Schwab Charitable – Strategic Giving Simplified

Julia Gordon is Relationship Manager for the West Coast. Julia has provided charitable giving counsel and planning resources for high net worth families and wealth managers nationwide for the past six years, giving her expert knowledge of estate planning practices and tax-smart philanthropy. She brings to Schwab Charitable more than ten years of experience in the financial services industry. Julia regularly lends donor relations and technical expertise to Northern California non-profits such as The Maybach Foundation, Big Brothers and Sisters of America, and Beyond Hunger.