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Leslie oversees the Foundation’s professional advisor outreach program and provides high-level expertise in estate and financial planning. She is responsible for working with advisors and their clients who are charitably-minded to establish donor advised funds, new endowments and legacy funds including complex gifts of real estate, non-publically traded stock and partnership interests.
She brings to the Foundation more than 30 years of experience in the fiduciary and investment management marketplace. Most recently, Leslie served for 12 years as Vice President/Wealth Management Advisor at First American Trust. Prior to that, she worked at First National Bank, Wells Fargo Bank, Bank of California, HomeFed Trust and as a planned giving officer at Sharp Healthcare Foundation.
Leslie graduated from Miami University, Oxford, Ohio with a bachelor’s degree in business administration. She is the past President of the Estate Planning Council of San Diego and of the Financial Planning Association of San Diego.
On August 9, 2022, we awarded $838,704 in Opening the Outdoors grants to 24 nonprofit organizations that offer equitable access to outdoor spaces in San Diego County.
“San Diego Foundation is proud to once again support its partners committed to increasing community-driven efforts to enhance accessible outdoor space, encourage youth to learn more through hands-on education and create the next generation of environmental stewards in the San Diego region,” said Christiana DeBenedict, SDF Director of Environment Initiatives.
This year’s grantees will help address these inequities and enhance access to the outdoors throughout San Diego County.
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The Advisor monthly e-newsletter provides philanthropy news and trends and financial planning strategies for advisors and their clients.
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Receive quarterly email updates about our Education programs and initiatives and opportunities for you to support enhanced learning experiences and increased access to college for San Diego students.
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Receive quarterly email updates about our Environment and Climate programs and initiatives and opportunities for you to support equitable outdoor access and climate change resiliency.
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Receive quarterly email updates about our Racial and Social Justice programs and initiatives and opportunities for you to learn about creating equitable opportunities for all and how to support our multicultural region and its diverse population.
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This helpful resource provides you with information about corporate philanthropy and custom corporate giving solutions for your business.
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This helpful resource will show you how you can leave a legacy to your family, your charity or your community that complements your will and trust(s).
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