"Why You Should Include Planned Giving in Your Estate Plan" with Phyllis Silverstein
and Alicia Philipp on Wealth Matters Radio Show
Craig Frankel, Alicia Philipp, Phyllis Silverstein
, Adam Gaslowitz
ABOUT PHYLLIS SILVERSTEIN: Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services.
Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies.
also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management.
is responsible for involving all aspects of the Wells Fargo Private Bank
in the awareness and importance of philanthropy for our clients and our community.
strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.
Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations.
In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.
Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning).
is an active volunteer for a variety of local organizations including a women's empowerment foundation, middle school PTSA
and lacrosse youth sports.