Serving as a back office, CAF America aims to provide holistic services to philanthropic advisors and serve as a resource as they discuss giving with their clients. To harness and share best practices, we launched Wealth Strategy and Charitable Giving, a series of interviews with Wealth Advisors and other professionals of the financial sector discussing questions pertaining to philanthropic giving. To date we have interviewed six advisors from firms such as PNC, Fidelity Charitable, and Schwab Charitable. Visit www.cafamerica.org/wealth-advisor-interview-series/ to learn from these experts. CAF America’s Wealth Advisor Council Our Council is comprised of leaders in the wealth advisor field, and their expertise extends across a myriad of subjects. CAF America works closely with Council members to ensure that we are providing the most pertinent and valuable information to enable advisors to best serve their clients’ philanthropic goals. J. Max Barger, J.D. Vice President | Senior Wealth Planner PNC Wealth Management Brad Bedingfield Counsel Hemenway & Barnes LLP Peter M. Cohen Chairman of Trident Trust Company (South Dakota) Inc. Jennifer Murtie Chief Operating Officer Pathstone Federal Street Jane Peebles Partner and Attorney Karlin & Peebles, LLP Miki Akimoto Senior Vice President & Practice Expert U.S. Trust 10