William Bernstein
Associate @Mersky, Jaffe & Associates Mja
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WORK HISTORY
Associate @Mersky, Jaffe & Associates Mja
Los Angeles, CA, US
Executive Coaching, Planning Annual and Capital Campaigns, Feasibility Studies, Board/Leadership Development.
EDUCATION
Montclair State University
Bachelor of Arts
Rutgers University
Master of Social Work
SKILLS
ABOUT WILLIAM BERNSTEIN
Turn-around Specialist’ recognized as one of the most prolific fundraising professionals in field of Jewish Communal Service.Senior Non-Profit Executive highly skilled in running large foundations. Deep experience in building relations and working with high-net-worth individuals in all aspects of philanthropic planning.Expertise: Grant Writing – Fundraising - High-Net-Worth Donors Relationships - Private Family & Corporate Foundations - Public Speaking - Strategic Planning - Foundation Startups - Major NPO & Academic Institutions - Individual/Family Plan Design for Philanthropy - Leadership Development - Staff Training & SupervisionKey Strengths-> Evaluating, improving, and enhancing performance and reputation of organizations-> Running large foundations, supporting population of Generating multi-million dollar gifts for worldwide social service and educational programs-> Partnering with financial service professionals on investment strategies to facilitate charitable gift plans-> Setting up and implementing private foundations, donor advised funds, charitable remainder and lead trusts, and wills and estate planning with high-net-worth individuals that reflect family values and financial circumstances.Sample of Executive Highlights-> As President/CEO re-established credibility and led turnaround initiatives of federation after years of decline and on verge of bankruptcy. Received national award for outstanding efforts to revive and restore Jewish Federation of South Palm Beach County.As EVP, created supporting foundation of prominent family to become involved in philanthropy. Multi-million dollar foundation now perceived as trail blazer in funding innovative and creative projects.As Associate Dean of Alumni Affairs and Development, organized and led team to solicit major funding for $70M capital campaign. Secured appointment with first-time high-wealth client who now is ongoing advocate for University of Maryland School of Law.
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