1. Accelerate face-to-face donor engagement, solicitation, and stewardship, focusing on high-capacity prospects for deferred and blended gifts.2. Build collaborative relationships with gift officers on the Individual Giving team to identify prospects and create holistic cultivation and solicitation plans for major donors that lead to transformational gifts.3. Prepare proposals and other supporting materials for donors who have been solicited for or have otherwise expressed an interest in a planned gift.4. Foster a culture of philanthropy by promoting planned giving throughout the organization.

• Responsible for cultivating major/planned gifts, high-level leadership/donor meetings• Leadership and oversight of planned giving program• Supported all development officers in prospecting, designing and closing planned gifts• Leadership and oversight of foundation research and grant writing• Major donor vision trips resulting in six and seven figure gifts• Frequently spoke at in-home gatherings and donor events• DonorSearch research, developed individual stewardship plans/moves-management

• Responsible for cultivating major/planned gifts• Led high-value donor trips to Central American countries• Speaker at major donor hosted, in-home gatherings and donor events• Implemented donor research capabilities and individual stewardship plans

• Responsible for cultivating major/planned gifts, high-level leadership/donor meetings• Established new church partnerships resulting in over 300 new sponsorships in year one• Led multiple, high value vision trips to Rwanda/Uganda resulting in six figure gifts• Established new planned giving program• Board level planned giving education

• Founded fly fishing leather accessories e-commerce business• Sold business to Saddleback Leather Company (Ft. Worth, TX)

• Leadership and oversight of fundraising and special events• Major donor cultivation and solicitation• Established new planned giving program• Established new corporate partnerships• Led major donor trips to Kenya resulting in six-figure gifts• Initiated transformational, major donor centric giving program, proposals, reporting

• Oversight of five departmental budgets resulting in significant savings• Developed 8-step “moves management” system which increased cultivation & gift closures• Completely revised planned giving policies and procedures reducing potential liability• Case statement authorship enabling major donor officers to “ask” more effectively• Directly responsibility for raising $1.4 million for annual fund in fiscal year 2012• Management of capital campaigns, private and public phase• Board training and fundraising coaching• Cultivated 120 major donors & 80 mid-level donors• Redesigned advancement website pages resulting in increased major & planned gifts• Created planned giving workshops resulting in largest gift directly facilitated - $8.4 million

Fee for service based investment management & financial planning, endowment & foundation investment management, charitable & estate planning, ...the way it should be.My Role:• Founded & operated investment & endowment management practice in 1999• Trained & motivated a team of diverse advisers in advanced planned giving strategies• Collaborated with tax attorneys & accountants, developing advanced tax and estate planning strategies centered on client’s donative intent• Cultivated & managed a portfolio of 200+ clients in philanthropy & legacy development• 2001 - began conducting planned giving workshops for organizations such as Shared Hope international, Medical Teams Int’l, United Way, American Cancer Society, resulting in numerous planned and major gifts utilizing vehicles such as CRTs, DAFs, CGAs &PIFs