Donna Frederick
Executive Director, Stifel Charitable Inc.
Senior Vice President, Stifel Trust Company
Donna joined Stifel Trust Company in 2019 with the challenge of building a Stifel Charitable Gift Fund Program. Stifel Charitable Inc. received its IRS determination of public charity status in October 2019. By developing policies and procedures, sourcing vendors, and creating a strong marketing plan, Donna rolled out a pilot a month later. Growing continually, the program exceeded $300 million in assets by the end of 2023.
Prior to joining Stifel Trust, Donna served as a Giving Strategist with the St. Louis Community Foundation. In this role, she gained ample experience in donor-advised philanthropy and was responsible for educating financial, tax, and legal advisors about the value of including charitable giving as part of their clients’ financial plan.
Donna’s operations and regulatory knowledge was developed during her 23 years with Smith Moore, a St. Louis-based investment firm, where she served as the company’s Chief Operating Officer, Director, and Equity Partner.
In addition to her professional duties, Donna is active in industry and community affairs. She is currently a board member of AgeSmart Community Resources, Ten by Three, and the Immaculate Conception School, where she also served as a founding member of the Immaculate Conception Parish Planned Giving Committee. Previously, she served on the board of the St. Louis Council of Charitable Gift Planners for eight years, was president for two years, and was awarded the Founder’s Award in 2019.
Senior Vice President, Stifel Trust Company
Donna joined Stifel Trust Company in 2019 with the challenge of building a Stifel Charitable Gift Fund Program. Stifel Charitable Inc. received its IRS determination of public charity status in October 2019. By developing policies and procedures, sourcing vendors, and creating a strong marketing plan, Donna rolled out a pilot a month later. Growing continually, the program exceeded $300 million in assets by the end of 2023.
Prior to joining Stifel Trust, Donna served as a Giving Strategist with the St. Louis Community Foundation. In this role, she gained ample experience in donor-advised philanthropy and was responsible for educating financial, tax, and legal advisors about the value of including charitable giving as part of their clients’ financial plan.
Donna’s operations and regulatory knowledge was developed during her 23 years with Smith Moore, a St. Louis-based investment firm, where she served as the company’s Chief Operating Officer, Director, and Equity Partner.
In addition to her professional duties, Donna is active in industry and community affairs. She is currently a board member of AgeSmart Community Resources, Ten by Three, and the Immaculate Conception School, where she also served as a founding member of the Immaculate Conception Parish Planned Giving Committee. Previously, she served on the board of the St. Louis Council of Charitable Gift Planners for eight years, was president for two years, and was awarded the Founder’s Award in 2019.
Stifel Donor-Advised Funds are handled by Stifel Charitable Inc., which is a 501(c)(3) nonprofit organization. Stifel Financial Corp. companies, including Stifel, Nicolaus & Company, Incorporated, Stifel Bank, and Stifel Trust Company, N.A., provide services to Stifel Charitable Inc. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.