Donna Frederick finds solutions for professional advisors whose clients have expressed an interest in charitable giving as part of their personal financial goals. Working with financial, legal and tax advisors to create surplus wealth for clients through tax advantaged, strategic gift planning is her passion. Donna works to ensure professional advisors and their clients maintain control of their philanthropic funds without the administrative burdens. Donna is committed to challenging the status quo through her unwavering commitment to supporting professional advisors with the highest level of personal service and creative solutions that will strengthen their client relationships.
With over twenty-one years of experience with the full service financial services firm Smith Moore, Donna uniquely understands and appreciates the importance of the relationship between professional advisors and their clients.
Her career at Smith Moore culminated in the role of Chief Operating Officer, Director, Equity Partner and Registered Representative. Donna was instrumental in the significant growth of the firm from $500 million in AUM to over $2 billion expanding the firm from a single office to multiple branches in Missouri, Kansas and Illinois. Donna’s responsibilities included the management of Compliance, Operations and IT departments as well as Client Associate training and development.
Donna also provided securities gift processing services to several significant non-profit organizations in St. Louis. She served on the Board of the St. Louis Planned Giving Council from 2007-2014 acting as President of the council for the final two consecutive years.
St. Louis Community Foundation
#2 Oak Knoll Park, St. Louis, MO 63105
tel 314-588-8200, fax 314-588-8088