Kathryn is CFT’s liaison to the professional advisor community. She provides educational and philanthropic consultative services for professional advisors to assist individuals, families and business owners around the planning table to create lasting charitable impact.
Kathryn has previously overseen donor development, marketing and endowment activities for several North Texas nonprofits including Jesuit Dallas Museum, the Dallas Foundation and NPower. She also has extensive experience in the high-net-worth financial services sector, where she provided marketing and private client relations for U.S. Trust, Dallas, as well as New York Life, The Nautilus Group, where she assisted financial advisors throughout the U.S. with practice management, exit planning and philanthropic consulting.
Kathryn holds a bachelor’s degree in French from the University of Colorado and a Chartered Advisor in Philanthropy (CAP®) designation from the American College.
Favorite Aspect of CFT
"Engaging with professional advisors and their clients around the planning table to learn more about the family stories and values."
“LIfe is short, we must hurry to do good.”