Helping Clients To Give Effectively During Covid-19

Hear from The Community Foundation’s new President and CEO, Tonia Wellons, as she provides an overview of the Greater Washington region’s coordinated philanthropic response to the Covid-19 crisis. Learn from Community Foundation program staff about immediate funding needs and ways your clients can help now, and as the crisis continues to evolve.

Speakers:

Sarah Moore Johnson: PAC Co-Chair and Founding Member, Birchstone Moore LLC. Sarah is a respected leader in the Washington, DC estate planning community who concentrates on estate planning, trust and estate administration, business succession planning, asset protection, and charitable giving while minimizing income, estate, gift and generation-skipping transfer taxes.

Tonia Wellons: President and CEO, Greater Washington Community Foundation, the largest public foundation in the Greater Washington region. Tonia oversees the day-to-day business of the organization, serves as chief development officer, and works with the Board of Trustees and staff to determine the strategic priorities of The Community Foundation.

Ben Murphy: Associate Vice President, Community Investment at the Greater Washington Community Foundation. Ben co-leads The Community Foundation’s Covid-19 Emergency Response Fund as well as its workforce development portfolio and other grantmaking programs.

ABOUT THE PROFESSIONAL ADVISORS COUNCIL

A committee of Greater Washington regional professional advisors who serve as resources for clients interested in enhancing their charitable giving.  They assist The Community Foundation in developing and maintaining strong working relationships in their fields of expertise – from accounting, law and financial and wealth consulting. Members include:

Quanda Allen, SunTrust Bank
Evelyn Blue, Synder Cohn
Anthony Cortina, RMB Capital
Dimitri Eliopoulos, RMB Capital
Kenny Emson, National Multifamily Housing Council
Richard Franklin, Franklin, Karibjanian & Law, PLLC
Vernon Holleman, Winged Keel Group
Ashley Iddings, Bronfman Rothschild
Sarah Johnson (Co-Chair), Birchstone Moore LLC
Diane Kuwamura, Kuwamura Law Group
D. Chad Larson, Brown Advisory
Richard “Dutch” Miller, Glenmede
Charles Postal, PBMares
Jeffrey Schragg, Newton Grange Consulting
Leslie Smith (Co-Chair), Chevy Chase Trust
Adam Swaim, Pasternak & Fidis, P.C.

Questions: Contact Rebecca Rothey at [email protected] or 202-263-4766