Find your local Giving Experts support team
Select your location below to see the team of Giving Experts ready to support you.
Neil White
Advisor Partnerships Associate
Susan Manning
Advisor Partnerships Manager
CAP, DAFP, CLSSBB
Jasmin Cimmarrusti
Charitable Strategist
CFP®, ChFC, CWS Series 7, 66
Connect with me for DAF strategies, client guidance, or large account pricing.
Yuliya Ponomaryova
Advisor Partnerships Coordinator
Cody Bukszar
Advisor Partnerships Manager
Jordan Richardson
Charitable Strategist
AIF®, CAP®
Connect with me for DAF strategies, client guidance, or large account pricing.
Yuliya Ponomaryova
Advisor Partnerships Coordinator
Angela Herrington
Advisor Partnerships Manager
Kaycee Butler
Charitable Strategist
Series 7, 66
Go Lo
Advisor Partnerships Associate
Barb Davis
Advisor Partnerships Manager
CFP®, CIMA®
Carla Comstock
Charitable Strategist
Series 7, 6, 63
Courtney Thompson
Advisor Partnerships Associate
Brett Deacy
Advisor Partnerships Manager
Carly Evans
Charitable Strategist
Crystal Troxell
Advisor Partnerships Coordinator
Jeannette Dieterich
Advisor Partnerships Manager
Tim Sylvester
Charitable Strategist
Series 7, 66
Connect with me for DAF strategies, client guidance, or large account pricing.
Cole Davidson
Complex Asset Gifts Specialist
Reach out to me for help with complex gifts like stock, real estate, or business assets.
Craig Buchanan
Complex Asset Gifts Specialist
Series 6, 63, 65
Reach out to me for help with complex gifts like stock, real estate, or business assets.
Craig Buchanan
Complex Asset Gifts Specialist
Reach out to me for help with complex gifts like stock, real estate, or business assets.
Kim Ledger
Complex Assets National Expert
30+ years of experience
Reach out to me for help with complex asset gifts like stock, real estate, or business assets of greater than $10M.
Jeff Christie
Charitable Trusts National Expert
30+ years of experience