Past Event Announcement: 11/14/2007

 

Event Announcement, November 2, 2007

 

 

Maximizing Your Giving Power

It's that time of year - as the holiday season approaches, many of us consider donating to charity. But how do you ensure that your dollars are making a meaningful difference? Michelle Tong, Donor Relations Director at the Asian American Federation of New York (AAFNY), along with Robert Chang and Brian Leung, both dedicated to philanthropy in the Asian American community, will be sharing ways to have a significant impact on the local Asian American community through philanthropy. AAFNY is an umbrella organization that serves, funds, and advocates on behalf of 40 pan-Asian health and human service agencies.   Michelle, Robert, and Brian will touch upon areas of need, how to evaluate charities, and different ways to contribute.  Jessica E. Lee and William Wu, Financial Advisors at Merrill Lynch, will then discuss how to integrate charitable giving into a personal financial plan. They will highlight issues to keep in mind when considering different giving strategies, as well as specific strategies that can be valuable estate planning tools. Due to security requirement, RSVP is mandatory. If this is your first NYTFA event, please submit your brief bio for our guests and speakers.

Time:  Wed, Nov 14th 5:30pm – 8:30pm 

Place: Taipei Economic & Cultural Office, 1 E. 42nd Street, corner of 5th avenue

Agenda:

  •         5:30pm – 6:00pm : registration
  •         6:00pm – 7:00pm : presentation
  •         7:00pm – 8:30pm : reception & mixing

Cost: $10 to cover refreshment

 

MICHELLE TONG

Michelle Tong is the Donor Relations Director at the Asian American Federation of

New York, (the "Federation") a multi-issue, pan-Asian, umbrella organization that serves, funds and advocates on behalf of 40 health and human service agencies.

 

Michelle joined the Federation in 2003 as the Philanthropy Manager overseeing A New Heritage of Giving which promotes civic involvement, volunteering and giving among Asian Americans.   

She became the Donor Relations Director in 2004 and also works extensively on individual donor outreach and board member prospecting.  She manages relationships with private foundations and corporations, directs philanthropy workshops, volunteer programs and fundraising events, and coordinates the annual giving programs and report publications.   In 2004, she helped launch AsiaNextGen, the first young professional, Asian American giving circle in New York City.

 

An attorney by training, Michelle practiced corporate law at Kaye, Scholer and previously worked at U.S. Trust Company of New York in the Trust and Estates Administration department as a corporate fiduciary.    

 

Michelle is a member of the Tufts University Alumni Admissions Program, China Institute of America's Young Associates Circle, and Redeemer Presbyterian Church. She was a board director of the Shuang Wen School, the first dual language Chinese/English public school in the country (2004-2007), and now serves on the board of the Chinese American Baccalaureate School in Manhattan (in formation). Michelle's interests include volunteering with Hope For New York Ministries and at the Children's Health Fund.

 

Michelle received her J.D. from Fordham University School of Law in New York City and a B.A. in Political Science from Tufts and Oxford Universities.

 

ROBERT CHANG

Robert Chang is currently a Managing Partner in several private equity investments and most recently served as COO of the largest consolidated specialty food logistics provider in New York while evaluating a

management-led acquisition. He has over fifteen years of experience as an executive in early-stage ventures, including several multi-million software and Web technology companies with funding from top-tier venture capital firms, senior management experience at a Fortune 15 company and prior experience with investments and philanthropy from a $3.2 billion foundation. He currently serves as a board director for both a domestic violence shelter and a community health clinic and co-founded a philanthropic giving circle in the Asian American community. He received an MBA from the Yale School of Management in Finance and an AB from the University of Chicago.

 

Brian Leung

Brian is a Vice President at Thomas H. Lee Capital, the family office of Thomas H. Lee. He joined the firm in September 2005. As part of the investment team, he sources, analyzes, and evaluates hedge funds for the firm's investment portfolios. Prior to that, he was a Senior Analyst and Investment Committee Member at The LongChamp Group, Inc. At LongChamp, which is a family office, he was responsible for managing an emerging markets hedge fund portfolio. The Investment Committee was responsible for approving all hedge fund investments in client accounts. He joined LongChamp in February 2002. Prior to that, he was an analyst at Broadview International, a technology mergers & acquisitions boutique and joined that firm in July 2001. Brian graduated from Yale University with a B.A. in Economics in May 2001.

 

Jessica E. Lee, CFP®, ARPC

Jessica is a Financial Advisor with Merrill Lynch Global Wealth Management, based out of the World Financial Center in New York City. She specializes in developing and implementing customized financial planning strategies that help clients preserve the wealth they have already achieved as well as proactively manage their finances in alignment with future goals. Primary practice areas include investment management, risk management, retirement planning, and education planning. Jessica works in collaboration with clients' legal and tax advisers to address estate planning and tax management issues. As an Accredited Retirement Plan Consultant (ARPC), she also supports businesses with retirement plans, cash management, and financing. In 2007, Jessica received the CERTIFIED FINANCIAL PLANNERTM certification. Prior to joining Merrill Lynch, Jessica began her career as a Financial Advisor at Morgan Stanley. Jessica earned a B.S. in Economics from the University of Pennsylvania, Wharton School, concentrating in Finance and Entrepreneurial Management. She is also fluent in Mandarin Chinese. A strong advocate of financial literacy, Jessica serves on the Executive Council of the High School of Economics and Finance, a New York City public high school. She has also been a featured speaker on personal finance at Columbia Business School, Harvard Business School, and the Borough of Manhattan Community College. Jessica is a member of the Board of Directors of High 5 Tickets to the Arts, a New York-based nonprofit organization that exposes local teenagers to the performing arts. She is also an Executive Committee member of the Merrill Lynch New York Asian Pacific American Professional Network.

 

William Wu

William Wu is a Financial Advisor in Merrill Lynch's Global Wealth Management Group.  He helps high net worth clients develop customized wealth management strategies that integrate their long-term financial goals.   He provides a wide array of financial and investment services including portfolio development and education planning, and he establishes partnerships with other financial professionals to help clients focus on estate planning issues.   Prior to joining Merrill Lynch, William worked for Calyon Corporate & Investment Bank where he specialized in marketing and executing fixed income derivative solutions.   His clients were composed of mainly non-financial corporate clients across all industry sectors.  William graduated with a B.A. in Economics from the University of Michigan (1994), and obtained a GP M.B.A. in Strategic Management and Finance from Fordham University (2004).  In 2007, he received the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planning Board of Standards, Inc.   William spends a great deal of time with his church organization where he leads a team that teaches fundamental finance concepts to members of the community.   Although not a world traveler, in 2006 William participated in a Missions trip to Peru where he was able to mentor and work with local street boys.