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Contact a Charitable Planning Expert

Our national network of experts is available to help you grow your business with charitable giving strategies and the details of our donor-advised fund program. You can reach our regional experts by location below or by calling 1-800-262-6039.

Map showing the Fidelity Charitable regional experts across the United States

New England •

MA, ME, NH, RI, VT

Kyle Casserino
860-628-1129
kyle.casserino@fmr.com
LinkedIn profile

Jordan Nocera
919-458-1407
jordan.nocera@fmr.com
LinkedIn profile

Tri- State •

CT, Northern NJ, NY

Danielle Kelly
212-335-5683
danielle.kelly@fmr.com
LinkedIn profile

Dennis Ladd
917-566-5914
dennis.ladd@fmr.com
LinkedIn profile

Ruslana Kharevska
919-458-9380
ruslana.kharevska@fmr.com
LinkedIn profile

Mid-Atlantic •

DC, DE, MD, PA,
Southern NJ, VA

Glenn Garbutt
610-301-3242 
glenn.garbutt@fmr.com
LinkedIn profile

Jenna Magner
919-458-2969
jenna.magner@fmr.com
LinkedIn profile

Pacific Northwest •

AK, ID, MT, OR, WA

Steve Perdigao
415-445-7102
steven.perdigao@fmr.com
LinkedIn profile

Southwest •

AZ, HI, NV, Southern CA

Michael Hart
213-999-5588
michael.hart@fmr.com
LinkedIn profile

Lexsis Baxter
919-458-2989
lexsis.baxter@fmr.com
LinkedIn profile

Northern California •

Ventura County and north

Christine Lim-Beasley
415-445-6952
christine.lim-beasley@fmr.com
LinkedIn profile

Chris Goodwin
817-474-6231
christopher.goodwin@fmr.com
LinkedIn profile