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An experienced fundraiser.

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I HELP WITH THE HOW OF FUNDRAISING

Financial resources are important for any nonprofit.  But giving with a check or credit card is the least effective way of giving if you want to support your favorite charity.  

I see philanthropy through a unique lens and help donors think about their complete financial picture when they are thinking of making a significant philanthropic investment.  This results in bigger, more impactful gifts.  Giving from assets--whether that be through securities, retirement accounts, business interests, or other types of property--is usually more efficient and also allows prospective donors to make a larger impact than the may have thought possible using just their checking account.  But, more sophisticated giving does require more sophisticated planning.  I am an expert at navigating those hurdles with donors and charities and bringing a philanthropic vision to life.

The How of Fundraising
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leadership in fundraising

Corporate Engagement

Fundraising and engagement is a team sport.  It requires collaboration between charities and donors to accomplish mutual goals.  I've led my teams to grow and excel in this space.

Increased productivity

We have increased cash qualified charitable distributions by 50% year-over-year each of the last four years to more than $2 million annually.  We expect this growth to continue.

Strategy Setting

I have led our team in thinking more dynamically about prospective donors and gifts.  This has led to a significant increase in gifts from assets, which are on average, larger gifts.

INNOVATION

Today's charitable giving issues require organizations to be adaptable and forward thinking.  I have led the integration of  big data, cryptocurrency, charitable registration, and estate administration initiatives and have expanded our capacity in turn.

solving problems

Despite best efforts, not every gift comes to faultless fruition.  My broad knowledge in nonprofit and charitable giving issues allows me to work with charities and donors to find solutions that are meaningful to the charity and donor.  

where i have been:

univ. of dayton

Executive Director of

Planned Giving

Assistant General Counsel

Adjunct Professor of Law

Dayton, OH

March 2020 to Present

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miami univ.

Associate Director

Gift Planning

Oxford, OH

July 2016 to March 2020

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hands on Miami

Community Outreach Coordinator

Miami, FL

June 2010 to August 2011

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city year miami

Young Heroes Community Coordinator

Miami, FL

June 2009 to June 2010

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