Kingdom-focused planned giving expert. High capacity, trusted adviser and leader. Heart for transparency, financial accountability, growth and stewardship. Dynamic, creative leader, strong team-builder and coach, performance-driven with a servant heart.Humbly reliant upon God's leadership in all things.
Currently leads a $7 million + planned giving team, including on and off-site staff. Positions the organization's stand-alone Foundation and planned giving department to educate, empower and inspire donors and ministries who have a desire to see their giving objectives met.
By creating a high-trust and high-value network of relationships, has increased charitable contributions by 116% over prior year. Serves as internal organizational adviser to help cross-ministry development staff understand and utilize the benefits of non-cash giving. Works with Board of Directors to fulfill and report on expected objectives. Manages consultant relationships and direct reports to provide appropriate communications and services to high net wealth donors across the country.
Currently manages over $26M in foundation assets.
As Executive Director of Planned Giving, serves within a $500M organization serving donors, staff and sub-ministries to lead a planned giving organization that supports and funds Kingdom ministry and activities.
Restructured existing organization. Consistently improved metrics across all analyzed areas each year since hired.
As Executive Director of The Great Commission Foundation-oversees the ongoing operations of the Great Commission Foundation, including giving, marketing and communication to help promote the benefits of an in-house foundation and planned giving office.
Works with C-level leadership, ministries and major gift officers. Accountable for operations and administration of the foundation including bylaws and financial requirements, to exceed expectations of leadership and donors to provide transparent, financially accountable services.
Distributed over $4 million in current gifts to Cru ministries.
Distributed over $2 million to other charities.
Managed over $26 million in foundation assets, compared to $18 million in 2012.
Increased estate contributions to $8.8 million, from $4.2 million in 2012.
Worked with high net-worth clientele as a Certified Financial Planner (CFP,) as primary adviser to oversee investing and financial planning for long term financial health.
As a Vice President of Financial Planning, was considered the primary point of contact for financial decisions for a portfolio of high net-worth clients. Served as the professional adviser and subject matter expert for organizational staff, who were first point-of-contact reps.
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