Tim Sylvester
Charitable Strategist
Tim Sylvester guides advisors and their clients to use donor-advised funds in creative, high-impact ways by drawing on her frontline fundraising and crypto experience to simplify the complex and build authentic relationships.
Licenses: Series 7, 66
Book a Meeting with Me
Serving Financial Advisors and their Clients in the Mid-Atlantic Territory
Book a meeting with me as your DAF expert to help you:
- Identify charitable opportunities in your book
- Help clients connect wealth to purpose
- Join client meetings as your philanthropy partner
- Make giving conversations simple and natural
- Serve as your expert on DAFs
- And more!
