Carí Jackson Lewis Jd, Llm, Cspg, Aep, Cap Email & Phone Number

United States

Westlake Village, CA, US

Responsibilities include all facets of estate planning, including drafting wills, trusts and ancillary documents; trust and probate administration, including meeting with clients, trustees and family members; communicating with beneficiaries; drafting correspondence and legal documents; preparing deeds, asset spreadsheets and probate pleadings; supporting.

https://www.cpconsultingca.com/ - Offering culturally competent, no-nonsense counsel to nonprofits, donors and their advisors, CPC's mission is to simplify the act of giving while ensuring impact in our communities. CPC provides custom, white-glove family office-style philanthropic services for individual donors, families, and private foundations.

Santa Monica, California, US

As the Senior Vice President and Chief Administrative Officer, I serve as the operational leader of the California Black Women’s Collective Empowerment Institute, a 501(c)3 organization dedicated to improving the lives of Black women and girls (the "Collective"). As the "engine" of the Collective, I work closely with the President and CEO and the Board to.

Los Angeles, CA, US

In addition to leading the Gift Planning Division, I was also selected to lead, on an interim basis, a six-person central fundraising team focused on on-campus initiatives, including Student Affairs, Mission and Ministry, Provost Initiatives, Corporate Relations, and Regional Development.

Los Angeles, CA, US

Los Angeles, CA, US

Los Angeles, California, US

• Reporting to Vice President, Development and Donor Relations (DDR), develop and manage relationships with HNW and UHNW individuals, their families, attorneys, accountants, and financial advisors and other stakeholders.
• Assist Planned Giving Officer by identifying, strategizing and cultivating prospective Sartori Circle (legacy society) donors and advisors
• Utilize Raiser’s Edge and other business intelligence/CRM software to identify and cultivate potential donors and advisors
• Use PGCalc and Crescendo to structure gifts of complex assets, implement due diligence and intake processes, and analyze charitable trusts and other donative vehicles
• Coach professional advisors and local nonprofit organizations on development of planned giving programs
• Spearhead Special Projects and Initiatives such as the Private Foundation Initiative, Advisor Outreach Program and DDR Diversity Initiative, using a racial justice lens to promote equity in program management.

Westlake Village, CA, US

Assisted Principal Attorney with estate planning, elder law, special needs law, philanthropy, and nonprofit organizations. Member of New York Bar since 1996. - Legal Extern January - March 2017

Worked for Linklaters LLP, Debevoise & Plimpton and Freshfields in support roles for antitrust and other litigation projects.

Thousand Oaks, California, US

Cultivated and stewarded donors to make planned and major gifts to Many Mansions, a California not-for-profit provider of affordable and assistive housing for low and limited income families and individuals with disabilities in 14 properties throughout Thousand Oaks, Simi Valley and Oxnard, California. Spearheaded Camp Many Mansions Summer Camp Appeal.

• Philanthropy and grants consultancy providing professional grant-writing and administration advice and services to not-for-profits, individuals, local governments, schools, public and private businesses, and charitable.
• researching and identifying potential funding sources;
• providing staff training through workshops about best practices and establishment of an efficient in-house system of grant writing and management;
• writing effective and professional grant applications and funding proposals;
• developing systems for budgeting and reporting, including progress reports, acquittal reports and other documentation; and
• cultivating relationships between the client grant seeker and potential funders, peak bodies, research organizations and other stakeholders in the client's sectorECA also provided services to grantmakers (like.

Melbourne, VIC, AU

Managed and administered perpetual charitable testamentary and inter vivos charitable trusts. Liaised with donors and benefactors, private schools, foundations, trusts and not-for-profit organisations in the administration and distribution of grant funds. Administered Private Ancillary Funds, Public Ancillary Funds, and other vehicles for charitable giving.

Adelaide, SA, AU

• Appointed as Business Development Manager and Registered Representative of Australian Executor Trustees (AET). Identified and facilitated the appointment of Australian Executor Trustees as a fiduciary, e.g., trustee or.
• Completed required training for Australian Securities and Investments Commission Regulation 146 for professionals providing financial advice.
• Completed annual in-house Anti-Money Laundering and Regulatory Compliance training.

Melbourne, Victoria, AU

• Supervised the administration of the Grants and Awards division of the Victoria Law Foundation, Legal Services Board-funded organisation awarding over AU$500,000 and administering over AU$1.2MM per year in grants.
• assessing grant applications, undertaking research, reporting and preparing papers and recommendations for the consideration of the Grants Subgroup/Board; and maintaining high quality financial records and budgets and.
• preparing policies, financial reports, submissions and proposals to Grants SubGroup and/or other Foundation Board Groups; and liaising with key stakeholders, including Foundation Board members, statutory bodies.
• As Projects Coordinator, supervised and implemented all aspects of the Victoria Law Foundation Legal Sector Internship Program, which places up to fifty high-achieving law students with an interest in community.

New York, New York, US

Practice included counseling clients in the design and implementation of both simple and complex estate plans, including the preparation of wills and a variety of trusts, including insurance, living, generation-skipping, dynasty, marital, bypass, qualified personal residence, charitable and intentionally defective grantor trusts. Assisted in drafting pre.

Drafted and supervised the execution of wills and trusts utilizing marital deduction, credit shelter, annual exclusion, and disclaimers. Prepared insurance trusts, “Crummey” letters and Guardian Ad Litem reports for Surrogate’s Court.

Worldwide, GB

(At former legacy firm, Rosen and Reade) Drafted wills and trust agreements utilizing marital deduction, credit shelter, annual exclusion and disclaimer trust provisions, drafted life insurance trusts and qualified personal residence trusts; drafted court documents for Surrogate's Court proceedings; advised clients on tax and estate planning issues.

New York, NY, US

Drafted wills and trust agreements; researched issues and wrote memoranda concerning qualified personal residence trusts, Medicaid Criminalization statutes and supplemental needs “payback” trusts; drafted documents to amend irrevocable trusts and obtain authorization from Surrogate’s Court; assisted in advising not-for-profit organizations and private.

A.B., English, English Literature

Master Of Laws (Llm), Taxation (With Distinction)

Juris Doctor (Jd), Law