Top charitable trusts / foundations financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might need a charitable trusts or foundations advisor if you're managing a significant charitable gift or overseeing a foundation's financial health. Without focused expertise, it's easy to overlook complex tax rules or compliance requirements that can affect your giving strategy.
- Tax-efficient giving. Ask how they optimize donations to minimize tax impact while maximizing your charitable goals.
- Foundation compliance. Confirm their experience with IRS rules and reporting obligations specific to foundations.
- Asset management for giving. Understand how they balance investment growth with the need for regular charitable distributions.
- Grantmaking strategy. Explore how they help structure grants to align with your mission and regulatory guidelines.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Amanda B
Series 66
Great Neck, NY
Merrill
Amanda Barclay's extensive 22-year experience at Merrill Lynch equips her to manage the complexities of charitable trusts and foundations, including tax-efficient giving and compliance with IRS regulations. Her expertise in trust structures and private investments, combined with a focus on women professionals and executive clients, distinguishes her within a large firm setting, offering a seasoned approach to balancing asset growth with philanthropic goals.
Experience: 22 years
Avg account: $860,085
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Katie M
Series 63, Series 65
Bend, OR
Cascade Financial Strategies
Katie Martin Hewitt specializes in charitable trusts and foundations, offering expertise in ESG and private investments, which supports tax-efficient giving and foundation compliance. Operating from Bend, OR, she provides flat-fee financial planning and manages $151 million across 307 clients with a discretionary investment approach, distinguishing her through a blend of personalized service and diverse investment strategies.
Experience: 2 years
Avg account: $486,242
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Rajiv D
VerifiedCFP®, Series 66
Pittsford, NY
Serenity Capital Advisors Inc.
Rajiv Dixit specializes in charitable trusts and foundations, offering tailored portfolio management and financial planning with 16 years of experience. Based in Pittsford, NY, he serves high-net-worth clients independently through Serenity Capital Advisors, combining technical and fundamental analysis with a 1.5% AUM fee, distinguishing him from advisors with broader or less specialized approaches.
Experience: 16 years
Avg account: $1,415,660
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John M
VerifiedSeries 63, Series 65, Series 7, ChFC®
New York, NY
Morgan Stanley
John Mirsepahi's expertise in charitable trusts and foundations is supported by over 30 years at Morgan Stanley, a large firm known for wealth management and estate planning. His focus on ultra-high-net-worth clients, including founders and executives, and his designation as a Founders Specialist distinguish him from others by combining complex financial planning with specialized client types in New York.
Experience: 31 years
Avg account: $670,481
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Robert A
Series 63, Series 66
New Smyrna Beach, FL
Edward Jones
Robert Alonzo's 28 years of experience and focus on charitable trusts and foundations equip him to navigate complex tax and compliance issues for charitable giving. Operating within Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, distinguishing him through extensive resources and seasoned expertise in New Smyrna Beach, FL.
Experience: 28 years
Avg account: $246,728
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