Laura J. Malone, CAP®, CEPA

Development Officer at Community Foundation of Lorain County
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Eric Kinaitis, MBA

I have had the great pleasure of learning from Laura Malone during my time at AEF. There is likely no other person that has the depth & breadth of wisdom and insight when it comes to understanding the crossroads of financial planning & charitable giving. I credit the strength of the content that I produce to the strong foundation of guidance & best practices that she has developed.

Rey Descalso, AAMS®, AIF®

Laura is a fantastic person with an enthusiastic personality and a keen intellect. I recommend her wholeheartedly.

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Credentials

  • Certified Exit Planning Advisor (CEPA)
    The Exit Planning Institute - The CEPA program was specifically designed for business advisors who work closely with owners of privately held companies.
    Nov, 2013
    - Nov, 2024
  • Chartered Advisor in Philanthropy® (CAP®)
    The American College - The Chartered Advisor in Philanthropy® (CAP®) provides you with the knowledge and skills needed to help clients and donors achieve their highest aspirations for self, family, and society.
    May, 2012
    - Nov, 2024

Experience

  • Community Foundation of Lorain County
    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Development Officer
      • Sep 2020 - Present

      The goals of the Community Foundation of Lorain County are to: - Cultivate a culture of philanthropy in Lorain County. - Strengthen Lorain County through effective leadership, grantmaking, and collaboration. - Build excellent organizational capacity to support philanthropy. - Steward and grow assets to ensure financial health and sustainability for our community. In 2019, the Community Foundation of Lorain County received more than $2.3M in gifts, distributed approximately $6.2M in grants and scholarships, and ended the year with assets of $145M. As Development Officer, I am leading the Foundation’s efforts in all areas of Business Development. This includes the design and implementation of an advancement strategy to build donor relations and increase the Foundation’s endowment. I am managing and implementing the Foundation's major gift/planned giving programs. I am also focused on strengthening relationships with financial professionals, nonprofit organizations and businesses.

  • American Endowment Foundation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President - Corporate/Complex Giving
      • Aug 2009 - Sep 2020

      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").

  • Cushman & Wakefield | CRESCO Real Estate
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Senior Sales Associate
      • Sep 2008 - Aug 2009

      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.

  • The Staubach Company
    • Real Estate
    • 1 - 100 Employee
    • Broker-Associate
      • Feb 2001 - Jul 2008

      (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.

  • American Red Cross of Central Florida
    • Various Volunteer Positions
      • Oct 2004 - Jun 2008

      County Coordinator, Orange County Disaster Action Team (2007 to 2008) Guarantee delivery of emergency disaster services to victims by directing volunteer activities at disaster scene, develop team capabilities of 30 – 40 volunteers within Orange County region, and collaborate with Disaster Team Chair and other Disaster Committee leadership in strategic planning and recruitment of volunteers. Speakers Bureau (2007 to 2008) Boosted contributions to Red Cross by speaking at community professional functions and United Way events. Valentine’s Rendezvous (2004 to 2008) Consistently drive organizational success through the planning and implementation of 600-guest black-tie-optional event by serving as 2006 Co-Chairperson for the Valentine’s Rendezvous Charity Gala and 2007 & 2008 Committee Member and Gala Gift Bag Coordinator. Level Red Volunteer (2004 to 2008) Managed monthly young professional fundraising event geared towards professional networking and increasing Red Cross awareness, identifying appropriate local venues and planning for up to 100 guests. Key Accomplishments: • Earned September 2007 Volunteer of the Month Award for “going beyond the call of duty.” • As Co-Chair of Valentine’s Rendezvous, directed team of 25 committee members to spearhead dinner, silent auction, live entertainment, and dancing. • As Goody Bag Coordinator, secured over $30,000 worth of donated items for Valentine’s Rendezvous Event two years in a row.

  • Cystic Fibrosis Foundation
    • Non-profit Organizations
    • 700 & Above Employee
    • Volunteer - Single Greatest Nominee
      • Sep 2007 - Oct 2007

      Surpassed individual fundraising goal as part of the $120,000 overall goal in a fundraising event created to benefit the Cystic Fibrosis Foundation by recognizing Orlando’s outstanding professionals who have exemplified leadership qualities and have excelled in the Orlando business community. Surpassed individual fundraising goal as part of the $120,000 overall goal in a fundraising event created to benefit the Cystic Fibrosis Foundation by recognizing Orlando’s outstanding professionals who have exemplified leadership qualities and have excelled in the Orlando business community.

Education

  • Valencia Community College
    Associate of Arts - AA, General Studies
    2000 - 2004
  • RB Chamberlin HS
    HS Diploma
    1989 - 1993

Community

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