Jessica Coakley works with individuals, families, charitable trusts and foundations to provide a range of philanthropic and client services. She advises or manages a number of New England-based family foundations that support nonprofits working in education, youth development, workforce development, human services and the arts.
As a Chartered Advisor in Philanthropy® and a 21/64 Certified Advisor, Jessica specializes in guiding clients to thoughtfully integrate charitable giving into their broader financial, estate, and legacy plans. She collaborates closely with families to facilitate multigenerational philanthropy and empowers the rising generation with the tools and training needed to carry forward shared values and lasting impact.
Previously, Jessica worked in development at the Boston Private Industry Council and the Woodrow Wilson International Center for Scholars.
Representative Experience
- Implements philanthropic programs for new and existing clients that are responsive to those clients’ needs and interests.
- Reviews and analyzes grant applications and requests for funds.
- Researches and reports on issue areas of interest to current and potential clients, including hunger prevention and sustainable agriculture, early childhood education, and veterans services.
- Supports other Family Office and Philanthropy Services activities, including succession planning for family foundations, coordinating family meetings, and developing engagement opportunities for new generations of trustees.
