Meet The Principals

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, investment advisory and strategic planning services (emphasizing planned giving and endowment development) for not-for-profit and charitable organizations, foundations and philanthropists.

He is the instructor for the Planned Giving Course in the Columbia University Master’s Degree Program in Fundraising Management.

Mr. Myerberg was 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 the first president of FJC, a New York not-for-profit organization that holds and administers donor advised, designated and endowed funds, and is a member of its board of directors.

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 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 Wagner 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 and Estate Planning Councils and many local and national not-for-profit organizations. He has served as a resource to The New York Times, the Wall Street Journal and NBC Dateline on the legal and tax aspects of charitable giving. He is a member of the Editorial Advisory Board of The Journal of Gift Planning.

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.

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.