Jumi Falusi

Senior Vice President and Philanthropy Advisor, Bessemer Trust

Ms. Falusi is Senior Vice President and Philanthropy Advisor at Bessemer Trust. In this role, she advises individuals and families on a range of philanthropy topics including strategic grantmaking, governance best practices, establishing charitable entities, and engaging the next generation. She also designs and facilitates in-depth family philanthropy learning sessions.

Prior to joining Bessemer, Jumi was a private wealth advisor at Goldman Sachs, responsible for advising ultra-high-net-worth individuals, foundations, and endowments. Before that, she worked for the Apollo Theater where she was responsible for cultivating institutional and individual donor relationships, and for UBS Investment Bank.

She serves on the board of Brooklyn Community Services, a nonprofit organization with a 150-year history of empowering families through education and health programs. She advises and mentors emerging nonprofit leaders and boards.

Jumi earned an M.B.A. from New York University and a B.S. in economics from the Wharton School at the University of Pennsylvania.

Contributions

2021 Trustee Education Institute

Posted on March 9, 2021 by Isabel Nogueira, Alyson Wise, Jumi Falusi, Milton Speid, Emily Kaiser, Adrian Ruiz, Lisa Jackson, Priscilla Enriquez, Dorothy Gardner, Regan Pritzker

NCFP’s Trustee Education Institute provides a comprehensive overview of the important legal, investment, ethical, grantmaking, and family dynamics issues facing family foundation board members and CEOs. Featuring the perspectives of innovative donors and a faculty made up of donors, board members, and highly respected philanthropy experts, this virtual seminar covers: Translating values and goals into action Connecting family legacy and… Read More

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