Future of Charitable Giving

Janet Levaux, MA/MBA, is the moderator of this webcast. She’s covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary’s College of California. She’s also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.

Jeffay Chang is a Senior Trust and Estate Specialist for Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Before joining our firm, Jeffay spent six years as Senior Vice President and National Team Lead Trust Advisor at City National Bank. He served as Executive Vice President and Trust Strategist at The Goldman Sachs Trust Company for the 12 years before that and held earlier positions at UBS Financial Services and United States Trust Company of New York. Jeffay received his JD from Fordham University School of Law and his bachelor’s from Brandeis University (cum laude). He is a former board member of the Estate Planning Council of New York, and a member of STEP (formerly known as the Society of Tax and Estate Practitioners).

Leslie Heffernen serves as the Managing Director of Fiduciary and Legal Services for Pitcairn, a family office. She provides legal and tax expertise on corporate and client matters — including compliance, estate planning and the administration of trusts, guardianships, and decedents’ estates. Prior to joining Pitcairn in 2016, she was the founder and principal of Heffernen Law PC for 14 years and previously held roles at Butera Beausang Cohen & Brennan, LP, and the Internal Revenue Service.

Stephen Kump leads Charityvest, a technology company that aims to “catalyze generosity by giving everyone a donor-advised fund or charitable giving account.” Earlier, Kump worked for over a decade as a consultant to nonprofit organizations, philanthropists, corporate leaders and private equity investors, most recently with Bain & Company. He is a former U.S. Army cavalry officer and holds an MBA from the Yale School of Management.

Ken Nopar is the Vice President and Senior Philanthropic Advisor for the American Endowment Foundation. AEF has been the country’s leading independent donor-advised fund sponsor for nearly 30 years. In addition to working with advisors and donors, Ken writes articles about charitable planning in many publications including ThinkAdvisor, Accounting Today, and Chronicle of Philanthropy, and has been interviewed in the Wall Street Journal and New York Times.