The Endowment and Foundation Consulting Group
The Endowment and Foundation Consulting Group is a consortium of very experienced professionals have joined forces to more effectively focus our capacities.
The group represents many years of experience in development, law, finance, program planning, grant making and investment. Our expertise ranges widely, from analyzing tax policy to creating social venture funds and much more. We have worked with clients on building investment portfolios, establishing endowments, and helping trustees, board and committee members, and families make their philanthropy more focused and effective. We are particularly interested in helping our clients understand and meet the needs and interests of next-generation philanthropists.
Most of us have spent the majority of our careers working within the Jewish community, where we’ve acquired a wealth of unique experience that we’re eager to share. Click here for an outline of the services we can provide.
We look forward to working with you.
The Endowment and Foundation Consulting Group Panel:
Joseph C. Imberman – President and CEO, Montclair NJ, former Associate Vice President, Planned Giving and Endowments, Jewish Federations of North America
Chip Edelsberg – Consultant, Scottsdale, AZ, former Executive Director, Jim Joseph Foundation
Gail Zucker – Consultant, Seattle, expert in strategic planning for non profit agencies and public charities
Lori Kranczer – President, Everyday Planned Giving
Andrea Kantor – corporate attorney, New York City
Michelle Gruder Wasch Lobovits – former CEO, Jewish Community Center of Palm Beach
Gail Zucker has spent three decades providing strategic and organizational consulting in the Jewish philanthropic arena as well as to non-profit, public and private sector clients. She brings sophisticated strategy, planning, evaluation, innovation, capacity building and facilitation expertise to amplify the impact of social investments.
She has worked at the Jewish Federations of North America where she served as a senior director of consulting and community development and the director of the groundbreaking Social Venture Fund for Jewish-Arab Equality and Shared Society, and the direction of Planning and Agency Support at the San Francisco Jewish Community Federation and Endowment Fund. She has also consulted with global charities, foundations, universities, public school districts, healthcare and government agencies.
Lori Kranczer, Esq.
Lori Kranczer, Founder of Everyday Planned Giving, LLC, believes firmly that planned giving, or “legacy giving,” which are ways donors make impactful gifts through endowments, bequests in wills or other structured gift vehicles, should be a vital part of the fundraising practice of every nonprofit organization, no matter the size, budget or mission. Lori partners with organizational leaders to customize planned giving programs that substantially and consistently support organizations far into the future.
Lori has over 17 years of experience advising nonprofit organizations on conceptualizing and building planned giving programs, training volunteer leadership and staff, soliciting and closing significant planned giving arrangements, including those blended with major gifts, and working with donors, their families and advisors on structuring the appropriate gifts to meet their philanthropic and financial goals.
Prior to consulting, Lori held senior planned giving roles at major New York-based nonprofits, and in each, expanded the reach and depth of the legacy programs. An experienced attorney, Lori applies her knowledge of complex giving structures to the practice. She has also taught planned giving at New York University and Yeshiva University, and she frequently speaks at staff trainings and Board of Directors meetings. She graduated from Binghamton University and New York Law School.
Lori lives in Ditmas Park, Brooklyn with her husband and two children. In her spare time she enjoys renovating her 100+ years old creaky Victorian house.