Wells Fargo
Job Title
Senior Vice President, Senior Regional Fiduciary Manager-Philanthropic Services Southern Region
Address
3280 Peachtree Road
Suite 400
Atlanta, GA 30305
United States
Suite 400
Atlanta, GA 30305
United States
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Email Address
phyllis.silverstein@wellsfargo.com
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Biography
Phyllis Silverstein serves as a Senior Vice President and Trust Advisor
Regional Manager within the Banking Lending & Trust Center of Excellence.
Wells Fargo Trust Services provides individuals and families with solutions
to preserve and transfer wealth in a holistic and value focused manner.
Phyllis leads a team of experienced fiduciary advisors that provide
comprehensive trust services, acting as objective agents with specialized
knowledge in the areas of legacy planning, corporate trusteeship, taxation,
law, accounting, estate planning and risk management.
Since joining Wells Fargo in 2013, Phyllis held the role of Senior Regional
Fiduciary Manager for Philanthropic Services/Southern Region for 5 years.
Phyllis spent over 35 years as a non-profit professional having spent 8 years
as the Vice President of Planned Giving & Endowment for the Jewish
Federation of Greater Atlanta and held senior resource development
positions at the Greater Miami Jewish Federation and the Jewish Federation
of Broward County.
Phyllis graduated cum laude, with a Bachelor of Arts in Sociology from
Florida Atlantic University. Phyllis obtained a Certificate in Financial
Planning from the University of Georgia, and has been awarded the
CERTIFIED FINANCIAL PLANNER™ designation. Phyllis has been awarded
the Chartered Advisor in Philanthropy® designation by the American College
of Financial Services. Phyllis also holds a DE&I in the Workplace Certificate
from University of South Florida.
Phyllis is a member of the Board of Directors of the National Association of
Gift Planners. She served as a subject matter expert for the CFP Board Exam
Review and is a member of the Estate Planning Council of North Georgia.
She has served as President and Board member of the Georgia Planned
Giving Council. Phyllis currently serves on the Board of EduHousing as well
as a former Board Member for the National Hadassah Foundation.
Phyllis lives in Marietta, GA and has 5 children and is the Committee Chair for
Cub Scout Pack 1818.
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Position
CGP Board
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Headshot
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Presentation 1
Title of Presentation 1
A Conversation about Philanthropy: What's Old is New Again (You Can't Get Money From Dead People)
Presentation Description
As Covid19 showed the charitable world, it's time to focus on planned gifts! Is it too late? Why didn't we learn from the last financial disaster in 2008?
This presentation focuses on:
-How to enhance your planned giving program (OR accelerate it with leaders and donors/funders)
-How Apex Funders are disrupting philanthropy and development as we know it
-Why do we keep talking about Women's Giving but haven't moved the needle in decades?
-What does the Next Gen really want?
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Presentation 2
Title of Presentation 2
Friend OR Foe? Charitable Advisors AND Professional Advisors Can Be On The Same Team
Presentation Description
This presentation focuses on:
-What is a professional advisor (who are these people) and why should charities work with them?
-What do professional advisors think of charitable advisors? (Why professional development is IMPORTANT)
-Why do Advisors "Kill the Deal"????
-The Philanthropic Conversation, who's really starting it....client OR advisor?
-Whose client is it anyway?
-Why talking about philanthropy is good business for the Advisor
-Changing the dynamic---Let's all be friends!
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Presentation 3
Title of Presentation 3
Impact Investing Alphabet Soup ESG-SII-SRI-PRI
Presentation Description
This presentation will focus on:
-What do all those acronyms mean?
-What's the difference?
-Why should a charitable advisor understand the impact investing sector?
-Why are clients/donors/funders investing differently? And are they really?
-How the NextGen and Women view impact investing
-How does DE&I play a role in investments?
-How does a charity fit into this new "values investing" arena?
-How does a charity align their investment portfolio with an impact values-driven lens?
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Presentation Topic Areas
Current Events, Marketing/Cultivation, Case Studies, Integrated Planning, Public Awareness Program, To be determined with Council
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First Name
Phyllis
Last Name
Silverstein
Email Address
phyllis.silverstein@wellsfargo.com
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Active Speaker
Yes
Speaker Bureau Resource?
Yes
Category Speakers Bureau
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