15 2016


17 2016

Planned Giving & Endowments Post-GA Endowment Meetings

2:30PM - 3:00PM  

Contact Anna Allen
(212) 284-6706

PG&E will host its Senior Advisory Council (SAC) meeting following the General Assembly in Washington, DC, and a post-SAC meeting to be convened by JFNA for the first time specifically for Separately-Incorporated Foundation (SIF) professionals. Attendance at the SAC and SIF meetings is by invitation only. SAC is open this year not only to members of PG&E’s National Professional Advisory Committee (NATPac) and the senior endowment professional in each community, but to all endowment professionals approved by the senior endowment or FRD professional at their federation or Jewish community foundation where they are on staff. The SIF conference is specifically for endowment professionals at Jewish community foundations that are affiliated or work with their local federation but have a separate management structure.

City-Size meetings will take place before the SAC meeting, one for Large-City endowment professionals and one for endowment professionals from other City-Size communities. Registration is not required.


When you go to the registration site, the meetings for which you are eligible to register will appear. If you do not see a meeting that you would like to attend, check first to find out whether your senior endowment or FRD professional has notified PG&E that you are approved to attend, and then contact Anna Allen at or (212) 284-6706.


After you complete the meeting registration, you will be prompted to make a hotel reservation (optional). Sleeping rooms at the Washington Hilton are expected to sell out, and JFNA’s discounted room rate of $245 per night will expire on October 21, 2016. A deposit of one night's room and tax is required to confirm your reservation, but reservations can be cancelled without penalty up to 72 hours prior to your arrival. If you cancel within 72 hours of arrival, you will forfeit your deposit. Modify or cancel your reservation.

For hotel-specific requests (handicapped access, room location, bedding preferences, etc), please contact the hotel directly at (202) 483-3000.  For group arrangements or other inquiries, please contact JFNA’s housing coordinator Alexandra Rubin at (202) 759-5794.


SAC Agenda

Additional SAC Materials

Council on Foundations National Standards
Gifts of Life Insurance

Please check back for the Agenda for Planned Giving & Endowments’ Separately Incorporated Foundation meeting on November 14-15, 2016.