NEAL P. MYERBERG | BARRY L. SHAIN | DAVIDA G. ISAACSON
NEAL P. MYERBERG
Neal
P. Myerberg, an attorney, is a principal in the firm of Myerberg
Shain &
Associates (M/S/A), a company providing fundraising consulting,
strategic planning and gift administration services (emphasizing
planned giving and endowment development) for not-for-profit
and charitable organizations, foundations and philanthropists.
Neal Myerberg is also the lead principal in Myerberg Shain Capital
Advisors LLC. The firm provides
investment advisory and investment management services to charitable
and
not-for-profit organizations, foundations and individuals.
He is a lecturer in Planned Giving in Columbia University's master's
degree program in Fundraising Administration and Management.
Mr. Myerberg was most recently National Director of Charitable
Giving Services for Bernstein Investment Research and Management,
a unit of Alliance Capital Management, L.P., a firm that provides
investment research and money management to institutional and
individual clients. His work for over six years at Bernstein involved
investment planning for private clients, both for-profit and not-for-profit,
including individuals, foundations and trusts, with special emphasis
on the investment management, asset allocation and administration
of charitable planned giving vehicles and foundation and endowment
funds.
As National Director of Charitable Giving Services for Bernstein,
he provided investment management, gift administration and marketing
and fundraising consultative services for planned giving and endowment
programs throughout the country.
Mr. Myerberg was the Chief Executive Officer of the Department
of Planned Giving and Endowments at UJA-Federation of New York.
In that capacity, he spent a significant amount of time on matters
relating to the legal and tax aspects of charitable giving, tax-exempt
organizations and philanthropic tax planning, and administered
a program with assets in excess of $500 million.
He was also a founder and first president and is a director of
the Foundation for the Jewish Community (FJC), a New York not-for-profit
organization that holds and administers donor advised, designated
and endowed funds.
Mr. Myerberg formerly served as counsel to the Council of Jewish
Federations, Inc., a consultative organization serving over 200
Jewish Federations in the United States and Canada as well as
its Director of Endowment Development.
He previously worked as an attorney with the Internal Revenue
Service in Washington, D.C., specializing in estate and gift taxation.
He was also at one time engaged in the private practice of law
in the State of Maryland where he was elected State’s Attorney
for St. Mary’s County, Maryland. He is a graduate of the
University of Baltimore School of Law and the New York University
Graduate School of Public Administration.
Neal Myerberg is the author of numerous articles and papers dealing
with supporting foundations, philanthropic funds, charitable lead
trusts, charitable remainder trusts and planned giving. He has
spoken on matters involving charitable tax planning and planned
giving before lawyers, accountants, financial planners and not-for-profit
organization executives in many communities. He is also a frequent
speaker at the National Conferences on Planned Giving and at programs
sponsored by the American Institute of Certified Public Accountants,
The New York State Society of CPAs, regional Planned Giving councils
and many local and national not-for-profit organizations. He has
served as a resource to The New York Times, Wall Street Journal
and NBC Dateline on the legal and tax aspects of charitable giving.
He is a member of the Advisory Board of the Bottom Line publication
Tax Hotline.
Mr. Myerberg was the creator and editor of Endowment Review,
a national quarterly endowment newsletter and a regular contributor
to its columns. He was also the creator and editor of the professional
newsletters Tax Planning Tips for Professional Advisors and Estate
& Tax Planning With Charitable Gifts, published quarterly
for lawyers, accountants, financial planners, bank trust officers
and not-for-profit executives, dealing with the legal, tax and
practical aspects of charitable giving.
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BARRY L. SHAIN
Barry L. Shain is a principal in the firm of Myerberg Shain &
Associates (M/S/A), a company providing investment advisory, gift
administration and fundraising consulting services (emphasizing
planned giving and endowment development and capital, annual and
major gifts campaigns) for not-for-profit and charitable organizations,
foundations and philanthropists.
He holds a Masters Degree in Business and a Bachelors Degree
in Sociology, and has made a career of applying business and marketing
practices to the not-for-profit arena.
He originally entered the not-for-profit field as a community
organizer. With his background in business administration and
his strong sense of social commitment, he successfully moved into
the position of executive director of a number of not-for-profit
organizations.
Realizing that as an independent consultant he could have a greater
effect in the field, he founded, and became a partner in, the
Hawaii based firm of Myerberg Shain & Associates, with offices
located in Honolulu and the New York City area. The firm represents
a diverse group of clients, whose financial capacities range from
$100,000 to $100,000,000, and includes national organizations
in public advocacy, culture and the arts, education, religion,
environment and conservation, economic development and human services.
Mr. Shain specializes in applying business and marketing practices
to all areas of fundraising. Over the years he has developed a
unique style and tools for maximizing full resource development
through a process of integrating all fundraising components of
an organization into a program that has become known as Total
Financial Resource Development.
His particular areas of expertise are in the structure, development
and implementation of Annual and Major Gift campaigns, Membership
drives, Board development and Capital Funding projects. He conducts
motivational and management training, large gift solicitation
planning, capital planning and mass marketing, and has conducted
many training sessions in these areas, both nationally and internationally.
Mr. Shain is married with two children and resides in Honolulu.
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DAVIDA G. ISAACSON
Davida Isaacson is a Principal and Senior Consultant with Myerberg Shain & Associates. Formerly she served as Executive Director of the Jewish Community Foundation of MetroWest, where she raised $12 million in major and planned gifts in 18 months.
She is perhaps best known as the former Director of Planned and Major Gifts for WNET/New York where she later served as Director of Endowment and Planned Gifts. Her responsibilities included the $65 million Campaign For Thirteen, the largest capital campaign ever undertaken by a public television station, approximately $30 million of which came from planned gift initiatives. Highlights of her tenure at Thirteen included the winning of a CPB Future Fund grant for a Bequest Identification Campaign utilized by a consortium of stations, of which she was a leader within the consortium, plus her hands-on development of articles, advertisements, on-air presentations, and print pieces on major and planned gifts. She and her WNET team won numerous PBS Development awards for planned giving including national and system-wide honors.
Ms. Isaacson was chosen to present live and videotaped lectures on major gifts as part of a comprehensive training program for PBS stations nationwide and has been a popular presenter of educational seminars at PBS Development conferences. With the support of WNET management, Davida provided her expertise on many occasions to public television stations around the country. She is a nationally recognized lecturer on major gift and planned gift topics and is an adjunct professor at the George H. Heyman, Jr. Center for Philanthropy and Fundraising at New York University. In addition to her teaching responsibilities, Ms. Isaacson is the faculty coordinator for the Center’s summer intensive certificate program. In this role she is responsible for creating the schedule of classes and finding competent faculty and special speakers to participate in the month long program.
Ms. Isaacson has served as officer, including President, of the Planned Giving Group of Greater New York and on the Board of the National Committee for Planned Giving. While serving on the NCPG Board Ms. Isaacson headed the Research Committee which conducted a premier study of the motivations of planned gift donors. She continues to lecture extensively for charitable organizations, including the Nonprofit Coordinating Committee of New York, WQED/Pittsburgh, American Committee for the Weizmann Institute of Science and American Technion Society among others. Ms. Isaacson has been quoted on relevant fundraising topics in Business Week, Practical Account, Currents, and The Chronicle of Philanthropy.
Prior to her work in the not-for-profit industry Ms. Isaacson was a trust and estate banker for twenty years. While a Vice President at National State Bank in Summit, NJ she served on the bank’s charitable gift committee and oversaw grant making from the bank’s discretionary charitable gift fund.
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