Karen Caswell

Karen Caswell

Research Analyst
GA

Karen Caswell is a research analyst with Calvin Edwards & Company. She performs due diligence on charitable organizations and creates investment-grade reports that help guide donors’ giving decisions. Ms. Caswell also worked with CEC from 2005-08, rejoining the firm in 2024. In her three years of prior tenure, her projects spanned 29 countries on five continents.

With both a consulting and “client-side” business background, Ms. Caswell’s experience lies in strategy and research. Prior to rejoining CEC, for ten years, she was a self-employed consultant and served Fortune 500, industry-leading private companies, startups, and nonprofits – including faith-based ministries. Her career includes five years in the UK and Europe.

Volunteer-wise, Ms. Caswell has 25+ years of layperson ministry experience, including seven years of formal training. She’s coached professional women to help them gain clarity and healing after pain or loss. And she’s co-led small groups, most recently a weekly prayer call.

Ms. Caswell holds a bachelor’s degree in economics from Duke University and an MBA with a marketing concentration from Duke’s Fuqua School of Business.

Outside of work, she enjoys time with family and friends, overall fitness, and reading – especially nonfiction and classics for her monthly book club.

Testimonials

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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

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