Karla Valas  

Managing Director of the Complex Asset Group at Fidelity Charitable

 

Karla Valas is managing director of the Complex Asset Group for Fidelity Charitable SM, an independent public charity with a national donor-advised fund program, that has been helping advisors and their clients achieve their philanthropic goals for the past 20 years. The mission of Fidelity Charitable, one of the nation’s largest public charities is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

 

In her current role, Ms. Valas manages a team of attorneys that bring deep knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-corp or S-corp shares, to charity. Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets to achieve the most favorable tax treatment with the greatest charitable impact. Beginning in 2001, Ms. Valas was chief compliance officer for Fidelity Charitable, responsible for providing integrated tax, legal and compliance support for the donor advised fund program. Karla joined Fidelity Investments in 1998, serving in various roles before supporting Fidelity Charitable. Previously, Ms. Valas was an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.