2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
BREAKOUT
Jodi Rosen
Chief Development Officer
Sunrise Table Talks
Connect On LinkedIn
Jodi Rosen serves as the Chief Development Officer at Vanguard Charitable, a $23 billion grantmaking organization. She has more than 25 years of experience in the philanthropic sector, working with some of the nation’s wealthiest and most...
ABOUT JODI
Jodi Rosen serves as the Chief Development Officer at Vanguard Charitable, a $23 billion grantmaking organization. She has more than 25 years of experience in the philanthropic sector, working with some of the nation’s wealthiest and most philanthropic individuals and families. Her expertise in charitable giving, with a specific focus on donor-advised funds (DAFs), brings a unique perspective on donors’ motivations and challenges, the various ways to effectively distribute charitable dollars, and the impact of legislation and regulation on charitable giving at large. Jodi is a graduate of the University of Pittsburgh and received her Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services. She resides outside of Philadelphia with her husband, two children, and Goldendoodle.
