O. Henry features Women of the Professional Advisor Committee
(L to R): Amy Kincaid, Schell Bray; Jennifer Koenig, Schell Bray; Ashley Madison, GenCrest Capital Partners, Committee Chair; Tamisha Keith, Duke University (Not Pictured): Susan Beard, Old North State Trust; Jennifer McCosley, Beacon Pointe; Suzanne Wilcox, Diversified Trust
The Professional Advisors Committee (PAC) of the Community Foundation of Greater Greensboro (CFGG) are a volunteer group of expert professional advisors helping their clients realize their charitable giving goals by partnering with the foundation. The women leading the PAC are building a network of financial planners and investment advisors, tax and estate lawyers, philanthropic advisors, and insurance agents and accountants committed to improving the community while maximizing tax benefits for their clients.
- MISSION: To encourage charitable giving by individuals, families and organizations to the causes most important to them and to heighten awareness of the benefits of giving through CFGG within the professional advisors community.
- AREAS OF SERVICE: Financial planning and tax advice; legal counsel and investment strategies; philanthropic services.
- EXPERTISE: PAC members work with CFGG to offer their clients a suite of charitable vehicles, philanthropic services, and social impact investments offered through the foundation.
- WHAT SETS THE PAC APART: PAC members’ familiarity with CFGG and understanding of tax strategies related to charitable giving can help their clients decide how much to give, which assets to give, and when to give to maximize their charitable impact and tax savings.
- PROUDEST CAREER ACCOMPLISHMENT: PAC members created the Professional Advisors Network. Launched in 2024, the combined membership of the Professional Advisors Network and Professional Advisors Committee has grown to 37 professional advisors in less than a year.
- BEST THING ABOUT BEING WOMEN IN BUSINESS: The women of the PAS represent a foundation that distributed $18 million in grants and scholarships in 2024. Membership in the Professional Advisors Network is free and includes invitations to continuing education programs, special recognitions, and eligibility for CFGG’s annual Philanthropic Leadership Award.