19th Annual Balser Celebration | Atlanta Jewish Foundation

Join us for the 19th Annual Balser Symposium and Celebration!

Balser Symposium | Virtual
Thursday, January 23, 2025 | 9:00am-10:30am

Balser Celebration | Thompson Hotel, Buckhead
Thursday, April 24, 2025 | 5:30pm-7:30pm

This Year’s Balser Symposium Speaker:

Paul Root Wolpe, Ph.D.

Presentation Topic:

“The Ethics of Legacy Wealth Transfer and Philanthropy

What We Owe the Dead and the Living”

Decisions about how to transfer wealth are complicated by our feelings of obligation to those close to us, our value priorities while alive, and the obligations we owe to people after death. All are fraught with ethical challenges, which we will identify and explore together in this session.

For the 19th year in a row, join the Atlanta Charitable Advisor Network, hosted by collaborative partners: Atlanta Jewish Foundation, Community Foundation for Greater Atlanta, and United Way of Greater Atlanta for the Balser Symposium and Celebration, Atlanta’s premier educational and networking events for Professional Advisors.

The Balser Symposium and Celebration were started to honor Jack Balser, who, for 13 years, served as Endowment Director of Jewish Federation of Greater Atlanta. Through Jack’s efforts, the number of planned gifts in the community grew dramatically and more donors and professional advisors were educated about the importance of planned giving in philanthropy. Jack’s efforts decades ago popularizing this type of strategic giving continue to bear fruit today.

To honor Jack’s contributions, a group of generous donors including Betty Ann Jacobson of blessed memory, Steve and Candy Berman, Richard Babush, Carole Babush of blessed memory, and Lois and Larry Frank established an endowed fund to continue his legacy of teaching professional advisors about philanthropic giving.

2025 ACAN Sponsorship Levels

Register below for our 2025 events!

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- The 19th Annual Balser Symposium (Virtual Speaker Event)
- The Balser Celebration (In-person Networking Event in Buckhead)
- Both the Balser Symposium and Celebration
Ticket refunds are available up to three weeks before the respective event.
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This event is brought to you by:

United Way - United Way of Greater Atlanta

Presented By:

Greenberg Traurig, LLP has more than 2750 attorneys in 47 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 500. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab. The firm is recognized for powering its U.S. offices with 100% renewable energy as certified by the Center for Resource Solutions Green-e® Energy program and is a member of the U.S. EPA’s Green Power Partnership Program. The firm is known for its philanthropic giving, innovation, diversity, and pro bono.

At GT, we understand our clients’ businesses and offer them a highly entrepreneurial approach to legal counsel. Our multidisciplinary team includes senior lawyers who have served as chief legal officers at major multinational companies and have spent years solving real-world problems in the business, political and legal environments of major commercial centers. We also recognize that clients expect and are entitled to high quality legal work and, equally important, superior client service. Accordingly, we strive to provide our clients with the highest quality legal work and service at a reasonable cost. Read more about Greenberg Traurig’s services here.

Gold Sponsor:

For over 20 years, Duncan Spratt has served families across the country. With their team’s 250 years of collective practice experience, the firm is dedicated to providing exceptional service, finding precise solutions, and taking a holistic view of wealth preservation.

SouthState is one of the leading regional banks in the Southeast, serving over one million customers through more than 240 locations across Florida, Alabama, Georgia, the Carolinas, and Virginia. They provide a wide range of robust banking solutions, including consumer banking, mortgage services, small business banking, commercial banking, and wealth management.

Their bankers are deeply committed to their customers and to one another, a dedication reflected in their numerous accolades. SouthState has been ranked among Forbes’ 100 Best Banks in America for the past three years and has received top workplace honors for several consecutive years. This is banking at its finest. This is banking forward.