Topic: Being a Giver

Jewish Philanthropy Podcast

Topic: Being a Giver Guest: Audrey Jacobs Bio:

Audrey Jacobs is a Vice President and Wealth Advisor in the San Diego office of Bernstein Private Wealth Management, creating holistic and customized analyses for high-net-worth families, individuals, trusts, foundations, and endowments. She works closely with clients and their professional advisors on complex planning issues such as pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning, and asset allocation. Prior to joining the firm in 2018, Audrey was a founding partner of OurCrowd, a global platform to invest in Israeli and global startups. Previously, she established the local chapter of StandWithUs, an Israel advocacy organization. Audrey earned a BA, cum laude, in political science and English and completed the Executive Education Program in finance and accounting at Columbia Business School. Audrey has been an active leader and philanthropist in the Jewish community and the arts for over 25 years. She’s also an active connector and matchmaker as featured in her TEDx Talk, “How to be a Matchmaker in Work, Life and Love.” She is also the founder of the San Diego Israel Coalition and Audrey’s Tent. Audrey serves on the global board for Partners in Torah. She has received awards and fellowships by the National Endowment for the Arts, L.E.A.D. San Diego Woman of Valor, and the Nahum Goldmann Fellowship.

In this inspiring discussion, we cover:

1. Mission Statement

2. Strong Women

3. Don't Overstay the Welcome

4. 'Ego' and Edging God Out

5. Partners in Torah

6. What is Legacy

7. Humility and the Value of Money

And much more!