William Bernstein work email
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‘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 70,000+.-> 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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Director Of Institutional Advancement - Western RegionAmerican Society For Yad Vashem Sep 2016 - Aug 2021 -
Executive DirectorJewish World Watch Jun 2015 - Apr 2016Los Angeles, CaRecruited to increase resource base of organization. Provided direction and supervision to staff of seven in fundraising initiatives. $3M budget. Personally responsible for solicitation of major donors, including gifts of $5K to $100K.-> Set in place comprehensive long-range strategic fundraising plan to increase resources by 25% in next three years.-> Built team of professionals capable of working through transition. Reorganized goals to move forward while rebuilding NPO with reputation of change.-> Initiated plans for more efficient and effective governance structure that is now in process of implementation.
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Chief Development OfficerLiberty Hill Foundation Apr 2013 - Jun 2015Los Angeles, CaliforniaLed staff of six in fundraising activities, including annual campaign, major events, donor-advised funds, corporate support, and planned giving. Personally managed portfolio of 50+ major gift donors.-> Led campaign plan that was previously stagnant and increased gifts of $1K+ by unprecedented 15% in first year.-> Formulated meaningful ‘Case for Giving’ and personally solicited donors for contributions of $5K+.-> Attained gift of $250K. Publically recognized by Chairman of Fundraising as first gift of this type in agency history.-> Created comprehensive long-term plans to boost fundraising by 40% over five years; approved unanimously by BOD. -
Director Of Development, Major GiftsRand Corporation Nov 2011 - Apr 2013Santa Monica, CaliforniaManaged portfolio of 50-100 top prospects; managed stewardship portfolio of up to 50 donors. Researched/identified new individuals/foundation donors. Attended advisory board meetings/special events nationwide and initiated personal cultivation in gifts of $25K+, primarily in area of health-related research. Wrote effective grant proposals.-> Increased number of $25K+ donors by 25% in two years. Secured several corporate gifts of $100K+.-> Worked with major donor to form charitable remainder trust to benefit RAND research.-> Initiated donor cultivation and solicitation model; successful model replicated and implemented by Development Department. -
Fundraising ConsultantBernstein Consultancy Jan 2011 - Nov 2011California & FloridaLeft Jewish Federation in to care for aging parents. Took on consulting roles in transition to move to California. -> Wise & Healthy Aging Santa Monica, CA: Advised and developed fundraising programs and grant proposals.-> Weinbaum High School - Capital Campaign Boca Raton, FL: Identified, cultivated, and solicited major gifts of greater than $100K for $15M capital campaign. Completed Phase 1, $4.2M with personal portfolio of $1M secured gifts.
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President And Chief Executive OfficerJewish Federation Of South Palm Beach County Aug 2003 - Dec 2010Boca Raton, FlFull oversight in direction and supervision of corporation, including departments; annual campaign, finance and administration, planned giving, planning and allocations, community relations, marketing and communications, facilities management, and representative of community to national and international organizations. Direct management of ten senior managers who oversaw professional staff of 55. Reported directly to Chairman of the Board. Overall campus includes large Jewish Community Center, two private day schools (1,100+ children), and elderly housing (residential head count of 400+ in two elderly housing apartment complexes).Recruited to provide stability and senior-level leadership in setting new direction for management of large city federation. Supported Jewish population of 70,000 in South Palm Beach County. $25M budget plus endowment fund of $100M.-> In first year, established/launched strategic turnaround leadership initiatives. As new leader, restored confidence of major donors, community leaders, and beneficiary agencies. Restructured entire senior management team for stability and growth.-> Annual campaign increased from $17.5M to $21M in four years. Personal solicitation portfolio of $3.1M, and added $10M to endowment fund in three years.-> Increased allocations to beneficiary agencies by 3% in first year of operation.-> Spearheaded strategic planning process for comprehensive campus development. Secured $2.4M in low-cost bond financing to support and enhance capital facilities. Initiated plan for development and construction of 400 elderly housing units.-> Instituted program giving donors option gift in areas of individual and family interests, securing $3M+ in 18 months.-> Earned “Outstanding Professional Award” for leadership at national conference of Jewish federations. 2009-> Elected Chairman, Large City Executive Group, United Jewish Communities representing top 20 federations in US. 2007 -
Executive Vice President DevelopmentThe Jewish Federation Los Angeles Mar 1995 - Jun 2003Los Angeles, CaRecruited to provide strategic direction and lead development efforts. Directed 12 senior-level managers, 52 professional staff members, and hundreds of volunteers. Managed major gifts, philanthropy, business and professionals, community development, direct mail/phone, and regional offices.-> Launched comprehensive reorganization, recruiting development staff of highest caliber to undertake new strategic plan.-> Increased 1996 through 2000 campaigns by $1M YOY; boosted campaigns by $.5M in 2001 and 2002 despite recessionary economic trends.-> Managed The Jewish Federation’s first major capital campaign in more than 30 years. Secured $25M+ to provide funding for new headquarter facilities.-> Spearheaded development of solicitation tools to secure donations, i.e. launch of publications for donor contributions.-> Instituted new outreach program that grew major donor (>$10K) population from 700 to 850+.-> Led annual gift missions to Eastern Europe/Israel increasing donations 25%.-> Established “The Center for Jewish Philanthropy,” as first fully integrated development program in history of Federation. -> Established Impact Program in conjunction with annual campaign; provided donors of $10K or more ability to designate use of increased gifts. -
Associate Dean Of Alumni Affairs And DevelopmentUniversity Of Maryland School Of Law Nov 1993 - Mar 1995Recruited to School of Law and challenged to fully reengineer development office and conceive/deploy strategic plan focusing on significantly boosting annual campaign and capital fund. -> Achieved 15% increase in annual campaign while simultaneously completing a capital campaign securing $11.5M.-> In addition to managing annual and capital campaigns, directed all alumni and development activities.-> Reorganized staff, recruited professional talent, and deployed comprehensive public relations campaign.-> Initiated opportunities for Dean and Director of Development to cultivate major donor relationships; reestablished Board of Visitors program, attracting lawyers and other professionals from alumni organization to serve as part of the school's governing body. -
Senior Vice President -- Chief Operating OfficerThe Associated: Jewish Community Federation Of Baltimore Mar 1988 - Nov 1993Baltimore, Maryland AreaDirected management team comprising 5 senior managers with responsibility for annual campaign, endowment development, fiscal operations, planning and budgeting, and marketing/public relations.Managed all activities of the Office of the President; staffed the Executive Committee.-> Played pivotal role in increasing annual campaign from $18M in 1988 to $22.5M in 1993.-> Oversaw implementation of strategic plan approved by Board of Directors in 1989.-> Served as liaison to 16 local agency social service directors regarding budgeting, staff management strategy, and long-range planning.-> Coordinated regulatory compliance and all activities with government and nonprofit agencies. -
Associate Campaign DirectorJewish Federation Council Feb 1984 - Sep 1988Directed regional fundraising activities; initiated and staffed Community Planning Study as well asdevelopment of new multi-purpose facility serving a community of 40,000. -
Associate Campaign DirectorJewish Federation Council Of Greater Los Angeles Jan 1984 - Jan 1988Los Angeles, CaProvided long-range campaign planning and campaign budget preparation. Managed all lay and professional staff; coordinated efforts of 5 area campaign managers, 40 professional staff, and 500 to 600 volunteers.-> Instrumental in raising $20M; directed Special Gifts Campaign, Major Gifts, and New Major Gifts.
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Assistant Director, Community Planning And Program DevelopmentCombined Jewish Philanthropies Of Greater Boston, Inc Sep 1979 - Jun 1984Responsible for allocations of $6M to 75 constituent and beneficiary agencies.Developed proposals and successfully secured funding from governmental sources and private foundation. Served as liaison to governmental agencies. Supervised staff, graduate students, and volunteers.Director, Leadership DevelopmentDeveloped educational and training programs to enhance knowledge of agency functions on local, regional, national, and international levels for lay and professional staff. Served as resource to Federation agencies regarding establishment of leadership development programs.
William Bernstein Skills
William Bernstein Education Details
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Political Science/Sociology -
Group Work Major
Frequently Asked Questions about William Bernstein
What is William Bernstein's role at the current company?
William Bernstein's current role is Senior NPO Executive: Turnaround Specialist - Foundation Management & Development - High-Net-Worth Donors Relationships - Executive Coach To Fundraising Executives.
What is William Bernstein's email address?
William Bernstein's email address is wb****@****chan.ca
What schools did William Bernstein attend?
William Bernstein attended Montclair State University, Rutgers University.
What skills is William Bernstein known for?
William Bernstein has skills like Fundraising, Philanthropy, Nonprofits, Community Outreach, Community Development, Grant Writing, Strategic Planning, Program Development, Leadership Development, Grants, Public Speaking, Volunteer Management.
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