Thomas D. Hatch Email & Phone Number

A STABLE Account is an investment account available to eligible individuals with disabilities. STABLE Accounts are made possible by the federal Achieving a Better Life Experience (“ABLE”) Act. STABLE Accounts allow individuals with disabilities to save and invest money without losing eligibility for certain public benefits programs, like Medicaid or SSI. Earnings in a STABLE Account are not subject to federal income tax, so long as they are spent on “Qualified Disability Expenses”.https://www.stableaccount.com/

Columbus, Ohio

Work in the area of Estate and Gift Planning helping donors match up philanthropic goals to a myriad of complex giving strategies. Specialize in Charitable Trusts, Gift Annuities, IRA Rollover, Real Estate, Tangible Personal Property, and other estate bequest items. Managed a portfolio of donors with giving capacity of $100,000 or more. Presented training sessions to Development Officers on a myriad of planned giving vehicles and administration considerations. Highlights include:• Secured donation commitments to the university of over $3M, exceeded goal by 7%• Helped lead a successful transition of deferred gift administration to outside provider• Internal contact and subject matter expert on state gift annuity registration, completed registration in 5 highly sought after states.

Columbus, Ohio

Provided analysis and advice on portfolio allocation and structuring for excess operating cash. Administrator for banking online portal and brokerage account. Initiated ACH, wire transfer and international payments in destination currency. Assisted in management of custodial bank relationship and performance. Assisted in three year cash flow budget, forecast and cash flow tracking. Continued all deferred gift administration duties. Highlights include:• Assisted in implementing and training accounts payable staff on issuing international payments in destination currency, saving the university significant dollars• Implemented new ultra-short investment strategies for excess operating cash that exceeded expectations• Office of the Treasurer liaison for gifts of real estate. Provided guidance on acceptability, marketing and liquidation• Consulted frequently by staff and provided solutions to issues with software applications such as Microsoft Excel and PowerPoint, banking web portals and Treasury Management Software.

Columbus, Ohio

Managed and administered the deferred gift program of gift annuity contracts, charitable trusts and pooled income fund assets. Provided portfolio structuring and rebalancing of all gift funds ($50M portfolio), issued all payments, monthly transaction accounting, communication and tax accounting and return preparation. Assisted with the Foundation audit. Prepared financial reports for the Treasurer and CFO. Highlights include:• Achieved total investment returns which outpaced contractual payouts, leading to above average remainder distributions• Provided consistent accounting and documentation leading to smooth annual Foundation audits.

Columbus, Ohio

Assisted in preparing monthly and quarterly endowment summary reports for the Board of Trustees. Maintain computerized investment system including accounting for all equity and fixed income trades made by investment managers. Prepared monthly reconciliation of discrepancies between the university accounting system (ARMS / PeopleSoft), investment manager’s reports, and custodial statements. Highlights include:• Timely reconciliation of accounts for reliable general ledger and audit reporting • Assisted in transition of university general ledger system by identifying organization, account, and fund numbers for proper and streamlined reporting.

San Diego, Ca

Fee-based, private financial planning firm. Provided technical expertise and formal plan creation for clients. Advised on cash management, insurance, investment, retirement and estate planning issues. Presented seminars on a myriad of financial topics. Series 7 and 63 securities licensed.

M.S., Business Administration

Certified Treasury Professional (Ctp)

B.A., Economics

A.A., Liberal Arts And Sciences, General Studies And Humanities