Contact Philanthropic Services

We look forward to answering any questions you might have, conducting research on your behalf, and providing information on products, services, and programs that help support your charitable goals and interests. 

Chris Nicholson
Director of Business Development
New funds and advisor relations
415.733.8521

Lisa Rose
Donor Relations Officer
Philanthropic giving consultation
415.733.8534

Kristen Angel
Philanthropic Services Coordinator
Fund management
415.733.8585

Joshua Jones
Philanthropic Services Assistant
Grant recommendations and Donor Center
415.733.8587

Donor Relations Assistant
Philanthropic giving administrative support
415.733.8593