Sr. Philanthropic Practice Consultant
Current• Fundraising consultant leading business development in Northern California & the Pacific Northwest for Fidelity Charitable, the nation’s largest national Donor Advised Fund (DAF) sponsor.• Responsible for new client acquisition in the professional advisor market through outbound & inbound phone sales and in person & virtual meetings.• Partner with leaders in the legal, tax, wealth advisory, venture capital & private equity communities to provide education on philanthropic strategy… Show more • Fundraising consultant leading business development in Northern California & the Pacific Northwest for Fidelity Charitable, the nation’s largest national Donor Advised Fund (DAF) sponsor.• Responsible for new client acquisition in the professional advisor market through outbound & inbound phone sales and in person & virtual meetings.• Partner with leaders in the legal, tax, wealth advisory, venture capital & private equity communities to provide education on philanthropic strategy with an emphasis on estate & legacy planning, business succession, impact investing, and family engagement.• Consult with families & their advisory teams on targeting most tax efficient assets to fund their philanthropy. This includes, but not limited to, illiquid or non-traditional asset classes like private business interests, cryptocurrency/digital assets, real estate, and forms of equity compensation. Show less
