Panel BREAKOUT SESSION TWO: 1:45 PM - 3:00 PM

NEW VEHICLES FOR CHANGE:
How Individuals Embody Their Values Through Giving

The modern philanthropic sector was born out of the desire to leave something behind; foundations, bearing the names of their founding benefactors, would remain in perpetuity, ensuring their legacy would endure for generations to come. However, more and more philanthropists are turning away from traditional models of philanthropy, expecting to see their works’ effectiveness during their lifetime. From the Giving Pledge to donor-advised funds, wealthy individuals have been shaping new vehicles for social change.

What values are behind this new cohort of high-net-worth individuals to leverage their wealth in these ways? How effective are these new models of giving? What does it mean when determining the best ways to achieve social goals are in the hands of the wealthy? In this session, we’ll explore several new methods of philanthropic giving—and discuss what this might mean for the future of both philanthropy and society.

PAnelists:

Hali Lee: Co-Founder, Faces of Giving

Ray Madoff: Professor, Boston College Law School; Director, Forum on Philanthropy and the Public Good

Dominic Pepper: Assistant Vice President, CCS Fundraising

Margot Seigle: Leader, Resource Generation

Panelist Bios:

Hali Lee is the founder of the Asian Women Giving Circle, the nation’s first and largest group philanthropic vehicle for Asian American women. She has worked in many capacities, often combining her love of learning, the arts and social change. Hali is the former executive director of a domestic violence service provider, the Korean American Family Service Center, and has been a development director at progressive independent schools, including the Blue School. She has served on several boards, including the New York Women’s Foundation and the Korean American Family Service Center. Currently, Hali is on the Board of Amplifier, which is a large successful network of giving circles inspired by Jewish values and changemakers making a difference around the world. She is a frequently in demand as a speaker to share her expertise about giving circles and group philanthropy. Among other organizations and conferences, she has spoken on a panel on Women in Philanthropy at the New York Times, Kellogg Foundation’s Cultures of Giving, at the Women’s Philanthropy Institute’s national conference, at Philanthropy New York and at a recent National Summit for Family Philanthropy.

Hali has been honored for her exemplary leadership and activism in communities by the New York Women’s Foundation, Asian American Arts Alliance, and the New York Chinese Cultural Center. She graduated from Princeton University with a B.A., studied Buddhism at Mahidol University in Bangkok, and received an MSW from New York University. Hali immigrated to this wonderful country from Korea as an infant. She lives in Brooklyn, NY with her husband, three teenage children and lots of pets including a hive of bees. On the side, she makes wonderful honey and knits, supplying 60 of her activist friends with pussy hats for the Women’s March in 2017.

Ray Madoff is a Professor at Boston College Law School where she teaches and writes in the areas of philanthropy policy, taxes, property and estate planning. Professor Madoff is the Co-founder and Director of the Boston College Law School Forum on Philanthropy and the Public Good, a non-partisan think tank that convenes scholars and practitioners to explore questions regarding whether the rules governing the charitable sector best serve the public good. Professor Madoff is the author of: Immortality and the Law: The Rising Power of the American Dead (Yale), which looks at how American law treats the interests of the dead and what this tells us about our values for the living. The Financial Times called it "a sparkling polemic. "Professor Madoff is also the lead author on one of the top treatises on estate planning:Practical Guide to Estate Planning (CCH) (published annually from 2001-2014) and has written numerous articles and chapters in a wide variety of areas involving property and death.

Professor Madoff’s areas of expertise include philanthropy policy, the rights of the dead (including the ability of the dead to control their bodies, reputation, and property),estate taxes, comparative inheritance law, and wealth inequality and taxes. A regular commentator on a number of these topics, Professor Madoff has appeared on dozens of national radio shows including On PointTalk of the NationAll Things ConsideredHere and Now, and Marketplace, among others. Professor Madoff is a frequent contributor to the opinion pages of the New York Times, and has also published Op-Eds in theWashington Post, the LA Times, the Boston Globe and the Chronicle of Philanthropy. Professor Madoff is an experienced mediator and leading authority on the use of mediation to resolve will and trust disputes. Prior to teaching, she was a practicing attorney for nine years in New York and Boston.

Professor Madoff is a member of the American Law Institute, an Academic Fellow of the American College of Trusts and Estate Counsel and past president of the American Association of Law School’s Trusts and Estates Section. She was named a 2014 Top Women of the Law by Mass Lawyer’s Weekly.

Dominic Pepper has a decade of experience in the non-profit sector. With a focus on fundraising strategy development, program expansion, diversification, and execution. His CCS career has spanned a range of clients across multiple sectors.

Driving change both at the systems and grassroots levels, Dominic has advised strategic growth and turnaround strategies for clients to further capacitate each with a path to achieve new levels of measurable impact. Organizations that have benefitted from Dominic’s counsel include United Way Worldwide, Nationwide Children's Hospital, the National Constitution Center, the Arch/Dioceses of Brooklyn, NY and Toronto, ON, and various family foundations.

Prior to CCS, Dominic built a practice group for family education, governance, and philanthropy with the Society of Trust and Estate Practitioners' International Boutique Law Firm of the Year. There he advised families on innovative and effective philanthropy. He has been published for his writing on estate planning and has spoken at several planned giving conferences and nonprofit organizations.

Dominic serves on the board of several social service and education non-profit organizations including: New Jersey School Choice and Education Reform Alliance, National School Choice Week, the Tri-County Scholarship Fund, and Generation Citizen. He has served in an advisory role and committee member for: amfAR, Antiviolence Project, HRC, and the Audubon Society Young Members, among others.

Dominic earned his BA and M.Ed from the University of Notre Dame. A native New Jerseyan, Dominic loves Yankees baseball, Notre Dame sports, New England beaches, good coffee, and Wait, Wait Don’t Tell Me, the NPR news quiz.

Margot Seigle is a community builder and ritual weaver who co-runs a queer Jewish chicken farm and cultural reclamation project called Linke Fligl (left wing in Yiddish) and a market, cafe, and community space called Random Harvest. Margot hails from the Midwest and currently lives in the Hudson Valley, but calls the Jewish diaspora home. Margot deeply believes in the liberatory potential of song and is the co-creator of  Let My People Sing!, a Jewish singing retreat working to create spiritually & politically vibrant Jewish singing culture.  Margot was a founding member of Regenerative Finance, a project working to shift the economy by transferring control of capital to communities most affected by racial, economic, and environmental injustices.  From 2010-2017, Margot was a member leader within Resource Generation and was part of a collective that started the Hummingbird Fund for Migrant and Border Justice.  Margot is a proud board member of Jews for Racial and Economic Justice and The Watershed Center.  They fill their time with music and magic making, singing, creating art, cooking home grown meat and veggies, hanging with dear friends in a square house in Millerton, NY where they live, and dreaming and manifesting the world to come.