Ms. Klein brings to The Foundation more than 30 years of experience in the fiduciary and investment management marketplace. Her expertise includes market development and administration responsibility for personal and charitable trusts, investment management accounts, and retirement accounts, as well as identifying and developing delivery systems through estate planning practitioners, banks and corporate affiliates.
For the past 12 years, Ms. Klein held the position of Vice President/Wealth Management Advisor at First American Trust. Prior to that, she worked at First National Bank, Wells Fargo Bank, Bank of California and HomeFed Trust. Ms. Klein also worked as a planned giving officer at Sharp Healthcare Foundation. She is currently President of the Estate Planning Council of San Diego and Board Chair of the Financial Planning Association of San Diego.
“We’re honored to have Leslie as part of our charitable giving team,” said Bob Kelly, President and CEO of The San Diego Foundation. “Her strong relationships built throughout the community as a financial service professional will serve The Foundation well as we work toward continuing to engage and enrich the San Diego community through philanthropy.”
As Associate Vice President of Finance at The Foundation, Mr. Ray supports the key finance and investment functions, audit, compliance, policy, best practices, reporting, and special projects. Jerry brings more than 30 years of finance experience serving large nonprofit organizations both as an executive and consultant, leading and managing financial strength and stability.
Prior to joining The Foundation, Jerry most recently served as CFO at the Rock Church and Academy, the largest church in the San Diego region. He also worked in finance leadership roles at two international development NGOs whose mission was to serve vulnerable populations in third-world locations around the world; and at the Hall of Champions, sports museum in Balboa Park.
“Jerry’s unique skill set and 30 years of finance experience bring trust and stability to the organization, and will serve our stakeholders well as we continue to lead charitable giving in the San Diego region.” said Kelly.
About The San Diego Foundation
Founded in 1975, The San Diego Foundation’s purpose is to promote and increase effective and responsible charitable giving. The Foundation manages more than $612 million in assets, almost half of which reside in permanent endowment funds that extend the impact of today’s gifts to future generations. Since its inception, The Foundation has granted more than $832 million to the San Diego region’s nonprofit community. For additional information, please visit The San Diego Foundation at sdfoundation.org.
Contact:
Vince Heald, Beck Ellman Heald, 858-453-9600, vheald@behmedia.com
Heather Back, The San Diego Foundation, 619-235-2300, Heather@sdfoundation.org
