2022 Practical Planned Giving Conference

the Path Ahead

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Grow your donor revenue by mastering strategies for successful major & planned gifts programs.

Stephanie Buckley, CAP®

Philanthropic Services National Leader, Wells Fargo Wealth Management

Stephanie Buckley serves as the National Leader of Philanthropic Services within the Wealth Management division at Wells Fargo. She leads a national team of specialized philanthropic advisors who help individuals and families work toward their unique philanthropic goals. They also assist nonprofit organizations with asset management and board governance as they pursue their tax-exempt missions. She is responsible for enhancing the bank's philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk.

Prior to joining Wells Fargo, Ms. Buckley worked at Pepperdine University for over 10 years as an associate vice chancellor. There she worked with current and prospective donors to structure gifts in the most tax efficient manner, including identifying and creating estate and financial planning tools specific to each donor's needs. She also raised major gifts, managed the law school's board of visitors, and taught as an adjunct faculty member. Ms. Buckley has worked in philanthropy for more than 22 years.

Ms. Buckley earned a BA degree in Economics with high honors from the University of California, Santa Barbara, a JD with a specialization in business law from the University of California, Los Angeles School of Law, and an LLM in taxation with honors from Loyola Law School in Los Angeles.

Ms. Buckley is a member of the State Bar of California, on the editorial board for Planned Giving Today, a trustee for Heifer International Foundation, and a past president for both the Los Angeles Council for Charitable Gift Planners and the Planned Giving Council of Ventura County. She serves on the faculty of the American Institute for Philanthropic Studies and formerly taught at UCLA Extension. Ms. Buckley is a former Division I college gymnast.