We are thrilled to announce a new member of the Oakdale Strategies team! Kelli Cavey has joined as Partner – Strategic Impact! Throughout her career, Kelli has worked exclusively in the fields of estate and tax planning and philanthropic giving. She has an in-depth knowledge of the philanthropic community and is well-versed in the techniques and tools available to support philanthropists and their advisors to maximize their impact. At Oakdale, Kelli’s primary focus will be working with community foundations to engage donors, professional advisors, and nonprofits, in partnership with Embolden. Kelli’s work will complement the work already done by the Oakdale team to provide an impactful and customized approach to support donors, foundations, and nonprofits. Welcome to the team, Kelli!
Oakdale Strategies
消费者服务
Omaha，NE 115 位关注者
Customized administration for philanthropic foundations.
关于我们
The founding vision of Oakdale Strategies is to deliver comprehensive services to philanthropic individuals, families, and organizations to make high-impact, high-value philanthropy easy. Philanthropists face many decisions about the administration of their foundations, legacy planning, board appointments, and family involvement. Oakdale Strategies relieves donors of these important but taxing tasks so they can concentrate on the rewards of giving. We combine content expertise with philanthropic technical knowledge and tools to help multiple generations operate efficiently and effectively.
- 网站
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www.oakdale-strategies.com
Oakdale Strategies的外部链接
- 所属行业
- 消费者服务
- 规模
- 2-10 人
- 总部
- Omaha，NE
- 类型
- 私人持股
- 创立
- 2021
地点
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主要
获取路线
PO Box 241696
US，NE，Omaha，68114
Oakdale Strategies员工
动态
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We are incredibly excited to announce a new member of the Oakdale Strategies team! Howard Epstein has joined as Partner-Legacy & Endowment Strategies. He will lead work directly with nonprofits to establish a Legacy Gifting and Endowment Campaign that is designed to embolden a nonprofit's donors and supporters to continue giving annually while committing to continue their giving after their lifetimes. Howard's work is an important part of Oakdale's focus on providing an impactful and customized approach to the needs of both philanthropic foundations and nonprofits. Welcome Howard!
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