Jacqueline Valouch

Jacqueline Valouch is vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity with a national donor-advised fund program, that has been helping advisors and their clients achieve their philanthropic goals for the past 20 years. The mission of Fidelity Charitable, one of the nation’s largest public charities1 is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective.

As a premier resource for charitable planning in the New York Metro region, Jacqui educates advisors about donor-advised funds at Fidelity Charitable, and ways to incorporate charitable giving in clients' overall financial and wealth management plans. Ms. Valouch was recognized in the Private Asset Management Magazine (PAM) as one of the 25 most influential people in wealth management.

Prior to joining Fidelity Charitable in 2003, Jacqui was practicing law in New York City with Phillips Nizer, LLP, where she also began her career as an attorney with Frankenthaler, Kohn, Schneider & Katz. Prior to joining Phillips Nizer, LLP, she practiced at Sills, Cummis, Radin, Tischman, Epstein & Gross in Newark, New Jersey.

Ms. Valouch currently serves on the board of the Estate Planning Council of New York City.

Ms. Valouch also serves as an active member of the Manhattan Chapter of Special Olympics for the Spring Games.