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Karen Kardos

Karen Kardos

Head of Philanthropic Advisory
Karen's LinkedIn profile

Meet our wealth expert

Karen provides philanthropic advice and services to families, foundations, and endowments on strategic development and best practices to meet their philanthropic goals.

Previously, Karen served for 10 years as the Director of Finance and Philanthropic Operations for a private foundation in the multifamily office practice of Geller & Co. In addition to advising clients on philanthropic strategies, she is also well versed in private foundation operations, governance, and compliance.  

Karen is a 21/64 Multigenerational Advisor. She holds a bachelor’s degree in accounting from Binghamton University.

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Global Giving: Generosity and the Economics of Philanthropy
PHILANTHROPY

Global Giving: Generosity and the Economics of Philanthropy

CITI GPS GLOBAL PERSPECTIVES & SOLUTIONS
October 17, 2024

People who are generous with their time and money can make a big impact, helping to shift the dial on global challenges such as education. A new Citi GPS report highlights the latest trends.

Learn more about Global Giving: Generosity and the Economics of Philanthropy
Nonprofits pursuing returns: Why an IPS is key
PHILANTHROPY

Nonprofits pursuing returns: Why an IPS is key

KAREN KARDOS
August 27, 2024

Seeking investment returns is crucial for many nonprofits. This calls for a robust investment policy statement setting out guiding principles for managing the assets in line with the organization's investment goals and objectives.

Learn more about Nonprofits pursuing returns: Why an IPS is key
Donor-advised funds: The modern alternative to foundations and charitable trusts
PHILANTHROPY

Donor-advised funds: The modern alternative to foundations and charitable trusts

CITI PRIVATE BANK
June 5, 2024

DAFs are increasingly popular philanthropic vehicles for wealthy individuals and families in jurisdictions around the world. Simplicity, ease, succession, and discretion are some of the reasons for this.

Learn more about Donor-advised funds: The modern alternative to foundations and charitable trusts
Female philanthropy: Out of the shadows and into the spotlight
PHILANTHROPY

Female philanthropy: Out of the shadows and into the spotlight

KAREN KARDOS
May 29, 2024

Women have engaged in life-changing philanthropy for as long as men. Recognition of their vital contribution has been woefully inadequate, but this is now beginning to change.

Learn more about Female philanthropy: Out of the shadows and into the spotlight

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