With a need for a more relational approach to fundraising, Joe blends his relational sales training and simple planned giving approach to help organizations develop thriving and sustaining planned giving programs. Joe trains fundraisers to move away from transactional fundraising. This approach leads to deeper and longer lasting relationships with donors. Those relationships lead to more engaged donors and more planned gifts.
Joe's recent clients include Immaculata University, Malvern Pa, Lockhaven University in Lockhaven, PA, and Friends Select School in Philadelphia, PA. His largest current client is Salesian Missions based in New Rochelle, NY where he serves as their contracted planned giving officer.
Joe is a board member of the Planned Giving Council of Greater Philadelphia. In his personal life and as a volunteer, Joe is a planned giving volunteer for his church, Montgomery County Community College in Blue Bell, PA and the Make A Wish Foundation of Greater Philadelphia.
Joe has an Associates degree from Montgomery County Community College and a Bachelor of Science from Saint Joseph's University in Philadelphia He received his Chartered Advisor in Philanthropy certification from the American College in Bryn Mawr, PA. He lives in the Philadelphia area with his wife Lorraine and Tye, the Jack Russell hound dog they rescued.