Experience

Heaton Smith Group

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Senior Consulting Associate

  • Oct 2018 - Present

  ➤ Provide gift planning counsel to non-profit clients, develop infrastructure, identify legacy prospects, assist with marketing and communications, educate and train staff, meet with loyal donors, and provide Board and staff education. Created a customized gift planning infrastructure offering for nonprofit development programs.

• Senior Consulting Associate

  • Oct 2018 - Present



The American College of Financial Services

• United States
• E-Learning Providers
• 200 - 300 Employee

• Chartered Advisor in Philanthropy Designation

  • Apr 2021 - Apr 2021

  ➤ April 1, 2021: Officially received this distinguished designation. ➤ April 28, 2021: Will act as Moderator of CAP National Study Group with CAP Students from both the not for profit professionals and financial service professionals seeking their CAP designation. ➤ April 1, 2021: Officially received this distinguished designation. ➤ April 28, 2021: Will act as Moderator of CAP National Study Group with CAP Students from both the not for profit professionals and financial service professionals seeking their CAP designation.



Sutter Health

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Director of Gift Planning

  • Nov 2013 - Sep 2018

  ➤ Revitalized gift planning program with the primary goal to increase trust and estate commitments and support healthcare programs at CPMC. Deepened relationships with staff and donors to ultimately add more endowed and other legacy gifts to perpetuate and sustain programs and services. Greatly surpassed planned giving goals by forging and nurturing relationships that generated planned gifts. ➤ Revitalized gift planning program with the primary goal to increase trust and estate commitments and support healthcare programs at CPMC. Deepened relationships with staff and donors to ultimately add more endowed and other legacy gifts to perpetuate and sustain programs and services. Greatly surpassed planned giving goals by forging and nurturing relationships that generated planned gifts.



Stanford Children's Health | Lucile Packard Children's Hospital Stanford

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Director of Gift Planning

  • May 2007 - Oct 2013

  ➤ Led and built a gift planning program poised to increase estate gifts for the Foundation, comprised of the children’s hospital and Stanford University School of Medicine child health programs. Initiated high-level strategy and alliances while personally nurturing >200 donor relationships and growing program team. Grew documented legacy gift commitments nearly 60% . ➤ Led and built a gift planning program poised to increase estate gifts for the Foundation, comprised of the children’s hospital and Stanford University School of Medicine child health programs. Initiated high-level strategy and alliances while personally nurturing >200 donor relationships and growing program team. Grew documented legacy gift commitments nearly 60% .



BNY Mellon Wealth Management

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Planned Giving Services

  • Jan 2006 - Apr 2007

  ➤ Point person for all philanthropic conversations. Recruited to lead Western regional new acquisition and customer relationship management for non-profit institutional clients west of the Mississippi. Consulted with and trained Mellon’s Regional Staff on legacy planning and creation of philanthropic entities. ➤ Point person for all philanthropic conversations. Recruited to lead Western regional new acquisition and customer relationship management for non-profit institutional clients west of the Mississippi. Consulted with and trained Mellon’s Regional Staff on legacy planning and creation of philanthropic entities.



Paul Comstock Partners

• San Diego, California

• Managing Director, Nonprofit Management

  • Jan 2003 - Dec 2005

  ➤ Managed and built relationships in the Western states with Comstock nonprofit institutional clients. Provided philanthropic counsel to leading arts and healthcare institutions. Consulted with Family Office clients aligning their family legacy planning and values-based giving. ➤ Managed and built relationships in the Western states with Comstock nonprofit institutional clients. Provided philanthropic counsel to leading arts and healthcare institutions. Consulted with Family Office clients aligning their family legacy planning and values-based giving.



Bandelloni & Associates

• Mill Valley, California

• Managing Partner

  • Nov 2000 - Jan 2003

  ➤ Provided comprehensive planned giving consulting services, working with leading Bay Area Institutions including The Asia Foundation and the San Francisco Foundation. Specialized in developing professional advisory councils. ➤ Provided comprehensive planned giving consulting services, working with leading Bay Area Institutions including The Asia Foundation and the San Francisco Foundation. Specialized in developing professional advisory councils.



San Francisco Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Director of Philanthropic Advisory Services

  • 2000 - 2002



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Senior Philanthropic Consultant

  • 1997 - 2000



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Charitable Management Group

  • 1993 - 1997