The Practical Implications of Shifting Federal Priorities and Policies for the Nonprofit Sector
Hosted by AiP San Francisco / Bay Area

Monday, May 12, 2025
1:00-2:30pm PT 

Offices of Bernstein Private Wealth Management
555 California Street, Suite 4400
San Francisco, CA 94104

AiP Members - Complimentary  |  Non-members - $30

Sign up through Green "Register" button above. 

About the event... 

Join Advisors in Philanthropy for a panel conversation designed for financial advisors, estate planners, CPAs, philanthropic advisors, nonprofit leaders, and more to learn about the latest federal policies that are affecting the nonprofit sector. Speakers will discuss the implications of these policies on individual donors, foundations, nonprofits, and community members--how they are seeing these segments respond to the changes and offer suggestions for what these different segments can do to take action.

Panelists will include...

Jill Habig, President of Public Rights Project (PRP). PRP is a national nonprofit organization that helps local government officials fight for civil rights. PRP builds local government officials' capacity to protect and advance civil rights, convenes and connects them on key issues, and provides legal representation to help them win in court for residents. 

Marcela Muniz, Senior Vice President of Philanthropy at the Latino Community Foundation (LCF). LCF is building a movement of civically engaged philanthropic leaders, investing in Latino-led organizations, and increasing political participation of Latinos in California. 

Jason Nossiter, Principal and Wealth Advisor with Bernstein Private Wealth Management in San Francisco. Jason partners with leading non-profits, private foundations, family offices, corporate executives, and entrepreneurs to help them achieve their unique investment and wealth planning objectives. Jason is a founding member of Bernstein’s Foundations and Institutions Advisory Council, a cross-functional team of financial and social sector leaders dedicated to helping clients hone and achieve their philanthropic mission.

Facilitated by Erinn Andrews (Founder & CEO of GiveTeam), Vice President of Advisors in Philanthropy (AiP). AiP is a network of diverse professional advisors who are devoted to mastering and promoting the principles and practices of client-centered charitable planning.