Speaker Bios – February 2019 Program

Moderator:

Dave Holmes
Cleveland Lead
Foundation Center

David Holmes returned to Foundation Center Midwest last year as Cleveland Lead after serving as Senior Consultant with Cleveland fundraising firm Grants Plus. In his initial nine-year tenure with Foundation Center, Dave served in various roles including Regional Training Specialist, Interim Director of Foundation Center – Cleveland, and Director of Capacity and Leadership Development. Earlier in his career, Dave served as a Program Officer for the Stocker Foundation in Lorain, Ohio, and Director of Grants and Prospect Research at Notre Dame College in South Euclid, Ohio. He is a former board member of the Association of Fundraising Professionals, Northeast Ohio Chapter and of Joyful Noise Music School. He holds a Bachelor’s degree from the University of Pittsburgh, an MA from Villanova University, and an MLIS from Kent State University.

Panelists:

James Carpenter
Vice President and Charitable Planning Consultant
Fidelity Charitable

James Carpenter is a vice president and charitable planning consultant at Fidelity Charitable®, an independent public charity that has helped donors support nearly 255,000 nonprofit organizations with nearly $30 billion in grants since its inception in 1991.1 The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple and effective. Mr. Carpenter assumed his current role in 2017.

In his position, Mr. Carpenter serves as a premier resource on charitable planning for advisors and their clients in the Great Lakes region. He educates advisors on current charitable planning trends and strategies, along with the benefits of leveraging Fidelity Charitable’s donor-advised fund program to help philanthropic clients give more to the charities they support.

Prior to joining Fidelity Charitable, Mr. Carpenter had distribution roles and territory assignments for several global asset management firms, including Schroders Investments, Goldman Sachs, and Legg Mason. In that role, he was responsible for helping financial advisors construct portfolios to manage risk and improve the odds of financial planning success. Prior to the asset management distribution, Mr. Carpenter spent 12 years as a financial advisor focused on retirement planning and insurance.

Linda Olejko
Managing Director
Glenmede

Linda M. Olejko is a Managing Director in the Greater Cleveland office of Glenmede. She is responsible for client development and cultivating relationships with endowments, foundations, tax-exempt entities and high-net-worth families. In addition, she fosters and maintains existing client relationships, enhancing the Company’s reputation as a specialized wealth manager.

Mrs. Olejko has over thirty years of industry experience and was recognized as one of Crain’s Cleveland Business’ Most Influential Women in Finance 2017. Prior to Glenmede, she held business development positions in Wealth Management at both KeyCorp and Bank One Investment Advisors. She also served as a Division Vice President for American Express Financial Advisors of Cleveland.

Mrs. Olejko earned her B.S.M. degree from Indiana Wesleyan University and is a CERTIFIED FINANCIAL PLANNER™. She also holds the Certified Exit Planning Advisor (CEPA) designation.

A resident of Gates Mills, Ohio, Mrs. Olejko serves on the board of trustees of Apollo’s Fire, the Cleveland International Piano Competition and the Gates Mills Land Conservancy. She is a member of the Advisory Council of the Jewish Federation of Cleveland, the Planned Giving Council of Case Western Reserve University, the Planned Giving Committee of the Cleveland Orchestra, Diamond Advisory Board of University Hospitals, the Entrepreneur’s EDGE, Inc. and the Association for Corporate Growth. She was also past president of the Estate Planning Council of Cleveland.

Terri Eason
Director of Gift Planning
Cleveland Foundation

Terri Bradford Eason manages the foundation’s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred philanthropic funds, legacy gifts and charitable giving strategic plans. As such, Terri works closely with professional advisors and their clients to identify, create and provide charitable planning options tailored to achieve specific philanthropic goals.

Terri joined the Foundation in October 2008 after gaining two decades of experience in the financial services industry. She had several positions with National City (now PNC) and supported several functions including wealth management, relationship management, new business development, and both private and corporate banking. As director of nonprofit business services, she was responsible for new business development and relationship management of nonprofit and higher education organizations. Throughout her tenure, Terri was dedicated to quality service for which she received the company’s NCC Excel Award for extraordinary client and community service. She also was the recipient of the YWCA Women of Professional Excellence Award, TLOD Status of Women Award, and the NCNW Phenomenal Women of Extraordinary Leadership and Service Award.

Terri has served the nonprofit community as a director on several area nonprofit boards, including Cleveland Hearing and Speech Center (Past-Board President), Recovery Resources, Junior Achievement, and the Women’s City Club Foundation. Currently, she is President of the Alpha Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated, and the Chairman of Alpha Omega Foundation, Incorporated. In addition, she serves on the Legacy Village Lyndhurst Community Fund Committee and is a member of the National Black MBA Association, Inc., Beta Gamma Sigma National Honor Society, Cleveland Chapter of Links, Inc., and Jack & Jill of America, Inc. She earned her Master of Business Administration degree from Cleveland State University and a Bachelor of Arts degree from Penn State University.