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MEMBER PROFILE

 

Danielle Kelly

Fidelity Charitable

 

Member profile details

Membership level
Tri-State Individual Emerging Professional (39 & Under)
First name
Danielle
Last name
Kelly
Title
Vice President, Charitable Planning Consultant
Company
Fidelity Charitable
 

XPX ROLE

Leadership Role
President
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

Call me when
your client is looking to make a charitable donation in advance of a business exit.
Profession
  • Non-profit
Functional Expertise
  • Charitable giving
  • Estate planning
  • Philanthropy
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
In Business Since
2015
How to contact
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