Johnson City, TN 37614
Bob came to ETSU after 24 years of senior level advanced gift planning positions in Wisconsin. A graduate of the University of Wisconsin-Oshkosh with a B.S. degree in Sociology/Psychology. As a Chartered Financial Consultant, Bob worked with small and medium sized business owners to structure estate and business transition plans to benefit the current and succeeding generations for 20+ years. Conducting over 18,000 one-on-one interviews he has had the opportunity to work with other estate planning professionals while reviewing 2000+ documents including wills, trusts, buy-sell agreements, and financial statements. In addition to individual meetings, Bob has conducted more than 320 seminars on estate and charitable gift planning for individuals, nonprofit staffs, and estate planning professionals. In an effort to give back; Bob entered the nonprofit industry in 1996 as a planned giving director and soon gained a regional and national reputation for his experience and vision for charitable gift planning. Asked to serve on the board of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) he traveled the country and provided seminars to local chapters of the national organization on charitable gift planning and the Leave-A-Legacy program. Bob has been responsible for helping to establish more than $180 million in charitable gifts ranging from outright gifts to charitable remainder and lead trusts, gift annuities, life insurance, private foundation rollovers, and supporting organizations. In 2013 Bob was awarded the Chartered Advisor in Philanthropy (CAP) designation from the American College. This designation recognizes completion of graduate level courses in advanced charitable gift planning with a focus on high net worth individuals and family dynamics. Bob was recently selected to serve on the Leadership Institute of the National Association of Charitable Gift Planners.
Executive Director of Planned Giving
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