Authors

Author:
John Foster

The late John Foster was a visionary in the field of planned giving, serving as Director of Planned Giving at the University of Pennsylvania, Villanova, and at Saint Joe's. While at Penn, John co-created the original Gift Comparison Chart with Viken Mikaelian and team member Deb Blackmore—a pioneering tool designed to simplify complex charitable gift options. Its clarity and effectiveness led to widespread adoption across the industry; nearly every major planned giving vendor has since created some version of it to help educate their clients. John also co-founded VirtualGiving.com (now PlannedGiving.com), helping bring planned giving into the digital age. A quiet strategist with a brilliant mind, he mentored countless professionals and influenced an entire generation of fundraisers. His unwavering belief in scalable, universal giving strategies laid the groundwork for modern digital outreach—a legacy that continues to guide the nonprofit sector today.
Author:
Jim Friedman

Jim Friedman is Director of Planned Giving and Endowments for the Jewish Federation of Cincinnati. Jim’s family has been in Cincinnati for five generations and takes great pride in the prominent role Jews have played in the Cincinnati community. jfriedman@jfedcin.org
Author:
Joe Garecht

Joe Garecht is the President of Garecht Fundraising Associates, and has over 20 years' experience as a professional fundraiser. Joe is a world-recognized fundraising consultant, author and speaker… and has helped countless non-profits escape the donor treadmill by creating scalable fundraising systems.
Author:
Jonathan Gudema

Jonathan has over 22 years experience working with and advising individuals and non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. In addition to being a practicing attorney, he has also played key roles in helping non-profits manage planned giving programs, working with staff, donors and their advisors in cultivating and closing significant planned gifts. Jonathan spearheads The Planned Giving Boot Camp.
Author:
Dennis Haber

Dennis Haber is a Ziglar Certified Trainer, Coach, and author dedicated to helping others reach their full potential. A former attorney, he simplifies complex concepts to guide better decision-making. His books, Don't Play With Fire and Your Finest Hour, empower individuals to master life through the Learning Mode Effect. With a lifelong commitment to service, Dennis continues to inspire through coaching, writing, and speaking.
Author:
Brent Hafele

Brent A. Hafele, M.A., is Vice President of Client Services with Dickerson Bakker. He provides fundraising, planning, and leadership counsel to nonprofit clients throughout North America. He lives in Eau Claire, Wisconsin. brent@dickerson-bakker.com
Author:
Dana Holt

Dana is an author, charitable gift planning educator, professional speaker, and consultant. She teaches fundraisers how to raise millions more by accessing wealth, not just cash.
Author:
Valerie Ingram

Valerie works with clients to identify their financial goals and introduces the full scope of services and tools available when planning for retirement, including trusts, investments and estate planning. (Previously Los Alamos National Bank.) At the time of this article, Valerie worked at The Santa Fe Community Foundation.
Author:
Scott Janney

Dr. Scott Janney leads a 29-person team that produces $200 million each year in current funding for The Salvation Army’s mission and capital needs. His team of 16 frontline fundraisers records $80 million in new planned gifts annually. He’s helped secure many gifts of over $1M, including record-breaking donations at Villanova, AtlantiCare, and St. Mary Medical Center. A longtime Strategic Consultant at PlannedGiving.com, he specializes in transformational and blended gifts. Scott holds a Doctorate from Temple, an M.Div. from Princeton, a Bachelor’s from Asbury, and is a sought-after national speaker and author.
Author:
Mike Johnson

Mike Johnson is a freelance writer and human rights activist and enthusiast. Through his extensive research and commitment to the field of law, Mike has established himself as a well-decorated writer in this field. Mike currently settles in Las Vegas.

Legacy Giving in a Box

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