Planned Giving Consultant, Eastern Region
National Jewish Hospital
Responsible for all planned giving donors and prospects in NY, NJ, CT, and PA. Directed extensive PG marketing effort for department that included mailings of up to 150,000 to national donor base. Managed charitable gift annuity program for 400 + annuitants. Closed over 120 gift annuities with a value of $1.3 million, bequests expectancies worth $3 million and $100,000 in outright major gifts. Co-authored first ever PG how-to book for professional advisors, sent to more than 900 advisors… Show more Responsible for all planned giving donors and prospects in NY, NJ, CT, and PA. Directed extensive PG marketing effort for department that included mailings of up to 150,000 to national donor base. Managed charitable gift annuity program for 400 + annuitants. Closed over 120 gift annuities with a value of $1.3 million, bequests expectancies worth $3 million and $100,000 in outright major gifts. Co-authored first ever PG how-to book for professional advisors, sent to more than 900 advisors across the country. Show less