ESTATE PLANNING COUNCIL OF SAN DIEGO

Topic:

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

Do your clients know about all the options available to them to balance wealth accumulation with their desire to give for good? Join local and national philanthropic planning experts with San Diego Foundation and Foundation Source to learn about additional techniques to help you be the expert for your clients' estate planning goals.

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.

Steve DuBrava | Managing Director
 

Steve DuBrava is Managing Director of the West region for Foundation Source, the nation’s largest provider of foundation management services. He works directly with advisors, families, corporations, and existing foundations, providing them with education in philanthropy and private foundations. Steve is responsible for showcasing Foundation Source’s capabilities and expertise in effective private foundation management. His goal is to ensure that the individuals he works with make the best decision for themselves in finding the right philanthropic vehicle and partner to suit their needs.

_______________________________________________________________________

Meeting Sponsor

Annual Gold Sponsor

Annual Silver Sponsors