Speaker: Joe Chickey, Sharpe Group
Topic: Marketing Planned Gifts: How to Craft a Message that Resonates
Description: Joe Chickey brings 30 years of experience in charitable gift planning on both the nonprofit and for-profit side. He has closed charitable remainder trusts, lead trusts, gift annuities, life estates, and IRA gifts. In this session, he will explore current trends in the field of gift planning, noncash gift opportunities, tax reform concerns, and how to target the best groups with the right messages.
About Our Speaker:
Joe Chickey, Managing Consultant for Sharpe Group, has worked for 30 years in the charitable arena for nonprofits and for-profits, including St. Jude Children’s Research Hospital, Rush Presbyterian Medical Center and as a gift planner for the University of Illinois. Prior to joining Sharpe, Joe oversaw the Charitable Services Group for Regions Middle Tennessee Division, serving philanthropic individuals, family foundations and public charities.
He has written and spoken on charitable giving for numerous groups on a local, regional and national level. Joe is a past president of the Middle TN Planned Giving Council. He recently served as a board member for the National Association of Charitable Gift Planners (formerly PPP). Joe received his bachelor’s degree in business administration from Rhodes College and his master’s in business administration from the University of Illinois.
Full participation in the above program is applicable for 1 PT in Category 1.B – Education of the CFRE International application for initial certification and/or re-certification.