Laura J. Malone, Cap® Email & Phone Number

Jacksonville, Florida, United States

Charitable Solutions, through Dechomai Foundation primarily deals with donations of non-cash assets, including but not limited to real estate, limited partnership interests, restricted securities, closely-held or privately-held companies, cryptocurrency, art and collectibles. In this position, I serve as the primary donor/professional advisor liaison from the initial conversation, through due diligence, donation all the way through to the final grant. This position runs point with a team of two accountants, a support staff and three senior attorneys.This role allows me to continue to expand upon my past experience with American Endowment Foundation that included a specialized focus on the charitable acceptance, investment, compliance oversight and liquidation of over $500M in complex assets (closely held stock, real estate, hedge funds/alternative investments, insurance policies and commodities). From that time until my departure in 2020, the team I lead completed over 80 gifts of closely held business interests/private investments by building trust and demonstrating the ability to establish effective relationships with business owners and their teams.

South Amherst, Ohio

Elyria, Ohio, United States

In my 4 years as Development Officer I finalized 85 new endowed funds since 2021 totaling over $2M in new donations (not including legacy intentions) to benefit various non-profits, school districts, businesses/individual philanthropy. We also achieved 11% overall increase in donor giving participation since 2020 and increased donor retention rate from 31% in 2020 to 38% in 2023. I also created the framework for new non-endowed Donor Advised Fund, implemented in late 2023. With the assistance of Marketing/Communications, and other teams we achieved growth in Connect to a Cause (Lorain County Giving Day) non-profit participation from 55 organizations in 2020 (inaugural year) to 96 organizations in 2024, that had new or existing endowments. We also generated 42 corporate giving relationships through our Connect to a Cause Business Champions in 2021-2024, generating an average of 15-17% additional dollars to Lorain County non-profits on Connect to a Cause Day.

Hudson, Ohio

In my tenure as Vice President - Corporate/Complex Giving at American Endowment Foundation (AEF), I provide charitable consultation to trusted professionals, families and business owners about donor advised funds and other charitable giving strategies. I have been published in various local and national publications, as well as spoken both locally and nationally to various financial, tax and estate planning organizations. I typically educate hundreds of professional advisors yearly about integrating philanthropy in business exit strategies as well as other charitable strategies.In my first 6 years at AEF, Laura helped donors and their financial advisors create more than 800 Donor Advised Funds that were integral to AEF's $1B+ growth in that timeframe. Included in the creation of those DAFs were gifts of closely held stock, restricted public stock, real estate, mineral interests, as well as cash and marketable securities.Starting in 2017, my focus shifted to include a specialized focus on the charitable acceptance, oversight and liquidation of nearly $500M in complex assets (closely held stock, real estate, hedge funds/alternative investments, insurance policies and commodities). Within the last two years completed I have led AEF's process in the acceptance of about 100 gifts of closely held business interests/private investments totaling over $200M by building trust and demonstrating the ability to establish effective relationships with business owners and their teams.I hold my Chartered Advisor in Philanthropy designation from the American College and serve as a faculty member for the Exit Planning Institute's Certified Exit Planning Advisor (CEPA) Designation. I also serve as Board President of the International Association of Advisors in Philanthropy.(Links below to external documents, photos, sites, videos, and presentations are related to 2018. Older info is available under "Accomplishments").

CRESCO is part of the Cushman and Wakefield Alliance.Responsible for the identification, cultivation and engagement of prospective landlord and tenant clients. Managed and executed real estate marketing, for office owners as their listing agent and stewardship of corporate clients as their tenant representative. Negotiated deal points in the best interest of the representative client as well as determine optimal deal structure through financial analysis, comparative analysis and market review.• Represented 11 buildings totaling 397,667 of rentable building area• Assisted in the procurement of 5 new lease listings and 6 individual company assignments consisting of more than 270,000 square feet.• Created relationships with more than 150 chief executives and/or business owners within the last 12 months.• Cultivated presentation opportunities, and assist in the preparation of quarterly update newsletters, alerts and stories.

(Promoted from an administrative role in 2004)Identification, cultivation and solicitation of new corporate clients and retention of current corporate clients. Focus on benefiting the economic and business interests of 38 key clients through corporate real estate acquisition and disposition, lease negotiations and market valuation, often handling a number of projects simultaneously . • Propelled revenue by $7 million, identifying and securing new commercial real estate clients.• Elevated 2007 transactions by 400%, negotiating $22 million in transactions with 225,000 square feet.• Built superior relationships with executive-level decision-makers through specific real estate goals and objectives that advance the overall mission of the organization• Spearheaded critical State of Florida account management within their 10 million sqare foot portfolio.• Delivered up to 20% value to real estate transactions such as a $6.7 million Florida Department of Health lease and $2.2 million Florida Department of Revenue lease.

Associate Of Arts - Aa, General Studies

Hs Diploma