In her role with Fidelity Philanthropic Consulting, Elizabeth works directly with donors and organizations, providing philanthropic counsel and strategic planning services. Prior to transitioning to the Fidelity Philanthropic Consulting team, Elizabeth worked as a Charitable Advisor Account Executive for Fidelity Charitable, working with advisors in the New England area to enhance their understanding of Fidelity Charitable’s donor-advised fund program and discuss ways to incorporate charitable giving into clients’ overall financial and wealth management plans. Within Fidelity Charitable, Elizabeth has also worked as an institutional donor services officer for the Private Donor Group, helping ultra-high net worth donors with innovative strategies to maximize their philanthropic goals. She started her career at Fidelity Charitable in 2012 as a grant representative, where she was responsible for reviewing and researching grant recommendations to ensure timely and proper grant-making. Elizabeth holds a Bachelor of Science degree from Texas A&M University.
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