Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• Senior Vice President & Senior Fiduciary Strategist

  • May 2021 - Present

  Indianapolis, Indiana, United States Currently manage trust and investment relationships totaling $547 million, including multi-generational family trusts, nonprofits, investments, IRAs, charitable planned gifts, and special needs trusts. Clients include high net worth families, nonprofits, and institutions. Led successful new business with multi-generational irrevocable trust relationship, including identifying and implementing advanced tax planning techniques—resulting in tax efficiency for all beneficiaries.… Show more Currently manage trust and investment relationships totaling $547 million, including multi-generational family trusts, nonprofits, investments, IRAs, charitable planned gifts, and special needs trusts. Clients include high net worth families, nonprofits, and institutions. Led successful new business with multi-generational irrevocable trust relationship, including identifying and implementing advanced tax planning techniques—resulting in tax efficiency for all beneficiaries. Partnered with Estate Settlement Team to close complex estate--resulting in substantial revenue for market and retained, ongoing relationship with next generation. Resolved complicated matter for client’s federal and state tax filing, while using multi-year, forensic accounting techniques. Reviewed clients' estate plans and provided recommendations--resulting in implementation with their legal and tax advisors. Resolved complex matter with trust-owned promissory note and successfully presented resolution to bank’s National Trust Committee. Regarded by bank leadership for outstanding risk management and proactive approach to resolving potential risk matters. Show less



Indiana University Bloomington

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Faculty, Indiana University Lilly Family School of Philanthropy

  • Mar 2003 - Present

  Indianapolis, IN Design, edit, and teach curriculum to non-profit executives regarding: - Charitable Estate Planning (Planned Giving) (The Fund Raising School) - Women's Philanthropy (Women's Philanthropy Institute) Including designing courses and curriculum, writing, and editing student textbooks. Taught more than 2,500 students to date with consistently highly-rated class evaluations. Taught in-person and virtual (online) classes. Expert panelist for School of Philanthropy's… Show more Design, edit, and teach curriculum to non-profit executives regarding: - Charitable Estate Planning (Planned Giving) (The Fund Raising School) - Women's Philanthropy (Women's Philanthropy Institute) Including designing courses and curriculum, writing, and editing student textbooks. Taught more than 2,500 students to date with consistently highly-rated class evaluations. Taught in-person and virtual (online) classes. Expert panelist for School of Philanthropy's Leadership Roundtable (national) regarding donor advised funds (DAFs) and managing solicitation strategies. Show less



Consulting

• National Speaker, Consultant & Facilitator

  • Jan 1997 - Present

  Frequent national, regional, and local speaker, consultant, and facilitator for 20 years Virtual & In-Person: ⁃ Retainer engagements for consultation and advice - Keynote, plenary, and workshop expert speaker ⁃ Multi-day training and professional development (sample topics below) ⁃ Presentations to professional associations, boards, donors, and prospects ⁃ Donor strategy and donor prospecting consultations. Professional coaching, including complex philanthropic and… Show more Frequent national, regional, and local speaker, consultant, and facilitator for 20 years Virtual & In-Person: ⁃ Retainer engagements for consultation and advice - Keynote, plenary, and workshop expert speaker ⁃ Multi-day training and professional development (sample topics below) ⁃ Presentations to professional associations, boards, donors, and prospects ⁃ Donor strategy and donor prospecting consultations. Professional coaching, including complex philanthropic and financial planning - Moderator/emcee for internal and external events and panels ⁃ Writing articles and content for external and internal audiences Areas of: - Charitable gift planning (charitable planning vehicles including gifts of stock, IRA QCDs, donor advised funds, CRTs, CGAs, CLTs, endowments, private foundations, wills and revocable trusts, real estate, bargain sale) - Estate planning - Fund raising - Strategic planning, building vision for non-profits of various sizes Called upon to consult by organizations such as: - United States Olympic & Paralympic Committee - Girl Scouts of the USA - Make A Wish Foundation - Minnesota Gift Planning Association - Columbus Regional Hospital Foundation - Our Hospice of South Central Indiana - National Collegiate Athletic Association (NCAA) - Charitable Gift Planners of Northeast Indiana - Emergency Nurses Association - Festival of Children Foundation - Sigma Theta Tau - Indiana Nonprofit Resource Network - Partnership for Philanthropic Planning of Greater Dayton - Association of Fund Raising Executives, Austin, TX Chapter - Northern Illinois Planned Giving Council Recent Presentations/Engagements: - "Planned Giving Boot Camp" (5-6 one-hour sessions) - "Cues & Clues: Successful Planned Giving Conversations with Your Donors" - "Developing Fund Raising Strategic Plans" - "Planned Giving Basics" - "Gift Acceptance Policies for Planned Giving" - "Enhancing Gift Planning after Tax Reform" (Continuing Legal Education Credit) - "Bridging Donors to Legacy Giving" Show less