Le Lézard
Classified in: Business
Subjects: PER, CSR

Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy


DALLAS, Nov. 13, 2018 /PRNewswire/ -- Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management's donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to giving.

Susan Jenevein, Director of Philanthropy, Tolleson Wealth Management

"The philanthropic efforts of our clients impact a tremendous number of organizations and individuals, and therefore it is vital that the person serving as our director of philanthropy have their finger on the pulse of all facets of charitable giving," said Carter Tolleson, CEO of Tolleson Wealth Management. "With Susan, we hired an individual with tremendous experience in this space with more than two decades of working with charitable organizations, donors and fundraising teams."

As director of philanthropy, Jenevein will serve the private foundations of the families of Tolleson Wealth Management clients and oversee the activities of the firm's private-label donor-advised fund. As Tolleson Wealth Management's charitable planning professional, she will work closely with other divisions of the firm to ensure that clients' charitable needs are met seamlessly. Specific job duties include working with boards of directors to guide philanthropic activities, educating and advising donors on charitable matters, developing and maintaining relationships with external philanthropic professionals, and developing new business opportunities to support strategic growth.

"I am thrilled to have the opportunity to work with a firm that places so much value and importance in the personal relationships they have with their clients," said Jenevein. "Tolleson Wealth Management is committed to serving all aspects of the financial needs of their clients and is focused on supporting their work to impact their community."

Before joining Tolleson Wealth Management, Jenevein was most recently director of development at Cristo Rey Dallas College Prep and was previously executive director at Genesis Women's Shelter and a principal at The Wells Firm. She received a BBA in finance and a BA in Plan II from the University of Texas at Austin and a J.D. from the University of Texas School of Law.

About Tolleson Wealth Management
Founded in 1997 as a family office for the Tolleson family, Tolleson Wealth Management has grown into a private multi-family office serving a select group of clients with substantial wealth. By navigating the financial and emotional complexities of wealth, the firm is uniquely designed to provide a broad range of services that simplify clients' financial lives, reflect their family values and enable them to enjoy their wealth. Located in Dallas, the team unites under a unique purpose to develop the well-being of both clients and colleagues by offering end-to-end services including strategic wealth management and financial planning, family education and governance, investment management, trust and estate planning, tax and bookkeeping*, private banking, and strategic philanthropy. For more information, please visit tollesonwealth.com.

*Tolleson Wealth Management is not a CPA firm.

Tolleson Wealth Management

SOURCE Tolleson Wealth Management


These press releases may also interest you

at 02:00
C.K. McWhorter, chairman of the McWhorter Foundation, voices concerns over outdated perspectives in corporate leadership, exemplified by recent remarks from Nelson Peltz regarding Disney's film direction. After encountering instances of racism and...

at 02:00
OKX, a leading crypto exchange by trading volume and a leading Web3 technology company, has issued updates for March 29, 2024. OKX...

at 00:25
Shanghai Junshi Biosciences Co., Ltd ("Junshi Biosciences," HKEX: 1877; SSE: 688180), a leading innovation-driven biopharmaceutical company dedicated to the discovery, development, and commercialization of novel therapies, announced its financial...

at 00:24
In the news release, Roborock Reports 2023 Full Year Financial Results, issued 28-Mar-2024 by Roborock over PR Newswire, we are advised by the company that in the first bullet point of "Growth across Product Categories", the USD amount should read...

28 mar 2024
Royal Bank of Canada ("RBC") today announced it has completed the acquisition of HSBC Bank Canada ("HSBC Canada"). "Today marks one of the most exciting times of our 155-year history and a pivotal milestone in our long-term growth story as we...

28 mar 2024
The opening ceremony of the Boao Forum for Asia (BFA) Annual Conference 2024 was held in Boao, south China's Hainan Province on Thursday, with China's top legislator Zhao Leji stressing China's economic potential, appealing to international investors...



News published on and distributed by: