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Sierra Rosen
Assistant Vice President, Philanthropic Strategies
Sierra Rosen is the Assistant Vice President of Philanthropic Strategies at Boston Children's Hospital. She has extensive experience in helping individuals and families develop comprehensive giving strategies that align with their financial objectives and philanthropic goals. Her expertise includes crafting cost-effective strategies involving donor advised funds, charitable trusts, lead trusts, and other split interest gifts using non-cash and complex assets to optimize tax efficiencies.
Sierra has a strong educational background, including:
- Pursuing a Masters in Taxation from D'Amore-McKim School of Business at Northeastern University
- JD from Northeastern University School of Law
- Studies at Gordon College and Northeastern University
Throughout her career, Sierra has held several key positions:
- Assistant Vice President at Boston Children's Hospital (current role)
- Executive Director of Philanthropic Strategies & Planned Giving at Brown University
- Director of Gift Planning at Harvard Business School
- Various positions at Northeastern University
- Trial Attorney at the Committee for Public Counsel Services
- Planned Giving Officer at Wellesley College
- Client Service Associate at State Street Global Advisors
In her roles, Sierra has excelled in providing oversight and managing operations of Planned Giving teams, handling tasks ranging from marketing and compliance to technical and legal aspects of estate settlement.
Highlights
As some of you know, I recently joined the Boston Children’s Hospital professionally to help secure long-term support that will provide lifesaving answers for the world's sickest kids.
Now, I am excited to be participating personally in a fundraiser for Boston Children’s Hospital on April 28 called Yoga Reaches Out that harnesses the healing power of yoga to raise support for Boston Children’s. I am part of Shine Your Light team and have joined with other friends and colleagues to raise money for the Hospital. Every dollar goes to the hospital's Every Child Fund, fueling research to find new treatments and cures and delivering vital care and support services to seriously ill kids and their families. I have been impressed with the dedication, empathy, and precision that drives researchers and doctors to deliver life-saving care.
This cause is also personally meaningful to me as it was less than a year ago that my close friend, Matt Smith, succumbed to his childhood cancer that came back as an adult. He was treated at Boston Children’s Hospital as a kid and I feel confident that the combination of his fighting spirit and Boston Children’s mission to deliver life-saving care gave Matty some extra time. Time that allowed us to meet when I was a teenager and form a friendship that lasted through many of my milestone life events. Matty quickly became and then remained one of my favorite people. His departure has left a giant hole and participating in this fundraiser feels like a meaningful way to honor Matt’s life and our friendship.
If any of this resonates with you and you would like to support me – at any level – my fundraising page is here: https://lnkd.in/e45PRzvV
Thanks! Sierra
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Mesh works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Mesh offers several powerful features including:
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Mesh is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Mesh offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Mesh is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Mesh's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Mesh has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Mesh is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Mesh beneficial.
Mesh offers competitive pricing in the personal CRM market. Mesh offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Mesh's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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