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Wrong Karla Valas?

Ms. Karla Valas D'Alleva

Vice President

Fidelity Charitable Gift Fund

Direct Phone: (919) ***-****       

Email: k***@***.com

Fidelity Charitable Gift Fund

82 Devonshire St

Boston, Massachusetts 02109

United States

Company Description

The Fidelity® Charitable Gift Fund ("Gift Fund") is an independent public charity, established in 1991 with the mission to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. ... more

Find other employees at this company (192)

Background Information

Employment History

Managing Director of the Complex Asset Group
Fidelity Charitable Gift Fund

Managing Director
Fidelity Charitable Gift Fund

Junior League of Worcester

Vice President of Finance and Treasurer
Junior League of Worcester

Managing Director
Complex Asset Group

Managing Director, Complex Assets Group

Managing Director of the Complex Assets Group
Gift Fund


Active Member
Junior League of Worcester


juris doctorate

New England School of Law

bachelor of arts degree
chemistry and sociology
Mount Holyoke College

master of laws degree
Boston University School of Law

Web References (35 Total References)

Karla D'Alleva ...

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas Vice President Fidelity Charitable since 2001

"The aging baby boomers have grown ...

m.kiplinger.com [cached]

"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.

Karla Valas | Fidelity Charitable

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas

Karla D'Alleva Valas
Karla D'Alleva Valas is managing director of the Complex Asset Group for Fidelity Charitable, an independent public charity with a donor-advised fund program.
In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated 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.
Prior to overseeing the Complex Asset Group for Fidelity Charitable and its unique service offering, beginning in 2001, Ms. Valas was Fidelity Charitable's chief compliance officer responsible for providing integrated tax, legal and compliance support for the donor advised fund program.
Ms. Valas joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.
Ms. Valas earned her bachelor of arts degree 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 degree in taxation from Boston University School of Law. She is admitted to practice law in the Commonwealth of Massachusetts and the State of 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.

Fidelity Charitable Helps Clients Donate Complex Assets to Maximize Giving | Fidelity Charitable Gift Fund

www.fidelitycharitable.org [cached]

"While gaining in popularity, there is still a broad lack of understanding of the benefits and the option of donating these assets to charity, and a perceived complexity around the process for doing so," said Karla Valas, managing director of the Gift Fund's Complex Assets Group. "The Gift Fund has the in-house resources to make this process simple for donors and advisors and has built an expertise in this area since our inception 20 years ago."

Valas added that with the recent significant growth in donations of these assets, the Gift Fund has expanded its staff of internal experts in complex assets to provide technical guidance for advisors and donors through its consultation service and advisor seminars.
Complex assets are typically highly appreciated and donating them to charity before a potential sale transaction allows the donor to minimize capital gains tax on the sale of the asset. In addition, by donating these assets to a public charity, like a donor-advised fund, donors can deduct the current market value of the asset.
"Donor-advised funds are uniquely suited to accept donations of illiquid assets especially when a donor has a time-sensitive need, wants to fund multiple charities and/or hasn't decided on charitable recipients," said Valas.

Southern Federal Tax Institute

www.sfti.org [cached]

Karla D'Alleva Valas, Fidelity Charitable, Raleigh NC

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