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2016-05-30T00:00:00.000Z

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Wrong Karla Valas?

Ms. Karla Valas D'Alleva

Vice President of Compliance

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 (197)

Background Information

Employment History

President

Junior League of Worcester

Education

JD degree

New England School of Law

bachelor of arts degree
chemistry and sociology
Mount Holyoke College

juris doctorate

New England School of Law

master of laws degree
taxation
Boston University School of Law

Web References (58 Total References)


2014 Annual Report - Officers | Fidelity Charitable

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas Vice President Fidelity Charitable since 2001


Karla D'Alleva ...

www.fidelitycharitable.org [cached]

Karla D'Alleva Valas Vice President Fidelity Charitable since 2001


Karla Valas

www.advisorsinphilanthropy.org [cached]

Biography of Karla Valas

...
Karla Valas
...
Karla Valas
Fidelity Charitable Gift Fund 82 Devonshire Street
Boston, MA 02109
Karla.Valas@FMR.com
+1 (617) 563 7946
Karla D'Alleva Valas is vice president and chief compliance officer for Fidelity Charitable Services (FCS), a division of Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans and a leading online brokerage firm. FCS is a leader in providing charitable solutions to financial advisors and their clients, helping them to achieve their philanthropic goals.  Karla also serves as secretary and chief compliance officer for the Fidelity Investments® Charitable Gift Fund, the nation's fourth largest public charity.
Ms. Valas assumed her current position in July 2001 and is responsible for providing integrated tax, legal and compliance support to FCS associates in the philanthropic practices and the tax-exempt donor-advised fund market.  Overall, Ms. Valas is responsible for managing risk for the FCS organization and the Fidelity Charitable Gift Fund.  Ms. Valas is responsible for advising the Gift Fund, its Board and Officers on a variety of tax, legal, compliance and governance matters, specifically with regard to tax-exempt donor advised funds. In addition Ms. Valas works with Gift Fund donors and their tax, legal, investment and philanthropic advisors to facilitate charitable donations, including donations of non-publicly traded assets with varying levels of complexity.
Previously at Fidelity, Ms. Valas was director in the compliance group for Fidelity Institutional Retirement Services Company (FIRSCo). In this role, she was responsible for managing a team of compliance associates that reviewed marketing materials and system enhancements for retirement plan sponsors. Prior to joining Fidelity in 1998, Ms. Valas served as an appellate court attorney for the New York Supreme Court Appellate Division from 1996 to 1998.
Karla holds an LL.M. in Taxation from Boston University School of Law, a J.D. from New England School of Law and a B.A. from Mount Holyoke College. She is admitted to practice in New York State and the Commonwealth of Massachusetts.  Ms. Valas is a past president of the Junior League of Worcester, Inc., where she also served as vice president of finance and treasurer.  


Biography of Karla ...

advisorsinphilanthropy.org [cached]

Biography of Karla Valas

...
Karla Valas
...
Karla Valas
Fidelity Charitable Gift Fund 82 Devonshire Street
Boston, MA 02109
Karla.Valas@FMR.com
+1 (617) 563 7946
Karla D'Alleva Valas is vice president and chief compliance officer for Fidelity Charitable Services (FCS), a division of Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans and a leading online brokerage firm. FCS is a leader in providing charitable solutions to financial advisors and their clients, helping them to achieve their philanthropic goals.  Karla also serves as secretary and chief compliance officer for the Fidelity Investments® Charitable Gift Fund, the nation's fourth largest public charity.
Ms. Valas assumed her current position in July 2001 and is responsible for providing integrated tax, legal and compliance support to FCS associates in the philanthropic practices and the tax-exempt donor-advised fund market.  Overall, Ms. Valas is responsible for managing risk for the FCS organization and the Fidelity Charitable Gift Fund.  Ms. Valas is responsible for advising the Gift Fund, its Board and Officers on a variety of tax, legal, compliance and governance matters, specifically with regard to tax-exempt donor advised funds. In addition Ms. Valas works with Gift Fund donors and their tax, legal, investment and philanthropic advisors to facilitate charitable donations, including donations of non-publicly traded assets with varying levels of complexity.
Previously at Fidelity, Ms. Valas was director in the compliance group for Fidelity Institutional Retirement Services Company (FIRSCo). In this role, she was responsible for managing a team of compliance associates that reviewed marketing materials and system enhancements for retirement plan sponsors. Prior to joining Fidelity in 1998, Ms. Valas served as an appellate court attorney for the New York Supreme Court Appellate Division from 1996 to 1998.
Karla holds an LL.M. in Taxation from Boston University School of Law, a J.D. from New England School of Law and a B.A. from Mount Holyoke College. She is admitted to practice in New York State and the Commonwealth of Massachusetts.  Ms. Valas is a past president of the Junior League of Worcester, Inc., where she also served as vice president of finance and treasurer.  


Karla D'Alleva ...

www.fidelitycharitable.org [cached]

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

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