Planned Giving Services Team
Thomas A. Aschoff
Director – Planned Giving Services
1 years with Cornerstone
18 years in industry
Tom brings over 10 years of planned giving
experience to Cornerstone. He is responsible for the strategic direction and management of
Cornerstone’s Planned Giving Services as well as new business development.
Prior to joining Cornerstone, Tom served as the national head of planned giving business
development for The Bank of New York, U.S.Trust and BNY Mellon. Prior to that, he spent
8 years in the financial services industry as an estate planning insurance consultant
for CIGNA and a financial consultant for Smith Barney, Inc.
Tom serves as the President of The James T. Earlis III Memorial Fund, Inc., a nonprofit
organization that provides college scholarships to graduating high school seniors in NJ.
He is a member of the Partnership for Philanthropic Planning, The Gift Planning Council
of NJ and The Planned Giving Group of Greater NY. Tom is currently studying for his
FINRA Series 7 and 66 exams.
Danielle C. Green
Client Service Manager – Planned Giving Services
1 years with Cornerstone
16 years in industry
Danielle brings a combination of 16 years of
client service experience to Cornerstone with 11
of those years focused in Planned Giving. She is responsible for all client service and donor
relation issues within the Planned Giving division.
Prior to joining Cornerstone, Danielle served as Vice President and Relationship Manager
for The Bank of New York Mellon Corporation for Planned Giving. Before her tenure with
The Bank of New York, she served as a Client Service Manager and Registered Representative
for both Securities America and Merrill Lynch.
Danielle currently holds her FINRA Series 7 and 63 licenses.