Events Information

Monthly Membership Meeting

March 06, 2018
7:15 AM to 9:00 AM
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Fairbanks Ranch Country Club
15150 San Dieguito Rd.
Rancho Santa Fe, CA 92067
https://www.bayclubs.com/fairbanksranch
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The North County Estate Planning Council - San Diego is very honored to have a panel of the leaders of the three leading community foundations in San Diego including Beth Sirull of the Jewish Community Foundation, Christy Wilson of the Rancho Santa Fe Foundation, and Kathlyn Mead of The San Diego Foundation. They will be discussing: 

“The Client Conversation:
Making a Difference Through Philanthropy”

Beth, Christy and Kathlyn will be discussing how to really “engage” with the client in considering philanthropy as they go through their estate and legacy planning.  It is so much more than Estate Taxes, especially now with the $11.181M of Exempt Assets, but philanthropy fits so nicely with “preparing the family for the wealth”, passing on values to the family, and encouraging collaboration and communication amongst the family members. “Leaving a Legacy”, “Making a Difference”, “Giving Back” are all fine goals for making San Diego and the world a better place.

Please come as early as 7:00AM to enjoy Fairbanks Ranch Country Club and the networking opportunities with the Council Members 

The Guest Fee is $30.00. Members attend free of charge. Please send this in as soon as possible. 

If you would like to Sponsor a Meeting, contact Bill Super or Carlee Harmonson.


 

NCEPC-SD Meeting Sponsor:
Union Bank

Union Bank is pleased to support NCEPC - SD’s March meeting, demonstrating our belief in the importance of charitable planning as part of a well-rounded financial plan.  For over 150 years Union Bank has been helping generous individuals and families and non-profit organizations construct and manage their charitable giving.  We offer a full range of charitable services including family foundations, donor advised funds, financial planning, charitable gift annuities, charitable trusts and endowment management. 

Our team of Charitable Services Specialists is ready to provide integrated, detailed advice and a wide range of solutions to help your clients achieve their purpose.

The Union Bank Team is led by our Board Member, Carlee Harmonson.

Carlee Harmonson is a Managing Director of The Private Bank at Union Bank and her contact information is as follows: (858) 551-5366; 7807 Girard Avenue, Suite 200, MC 2-605-220, La Jolla, CA, 92037.

Carlee.harmonson@unionbank.com; unionbank.com


Our Speakers:

Beth Sirull, President and Chief Executive Officer, Jewish Community Foundation of San Diego.  

Beth Sirull is a mission-driven, pragmatic leader with the demonstrated ability to marshal both financial capital and human resources to deliver exceptional results on time and within budget. In March 2017, Beth became the President and CEO of the Jewish Community Foundation of San Diego (JCFSD) which manages over $360 million in philanthropic assets for organizations and individuals.  JCFSD recently became the first Jewish Community Foundation in the United States to offer its donors an impact investment option aligned with Jewish values across multiple asset classes. 

Prior to joining JCFSD, Beth served as President/CEO of Pacific Community Ventures (PCV), a combined for-profit/nonprofit community development organization that leverages human and financial capital investment to create jobs and economic opportunities in low income communities.  Beth led PCV through a period of significant growth, doubling revenues and increasing net assets by over 50%.  The organization launched a small business loan fund to complement its equity funds and built a global reputation as a thought leader, advisor and knowledge manager in impact investing.  Previously, Beth worked in several marketing and strategy positions in financial services.   

Beth received the 2015 James Irvine Foundation California Leadership Award, recognizing Californians who are advancing innovative, proven and replicable solutions to critical issues facing the state.  She was named to Forbes' list of 30 Top Social Entrepreneurs in 2012 and to the San Francisco Business Times' list of Most Influential Women in Business in 2013.  She is the author of Creating Your Life Collage: Strategies for Solving the Work/Life Dilemma (©Random House, 2000).  Beth holds an undergraduate degree from Brandeis University, an MBA from Boston University and an MPP from the Goldman School of Public Policy at the University of California, Berkeley.  

Kathlyn Mead, President & CEO, The San Diego Foundation 

Kathlyn Mead is President and CEO of The San Diego Foundation, one of the largest community foundations in California and the nation. Since 2014, she has led the mobilization of resources to advance quality of life, increase social impact and champion civic engagement through effective, responsible and innovative philanthropy throughout the vibrant San Diego region.

Throughout her career, Mead has been deeply committed to nonprofit service engaging in and facilitating measurable community impact. Charles R. Drew University recognized her commitment to community service by awarding her their 2011 Medal of Honor. Mead was named a 2008 Woman of Distinction by the University of Southern California, received San Diego’s 2004 KGTV-10 News Organizational Leadership Award, and is also a recipient of the YWCA of San Diego Tribute to Women & Industry Award.

Prior to joining The San Diego Foundation, Mead was Executive Vice President and Chief Operating Officer of The California Endowment. An established leader within diverse health related sectors, she also previously served as President and CEO, San Diego Council of Community Clinics. As Vice President, CalPERS Sector for Blue Shield of California, Mead developed cost effective, quality health care networks and products for California’s largest purchaser of health benefits. As President and CEO for Sharp Health Plan, her leadership resulted in exceptional growth as well as development of an award winning public/private, 3-share insurance product (FOCUS). Mead was Vice President, Managed Care, at Children’s Hospital San Diego, and held management positions with MetLife Healthcare Network of Colorado and Blue Cross of California. 

In addition to Mead’s leadership role at The San Diego Foundation, current community engagement includes volunteering as Board Trustee for the Charles R. Drew University of Medicine and Science, and Board Member for the 22nd District Agricultural Association/Del Mar Fairgrounds, The San Diego Symphony Foundation and the San Diego Regional Economic Development Corporation. She previously served on the Boards of HealthCorps, The Kitchen Community, the California Association of Health Plans, Consumer Center for Health, Education, and Advocacy, Community Health Improvement Partners, San Diego Urban League, and Insure the Uninsured Project (ITUP). 

Mead earned an MBA from the University of Southern California and attended Regis University in Denver, Colorado. 

Christy Wilson is the President & CEO of the Rancho Santa Fe Foundation: 

Christy Wilson is the President & CEO of the Rancho Santa Fe Foundation, having served in this role since 1997.  As the head of this ever growing organization, Ms. Wilson is charged with leading the development function and creating philanthropic and leadership opportunities in the San Diego County region. 

Notable organizational accomplishments during her tenure include the creation of the Rancho Santa Fe Women’s Fund in 2004 which since inception has granted more than $3 million to more than 100 different nonprofit organizations. 

In 2007, the Foundation launched The Patriots Connection, focused on raising awareness of the needs of the military in San Diego County. Other initiatives include North County Senior Connections, a three-year program to address food insecurity and isolation in vulnerable seniors in North San Diego County and currently a large initiative focused on workforce development for under-served youth in Sn Diego County.

Ms. Wilson is a member of the Association of Fundraising Professionals, North County Philanthropy Council, San Diego Grantmakers, the national Partnership for Philanthropic Planning and the North County Estate Planning Council- San Diego. She serves on the Advisory Board for The Nonprofit Institute at the University of San Diego and on the board of the Cardiorenal Society of America.

Christy received her B.S. from the University of California, Davis and her M.A. from the University of San Diego, where she is currently Adjunct Faculty in the School of Leadership and Education Sciences.


 Plus:
Hot Topics Ladies Presenting on Current Developments

  • Jenny Bratt of Withers Bergman
  • Catherine Swafford of Withers Bergman and
  • Kristan Sheppard of Goodwin Brown
  • Roberta Robinson of Robinson & Wilson, Attorneys at Law

 


Other upcoming events:

PLEASE PUT THE NCEPC-SD MEETINGS DOWN ON YOUR CALENDAR AS A RECURRING MEETING FOR THE 1ST TUESDAY OF THE MONTH.   

  • April 2, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego: This meeting will be a continuation of our Business Exit Planning Series that is led by Robert Copeland of Sheppard Mullin and will feature Bob and Chuck Witham of Witham Mahoney & Abbot, LLP. They will be discussing “You’ve Received An Unsolicited Letter of Intent: Analyzing An Offer; Is This a Good Deal for the Seller or Not?”
     
  • May 1, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego: Matt Brown of Brown & Strezza in Irvine will present on: “Beyond the NING: California Income Tax Planning with Traditional Irrevocable Trusts and update on NINGs, DINGs and the opportunities to plan around state income taxation of estate planning trusts.
     
  • June 5, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Diego: Speaker and Topic are being fine-tuned.

  • July 3, 2018, First Tuesday, the Regular Meeting of the North County Estate Planning Council- San Deigo: Speaker and Topic are being fine-tuned.

 

 

 

 

 

 

 

 

 

Tickets

$30.00 Guest

$0.00 Member

$0.00 Regrets