Presenter

Jacqueline Valouch

Vice President and Charitable Planning Consultant, Fidelity Charitable

Jacqueline Valouch is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants since its inception in 1991. The mission of Fidelity Charitable is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. Ms. Valouch assumed her current role in 2003. Ms. Valouch serves as a premier charitable planning resource to advisors and their clients in the New York metro area. In this role she is responsible for building relationships with advisors, enhancing their understanding of Fidelity Charitable’s donor-advised fund program and discussing ways to incorporate charitable giving strategies into clients’ overall financial and wealth management plans. Prior to joining Fidelity Charitable in 2003, Ms. Valouch practiced law with Phillips Nizer, LLP in New York City. She also worked at Sills, Cummis, Radin, Tischman, Epstein & Gross in Newark, New Jersey, and began her career at Frankenthaler, Kohn, Schneider & Katz in New York City. Ms. Valouch received a bachelor of arts degree from State University of New York at Albany, and a juris doctor degree from New York Law School, where she served as an adjunct professor of law. She is a member of the American Bar Association, the New York State Bar Association and the New York City Bar Association.

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