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 21/64 Certified Advisor, Jessica works to engage multiple generations in family philanthropy. She facilitates multigenerational conversations about philanthropy and legacy planning and provides training for next generation engagement.

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.