Eileen Tam — SPARQNOW

At-a-Glance

Executive Director and Director of Philanthropic Solutions in the Wealth Strategies Group
Chief Philanthropy Officer for The U.S. Charitable Gift Trust
Specializes in Alternative Investments, Gift and Estate Tax Planning, and Charitable Planning
Oversees product management and sales for The U.S. Charitable Gift Trust franchise
Creates thought leadership materials and blogs on charitable, income, trust, and estate tax planning

Biography

Eileen Tam holds the titles of Executive Director and Director of Philanthropic Solutions within the Wealth Strategies Group. Concurrently, she serves as the Chief Philanthropy Officer for The U.S. Charitable Gift Trust.

Her expertise encompasses alternative investments, gift and estate tax planning, and charitable planning. In her roles, Tam oversees product management and sales for The U.S. Charitable Gift Trust franchise.