Michele Fugiel Gartner

PhD · Impact Philanthropy Advisor · Chartered Advisor in Philanthropy

Phoenix, Arizona

Virtual

In-Person

Specialties

Retirement PlanningEstate PlanningBusiness OwnersSuccession Planning

About Me

I work with family offices and wealth advisors to support individuals and families in developing thoughtful, effective philanthropic strategies.

My advisory practice focuses on family foundations, next-generation engagement, and women philanthropists, helping clients align values, governance, and giving structures with long-term legacy goals. Grounded in research and over two decades of sector experience, I bring an evidence-informed, practical approach to philanthropy that complements broader wealth and estate planning.

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Interests & Hobbies

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Credentials

PhD, Impact Philanthropy Advisor, Chartered Advisor in Philanthropy

Chartered Designations

What do these credentials mean?
See FINRA's official explanation →

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Disclosures

I work across the US, Canada, and the UK.