Jason Rogers
Director, Wealth Advisor Relations @San Diego Foundation
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WORK HISTORY
Director, Wealth Advisor Relations @San Diego Foundation
Builds and fosters relationships with wealth advisors across the San Diego region to build a substantial referral network and drive donor-advised funds (DAFs) and planned giving through this foundation with +$1.6B in AUM and +2,200 funds. • Serves as an integral member of the development and stewardship team, delivering guidance to San Diego area wealth advisors on opportunities to deepen client engagement and grow their practice through charitable giving strategies. • Collaborates with wealth advisors on customized investment strategies, including AMPlify, an asset-managed partnership that enables advisors and their clients to establish charitable accounts at San Diego Foundation that are personally managed by their trusted advisor. • Attends wealth management and financial planning conferences/events annually; networks with wealth advisors and presents the foundation’s back-office philanthropic services and solutions as an opportunity for their clients to be involved in charitable giving within the community. • Partners cross-departmentally on new business development efforts; designs compelling advisor-targeted outreach and resource materials to help drive donor and community engagement and educates advisors and their clients on the advantages of different charitable vehicles.
EDUCATION
The Wharton School
Investment Management & Finance Executive Program
Stanford University
Advisors In Philanthropy (AiP) - Effective Philanthropy Initiative
The University of Texas at Austin
Fintech: The Future of Finance Professional Certificate
Point Loma Nazarene University
Bachelor of Arts - BA, Business Administration and Management
SKILLS
ABOUT JASON ROGERS
With a strong background in wealth management and philanthropy, I have successfully…
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