Kelley McLendon

Senior Associate, Global Philanthropic (Europe)

Kelley McLendon has joined Global Philanthropic in January 2014 to strengthen the growing advisory team.

She is an accomplished senior strategy executive with over 20 years’ experience for leading American and Australian banking institutions including Goldman Sachs JBWere, National Australia Bank and Bank of America. This includes extensive experience in philanthropic advisory services to individuals, families, private business and corporates. She has expertise in managing all aspects of trust and foundations, overseeing operating non-profit resources and endowments, and in providing broader private wealth advisory services. She is also specialist in corporate social responsability, specifically community investment and employee engagement.

After more than ten years and multiple positions in banking in Massachusetts, Kelley became Director of Charitable Trust Services for the Bank of Boston (now Bank of America) in 1998. She managed more than 1,000 charitable trusts and foundations, oversaw the disbursement of more than $90 million in trust funds annually. She also delivered numerous seminars on the benefits of strategic philanthropy to prospects and clients.

In 2004, she relocated to Australia with National Australia Bank (NAB) as an Executive for Private Wealth Management. Taking advantage of her US-based knowledge of philanthropy, NAB quickly appointed Kelley as Group Senior Manager for Corporate Community Investment (CCI). In this role, she was responsible to the Board of Directors for the development of goals for and implementation of the first ever global strategy to leverage the corporation’s total CCI, including philanthropic giving, community partnerships, employee workplace giving and engagement, across all banks and businesses on a worldwide basis. As a result of her leadership, NAB’s commitment to spend 1% of pre-tax profit on CCI was achieved in 2010. This was prior to the target date of 2011.

Kelley continued to assume philanthropic advisory positions in the banking sector, culminating in her appointment as Director of Philanthropic Services with Goldman Sachs JBWere in Sydney in 2008. She provided high net worth clients with strategic advice on philanthropy as part of their overall personal and financial goals, based on their wealth, tax, family, and legacy interests. She trained external financial professionals on integrating philanthropy into wealth planning. She also consulted to operating non-profits on best practices associated with topics such as optimizing governance, financial resources and donor relationships.

Kelley currently works across the United States, Australia and Europe serving as consultant for a diverse array of clients in the private philanthropy, corporate community investment, and non-profit sectors.

Kelley has a strong background in Finance with a Masters in Business Adminstration (MBA). She is also a licensed Certified Financial Planner (CFP).

Kelley McLendon