February 14, 2020 Press Releases

Community Foundation Names Amy Jamrog Pioneer Valley Distinguished Advisor in Philanthropy

February 14, 2020

SPRINGFIELD—On Tuesday, February 11, Amy Jamrog, CEO of The Jamrog Group, received the Pioneer Valley Distinguished Advisor in Philanthropy Award from the Community Foundation of Western Massachusetts (CFWM). This annual award recognizes a professional advisor who makes philanthropic planning with their clients an important part of their practice, helping to grow and transform our region by encouraging generosity.

Jamrog is the principal and founder of The Jamrog Group, where she and her team specialize in succession planning for business owners, as well as retirement income planning. Their mission is to help families transform their relationship with money. Her financial planning expertise has been featured in Forbes Magazine’s “Ask the Expert” as well as USA Today and other national publications. Amy is a board member of Health New England; a former board member of The Women’s Fund of Western Massachusetts; a founding board member of Tech Foundry; and served as a trustee for CFWM from 2010-2019. She and her team also manage endowments for many local non-profits.

Giving back to the community is a priority for The Jamrog Group. Amy and her team are proud to support the work of The Women’s Fund of Western Massachusetts, Tech Foundry of Springfield, Enchanted Circle Theater in Holyoke, The Holyoke STEM School, National Conference for Community Justice and The Girl Scouts of Western & Central Massachusetts, and CFWM. They’ve also been the recipient of the prestigious Northwestern Mutual Community Service Award in 2001, 2005, and 2015.

CFWM President and CEO Katie Allan Zobel shared, “The Foundation is delighted to present Amy with this award. Amy was one of the first advisors I worked with at the foundation, and she was weaving charitable giving into her conversations back then. She takes a holistic approach to planning with her clients, helping them realize their charitable goals and make meaningful gifts to the organizations and causes they care about during their lifetime and beyond.”

Jamrog was nominated by The Women’s Fund of Western Massachusetts, where she has served and remains a valued volunteer. Jamrog shared that “throughout the past twenty years as a financial advisor, I’ve learned so much about philanthropic giving—not only from my clients’ unique planning situations, but also from organizations like the Community Foundation. We are all simply trying to educate people in the Valley about the power and impact of charitable giving. This award is so special, especially when I consider the distinguished advisors who have received it before me. For me and my team to have played a role in facilitating charitable giving, establishing donor advised funds, and partnering with local attorneys and accountants over the years—it’s an honor to serve in this capacity on behalf of our clients. On behalf of The Jamrog Group, we are all so grateful!”

Nominations for the Distinguished Advisor in Philanthropy Award were solicited broadly throughout the Pioneer Valley, and a volunteer committee at CFWM selected the awardee. Past awardees include: Dennis Bidwell, Principal, Bidwell Advisors; Hyman Darling, Bacon/Wilson ; John Ferriter, Attorney, Ferriter Law; Richard M. Gaberman, Attorney, Robinson Donovan; Kate Kane, Wealth Management Advisor, Northwestern Mutual; George C. Keady III, Senior Vice President, Wealth Management and Senior Portfolio Manager, UBS Financial Services; and Steven J. Schwartz, Founding Attorney, Shatz, Schwartz, and Fentin, P.C. Current volunteers and Trustees at the Community Foundation are NOT eligible for the award.