Community Foundation of New Jersey

Stacy Eastland presents “planning desserts” to NJ professional advisors

October 16, 2019

The Community Foundation of New Jersey and Goldman Sachs were pleased to host a variety of professional advisors from across New Jersey today for a discussion with Stacy Eastland, Managing Director at Goldman Sachs and one of the country’s top wealth advisors, who shared thoughts on the best planning “desserts” that won’t bust the tax diet.

Our partnerships with professional advisors are an important relationship for connecting charitable clients to issues and areas in need. Donor-established funds offer generous tax benefits, provide philanthropic assets for our communities, and enable ongoing giving.

 

Click here for Stacy Eastland’s presentation.

 

Click here for more on CFNJ’s work with professional advisors. | Click here for fact sheets highlighting specific services.

 

About Stacy Eastland

Stacy Eastland joined Goldman Sachs to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques. Prior to joining Goldman Sachs in October 2000, Stacy was a senior partner with Baker Botts, L.L.P. in Houston, Texas. Stacy received his B.S. (with Honors) from Washington and Lee and his J.D. from The University of Texas (with Honors).

Stacy has been listed in Town & Country and in Bloomberg Personal Finance as one of the top trust and estate lawyers in the U.S. Stacy was selected as one of the ten initial recipients of the Accredited Estate Planner® award of the Estate Planning Hall of Fame® (2004). He was recently named one of the “Top 100 Wealth Advisors” to ultra-high net worth individual clients in the United States by Citywealth magazine.

 

About the Community Foundation of New Jersey

The Community Foundation of New Jersey educates and engages the people of New Jersey on the power of charitable giving to effect positive change in our communities. For 40 years, the Community Foundation team has counseled New Jersey families and businesses on how to use philanthropic funds to target and increase the impact of their giving in the areas that matter most to them. More than 1,100 Legacy Funds and Donor Advised Funds grant tens of millions of dollars each year, enabling the Community Foundation to launch its own Changemaker Projects that address critical, overlooked challenges. The Community Foundation’s funds currently hold over $425 million in charitable assets and granted more than $66 million in 2018 to charitable work in New Jersey and beyond.

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