Regional Giving Experts Available for You

• What I do: I help advisors grow their practices by simplifying charitable giving strategies, with expertise in donor-advised funds and unique asset contributions.
• How I do it: By leveraging over a decade of experience working alongside financial advisors to make philanthropy easier and more impactful for their clients.
• Why I do it: Because thoughtful giving creates lasting family legacies and deepens advisor-client relationships in meaningful ways.

• What I do: I help financial advisors identify, communicate, and implement charitable planning opportunities using donor-advised funds and other vehicles.
• How I do it: With curiosity, accessibility, and advocacy that makes planning conversations easier and more impactful.
• Why I do it: Because DAFs are powerful financial planning tools, and advisors are uniquely positioned to maximize both philanthropic and financial outcomes—I’m here to catalyze those conversations.

• What I do: I help advisors see how donor-advised funds can meet diverse client priorities.
• How I do it: By providing education, tailored strategies, and resources that simplify integration into financial plans.
• Why I do it: Because I believe donor-advised funds amplify generosity and strengthen charitable missions in our communities.

• What I do: I help people align their charitable giving with their financial plan to maximize impact.
• How I do it: By partnering with advisors and clients to simplify giving and uncover new opportunities.
• Why I do it: Because thoughtful generosity transforms families, builds legacy, and strengthens the causes they care about.

• What I do: I help financial advisors integrate charitable planning strategies—especially donor-advised funds—into client financial plans.
• How I do it: By opening dialogue with advisors and families to increase impact and establish lasting legacies.
• Why I do it: Because charitable planning is a powerful differentiator and value-add for clients at every wealth level.

• What I do: I guide advisors and their clients to use donor-advised funds in creative, high-impact ways.
• How I do it: By drawing on my frontline fundraising and crypto experience to simplify the complex and build authentic relationships.
• Why I do it: Because I believe giving should be personal, innovative, and aligned with each client’s values to create real impact.

What I do: I bring deep expertise in complex asset gifting strategies, due diligence, and execution.

How I do it: Through collaboration and a can-do spirit of optimism.