Engage with clients to help maximize their philanthropic impact of COVID-19 relief efforts – Schwab Charitable – 5.5.20

Summary:

Now On Demand.

Given the COVID-19 pandemic and related market volatility, many investors who are understandably nervous about their financial situation are turning to their financial advisors for guidance. However, despite these uncertain times, we are inspired by the exceptional generosity of these individuals who are resolute in their support of COVID-19 relief efforts. We are all impacted by this tragic pandemic, and advisors are in a unique position to proactively engage with clients in a meaningful way to help them achieve maximum impact with their charitable giving during this challenging time.

Join us for a live webcast featuring Fred Kaynor, Vice President of Marketing and Business Development at Schwab Charitable, Pamela Cohen, Vice President of Philanthropy Services at First Foundation, and Hayden Adams, Director of Tax and Financial Planning at the Schwab Center for Financial Research for a robust discussion on resources and best practices to help you and your clients navigate the COVID-19 crisis and maximize their philanthropic impact of relief efforts:

• Help your clients explore ways to provide local, national and international relief to those affected by COVID-19
• Understand the CARES Act and how it may impact your philanthropic clients
• Learn how one advisor is engaging with clients in an effective way to help maximize their support of COVID relief efforts and strengthen key relationships in the process
• Reinforce how donor-advised funds provide a mechanism to help donors achieve maximum impact with both short- and long-term philanthropic goals
• Access tools and resources to further your philanthropic conversations with clients

Speakers:

Fred brings over 20 years of financial services experience to Schwab Charitable. He was formerly with MasterCard Worldwide where he held senior-level positions in customer marketing, global sponsorships and account management. Prior to that, Fred managed strategic relationships with key global financial institutions and led marketing initiatives with leading sponsorship properties at Visa. He began his career in advertising with Young & Rubicam in New York. Fred is actively involved in volunteer work, including past board service with Children’s Council of San Francisco and United Way of the Bay Area’s Marketing Advisory Council. He is a graduate of Boston College and is a former Coro Foundation fellow.

Pamela Cohen has more than 25 years of experience in the nonprofit, philanthropy and education sectors, advising individual clients, families and foundation directors on philanthropic strategy and legacy planning.

Ms. Cohen’s expertise is in helping clients create and implement a unique philanthropic strategy, aligning their passions and values to create meaningful giving and engage future generations. She has helped create and execute grant making programs in areas of greatest importance to them and their families, including education, mentoring and youth development, medical research and Alzheimer’s Disease, healthy aging, housing, animal welfare, the environment, and arts education.

Ms. Cohen oversees the Philanthropy Services Group, which tailors services to client needs. These include strategic planning, board and junior board development, succession planning, nonprofit research and due diligence, preparation of board meeting books and grant reports, organization of foundation and compliance-related documents, and back-office administration such as bookkeeping, correspondence, government filings, and communication with investment, legal and tax advisors.

Ms. Cohen previously worked at the Jewish Community Foundation of Los Angeles, the California Community Foundation, and The Walt Disney Company and as an independent consultant to various family and private foundations. Her passion for philanthropy originated in a desire to bring innovation and experiential learning to elementary schools across the United States, after working on K-12 education policy and reform in Washington, D.C. and Los Angeles, CA. She is a member of the Los Angeles Advisory Board for Facing History and Ourselves, which trains teachers and provides thought-provoking curriculum to promote cross-cultural understanding about identity, differences and belonging. Ms. Cohen is a graduate of the University of California, Berkeley (B.A., Political Science) and Harvard University (Ed.M., Education Policy and Human Development).

Hayden Adams joined Charles Schwab in 2015 and is the Director, Tax & Financial Planning at the Schwab Center for Financial Research. Hayden is a Certified Public Accountant (CPA), with degrees in Finance and Accounting, and is a former board member of the Tax Executive Institute in Colorado.

In his role, Hayden provides analysis and insights on topics such as — tax efficient investing, retirement withdrawal strategies, and income tax planning — for a range of Schwab clients and advisors. Prior to joining the SCFR, Hayden led Schwab’s tax compliance function — serving as one of the lead representative on tax regulatory matters — using his eight years of experience with the IRS to provide guidance on various tax topics. His past work experience also includes financial reporting for an international insurance company and audit services in public accounting.