Presenter

Charles W. Collier

Senior Philanthropic Adviser, Harvard University

Charles Collier is the senior philanthropic adviser at Harvard University, and has also held positions at Brown, Andover, and Dartmouth. Before joining Harvard in 1986, he was the director of planned giving at Princeton University for five years. He has worked with hundreds of individuals and families to shape their philanthropy, helped them make tax-wise gift decisions, and advised them on family relationship issues surrounding financial wealth. He is a senior fellow at The Philanthropic Initiative, and serves on the boards of the National Center for Family Philanthropy, The Family Foundation Advisor newsletter, the Massachusetts Catalogue for Philanthropy, and is a member of Committee on the Emotional and Psychological Issues in Estate Planning of the ABA. Mr. Collier previously served on the boards of the Fessenden School, the Rivers School, and the Quebec Labrador Foundation. In 2002, he received a distinguished service award from Phillips Academy, Andover. A nationally recognized expert in planned giving and family philanthropy, Collier has lectured widely, including speaking at conferences for the American College of Trust and Estate Counsel (ACTEC), the American Bar Association, National Association of Independent Schools, National Committee on Planned Giving, Association of Fundraising Professionals, Institute for Private Investors, numerous Estate Planning Councils and the Council for the Advancement and Support of Education (CASE). In 1992, he received the highest award from CASE for teaching excellence. Mr. Collier has been a speaker and consultant for many institutions, including universities, private banks, and community foundations. Collier has published articles in Trusts & Estates, The ACTEC Journal, Journal of Gift Planning, Advancing Philanthropy, and Gift Planning Today. He has been quoted in the New York Times, Wall Street Journal, Financial Times, Forbes, Fortune, and Worth magazines. He also co-authored the chapter, How Your Life Changes: Psychology of a Windfall in Selling Your Business: The Transition from Entrepreneur to Investor. Mr. Collier is a graduate of Phillips Academy, Andover, and holds a BA from Dartmouth College and an MTS from Harvard Divinity School. His book, Wealth in Families, was published by Harvard University in 2001.

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