Monday, October 4

Digital Philanthropy Week – Day 1

Join us for our kickoff session as we discuss the emergence of trust-based philanthropy in the wake of COVID-19 and its parallels to another important global health issue, Neglected Tropical Diseases.

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Today’s session on the ‘State of Philanthropy’ will introduce five key topics that are central to our philanthropic approach and this week’s theme of “reimagining philanthropy for the next decade”, namely: ‘Innovation’, ‘Scale’, ‘Collaboration’, ‘Measurement’, and ‘Risk-Taking’. All of these themes are explored in the context of trust-based philanthropy, COVID-19 and their parallels to Neglected Tropical Diseases. Join Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services Americas for a conversation with Bernadette Moffat, Executive Director of the ELMA Philanthropies Services (Africa), and Ellen Agler, CEO of the END Fund.

Sarah Salomon

Head, UBS Family Advisory and Philanthropy Services Americas

As Head of Family Advisory and Philanthropy Services Americas, Sarah leads a team of Senior Strategists who work with families on understanding money, values and philanthropic intent. Family Advisory and Philanthropy Services serves as thought partners to advisors and their exceptional client families on wealth transitions, family governance, family office strategies, and philanthropy as families seek guidance on cohesive dialogue between generations to perpetuate their legacy.

A veteran of UBS Financial Services for over twenty years, Sarah has served in a range of capacities including assistant market head for Private Wealth Management in Chicago, where she was responsible for understanding the needs and identifying solutions for ultra-high net worth clients and the Private Wealth Advisors who serve them. Prior to that, she served as regional sales manager in the Midwest; branch sales manager in Chicago and New York City; interim manager of employee communications in Hong Kong; team member in the UBS acquisition and integration of Piper Jaffray; municipal bond portfolio specialist; and strategic analyst. She began her tenure with UBS in the Graduate Talent Program.

Sarah earned the Family Firm Institute Certificates in Family Wealth Advising and Family Business Advising as well as the Chartered Advisor in Philanthropy® from the American College of Financial Services. She is a member of the Purposeful Planning Institute and completed the Education for Philanthropy Professionals course from the Stanford Center on Philanthropy and Civil Society. Sarah is a graduate of Bucknell University and lives in Glencoe, Illinois with her husband, two daughters, and goldendoodle. Sarah is also Series 7, 9, 10, 63 and 65 licensed.

Ellen Agler

CEO of the END Fund

Ellen Agler serves as the CEO of the END Fund, working to see an end of the suffering caused by five neglected tropical diseases (NTDs) affecting 1.7 billion people. The END Fund has supported local partners across more than 30 countries to deliver over 700 million NTD treatments to hundreds of millions of people since its founding in 2012.

Ellen has worked in global health and humanitarian response for over 20 years in more than 70 countries, for organizations including International Medical Corps and Operation Smile.

Ellen holds graduate degrees in International Health from the Harvard School of Public Health and in Development Studies from the London School of Economics.

Ellen currently serves on the boards of Global Institute for Disease Elimination, Uniting to Combat NTDs, Legatum Institute, the World Economic Forum’s Global Health Security Advisory Board, and Panorama Global.

Ellen’s book, Under the Big Tree: Extraordinary Stories from the Movement to End Neglected Tropical Diseases (with foreword by Bill Gates) was published in January 2019 by Johns Hopkins University Press. Ellen was also recently named as one of Fortune Magazine’s “World’s 50 Greatest Leaders” for 2019.

Bernadette Moffat

Executive Director of the ELMA Philanthropies Services (Africa)

Bernadette Moffat is Executive Director of the ELMA Philanthropies Services (Africa), based in Cape Town, South Africa. In this role, Bernadette oversees the philanthropic work of the ELMA Group of Foundations in southern Africa. She also serves on the Boards of the ELMA Philanthropies Services (US) Inc., and the ELMA South Africa Foundation. Outside of the ELMA Group, Bernadette serves as a Trustee of the Discovery Foundation, which supports the education and training of medical specialists in South Africa. In addition, she is on the board of Ilifa Labantwana an organization that seeks to ensure universal access and quality outcomes for young children through supporting systems change and outcomes based work.

Prior to joining ELMA in 2006, Bernadette was chief executive officer of the Women’s Development Bank Trust, an organization that promotes the participation of women at all levels of the economy through investing in leading South African companies, providing microcredit to poor rural women, supporting the growth of small and medium sized women-owned businesses and supporting the appointment of women to executive and board roles in major South African companies.

Previously Bernadette served as a consultant to the Commission on Gender Equality advising them on issues of women’s economic empowerment. The Commission published her work The Working Woman’s Manual a volume on women and labor law in South Africa (1996). Bernadette has international experience as an entrepreneur and corporate lawyer having worked for a major law firm in Washington DC, consulted for the United Nations Development Programme and started family businesses. Honored by France with the Ordre de Merité in 2007, she holds a magna cum laude BA degree from Wellesley College in the United States and a Juris Doctor degree from Columbia University also in the United States.