What you can donate

Amy M. Grossman is vice president of our Complex Assets Group. She brings significant knowledge and technical expertise to donors who wish to contribute sophisticated assets, such as privately held C-Corp or S-Corp shares, to charity. Ms. Grossman works directly with donors, their advisors, and corporate and business lawyers to facilitate charitable contributions of these assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to joining Fidelity Charitable, Ms. Grossman was managing director of the private banking group at Credit Suisse where she was responsible for West Coast sales and business development, management of the Corporate and Executive Services group, and the Client Advisory Group. Before that she was vice president at Montgomery Securities. She was also an attorney for Thelen, Marin, Johnson & Bridges, LLC in San Francisco.

Ms. Grossman’s strength is providing strategic guidance on the full spectrum of monetization, hedging and diversification strategies, as well as estate and gift tax planning for pre- and post-liquidity events.

Ms. Grossman received her bachelor of arts degree, magna cum laude, from University of Pennsylvania and her juris doctorate, cum laude, from Boston University School of Law. She is admitted to practice law in the State of California.

Nathan Daley is director of the Complex Assets Group. Mr. Daley assumed his current position in 2014. In this role he works directly with donors, their advisors, and corporate and business lawyers to facilitate the charitable contribution of non-publicly traded assets to achieve the most favorable tax treatment with the greatest charitable impact.

Prior to joining Fidelity Charitable, Mr. Daley was a corporate and securities attorney at the law firm of Kelly Hart & Hallman in Fort Worth, TX. His practice focused on representing public and private companies, private equity funds and business owners in connection with mergers and acquisitions, public and private offerings of debt and equity securities, entity formation, joint ventures, corporate governance matters, and drafting and negotiating complex commercial agreements. Before that he was a litigation attorney at Thompson & Knight in Dallas. Mr. Daley was also a consultant at Quorum Business Solutions, also in Dallas.

Mr. Daley received a bachelor of business administration degree in finance from the Business Honors Program at The University of Texas at Austin and a juris doctorate, summa cum laude, from Texas Tech University School of Law. He is admitted to practice law in the State of Texas and is a Fellow of the Texas Bar Foundation.

As managing director of the Complex Asset Group for Fidelity Charitable, Ms. Valas and her team work directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these types of assets to achieve the most favorable tax treatment with the greatest charitable impact.

Ms. Valas has also held the role of chief compliance officer, responsible for providing integrated tax, legal and compliance support for our donor-advised fund program.

Prior to joining Fidelity Charitable, Ms. Valas was with Fidelity Investments, serving in various roles since 1998. She has also been an appellate court attorney for the New York Supreme Court Appellate Division Third Judicial Department.

Ms. Valas holds a bachelor of arts in chemistry and sociology from Mount Holyoke College and a juris doctorate from the New England School of Law. She also earned a master of laws in taxation from Boston University School of Law. She is admitted to practice law in Massachusetts and New York. Ms. Valas is an active member of the Junior League of Worcester, Inc., where she is a past president and also served as vice president of finance and treasurer

George joined Fidelity Charitable as senior complex asset advisor of the Complex Assets Group in 2017. In this role he works directly with donors and their advisors to provide technical expertise and educational resources before, during, and after the gifting process.

Prior to joining Fidelity Charitable, Mr. Burnette was a trust and estates attorney with Hemphill, Gelder & Monroe, P.C. in Raleigh, North Carolina. In this role, he was responsible for business development and advising clients on various estate planning matters, business planning tools, and tax strategies to effectively plan for a variety of issues including intra-family wealth transfers, estate taxes, charitable giving, and closely held business interests.

Mr. Burnette received his bachelor of arts degree from the University of North Carolina at Chapel Hill and a juris doctorate from Campbell University School of Law. He attended the Southeastern Trust School, a nationally recognized continuing education program for trust bankers. Mr. Burnette is admitted to practice law in the state of North Carolina.