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2016-05-23T00:00:00.000Z

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Phyllis Silverstein

Vice President, Senior Trust and Fiduciary Specialist, Philanthropic Group

Wells Fargo & Company

Direct Phone: (404) ***-****       

Email: p***@***.com

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Wells Fargo & Company

420 Montgomery Street

San Francisco, California 94163

United States

Company Description

Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through 8,800 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices ... more

Find other employees at this company (154,106)

Background Information

Employment History

Endowment Associate Director, Campaign Director and Co-Chief Executive Officer

Jewish Federation of Broward County

Women's Division Director

Greater Miami Jewish Federation

Affiliations

Member
National PPP

Member of the Senior Advisory Council
United Jewish Communities

President and Board Member
Georgia Planned Giving Council

Education

B.A. , Cum Laude

Sociology

Florida Atlantic University

Web References (30 Total References)


"Why You Should Include Planned Giving ...

gwinnettbusinessradio.businessradiox.com [cached]

"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. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis 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. Phyllis 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). She is an active volunteer for a variety of local organizations including a women's empowerment foundation, middle school PTSA and lacrosse youth sports.
...
Phyllis Silverstein website: https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/
Phyllis Silverstein phone: 404-238-0444
Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com


"Why You Should Include Planned Giving ...

gwinnettbusinessradio.businessradiox.com [cached]

"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. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis 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. Phyllis 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). She is an active volunteer for a variety of local organizations including a women's empowerment foundation, middle school PTSA and lacrosse youth sports.
...
Phyllis Silverstein website: https://www.wellsfargo.com/the-private-bank/solutions/specialized/philanthropic-services/
Phyllis Silverstein phone: 404-238-0444
Phyllis Silverstein email: Phyllis.Silverstein@wellsfargo.com


Phyllis ...

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Phyllis Silverstein

...
Phyllis Silverstein Director, Planned Giving & Endowment Jewish Federation of Greater Atlanta
Phyllis is a career development director with 24 years of experience. She is the lead professional for the Jewish Community’s Planned Giving and Endowment program at the Jewish Federation of Greater Atlanta. As the Director, she oversees the management and stewardship of Supporting Family Foundations, Donor Advised Funds, Restricted Endowment funds and endowment fund investments for agencies, organizations and synagogues in the Greater Atlanta area. She develops relationships with donors and their professional advisors to enable the creation of permanent endowment funds benefitting future generations of the community. Today’s leaders have an awesome responsibility and priviledge to provide a safety net for the generations of tomorrow.
She began her career in 1984 at the Greater Miami Jewish Federation where she spent 14 years as the Women’s Division Director. In 1999, Phyllis moved to the Jewish Federation of Broward County and worked for 6 years as their Endowment Associate Director, Campaign Director and Co-CEO. Phyllis graduated with a B.A. in Sociology, Cum Laude from Florida Atlantic University.
Phyllis currently serves as a member of the UJC (United Jewish Communities) Senior Advisory Council.


Contact Us | Jewish Federation of Greater Atlanta

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Vice President of Planned Giving & Endowment, Phyllis Silverstein


Contact Us | Jewish Federation of Greater Atlanta

www.shalomatlanta.com [cached]

Vice President of Planned Giving & Endowment, Phyllis Silverstein

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