Associate Director
CurrentWorking with United Methodist Churches and related agencies from Philadelphia to Washington D.C. including all of Delaware and some West Va. Teaching Financial Generosity and providing Investment Management services. Assist churches with establishing the second and third "pockets"of Giving such as how to establish and grow "reserve" investment accounts and permanent endowments.Educating and helping Churches so that they can market and utilize Planned Giving and not just "plate offerings". Speaking and teaching church members how to properly fund their mission to grow more resources to do more. Led the 18 month Academy of Church Finances for Church teams of Pastor and Laity.