Family, Finance, and Philanthropy in Los Angeles
2019 Family, Finance, and Philanthropy in Los Angeles
During dinner, host Sam Lee MBA ’96 offered inspiring remarks on why he supports Harvard and the impact this kind of support has on students, faculty, and society as a whole. Anne McClintock, executive director of Harvard University Planned Giving, began the program with a presentation on charitable planning ideas, and Alasdair Halliday AB ’82, philanthropic advisor and director of principal gifts, followed by leading a discussion on family and wealth.
View photos from the event:
A special thanks to our hosts:
- Neal A. Baer EDM ’79, AM ’82, MD ’95
- Alan N. Berro MBA ’86
- Joshua S. Friedman AB ’76, MBA ’80, JD ’82 and Beth C. Friedman
- Mitchell R. Julis MBA ’80, JD ’81, EXED ’04 and Joleen R. Julis
- Samuel S. Lee MBA ’96 and Kim K. Lee
- Amos Meron AB ’89 and Sharon Burstin Meron
- Laurence E. Paul AB ’86, MD ’90 and Kathleen M. Paul
- Charles F. Simmons MD ’80 and Sharon D. Simmons
Interested in a particular photo included in the album above? Please email Ben Federlin at University Planned Giving Office to request a copy.
If you would like to discuss gift strategies and/or wealth and family issues, please contact the University Planned Giving team.
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