Need more? Try out  Advanced Search (20+ criteria)»

logo

Last Update

This profile was last updated on 5/30/2016 and contains contributions from the  Zoominfo Community.

is this you? Claim your profile.

Wrong Karla Valas?

Karla D'Alleva Valas

Vice President

Fidelity Charitable Gift Fund

HQ Phone:  (877) 665-4274

Direct Phone: (617) ***-****direct phone

Email: k***@***.com

GET ZOOMINFO GROW

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions.

I agree to the  Terms of Service and  Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

THANK YOU FOR DOWNLOADING!

computers
  • 1.Download
    ZoomInfo Grow
    v sign
  • 2.Run Installation
    Wizard
  • 3.Check your inbox to
    Sign in to ZoomInfo Grow

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Fidelity Charitable Gift Fund

P.O. Box 770001

Cincinnati, Ohio,45277

United States

Company Description

Fidelity Charitable is an independent public charity that has helped donors support more than 219,000 nonprofit organizations with more than $23 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program.... more

Find other employees at this company (1,223)

Background Information

Employment History

President

Junior League of Worcester


Various Roles

Fidelity Investments


Web References(38 Total References)


www.hbsab.org

Karla Valas
Managing Director of the Complex Asset Group, Fidelity CharitableSM And Karla Valas from Fidelity CharitableSM Gift Fund discussed creative and effective ways to incorporate charitable giving into a personal financial plan. -- Karla Valas Karla Valas Managing Director of the Complex Asset Group, Fidelity CharitableSM Karla brings deep knowledge and technical expertise to donors who wish to contribute complex assets, such as privately held C-corp. or S-corp. shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact.


www.fidelitycharitable.org [cached]

Karla D'Alleva Valas
Vice President Fidelity Charitable since 2001


www.fidelitycharitable.org

Karla D'Alleva Valas
Managing Director, Complex Assets Group View full bio Donating complex assets to charity By Karla D'Alleva Valas Karla D'Alleva Valas Managing Director, Complex Assets Group By Karla D'Alleva Valas As managing director of the Complex Asset Group for Fidelity Charitable, Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these types of assets to achieve the most favorable tax treatment with the greatest charitable impact. Ms. Valas has also held the role of chief compliance officer, responsible for providing integrated tax, legal and compliance support for our donor-advised fund program. Prior to joining Fidelity Charitable, Ms. Valas was with Fidelity Investments, serving in various roles since 1998. She has also been an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department. Ms. Valas holds a bachelor of arts in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws in taxation from Boston University School of Law. She is admitted to practice law in Massachusetts and New York. Ms. Valas is an active member of the Junior League of Worcester, Inc., where she is a past president and also served as vice president of finance and treasurer


m.kiplinger.com

"The aging baby boomers have grown their businesses and many are looking to sell" and give part of their interests to charity, says Karla D'Alleva Valas, managing director of the complex asset group at Fidelity Charitable, a large donor-advised fund.
"You can't give the assets away after there's been a done deal," Valas says.


www.sfti.org [cached]

Karla D'Alleva Valas, Fidelity Charitable, Raleigh NC


Similar Profiles

city

Browse ZoomInfo's Business
Contact Directory by City

city

Browse ZoomInfo's
Business People Directory

city

Browse ZoomInfo's
Advanced Company Directory