Sterling Foundation Management, Llc
Sterling Foundation Management is the oldest national private foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs). Sterling works with a broad range of clients and high net worth individuals in developing solutions to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles and financial services. Sterling is a leading provider of charitable planning solutions to financial, legal and tax advisors. The company was created specifically to work with advisors, as it neither manages nor holds assets, nor does it provide tax, legal or investment advice.
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Verified contacts
34
available on Kipplo
LinkedIn employees
35
11 to 50 range
Open roles
—
no listings
Distinct roles
27
indexed titles
Tech stack
1
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
34 contacts with verified email or phone · masked until revealed.
- JC
Jc Chang
Director, Foundations Consulting and Management · Other
EmailPhone - TK
Tim Kim
Client Services Director · Customer/Client Service
EmailPhone - KI
Kathleen Ingersoll
Client Services Manager, Foundation Consulting & Management · Other
EmailPhone - WR
Wendy Reinoehl
Accounting Manager · Finance & Accounting
EmailPhone - DJ
Demetricus Jefferson
Accounting Bookkeeper · Finance & Accounting
EmailPhone - JG
Jennifer Galloway
Associate Asset Manager · Operations
EmailPhone - RC
Rebecca Custodio
Events Coordinator · Operations
EmailPhone - SP
Shannon Poach
Project Manager Financial Analyst · Finance & Accounting
EmailPhone - SY
Stacy Yoo
Executive Assistant · General Business & Management
EmailPhone
Showing 9 of 34 verified contacts
Top roles at Sterling Foundation Management, Llc
27 distinct titles indexed · top 10 shown.
- 3director
- 2accounting associate
- 2asset growth
- 2project manager
- 2senior business analyst
- 1accounting bookkeeper
- 1accounting manager
- 1administration associate
- 1administration project manager
- 1associate asset manager
- +17more titles
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