Leonard Aube, Executive Director
The Annenberg Foundation

About the Speaker:

Leonard J. Aube is the Executive Director of the Annenberg Foundation, one of the largest private family foundations in the United States. He joined the foundation in 2003 as Managing Director, with a focus of assisting Wallis Annenberg to establish a West Coast presence for the Foundation.

In his role as Executive Director, Leonard has overseen the relocation of the Foundation’s headquarters to Century City from Radnor, PA and provides leadership and support for the professional staff and Board of Directors whose interests blend traditional philanthropy with innovative approaches to addressing complex societal challenges.

Since its inception, the Annenberg Foundation has given nearly $4 billion in grants to thousands of nonprofits in a wide range of program areas such as education, culture and arts; the environment, animal welfare and nonprofit capacity building. In the past five years more than $500 million has been directed to non-profits serving the greater Los Angeles region.

Under the hands-on and active stewardship of the Annenberg Directors (Wallis Annenberg, Lauren Bon, Charles Annenberg Weingarten and Gregory Annenberg Weingarten) the Annenberg Foundation has expanded its relationship with the communities it serves. In addition to its conventional grant-making, place-based investment in special projects and initiatives such as Not-A-Cornfield, the Annenberg Space for Photography, Explore, the Annenberg Community Beach House, Strawberry Flag, and the Companion Animal Center transcend the established portrait of a family foundation.

Moreover, the Annenberg Foundation is expanding access to its capacity building initiatives for Los Angeles-based Executive Directors and Board Chairs with the creation of its newest program, Alchemy (www.annenbergalchemy.org).

Charitable Tax Planning
William Finestone, Esq.
Finestone & Richter

Join this special presentation to hear William Finestone provide an overview of the tax aspects of charitable giving. The seminar will incorporate descriptions of gift giving vehicles including a discussion of practical uses of these giving vehicles. This session will start with a brief discussion of current developments in the charitable tax world.

About the Speaker:

Mr. Finestone, a founding member of the West Los Angeles law firm of Finestone & Richter, is a State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He is a Fellow of the American College of Trust and Estate Counsel (member, Charitable Tax Planning and Exempt Organizations Committee), and is a frequent lecturer at continuing education and other programs, including American and California State Bar Associations, ACTEC, the USC Tax Institute, National Committee on Planned Giving, Western Conference on Tax Exempt Organizations, AFP, and several Planned Giving Round Tables in California and elsewhere. Mr. Finestone, who received B.S., M.B.A., and J.D. degrees from UCLA, is named as a "Southern California Super Lawyer (Estate Planning/Trusts)" by Los Angeles Magazine and is included as one of the "Best Lawyers in America" (Trusts and Estates) in that publication.