Wealth Strategy and Charitable Giving: A deep-dive into how and to what extent the world of philanthropy and wealth services intersect. Our interview series features leaders in this industry dedicated to bringing philanthropy into the conversation and providing an insider’s perspective on wealth strategy.
CAF America stands ready to assist you and your clients in identifying local or international charities that are aligned with your clients’ charitable objectives. Our staff can support you in a myriad of ways to ensure that you’re providing comprehensive and unparalleled philanthropic solutions to your clients.
If you’re interested in signing up for the latest news and trends at the intersection of wealth management and philanthropy, sign up to receieve our Compass Newsletter here.
PNC Wealth Management
As Vice President and Senior Wealth Strategist, J. Max Barger provides advice on complex estate and other wealth planning issues. He has a high level of technical experience in estate, tax and wealth planning issues. Max works with a team of specialists in investment management, trust, and banking services to help clients achieve their financial objectives.
Hemenway & Barnes, LLP
Brad works extensively with nonprofit organizations, navigating tax, regulatory, and governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolution, and advising on innovative use of charitable assets, including social impact bonds and other forms of impact investing.
Vice President & Head of Practice Management
Krystal Kiley is Vice President, Head of Practice Management for Fidelity Charitable®, an independent public charity that has helped donors support more than 210,000 nonprofit organizations with over $20 billion in grants since its inception in 1991. Established in 1991, Fidelity Charitable is an independent public charity that sponsors the nation’s largest donoradvised fund program.
Karlin & Peebles LLP
Jane Peebles is a partner in the law firm of Karlin & Peebles, LLP, in Los Angeles, California. Before starting her own firm, she practiced at Morgan Lewis & Bockius, Freeman Freeman & Smiley, and Bingham McCutchen. A frequent lecturer on sophisticated estate and charitable planning, Jane has also published several articles on domestic and international estate and charitable planning.
Vice President of Marketing & Business Development
Fred brings over 20 years of financial services experience to Schwab Charitable. He was formerly with MasterCard Worldwide, where he held senior-level positions in customer marketing, global sponsorships, and account management. Prior to that, Fred managed strategic relationships with key global financial institutions and led marketing initiatives with leading sponsorship properties at Visa.
Hammer & Associates
Suzanne Hammer of Hammer & Associates brings over 20 years of financial Associates gives family offices, services experience to Schwab donors, and advisors the tools they need to engage in and connect with
with philanthropy—helping philanthropic individuals and families identify their funding interests, and pair their passion with proven strategies.
Molly Norton brings 20 years of experience with non-profits and private foundations to her work as the philanthropic advisor at Brighton Jones.