERSHIP Mark Fishman Michele S. Levin Board Co-Chairs

Melissa Gabillon Chief Human Resources Officer

Michael Balaban President & CEO

Jason Holtzman Chief of JCRC

Jennifer Brier, Esq. Chief Planned Giving Officer

Jeffrey Lasday Senior Chief of External Affairs

Livi DiCaro Senior Chief of Finance & Operations

Dr. Kelly Romirowsky Chief Strategy & Impact Officer

Rebecca Etter Chief Marketing Officer

Sarah Bernstein Solomon Chief Development Officer

A branch of the Jewish Federation of Greater Philadelphia, growing a stronger community and a brighter future.

Two Commerce Square, 2001 Market Street, Suite 2300, Philadelphia, PA 19103

jewishphilly.org | @JewishPhilly