Join us is an engaging evening focused on how charitable giving is evolving and what it means for your finances, your legacy, and your family. Together, we’ll explore practical tools and trends that can help you make a meaningful impact while supporting the causes you care about.
This event will bring together experts from philanthropy, accounting, wealth management, and nonprofit leadership to share perspectives and answer your questions. It’s an opportunity to gain valuable insights, learn strategies to incorporate into your planning, and connect with others who share your passion for giving.
Featured Speakers:
| Dennis Ladd, Vice President, Fidelity Charitable partners with advisors and families to design charitable strategies that integrate seamlessly with financial and legacy planning. With extensive expertise in donor-advised funds, Dennis helps clients maximize the impact of their giving by aligning philanthropic vision with tax-efficient solutions. He brings deep knowledge of how charitable planning can strengthen wealth transfer, family engagement, and community impact, and has worked with countless families to make giving a central part of their financial lives. | |
| Sheila Baird, Founding Partner, Kimelman & Baird (K&B) is a founding partner of K&B, and has guided the firm since 1966 with a commitment to client care and ethical judgment. Beyond her five decades of investment leadership, she has devoted significant time to nonprofit and philanthropic organizations, serving on boards including Children’s Aid, Outward Bound, and the Financial Women’s Association. Her career reflects both sharp financial expertise and a lifelong dedication to community impact. | |
| Jon Nixon, CPA, Goldcrest Consulting Services, LLC has over 30 years of experience serving both individuals and businesses in the Tri-State area. He holds the FINRA Series 27 license (since 2012) and acts as a Financial and Operations Principal, advising broker-dealers on regulatory, back-office, tax, and accounting matters. With a BS in Accounting from Bryant University, Jon is also active in the profession via affiliations such as the New York State Society of CPAs and the National Conference of CPA Practitioners. | |
| Denise Rosario Adusei, Executive Director, Bronx Children’s Museum, opened in 2023, as the first children’s museum in the borough. Under Denise's leadership, the Museum has reached more than 150,000 children and families with programs in education, mental health, and professional development for teachers. She has secured major grants, including funding for an electric bus that brings the Museum directly to Bronx communities, and partners with funders to ensure these investments create lasting impact. | |
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Moderated by Sapan Vyas and Yasmeen Mock of Kimelman & Baird (K&B).
Event Details:
Date: Tuesday, October 21, 2025
Time: 5:30 PM – 7:30 PM (panel discussion begins at 6:30 PM)
Location: 220 81st St. New York, NY
RSVP HERE:
Kimelman & Baird is not affiliated with Fidelity Investments. The views expressed by the speaker or third party in the webinar are those of the speaker or third-party. Any such material or information presented by a third-party is for informational purposes only. Kimelman & Baird makes no representation as to the accuracy of any information presented by a third-party.