Advisory Board
Dianne Chipps Bailey, JD, CAP®
MD, National Philanthropic Strategy Executive
Bank of America
Nina L. Cohen, JD, CAP®
MD, Chief DEI Officer
Strategic Advisor, Center for Family Philanthropy & Wealth Education, Glenmede
Alisia Robin, CAP®
Sr Manager, Strategic Partnerships and Nonprofit Outreach
DAFgiving360
Brantley Boyett, JD
President and Co-Founder
Giving Docs
Avery T. Fontaine, CAP®
SVP, Head of Philanthropy & Impact
PNC Private Bank Hawthorn
Padric H.B. Scott, MSFP®, CFP®, AEP®, CAP®, CLU®, WMCP®
President & CEO
Crossroad Capital Partners
Stephanie C. Buckley, CAP®
Head of Trust Philanthropic Services
Wells Fargo Private Bank
Faye Ong, CIPP
Asia Head of Family Office and Philanthropic Advisory
Citi Private Bank
Edward Wang, 21/64 Certified Advisor
VP, Family Office of Philanthropy
Marin Community Foundation