Jaqueline Valouch  

Vice President and Charitable Planning Consultant: Fidelity Charitable

 

Jacqueline Valouch is vice president and charitable planning consultant 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. As a premier resource for charitable planning in the New York Metro region, Jacqui educates advisors about donor-advised funds, the Giving Account® at Fidelity Charitable and ways to incorporate charitable giving in clients' overall financial and wealth management plans.

 

Prior to joining Fidelity Charitable in 2003, Jacqui was practicing law in New York City with Phillips Nizer, LLP, where she also began her career as an attorney with Frankenthaler, Kohn, Schneider & Katz.  Prior to joining Phillips Nizer, LLP, she practiced at Sills, Cummis, Radin, Tischman, Epstein & Gross in Newark, New Jersey.