Taking Philanthropy to the Next Level: Comparing Private Foundations and Donor Advised Funds

Date: Tuesday, June 20, 2023
Time: 4:30pm - 7:00pm
Location: 875 Hotel Cir S, San Diego, CA 92108
Speaker: Jason Rogers, Leslie Klein & Jim Amerman



Topic:

Taking Philanthropy to the Next Level: Comparing Private Foundations and Donor Advised Funds
Speakers: Jason Rogers, Leslie Klein & Jim Amerman

 

Jason Rogers | AIF, CWS. Director, Wealth Advisor Relations 

 

As Director, Wealth Advisor Relations for San Diego Foundation, Jason serves as a subject matter expert and resource to wealth advisors across the San Diego area on opportunities to incorporate charitable giving strategies into the financial and wealth management plans of their clients.

Through this position, Jason values the opportunity to drive change within the community by helping clients define their charitable giving goals, contribute assets in a tax-efficient manner, identify strategic giving options, and construct charitable gifts that enable them to connect their values with their actions. Jason is committed to and passionate about helping wealth advisors build successful practices and deepen their client relationships through charitable planning and delivering education on the advantages of various charitable vehicles and donor-advised fund growth.

Prior to joining The Foundation, Jason was SVP of Business Development at Cetera Financial Group. In this role, he partnered with wealth advisors delivering guidance on financial planning strategies, revenue growth, investment management, due diligence and digital advice solutions.

Jason earned a bachelor’s degree in business administration from Point Loma Nazarene University, and is a graduate of The Wharton School, Securities Industry Institute. He also holds Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF) designations and FINRA Series 7, 24, 31, 57 and 63 licenses.

 

Leslie Klein | CFP, AEP, Director, Gift Planning Advisor

 

Leslie oversees the Foundation’s professional advisor outreach program and provides high-level expertise in estate and financial planning. She is responsible for working with advisors and their clients who are charitably-minded to establish donor advised funds, new endowments and legacy funds including complex gifts of real estate, non-publically traded stock and partnership interests.

She brings to the Foundation more than 30 years of experience in the fiduciary and investment management marketplace. Most recently, Leslie served for 12 years as Vice President/Wealth Management Advisor at First American Trust. Prior to that, she worked at First National Bank, Wells Fargo Bank, Bank of California, HomeFed Trust and as a planned giving officer at Sharp Healthcare Foundation.

Leslie graduated from Miami University, Oxford, Ohio with a bachelor’s degree in business administration. She is the past President of the Estate Planning Council of San Diego and of the Financial Planning Association of San Diego.

 

Jim AmermanCFP, CPA
 

Jim Amerman is a Managing Director at Foundation Source, the nation's leading provider of customized support services and technology for private foundations. Before joining the company, Jim was the Managing Director of Wealth Planning at Fortress Wealth Management and Director of Financial Planning at Westmount Asset Management. He is an expert on Roth conversion optimization.

He received his BA in economics from Duke University and his MBA in finance, accounting, and marketing from The University of Chicago Booth School of Business.

 



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