Making Your Donation Dollars Go Further:
Using Flow Through Shares to Reduce the Cost of Giving
Tuesday, March 8, 2022
8:30 AM - 9:15 AM
At this session attendees will get a chance to hear from industry leaders Saul Plener, PwC LLP, and Robin Turack, PearTree Canada as they discuss the mechanics of using flow-through share donations and highlight the benefits to both donors and charities. They will illustrate how donors can use this powerful philanthropic financial tool to lower their after-tax cost of giving and make their charitable dollars go further.
Janice Benatar, Vice President, Philanthropic Leadership, will also be speaking about the value of using Donor Advised Funds.
For more information, please contact Pearl Goodman at pgoodman@ujafed.org
Attendee information will be kept confidential and details on how to join the webinar will be sent when you register.
Register by 12:00 pm on Monday, March 7, 2022.
SPEAKER BIOS
Saul Plener, FCPA, FCA, Tax Partner, Private Company Services, PwC LLP
Saul Plener was the National Leader for PwC’s Private Company Services practice in Canada for the past 7 years. He focuses on business issues affecting owners and leaders of private companies—from digital transformation and growth strategies to succession planning and tax planning.
Saul has also served as the firm’s National Managing Partner for Strategy and Operations and as the National Tax Leader, specializing in international transfer pricing. Before joining PwC, he practiced in the CRA’s large case audit division, where he was responsible for reviewing domestic and international transactions.
For more than 20 years, Saul was actively involved with the CICA and the UFE programs. He was a member of the CICA Tax Policy Committee and the CICA Board of Evaluators (2002 to 2005), and was the Board chairman (2007 to 2008). He is a member of the Professional Advisory Committee of the Jewish Foundation of Greater Toronto and is a member of the Budget and Finance committee of the UJA.
Saul has a Bachelor of Business Administration from York University in Toronto. He is a CPA and in 2009 was elected as a Fellow of the Chartered Professional Accountants of Ontario for his achievements and leadership contributions to the community and the profession.
Robin Turack, Vice President, Business Development, PearTree Canada
At PearTree, Robin Turack brings her donor/client centred approach to her focus on developing deep and sustainable client relationships in the GTA and across Canada. Robin works closely with current and prospective donor clients, their charitable causes and their advisors. Robin has applied her entrepreneurial leadership style at leading Canadian and international institutions and her collaborative approach has resulted in highly successful marketing, sales, philanthropic, media and communications ventures.
As a volunteer, a consultant and an executive, Robin brings multiple perspectives and expertise to PearTree. Robin was a member of the ROM Ball 2017 celebrating Canada's 150th Fundraising & Planning Committee. Robin was a member of the ROM Ball 2017 and the ROM Ball 2019, Fundraising & Planning Committee. She is also involved with the AGO Art Bash, the Israel Cancer Research Fund, Ignite the Spark for Children’s Aid Foundation and the Canadian Hadassah Wizo’s “At Our Table”.
In 2007, Robin and her daughters created the successful Blue Brain Bracelet Campaign to support The Gerry and Nancy Pencer Brain Trust and The Turack Family Fund for Pediatric Oncology at Princess Margaret Hospital. Robin is a graduate of the Kellogg School of Management at Northwestern University in Chicago focusing her executive studies on Innovation and Social Entrepreneurship, Successful Fundraising Strategies, Internet and Social Media Marketing, Crisis Management, and Executive Management Education for Jewish Leaders and she continues to be a member of the Kellogg Jewish Leaders Circle.
Janice Benatar, CFRE, Vice President, Philanthropic Leadership, UJA Federation of Greater Toronto
Janice Benatar, CFRE was born in Harare, Zimbabwe. She has lived in Zimbabwe, South Africa and Israel, and now makes her home in Toronto. Her passion for building bridges between people inspired Janice to seek a career in fundraising, where she could engage philanthropists with a focus on tangible, positive change.
Janice has been working as a fundraiser for over 20 years. She has been involved in a number of fundraising initiatives, including endowment, planned giving, capital and special campaigns, annual giving and working strategically with professional advisors.
Her designations include CFRE (Certified Fund-Raising Executive), LLQP (Life License Qualification Program) and MFA-P (Master Financial Advisor-Philanthropy).
Janice specializes in integrated philanthropy. She engages, educates, and motivates philanthropists to consider a variety of meaningful ways to fulfill their strategic philanthropic goals.