Top advisors focused on charitable trusts / foundations in the US
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 consider a charitable trusts or foundations advisor if you're planning to set up a trust or foundation to support causes you care about while managing tax benefits. A common mistake is treating charitable giving as a one-time event rather than a strategic, ongoing plan that aligns with your financial goals.
- Trust and foundation setup. Confirm how they guide you through legal structures and compliance to ensure your charitable goals are met effectively.
- Tax impact understanding. Ask how they balance charitable giving with your overall tax situation to maximize benefits without unintended consequences.
- Long-term giving strategy. Look for advisors who help you plan charitable distributions over time, not just immediate donations.
- Coordination with estate plans. Ensure they integrate charitable trusts or foundations smoothly with your broader estate and financial plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
John G
Series 66
Dubuque, IA
Edward Jones
John Greenwood specializes in charitable trusts and foundations, offering expertise in charitable giving, philanthropy, and general estate planning guidance, which suits those looking to establish and manage charitable entities effectively. Based in Dubuque, IA, he operates within Edward Jones, a large firm with over $1 trillion in assets under management, providing a broad range of advisory strategies and a fiduciary standard, with fees up to 1.35% annually, distinguishing him from advisors at smaller firms or with narrower service scopes.
Experience: 18 years
Avg account: $246,728
-
Marc E
Series 65
Bend, OR
Cascade Financial Strategies
Marc Eppinger specializes in charitable trusts and foundations, offering expertise in estate planning and sustainable investing, which supports strategic, ongoing charitable giving aligned with financial goals. Based in Bend, OR, he provides flat-fee financial planning and independent advice, leveraging six years of experience and a background as a founder and retired professional, distinguishing him from advisors focused solely on traditional investment management.
Experience: 6 years
Avg account: $486,242
-
Kenneth K
Series 66
Washington, DC
Merrill
Kenneth Kline specializes in charitable trusts and foundations, offering expertise in philanthropic strategies, estate planning, and wealth transfer, which suits those seeking to establish and manage charitable giving aligned with financial goals. Based in Washington, DC, he brings 24 years of experience at a large firm, Merrill, and serves ultra-affluent clients, combining investment management with customized credit access, differentiating him from advisors focused solely on charitable giving without integrated wealth services.
Experience: 24 years
Avg account: $860,085
-
Christopher J
Series 66
Houston, TX
Fidelity
Christopher Johnson specializes in charitable trusts and foundations, offering expertise in wealth management, estate planning, and multi-generational wealth transfer, which supports strategic, ongoing charitable giving aligned with financial goals. Based in Houston and affiliated with the large firm Fidelity, he brings 26 years of industry experience and a Series 66 designation, distinguishing him with seasoned insight and a focus on high net worth families.
Experience: 26 years
Avg account: $234,793
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")