Phyllis Silverstein, CFP

Senior Vice President, Senior Regional Fiduciary Manager-Philanthropic Services Southern Region

3280 Peachtree Road
Suite 400
Atlanta, GA 30305
United States

phyllis.silverstein@wellsfargo.com

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.

CGP Board

A Conversation about Philanthropy: What's Old is New Again (You Can't Get Money From Dead People)

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?

Friend OR Foe? Charitable Advisors AND Professional Advisors Can Be On The Same Team

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!

Impact Investing Alphabet Soup ESG-SII-SRI-PRI

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?

Current Events, Marketing/Cultivation, Case Studies, Integrated Planning, Public Awareness Program, To be determined with Council

Phyllis

Silverstein

phyllis.silverstein@wellsfargo.com

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