Mary Jovanovich

About Mary Jovanovich

Mary Jovanovich is committed to helping financial consultants and advisors build successful practices and deepen relationships with their clients by incorporating charitable planning into their wealth management strategies. Mary is Senior Manager of Charitable Consulting for DAFgiving360™. She has over 20 years of experience with Charles Schwab, including roles in Schwab Wealth Advisory, where she provided strategic supervisory guidance for managers and portfolio consultants offering investment advisory solutions.Mary obtained her master’s degree in management from Indiana Wesleyan University, her master’s degree in philanthropy from Indiana University’s Lilly Family School of Philanthropy, and a Certificate of Effective Philanthropy from Stanford Center on Philanthropy and Civil Society. She holds several FINRA securities registrations (Series 7, 9, 10, 24, 63, and 66) and the Chartered Advisor in Philanthropy (CAP®) designation.Mary has over 30 years of experience serving the nonprofit sector. She is a former board member for Advisors in Philanthropy and an emeritus member of the Integrating Women Leaders Foundation and Dress for Success Indianapolis.

Experience

1. Sr Manager, Charitable Consultant

   Dafgiving360

   Feb 2016 — Present

   Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy they apply to their finances and investments, they will be happier and more fulfilled donors.Account specific questions and transactions cannot be addressed in this forum; please call 80••••••16. Content posted on Schwab Charitable social media by third-parties is not adopted or endorsed by Schwab Charitable, and does not represent Schwab Charitable viewpoints.Testimonials regarding services of Registered Investment Advisors or Schwab Charitable are prohibited. Any other third-party testimonial provided may not be representative of the experience of other clients and is not a guarantee of future performance or success. Schwab Charitable reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. The Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation. A donor\'s ability to claim itemized deductions is subject to a variety of limitations depending on the donor\'s specific tax situation. Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.For other important information and disclosures please visit: Schwab Charitable Fund. All rights reserved. Unauthorized access is prohibited.

Education

• Indiana Wesleyan University

  Master’s Degree, Master of Management

• IUPUI Lilly Family School of Philanthropy

  Master's degree, Philanthropy

  2017 — 2019

• Wright State University

  Bachelor of Arts, International Studies, minor in Spanish

Skills

• Series 66
• Life Insurance
• Series 63
• Investments
• Asset Allocation
• Mutual Funds
• Risk Management
• Equities
• Series 9 & 10
• Asset Management
• Wealth Management
• Retirement Planning
• Series 7
• Series 24
• Portfolio Management
• Securities
• Gallup Strengths: Achiever, Includer, Woo, Developer & Empathy
• Financial Services