Caroline G. Slocum

Philanthropic Advisor, Family Office and Philanthropy Services

  • 617-557-9774
  • 75 State Street
  • Boston, MA 02109

Caroline G. Slocum

Philanthropic Advisor, Family Office and Philanthropy Services

  • 617-557-9774
  • 75 State Street
  • Boston, MA 02109

Practice Focus

Callie Gates Slocum 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.

Prior to this Callie worked as a program officer for a multi-generational family foundation and in development and communications for a national venture philanthropy fund.

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.
  • Serves as a program officer for Jane's Trust, a charitable trust client that makes significant grants in greater Boston, northern New England, and Florida.

Community Involvement

  • Member, Associated Grant Makers Program Committee
  • Board Member, Sailors’ Snug Harbor of Boston

Callie Slocum’s Comments on Serving Family Offices and Foundations

“I have come to understand philanthropy as a highly personal endeavor. I keep this essential aspect of philanthropy at the forefront of my work with clients at Hemenway & Barnes and I strive to understand each family’s values to best support them in their charitable giving.”

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