Jaimi Cortes, MBA

Commander
DISC Type : D

Philanthropic Advisor & Social Impact Consultant at COR Philanthropic Strategies

San Francisco Bay Area, United States

Overview

Jaimi Cortes is a seasoned Philanthropic Advisor and the founder of COR Philanthropic Strategies, with over 20 years of experience guiding families and foundations. She specializes in creating impactful giving strategies and has facilitated over $200 million in charitable gifts. Jaimi holds an MBA from Pepperdine Graziadio Business School.

As a bicultural Mexican-American, Jaimi is a passionate advocate for equity, developing frameworks to guide donors toward more inclusive giving. She serves her community on the UCLA Alumni Scholarship Committee and the board of her local library, and is a member of the Latino Community Foundation giving circle.

In 2024, Jaimi won the prestigious Advisor Excellence Award from the DAF Giving Summit, recognizing her significant impact in the field.

Personality Overview

Impact-Driven

Very Quick

Risk-Taker

More than the product, they care about the effectiveness of the product.  They are not focused on building rapport and relationships. They are very proud of what they do.

Topics They Care About

Strategic Philanthropy
Helps high-net-worth individuals and families develop customized, impactful giving strategies that align with their values and create lasting change.
Gender & Equity
Passionate about social justice, she has developed frameworks for inclusive giving and posts about advancing women and girls, highlighting economic and political disparities.
Donor Advised Funds
Considers DAFs one of the fastest-growing vehicles in philanthropy and specializes in helping donors effectively put these funds to work for social good.

Media Appearances

Jaimi has no verified media appearances

Work History

7-2024
Philanthropic Advisor & Social Impact Consultant at COR Philanthropic Strategies
2-2019 - 6-2024
Senior Philanthropic Advisor at Marin Community Foundation
1-2018 - 2-2019
Philanthropy and Nonprofit Consultant at Independent
10-2014 - 12-2017
Consultant (previously Senior Program Manager) at The Women's Foundation of California
4-2014 - 12-2014
Strategy Consultant at Taproot Foundation

Education

Bachelor of Arts - BA from UCLA
Master of Business Administration - MBA from Pepperdine Graziadio Business School

More Information

Social Presence :

Prographics :

Exp : 23 Location : San Francisco Bay Area, United States Job Level : Senior Designation : Philanthropic Advisor & Social Impact Consultant at COR Philanthropic Strategies
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Insights For Selling To Jaimi

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jaimi is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jaimi

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Jaimi move?

  • They can take decisions very fast if you manage to convince them.
  • Can Jaimi take some risk or not?

  • The risks don’t matter much to them.

You And Jaimi

Personality Compatibility


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