Partnership for Philanthropic Planning
Partnership for Philanthropic Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Partnership for Philanthropic Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Partnership for Philanthropic Planning Salaries. You can even request information on how much does Partnership for Philanthropic Planning pay if you want to. Learn about salaries, pros and cons of working for Partnership for Philanthropic Planning directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
27 Partnership for Philanthropic Planning employees in database. Find out everything there's to know about Partnership for Philanthropic Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Partnership for Philanthropic Planning Employees
Employee
Years
Job
Industry
Denay Patterson Denay Patterson's Partnership for Philanthropic Planning Experience June 2014 - September 2014
Job Program Assistant at The Gill Foundation
Industry Philanthropy
Experience
The Gill Foundation September 2014 - Present
Partnership for Philanthropic Planning June 2014 - September 2014
Indiana University Lilly Family School of Philanthropy October 2012 - June 2014
WFYI May 2013 - October 2013
Skills
Nonprofits, Philanthropy, Research, Event Planning, Social Media, Program Development, Community Outreach, Copy Editing, Customer Service, Writing, Literature Reviews, Donor Database..., Social Networking, Social Media Marketing, Media Auditing, Mass Email Marketing, Expense Reports, Travel Management, Scheduling, Executive Calendar...
Education
Indiana University Lilly Family School of Philanthropy 2012 — 2014
Master of Arts (M.A.), Philanthropic Studies, 3.72
Ohio Northern University 2006 — 2010
Bachelor of Arts (B.A.), Sociology, Psychology, 3.89
Indiana University Bloomington
The Gill Foundation September 2014 - Present
Partnership for Philanthropic Planning June 2014 - September 2014
Indiana University Lilly Family School of Philanthropy October 2012 - June 2014
WFYI May 2013 - October 2013
Skills
Nonprofits, Philanthropy, Research, Event Planning, Social Media, Program Development, Community Outreach, Copy Editing, Customer Service, Writing, Literature Reviews, Donor Database..., Social Networking, Social Media Marketing, Media Auditing, Mass Email Marketing, Expense Reports, Travel Management, Scheduling, Executive Calendar...
Education
Indiana University Lilly Family School of Philanthropy 2012 — 2014
Master of Arts (M.A.), Philanthropic Studies, 3.72
Ohio Northern University 2006 — 2010
Bachelor of Arts (B.A.), Sociology, Psychology, 3.89
Indiana University Bloomington
Thom Lockerby Thom Lockerby's Partnership for Philanthropic Planning Experience January 2007 - December 2011
Job Secretary of the Academy at Phillips Academy
Industry Fund-Raising
Experience
Phillips Academy June 2014 - Present
Polaris Project May 2009 - Present
Boston College February 2004 - April 2014
Partnership for Philanthropic Planning January 2007 - December 2011
Dartmouth College 2001 - 2004
Kaspick & Company 1999 - 2001
PG Calc Incorporated 1997 - 1999
Harvard Business School 1994 - 1997
Harvard University 1990 - 1993
Harvard Business School 1988 - 1990
Education
Harvard University 1983 — 1987
A.B., History and Visual and Environmental Studies
Phillips Academy June 2014 - Present
Polaris Project May 2009 - Present
Boston College February 2004 - April 2014
Partnership for Philanthropic Planning January 2007 - December 2011
Dartmouth College 2001 - 2004
Kaspick & Company 1999 - 2001
PG Calc Incorporated 1997 - 1999
Harvard Business School 1994 - 1997
Harvard University 1990 - 1993
Harvard Business School 1988 - 1990
Education
Harvard University 1983 — 1987
A.B., History and Visual and Environmental Studies
Shira Oler's Partnership for Philanthropic Planning Experience 1994 - 2012
Job Director of Gift Planning/JSSA
Industry Hospital & Health Care
Experience
Jewish Social Service Agency August 2011 - Present
Partnership for Philanthropic Planning 1994 - 2012
Suburban Hospital May 2000 - August 2011
Hebrew Home of Greater Washington October 1990 - May 2000
Skills
Fundraising, Non-profits, Planned Giving, Writing, Charities, Strategic Communications, Grant Writing, Gift Planning, Nonprofits, Leadership, Program Development, Stewardship, Annual Giving, Community Outreach, Grants, Prospect Research, Board Development, Volunteer Management
Education
University of Maryland College Park
BS, Education
Jewish Social Service Agency August 2011 - Present
Partnership for Philanthropic Planning 1994 - 2012
Suburban Hospital May 2000 - August 2011
Hebrew Home of Greater Washington October 1990 - May 2000
Skills
Fundraising, Non-profits, Planned Giving, Writing, Charities, Strategic Communications, Grant Writing, Gift Planning, Nonprofits, Leadership, Program Development, Stewardship, Annual Giving, Community Outreach, Grants, Prospect Research, Board Development, Volunteer Management
Education
University of Maryland College Park
BS, Education
Susan Dunlop Susan Dunlop's Partnership for Philanthropic Planning Experience 1986 - Present
Job Director of Gift Planning at Luther Seminary
Industry Nonprofit Organization Management
Experience
Hennepin Ave United Methodist Church Foundation May 2014 - Present
Luther Seminary February 2013 - Present
Development Seminars and Consulting January 1994 - Present
Partnership for Philanthropic Planning 1986 - Present
University of St. Thomas Center for Business Excellence January 2006 - April 2014
American Academy of Neurology July 2008 - January 2013
University of St. Thomas January 2007 - July 2008
Minnesota Medical Foundation 2005 - 2008
Minnesota Medical Foundation April 1994 - April 2005
Minnesota Planned Giving Council 1997 - 1998
Skills
Research, Management, Planned Giving, Annual Giving, Grants, Grant Writing, Board Development, Event Management, Raiser's Edge, Nonprofits, Program Management, Strategy, Capital Campaigns, Stewardship, Volunteer Management, Non-profit..., Leadership, Fundraising, Estate Planning, Strategic Planning, Volunteering, Public Speaking, Charities, Philanthropy, Healthcare, Training, Community Outreach, Prospect Research, Alumni Relations, Program Development, Marketing, Community Development, Program Evaluation, Strategic Communications
Education
University of Minnesota-Twin Cities 1994 — 1996
M.B.A., Strategic Planning
University of Minnesota 1990 — 1996
M.B.A, Strategic Planning
Westmar College 1964 — 1968
B.A, English, history and secondary education
Hennepin Ave United Methodist Church Foundation May 2014 - Present
Luther Seminary February 2013 - Present
Development Seminars and Consulting January 1994 - Present
Partnership for Philanthropic Planning 1986 - Present
University of St. Thomas Center for Business Excellence January 2006 - April 2014
American Academy of Neurology July 2008 - January 2013
University of St. Thomas January 2007 - July 2008
Minnesota Medical Foundation 2005 - 2008
Minnesota Medical Foundation April 1994 - April 2005
Minnesota Planned Giving Council 1997 - 1998
Skills
Research, Management, Planned Giving, Annual Giving, Grants, Grant Writing, Board Development, Event Management, Raiser's Edge, Nonprofits, Program Management, Strategy, Capital Campaigns, Stewardship, Volunteer Management, Non-profit..., Leadership, Fundraising, Estate Planning, Strategic Planning, Volunteering, Public Speaking, Charities, Philanthropy, Healthcare, Training, Community Outreach, Prospect Research, Alumni Relations, Program Development, Marketing, Community Development, Program Evaluation, Strategic Communications
Education
University of Minnesota-Twin Cities 1994 — 1996
M.B.A., Strategic Planning
University of Minnesota 1990 — 1996
M.B.A, Strategic Planning
Westmar College 1964 — 1968
B.A, English, history and secondary education
David Wheeler Newman David Wheeler Newman's Partnership for Philanthropic Planning Experience 1994 - 1997
Job Tax Lawyer ◦ Charitable Gift Planning ◦ Nonprofit Governance
Industry Law Practice
Experience
Mitchell Silberberg & Knupp LLP January 1982 - Present
Partnership for Philanthropic Planning 1994 - 1997
Skills
Private Foundations, Charitable Gift Planning, Estate Planning, Planned Giving, Charitable Trusts, Estate Tax Planning, Trusts, Endowments, Charities, Corporate Law, Philanthropy, Estate Administration, Tax-exempt, Gift Tax, Limited Partnerships, Wills, Corporate Governance, Litigation, LLC, Nonprofits, Tax, Business Formation, High Net Worth..., Asset Protection, Legal Writing
Education
New York University School of Law 1978 — 1979
LLM (Tax)
University of California, Los Angeles - School of Law 1973 — 1977
JD
Claremont McKenna College 1969 — 1973
BA, Economics and Political Science, Cum Laude
Mitchell Silberberg & Knupp LLP January 1982 - Present
Partnership for Philanthropic Planning 1994 - 1997
Skills
Private Foundations, Charitable Gift Planning, Estate Planning, Planned Giving, Charitable Trusts, Estate Tax Planning, Trusts, Endowments, Charities, Corporate Law, Philanthropy, Estate Administration, Tax-exempt, Gift Tax, Limited Partnerships, Wills, Corporate Governance, Litigation, LLC, Nonprofits, Tax, Business Formation, High Net Worth..., Asset Protection, Legal Writing
Education
New York University School of Law 1978 — 1979
LLM (Tax)
University of California, Los Angeles - School of Law 1973 — 1977
JD
Claremont McKenna College 1969 — 1973
BA, Economics and Political Science, Cum Laude
Gloria Kermeen's Partnership for Philanthropic Planning Experience June 1997 - Present
Job Program Manager
Industry Nonprofit Organization Management
Experience
Partnership for Philanthropic Planning June 1997 - Present
American Council on Gift Annuities 1998 - November 2010
Skills
Fundraising, Philanthropy, Volunteer Management, Program Development, Non-profits, Grant Writing, Stewardship, Leadership, Public Relations, Event Planning, Board Development, Planned Giving, Event Management, Annual Giving, Program Management, Charities, Non-profit..., Fundraisers, Board Relations, Nonprofits
Education
Indiana University-Purdue University at Indianapolis 1971 — 2007
Bachelor, General Studies
Indiana University-Purdue University at Indianapolis 1971 — 2007
Bachelor's degree, Tourism, Convention & Event Management
Partnership for Philanthropic Planning June 1997 - Present
American Council on Gift Annuities 1998 - November 2010
Skills
Fundraising, Philanthropy, Volunteer Management, Program Development, Non-profits, Grant Writing, Stewardship, Leadership, Public Relations, Event Planning, Board Development, Planned Giving, Event Management, Annual Giving, Program Management, Charities, Non-profit..., Fundraisers, Board Relations, Nonprofits
Education
Indiana University-Purdue University at Indianapolis 1971 — 2007
Bachelor, General Studies
Indiana University-Purdue University at Indianapolis 1971 — 2007
Bachelor's degree, Tourism, Convention & Event Management
Lori Goldstein's Partnership for Philanthropic Planning Experience 1990 - 1993
Job Philanthropy Director ◆ Gift Planning Specialist
Industry Nonprofit Organization Management
Experience
University of Colorado 2011 - Present
Chicago Public Media 2000 - 2008
Princeton University 1999 - 2000
University of Chicago Medical Center 1997 - 1998
Brandeis University 1986 - 1996
Partnership for Philanthropic Planning 1990 - 1993
Harvard University 1984 - 1986
Skills
Board Development, Planned Giving, Philanthropy, Fundraising, Stewardship, Volunteer Management, Nonprofits, Leadership, Prospect Research, Capital Campaigns, Gift Planning, Program Development, Principal Gifts, Institutional..., Public Speaking, Strategic Planning, Higher Education, Grant Writing, Community Outreach
Education
Harvard University
AB
University of Colorado 2011 - Present
Chicago Public Media 2000 - 2008
Princeton University 1999 - 2000
University of Chicago Medical Center 1997 - 1998
Brandeis University 1986 - 1996
Partnership for Philanthropic Planning 1990 - 1993
Harvard University 1984 - 1986
Skills
Board Development, Planned Giving, Philanthropy, Fundraising, Stewardship, Volunteer Management, Nonprofits, Leadership, Prospect Research, Capital Campaigns, Gift Planning, Program Development, Principal Gifts, Institutional..., Public Speaking, Strategic Planning, Higher Education, Grant Writing, Community Outreach
Education
Harvard University
AB
Robert Buchheit Robert Buchheit's Partnership for Philanthropic Planning Experience 2008 - 2011
Job Director of Generosity The King's University
Industry Higher Education
Experience
The King's University (TKU) January 2015 - Present
University of North Texas September 2012 - Present
Universityof North Texas February 2008 - Present
University of North Texas February 2008 - Present
Partnership for Philanthropic Planning 2008 - 2011
Partnership for Philanthropic Planning 2008 - 2011
Partnership for Philanthropic Planning 2008 - 2011
Skills
Community Outreach, Estate Planning, Planned Giving, Nonprofits, Board Development, Stewardship, Annual Giving, Gift Planning, Research, Volunteer Management, Philanthropy, Fundraising, Strategic Planning, Grant Writing, Charities, Project Planning, Investments, Strategic Financial..., Grants, Non-profit..., Public Speaking, Event Planning, Public Relations, Relationship Management, Alumni Relations, Retirement Planning, Employee Benefits, Non-profits, Higher Education, Leadership, Asset Management
Education
College for Financial Planning 2009 — 2011
MS, Financial Planning
The King's University (TKU) January 2015 - Present
University of North Texas September 2012 - Present
Universityof North Texas February 2008 - Present
University of North Texas February 2008 - Present
Partnership for Philanthropic Planning 2008 - 2011
Partnership for Philanthropic Planning 2008 - 2011
Partnership for Philanthropic Planning 2008 - 2011
Skills
Community Outreach, Estate Planning, Planned Giving, Nonprofits, Board Development, Stewardship, Annual Giving, Gift Planning, Research, Volunteer Management, Philanthropy, Fundraising, Strategic Planning, Grant Writing, Charities, Project Planning, Investments, Strategic Financial..., Grants, Non-profit..., Public Speaking, Event Planning, Public Relations, Relationship Management, Alumni Relations, Retirement Planning, Employee Benefits, Non-profits, Higher Education, Leadership, Asset Management
Education
College for Financial Planning 2009 — 2011
MS, Financial Planning
Mara Kaiser Braunger's Partnership for Philanthropic Planning Experience 2003 - 2004
Job Vice President Marketing at Planned Parenthood of Metropolitan Washington, DC, Inc.
Industry Marketing and Advertising
Experience
Planned Parenthood of Metropolitan Washington, DC, Inc. November 2014 - Present
Marlando Marketing & Management, LLC 2002 - Present
OFFNet Vault, Inc. July 2011 - Present
AARP Foundation 2008 - 2011
BoardSource 2005 - 2008
Partnership for Philanthropic Planning 2003 - 2004
Butler University 1997 - 2000
The Phoenix Theatre of Indianapolis 1996 - 1997
Skills
Non-profits, Public Relations, Fundraising, Leadership, Public Speaking, Strategic Communications, Marketing, Team Building, Strategic Planning, Brand Management, Direct Marketing, Budget Process, Event Management, Integrated Marketing, Entrepreneurship, Marketing Strategy
Education
Butler University - College of Business Administration 2000 — 2002
MBA, Marketing
Butler University 1991 — 1995
BS, Arts Administration - Theatre Concentration
Planned Parenthood of Metropolitan Washington, DC, Inc. November 2014 - Present
Marlando Marketing & Management, LLC 2002 - Present
OFFNet Vault, Inc. July 2011 - Present
AARP Foundation 2008 - 2011
BoardSource 2005 - 2008
Partnership for Philanthropic Planning 2003 - 2004
Butler University 1997 - 2000
The Phoenix Theatre of Indianapolis 1996 - 1997
Skills
Non-profits, Public Relations, Fundraising, Leadership, Public Speaking, Strategic Communications, Marketing, Team Building, Strategic Planning, Brand Management, Direct Marketing, Budget Process, Event Management, Integrated Marketing, Entrepreneurship, Marketing Strategy
Education
Butler University - College of Business Administration 2000 — 2002
MBA, Marketing
Butler University 1991 — 1995
BS, Arts Administration - Theatre Concentration
Judi Snyder Judi Snyder's Partnership for Philanthropic Planning Experience 2008 - 2009
Job Experts in the best investments you've never heard of! Investment Strategist and Partner at JP Snyder
Industry Financial Services
Experience
JP Snyder, Inc. creators of Wealth Off Wall Street 2005 - Present
Sudden Money Institute September 2009 - Present
Live Out Loud 2008 - Present
CEO Space 2013 - 2014
Partnership for Philanthropic Planning 2008 - 2009
Wise Women Investor 2007 - 2009
Toshiba America Medical Systems December 1983 - August 2006
Skills
Investments, Entrepreneurship, Strategic Financial..., New Business Development, Coaching, Financial Advisory, Wealth, Business, Business Strategy, Private Equity, Strategic Planning, Retirement Planning, Estate Planning, Public Speaking, Business Planning, Small Business, Real Estate, Marketing, Marketing Strategy, Sales Management, Strategy, Leadership, Business Development, Social Media Marketing, Fixed Annuities, Financial Planners, Investment Strategies, Wealth Management, Investment Advisory, Retirement, Management, Asset Allocation, Start-ups, Alternative Investments, Asset Management, 401k, Finance, IRAs, Investment Management, Portfolio Management, Financial Services, Insurance, Due Diligence, Financial Planning
Education
Marywood University 1976 — 1980
BS, Psychology/Business
Crestwood High School 1974 — 1976
Bachelor of Science (B.S.), Psychology
JP Snyder, Inc. creators of Wealth Off Wall Street 2005 - Present
Sudden Money Institute September 2009 - Present
Live Out Loud 2008 - Present
CEO Space 2013 - 2014
Partnership for Philanthropic Planning 2008 - 2009
Wise Women Investor 2007 - 2009
Toshiba America Medical Systems December 1983 - August 2006
Skills
Investments, Entrepreneurship, Strategic Financial..., New Business Development, Coaching, Financial Advisory, Wealth, Business, Business Strategy, Private Equity, Strategic Planning, Retirement Planning, Estate Planning, Public Speaking, Business Planning, Small Business, Real Estate, Marketing, Marketing Strategy, Sales Management, Strategy, Leadership, Business Development, Social Media Marketing, Fixed Annuities, Financial Planners, Investment Strategies, Wealth Management, Investment Advisory, Retirement, Management, Asset Allocation, Start-ups, Alternative Investments, Asset Management, 401k, Finance, IRAs, Investment Management, Portfolio Management, Financial Services, Insurance, Due Diligence, Financial Planning
Education
Marywood University 1976 — 1980
BS, Psychology/Business
Crestwood High School 1974 — 1976
Bachelor of Science (B.S.), Psychology
Reece Small Reece Small's Partnership for Philanthropic Planning Experience 2009 - 2013
Job Fundraising Professional
Industry Nonprofit Organization Management
Experience
The Junior League of Fort Worth, Inc. March 2015 - Present
Youth Orchestra of Greater Fort Worth January 2014 - September 2014
SafeHaven September 2007 - August 2013
Partnership for Philanthropic Planning 2009 - 2013
Association of Fundraising Professionals, Fort Worth Metro Chapter 2002 - 2013
American Red Cross Chisholm Trail Chapter January 2004 - September 2007
Leadership Fort Worth 2004 - 2005
Skills
Annual Giving, Board Development, Volunteer Management, Fundraising, Philanthropy, Community Outreach, Public Speaking, Grant Writing, Planned Giving, Stewardship, Community Development, Nonprofits, Grants, Non-profit..., Program Development, Capital Campaigns, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1993
MBA
The University of Texas at Austin 1965 — 1969
BS, Math/Computer Science
The Junior League of Fort Worth, Inc. March 2015 - Present
Youth Orchestra of Greater Fort Worth January 2014 - September 2014
SafeHaven September 2007 - August 2013
Partnership for Philanthropic Planning 2009 - 2013
Association of Fundraising Professionals, Fort Worth Metro Chapter 2002 - 2013
American Red Cross Chisholm Trail Chapter January 2004 - September 2007
Leadership Fort Worth 2004 - 2005
Skills
Annual Giving, Board Development, Volunteer Management, Fundraising, Philanthropy, Community Outreach, Public Speaking, Grant Writing, Planned Giving, Stewardship, Community Development, Nonprofits, Grants, Non-profit..., Program Development, Capital Campaigns, Event Planning
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1993
MBA
The University of Texas at Austin 1965 — 1969
BS, Math/Computer Science
Robert Wahlers, MS, CFRE Robert Wahlers, MS, CFRE's Partnership for Philanthropic Planning Experience January 2010 - December 2012
Job Vice President of Development
Industry Philanthropy
Experience
Meridian Health February 2010 - Present
Columbia University September 2011 - Present
Partnership for Philanthropic Planning January 2010 - December 2012
Toms River Seaport Society and Maritime Museum December 2008 - December 2012
Association of Fundraising Professionals January 2008 - December 2012
AFP-NJ Chapter January 2004 - December 2011
Gift Planning Council of NJ July 2005 - June 2011
Virtua May 2009 - February 2010
Partnership In Philanthropy January 2008 - December 2009
American Cancer Society August 2002 - May 2009
Skills
Small Business, Non-profits, Event Management, Fundraising, Planned Giving, Budgets, Public Speaking, Philanthropy, Prospect Research, Program Management, Community Outreach, Program Development, Nonprofits, Leadership, Annual Giving, Training, Event Planning, Volunteer Management, Strategic Planning, Leadership Development, Coaching, Team Building, Proposal Writing, Social Networking, Grant Writing, Public Relations, Healthcare, Social Media, Grants, Management, Organizational..., Estate Planning, Board Development, Marketing, Community Development, Research, Stewardship, Staff Development, Charities, Non-profit..., Higher Education, Volunteering, Strategic Communications, Recruiting, Alumni Relations, Newsletters
Education
Murray State University 2002 — 2008
MS, Human Development & Leadership
Muhlenberg College 1984 — 1988
BA, Psychology / Art
Toms River HS East 1980 — 1984
HS Diploma, College Prep
Meridian Health February 2010 - Present
Columbia University September 2011 - Present
Partnership for Philanthropic Planning January 2010 - December 2012
Toms River Seaport Society and Maritime Museum December 2008 - December 2012
Association of Fundraising Professionals January 2008 - December 2012
AFP-NJ Chapter January 2004 - December 2011
Gift Planning Council of NJ July 2005 - June 2011
Virtua May 2009 - February 2010
Partnership In Philanthropy January 2008 - December 2009
American Cancer Society August 2002 - May 2009
Skills
Small Business, Non-profits, Event Management, Fundraising, Planned Giving, Budgets, Public Speaking, Philanthropy, Prospect Research, Program Management, Community Outreach, Program Development, Nonprofits, Leadership, Annual Giving, Training, Event Planning, Volunteer Management, Strategic Planning, Leadership Development, Coaching, Team Building, Proposal Writing, Social Networking, Grant Writing, Public Relations, Healthcare, Social Media, Grants, Management, Organizational..., Estate Planning, Board Development, Marketing, Community Development, Research, Stewardship, Staff Development, Charities, Non-profit..., Higher Education, Volunteering, Strategic Communications, Recruiting, Alumni Relations, Newsletters
Education
Murray State University 2002 — 2008
MS, Human Development & Leadership
Muhlenberg College 1984 — 1988
BA, Psychology / Art
Toms River HS East 1980 — 1984
HS Diploma, College Prep
Tanya Howe Johnson Cass Tanya Howe Johnson Cass's Partnership for Philanthropic Planning Experience 1991 - 2012
Job BA, BSN, RN, CAE. President, THJ Associates
Industry Nonprofit Organization Management
Experience
Partnership for Philanthropic Planning 1991 - 2012
Skills
Philanthropy, Board Development, Volunteer Management, Nonprofits, Event Planning, Program Development, Fundraising, Non-profit..., Grant Writing, Community Development, Stewardship, Community Outreach, Grants, Annual Giving, Leadership Development, Public Speaking, Nonprofit Board..., Healthcare
Education
Columbia College
Bachelor’s Degree, Business Administration
Marian University
Bachelor’s Degree, Nursing
Partnership for Philanthropic Planning 1991 - 2012
Skills
Philanthropy, Board Development, Volunteer Management, Nonprofits, Event Planning, Program Development, Fundraising, Non-profit..., Grant Writing, Community Development, Stewardship, Community Outreach, Grants, Annual Giving, Leadership Development, Public Speaking, Nonprofit Board..., Healthcare
Education
Columbia College
Bachelor’s Degree, Business Administration
Marian University
Bachelor’s Degree, Nursing
Alyssa A. Pfennig, CAE, RYT's Partnership for Philanthropic Planning Experience April 2013 - January 2015
Job President of YogaExec + Owner of Embarque Yoga Therapy
Industry Health, Wellness and Fitness
Experience
YogaExec March 2012 - Present
Mighty Lotus January 2015 - Present
Embarque Yoga Therapy + Massage November 2014 - Present
Partnership for Philanthropic Planning April 2013 - January 2015
Real Estate Investment Securities Association May 2011 - September 2012
Indiana Amusement and Music Operators Association December 2010 - May 2011
Raybourn Group International - Assigned to National Dart Association August 2004 - May 2011
Skills
Event Management, Public Relations, Marketing, Nonprofits, Email Marketing, Leadership, Strategic Planning, Public Speaking, Association Management, Wellness, Fundraising, Training, Volunteer Management, Leadership Development, Yoga, Board Development, Holistic Health, Business Strategy, Mindful Leadership, Employee Wellness..., Recruiting, Event Planning, Management, Budgets, Marketing Communications, Social Media Marketing, Program Management, Copy Editing, Marketing Management, Marketing Strategy, Time Management, Social Media, Contract Negotiation, Sponsorship, Project Planning, Social Networking, Strategic Communications, Community Outreach, Membership Recruitment, Membership Retention, Board Relations, Mindfulness Meditation, Thai Massage
Education
Indiana University-Purdue University at Indianapolis 2001 — 2004
Bachelor of Arts, General Studies/Events Management
Purdue University 1998 — 2001
Communications/Public Relations
Butler University 2011 — 2012
MBA, International Business
YogaExec March 2012 - Present
Mighty Lotus January 2015 - Present
Embarque Yoga Therapy + Massage November 2014 - Present
Partnership for Philanthropic Planning April 2013 - January 2015
Real Estate Investment Securities Association May 2011 - September 2012
Indiana Amusement and Music Operators Association December 2010 - May 2011
Raybourn Group International - Assigned to National Dart Association August 2004 - May 2011
Skills
Event Management, Public Relations, Marketing, Nonprofits, Email Marketing, Leadership, Strategic Planning, Public Speaking, Association Management, Wellness, Fundraising, Training, Volunteer Management, Leadership Development, Yoga, Board Development, Holistic Health, Business Strategy, Mindful Leadership, Employee Wellness..., Recruiting, Event Planning, Management, Budgets, Marketing Communications, Social Media Marketing, Program Management, Copy Editing, Marketing Management, Marketing Strategy, Time Management, Social Media, Contract Negotiation, Sponsorship, Project Planning, Social Networking, Strategic Communications, Community Outreach, Membership Recruitment, Membership Retention, Board Relations, Mindfulness Meditation, Thai Massage
Education
Indiana University-Purdue University at Indianapolis 2001 — 2004
Bachelor of Arts, General Studies/Events Management
Purdue University 1998 — 2001
Communications/Public Relations
Butler University 2011 — 2012
MBA, International Business
Mollie Toland's Partnership for Philanthropic Planning Experience April 2015 - Present
Job Director of Membership at Partnership for Philanthropic Planning
Industry Nonprofit Organization Management
Experience
Partnership for Philanthropic Planning April 2015 - Present
Young Survival Coalition July 2012 - April 2015
Girls Inc. of Greater Indianapolis May 2010 - July 2012
Skills
Volunteer Management, Volunteer Recruiting, Training, Social Media Marketing, Community Outreach, Regional Development, Program Management, Program Development, Event Management, Nonprofits, Fundraising, Grants, Social Media
Education
Indiana University-Purdue University at Indianapolis 2011 — 2012
Master of Arts (MA), Philanthropic Studies
Indiana University-Purdue University at Indianapolis 2004 — 2008
Bachelor of Arts (BA), Sociology
Partnership for Philanthropic Planning April 2015 - Present
Young Survival Coalition July 2012 - April 2015
Girls Inc. of Greater Indianapolis May 2010 - July 2012
Skills
Volunteer Management, Volunteer Recruiting, Training, Social Media Marketing, Community Outreach, Regional Development, Program Management, Program Development, Event Management, Nonprofits, Fundraising, Grants, Social Media
Education
Indiana University-Purdue University at Indianapolis 2011 — 2012
Master of Arts (MA), Philanthropic Studies
Indiana University-Purdue University at Indianapolis 2004 — 2008
Bachelor of Arts (BA), Sociology
Joshua Tracey Joshua Tracey's Partnership for Philanthropic Planning Experience September 2014 - Present
Job Graduate Research Assistant at Partnership for Philanthropic Planning
Industry Philanthropy
Experience
Partnership for Philanthropic Planning September 2014 - Present
JN Phillips Auto Glass October 2013 - August 2014
New Orleans Area Habitat for Humanity September 2012 - August 2013
Dallas Area Habitat for Humanity September 2011 - July 2012
Mercyhurst University September 2009 - May 2011
Skills
Community Outreach, Public Speaking, Time Management, Quality Control, Positivity, Leadership, Volunteer Management, Close Attention to...
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
M.A., Philanthropic Studies
Mercyhurst College 2007 — 2011
B.S., Anthropology
Partnership for Philanthropic Planning September 2014 - Present
JN Phillips Auto Glass October 2013 - August 2014
New Orleans Area Habitat for Humanity September 2012 - August 2013
Dallas Area Habitat for Humanity September 2011 - July 2012
Mercyhurst University September 2009 - May 2011
Skills
Community Outreach, Public Speaking, Time Management, Quality Control, Positivity, Leadership, Volunteer Management, Close Attention to...
Education
Indiana University-Purdue University at Indianapolis 2014 — 2016
M.A., Philanthropic Studies
Mercyhurst College 2007 — 2011
B.S., Anthropology
Russell H Bishop Jr Russell H Bishop Jr's Partnership for Philanthropic Planning Experience 2005 - 2009
Job Chairman, Harvest Advisers LLC
Industry Financial Services
Experience
Harvest Advisers November 1994 - Present
Friends Life Care System November 2013 - Present
Intervention Associates June 2009 - Present
Capital Analysts Incorporated November 1994 - July 2012
The Pinnacle Study Group, Inc. 1997 - 2010
Society of Financial Service Professionals - GP 1987 - 2010
Partnership for Philanthropic Planning 2005 - 2009
Presbyterian Ministers Fund June 1984 - October 1994
Covenant Life - PMF 1984 - 1994
Abington Friends School August 1978 - June 1984
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Planned Giving, Long-term Care, Risk Management, Investments, Philanthropy, Charities, Public Speaking, Strategic Planning, Asset Management, Wealth Management, Succession Planning, Portfolio Management, Preacher, Teacher, Financial Creature, Non-profits, Long Term Care, Financial Planning, Strategic Financial..., Mutual Funds, Financial Planners, Wealth, Fixed Annuities, 401k, Financial Services, Investment Management, FINRA, Securities, Nonprofits, Asset Allocation, Investment Advisory, Leadership, IRAs, Financial Advisory
Education
Williams College 1960 — 1964
BA, History and English
Colgate Rochester Crozer Divinity School 1968 — 1971
MDiv, Counseling Psychology
University of Rochester 1966 — 1968
ABD (All But Dissertation), Course work for PhD in History
Colgate Rochester Crozer Divinity School 1964 — 1966
MA, Theology
College for Financial Planning 1996 — 1998
CFP(R), Comprehensive Financial Planning
The American College 2002 — 2004
CAP(R), Philanthropy & Charitable Planning
The American College 1989 — 1991
CLU, Insurance, Financial Planning
The American College 1986 — 1989
ChFC, Financial & Estate Planning
Harvest Advisers November 1994 - Present
Friends Life Care System November 2013 - Present
Intervention Associates June 2009 - Present
Capital Analysts Incorporated November 1994 - July 2012
The Pinnacle Study Group, Inc. 1997 - 2010
Society of Financial Service Professionals - GP 1987 - 2010
Partnership for Philanthropic Planning 2005 - 2009
Presbyterian Ministers Fund June 1984 - October 1994
Covenant Life - PMF 1984 - 1994
Abington Friends School August 1978 - June 1984
Skills
Estate Planning, Retirement Planning, Retirement, Insurance, Planned Giving, Long-term Care, Risk Management, Investments, Philanthropy, Charities, Public Speaking, Strategic Planning, Asset Management, Wealth Management, Succession Planning, Portfolio Management, Preacher, Teacher, Financial Creature, Non-profits, Long Term Care, Financial Planning, Strategic Financial..., Mutual Funds, Financial Planners, Wealth, Fixed Annuities, 401k, Financial Services, Investment Management, FINRA, Securities, Nonprofits, Asset Allocation, Investment Advisory, Leadership, IRAs, Financial Advisory
Education
Williams College 1960 — 1964
BA, History and English
Colgate Rochester Crozer Divinity School 1968 — 1971
MDiv, Counseling Psychology
University of Rochester 1966 — 1968
ABD (All But Dissertation), Course work for PhD in History
Colgate Rochester Crozer Divinity School 1964 — 1966
MA, Theology
College for Financial Planning 1996 — 1998
CFP(R), Comprehensive Financial Planning
The American College 2002 — 2004
CAP(R), Philanthropy & Charitable Planning
The American College 1989 — 1991
CLU, Insurance, Financial Planning
The American College 1986 — 1989
ChFC, Financial & Estate Planning
Jill Dodd's Partnership for Philanthropic Planning Experience January 2010 - December 2012
Job Partner at Manatt, Phelps & Phillips, LLP
Industry Law Practice
Experience
Manatt, Phelps & Phillips, LLP 2008 - Present
Partnership for Philanthropic Planning January 2010 - December 2012
Steefel, Levitt & Weiss 1987 - 2008
Skills
Litigation, Arbitration, Trade Secrets, Intellectual Property, Class Actions, Commercial Litigation, Appeals, Civil Litigation, Mediation, Legal Writing, Estate Planning, Legal Research, Trials, Alternative Dispute..., Dispute Resolution, Corporate Law, Corporate Governance, Public Speaking
Education
Harvard University
Master of Arts (M.A.), American History (United States)
Oberlin College
Bachelor of Arts (B.A.), American History (United States)
University of California, Berkeley - School of Law
Doctor of Law (JD), Law
Manatt, Phelps & Phillips, LLP 2008 - Present
Partnership for Philanthropic Planning January 2010 - December 2012
Steefel, Levitt & Weiss 1987 - 2008
Skills
Litigation, Arbitration, Trade Secrets, Intellectual Property, Class Actions, Commercial Litigation, Appeals, Civil Litigation, Mediation, Legal Writing, Estate Planning, Legal Research, Trials, Alternative Dispute..., Dispute Resolution, Corporate Law, Corporate Governance, Public Speaking
Education
Harvard University
Master of Arts (M.A.), American History (United States)
Oberlin College
Bachelor of Arts (B.A.), American History (United States)
University of California, Berkeley - School of Law
Doctor of Law (JD), Law
Ray Digby's Partnership for Philanthropic Planning Experience 2012 - 2015
Job Managing Director, AmCan Financal
Industry Financial Services
Experience
AmCan Financial November 2003 - Present
AHOU: Association of Home Office Underwriters 2007 - Present
Livonia Industrial Council 2014 - 2015
Livonia Industrial Council 2014 - 2015
Partnership for Philanthropic Planning 2012 - 2015
Partnership for Philanthropic Planning 2012 - 2015
CALU 2004 - 2015
Capitas Financial April 1999 - November 2003
Bank of Nova Scotia May 1988 - December 1992
Prudential Assurance August 1983 - August 1984
Skills
Retirement Planning, Disability Insurance, Life Insurance, Insurance, Retirement, Strategic Financial..., Estate Planning, Financial Services, Wealth Management, Long-term Care, Wealth, Fixed Annuities, Mutual Funds, Finance, Underwriting, Planned Giving, Tax, Wealth Management..., Investments, High Net Worth..., Charities, Financial Advisory, Pensions, Financial Planners, Asset Management, Term Life Insurance, Financial Planning, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
MBA, International Studies
Society of Actuaries 1979 — 1986
Completed Associateship exams, Actuarial Science
University of Waterloo 1978 — 1983
B.Math, Actuarial Science and Economics
Bramalea Secondary 1974 — 1978
High School Graduation, Mathematics, Sciences and Languages, 13
Leadership Detroit
Leadership Detroit
AmCan Financial November 2003 - Present
AHOU: Association of Home Office Underwriters 2007 - Present
Livonia Industrial Council 2014 - 2015
Livonia Industrial Council 2014 - 2015
Partnership for Philanthropic Planning 2012 - 2015
Partnership for Philanthropic Planning 2012 - 2015
CALU 2004 - 2015
Capitas Financial April 1999 - November 2003
Bank of Nova Scotia May 1988 - December 1992
Prudential Assurance August 1983 - August 1984
Skills
Retirement Planning, Disability Insurance, Life Insurance, Insurance, Retirement, Strategic Financial..., Estate Planning, Financial Services, Wealth Management, Long-term Care, Wealth, Fixed Annuities, Mutual Funds, Finance, Underwriting, Planned Giving, Tax, Wealth Management..., Investments, High Net Worth..., Charities, Financial Advisory, Pensions, Financial Planners, Asset Management, Term Life Insurance, Financial Planning, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
MBA, International Studies
Society of Actuaries 1979 — 1986
Completed Associateship exams, Actuarial Science
University of Waterloo 1978 — 1983
B.Math, Actuarial Science and Economics
Bramalea Secondary 1974 — 1978
High School Graduation, Mathematics, Sciences and Languages, 13
Leadership Detroit
Leadership Detroit
Michael Kenyon's Partnership for Philanthropic Planning Experience November 2012 - Present
Job President and CEO Partnership for Philanthropic Planning
Industry Philanthropy
Experience
Partnership for Philanthropic Planning November 2012 - Present
Music Crossroads 2013 - Present
Percussive Arts Society August 2001 - October 2012
IndyJazzFest 2010 - 2010
New Mexico Jazz Workshop 1998 - 2001
Skills
Composition, Music Theory, Music, Music Education, Music Production, Non-profits, Fundraising, Band, Orchestral Music, Percussion, Music Industry, Event Planning, Volunteer Management, Drums, Chamber Music, Nonprofits, Jazz, Classical, Arts Administration, Concerts, Performing Arts
Education
Arizona State University 1979 — 1983
Masters, Percussion Performance Pedagogy
Partnership for Philanthropic Planning November 2012 - Present
Music Crossroads 2013 - Present
Percussive Arts Society August 2001 - October 2012
IndyJazzFest 2010 - 2010
New Mexico Jazz Workshop 1998 - 2001
Skills
Composition, Music Theory, Music, Music Education, Music Production, Non-profits, Fundraising, Band, Orchestral Music, Percussion, Music Industry, Event Planning, Volunteer Management, Drums, Chamber Music, Nonprofits, Jazz, Classical, Arts Administration, Concerts, Performing Arts
Education
Arizona State University 1979 — 1983
Masters, Percussion Performance Pedagogy
Steven Meyers's Partnership for Philanthropic Planning Experience 2015 - 2015
Job Vice President, Center for Personalized Philanthropy
Industry Philanthropy
Experience
American Committee for the Weizmann Institute of Science 1995 - Present
Planned Giving Design Center 2014 - Present
CEG International - elite advisor reports 2014 - Present
Partnership for Philanthropic Planning 2015 - 2015
Partnership for Philanthropic Planning 2015 - 2015
Jewish Home for the Elderly of Fairfield County 1990 - 1995
Skills
Philanthropy, Planned Giving, Stewardship, Board Development, Fundraising, Endowments, Strategic Communications, Annual Giving, Grants, Estate Planning, Public Speaking, Charities, Nonprofits, Volunteer Management, Organizational..., Program Development, Capital Campaigns, Event Planning, Leadership, Resource Development, Program Management, Prospect Research, Marketing, Non-profit..., Alumni Relations, Community Outreach, Non-profit Board..., Proposal Writing, Board Relations, Newsletters
Education
Antioch University New England 1977 — 1979
MEd, Organization and Management
State University of New York College at Buffalo 1969 — 1973
PhD, Literature & Psychology (English)
Knox College 1965 — 1969
BA, English
American Committee for the Weizmann Institute of Science 1995 - Present
Planned Giving Design Center 2014 - Present
CEG International - elite advisor reports 2014 - Present
Partnership for Philanthropic Planning 2015 - 2015
Partnership for Philanthropic Planning 2015 - 2015
Jewish Home for the Elderly of Fairfield County 1990 - 1995
Skills
Philanthropy, Planned Giving, Stewardship, Board Development, Fundraising, Endowments, Strategic Communications, Annual Giving, Grants, Estate Planning, Public Speaking, Charities, Nonprofits, Volunteer Management, Organizational..., Program Development, Capital Campaigns, Event Planning, Leadership, Resource Development, Program Management, Prospect Research, Marketing, Non-profit..., Alumni Relations, Community Outreach, Non-profit Board..., Proposal Writing, Board Relations, Newsletters
Education
Antioch University New England 1977 — 1979
MEd, Organization and Management
State University of New York College at Buffalo 1969 — 1973
PhD, Literature & Psychology (English)
Knox College 1965 — 1969
BA, English
Carey Wilson's Partnership for Philanthropic Planning Experience January 2011 - Present
Job Membership Assistant at Partnership for Philanthropic Planning
Industry Nonprofit Organization Management
Experience
Partnership for Philanthropic Planning January 2011 - Present
Monical's Pizza August 2008 - November 2010
School of Journalism/Franklin College June 2000 - December 2002
NCPG June 1993 - June 2000
National Committee June 1993 - June 2000
Skills
Stewardship, Social Networking, Editing, Event Planning, Non-profits, Fundraising, Public Speaking, Access
Education
Anderson University 1988 — 1992
B.A, English
Ben Davis High School 1984 — 1988
Partnership for Philanthropic Planning January 2011 - Present
Monical's Pizza August 2008 - November 2010
School of Journalism/Franklin College June 2000 - December 2002
NCPG June 1993 - June 2000
National Committee June 1993 - June 2000
Skills
Stewardship, Social Networking, Editing, Event Planning, Non-profits, Fundraising, Public Speaking, Access
Education
Anderson University 1988 — 1992
B.A, English
Ben Davis High School 1984 — 1988
Faren Jones's Partnership for Philanthropic Planning Experience April 2014 - May 2014
Job Critically thinking, creative, resultsoriented, and determined to leave the world better than I found it.
Industry Nonprofit Organization Management
Experience
The Julian Center March 2015 - Present
The Cupboard of Lawrence Township September 2014 - March 2015
Teachers' Treasures May 2014 - August 2014
Partnership for Philanthropic Planning April 2014 - May 2014
IUPUI CAPS July 2012 - May 2014
The Oaks Academy October 2012 - December 2013
Indiana Credit Union League August 2010 - July 2012
First Merchants Bank September 2009 - August 2010
TJ Maxx June 2005 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management, Nonprofits, eTapestry, WordPress, Titanium, Mac OS, Training, Fundraising, Written Communication, Facebook, Blogging, Youth Mentoring, Volunteer Management, Community Outreach, Data Entry, Event Management
Education
Indiana University-Purdue University at Indianapolis 2012 — 2014
Master of Public Affairs, Nonprofit Management
Ivy Tech Community College 2013 — 2013
Community Leadership Certificate, Community Leadership
Indiana University-Purdue University at Indianapolis 2005 — 2009
Bachelor's degree, Arts and Humanities, Business, Religious Studies
Arsenal Technical High School 2001 — 2005
Academic Honors Diploma, Math and Science
The Julian Center March 2015 - Present
The Cupboard of Lawrence Township September 2014 - March 2015
Teachers' Treasures May 2014 - August 2014
Partnership for Philanthropic Planning April 2014 - May 2014
IUPUI CAPS July 2012 - May 2014
The Oaks Academy October 2012 - December 2013
Indiana Credit Union League August 2010 - July 2012
First Merchants Bank September 2009 - August 2010
TJ Maxx June 2005 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, English, Windows, Event Planning, Time Management, Nonprofits, eTapestry, WordPress, Titanium, Mac OS, Training, Fundraising, Written Communication, Facebook, Blogging, Youth Mentoring, Volunteer Management, Community Outreach, Data Entry, Event Management
Education
Indiana University-Purdue University at Indianapolis 2012 — 2014
Master of Public Affairs, Nonprofit Management
Ivy Tech Community College 2013 — 2013
Community Leadership Certificate, Community Leadership
Indiana University-Purdue University at Indianapolis 2005 — 2009
Bachelor's degree, Arts and Humanities, Business, Religious Studies
Arsenal Technical High School 2001 — 2005
Academic Honors Diploma, Math and Science