Focus Areas

Katie collaborates with individuals, families and nonprofit organizations to understand what values are important to them, the goals they want to accomplish and the legacy they hope to establish. Partnering with Fiduciary’s specialist teams, Katie customizes her work to the unique needs of each client, ensuring that the support the Fiduciary Trust team provides aligns with the client’s vision for success.

Experience

Having spent nearly two decades in the philanthropic sector, Katie has worked closely with major donors and nonprofit organizations, often supporting philanthropists in their journey to align their passions with strategic grantmaking efforts. Throughout her career, Katie has had the privilege to meet and get to know hundreds of nonprofit organizations and aspires to make more connections for donors looking to support a variety of issue areas. In addition, Katie has joined many families around the table to help facilitate intergenerational conversations with extensive experience supporting the next generation on their journeys. Prior to joining Fiduciary Trust, Katie was a Philanthropic Strategist at Fidelity Charitable and held several positions in the Development Office at Dana-Farber Cancer Institute.

Community Involvement

Boston Public Library Fund, Gift Planning Council
Community Servings, Board of Advisors
Member of The Philanthropic Connection
The Work Force Program, Advisory Committee

Personal

Katie and her husband reside in Medfield with their three young children. When Katie is not on the sidelines of her kids' sports games, you can find her hiking with her family and rescue dog Betsy, or in the kitchen cooking old family recipes.