Authors

Author:
Tom Ahern

Tom is a professional copywriter. He works with development shops across the nation helping them with all aspects of their marketing outreach.
Author:
Mindy Aleman

Mindy Aleman was the Associate Director at the Center for Gift and Estate Planning at Kent State University. She spent more than 22 years in philanthropy at Kent State until retiring in 2020.
Author:
Debra Ashton

The late Debra Ashton was a respected planned giving consultant based in Quincy, MA. Her classic, “The Complete Guide to Planned Giving,” nicknamed The Blue Bible by her readers, has gone through three editions since it was first published in 1988. Before her death in 2022, Deb bestowed the rights to her book to PlannedGiving.com. She is greatly missed.
Author:
Jeb Banner

Jeb is the founder and CEO of Boardable, a nonprofit board management software provider. He is also the founder of two nonprofits, The Speak Easy and Musical Family Tree, as well as a board member of United Way of Central Indiana and ProAct. Jeb is based in Indianapolis, Indiana. As the CEO and a Founder of Boardable, Jeb is passionate about community nonprofits, entrepreneurship, and more. He also founded SmallBox, a creative agency for mission-driven organizations, and is co-founder of The Speak Easy and founder of Musical Family Tree, both 501(c)(3) nonprofits.
Author:
Jory Barad
Author:
Ben Case

With 45 years of experience helping nonprofits raise over $7 billion, one can say Ben is passionate about helping nonprofits raise more money and build strong relationships with their donors. His work spans from Duke University, the Metropolitan Opera, North Carolina State University, Children's Hospital of Philadelphia, State Policy Network, many start-up nonprofits, and hundreds more nonprofits with budgets of $1 million to $100 million. Ben is the CEO at Focused On Fundraising. Reach him at brcase@focusedonfundraising.com.
Author:
Jordan Cassidy, CAP

Jordan is a Senior Planned Giving Specialist at PlannedGiving.com and a LegacyPlanner™ advisor. He helps nonprofits grow their planned giving programs and holds the Chartered Advisor in Philanthropy designation. Jordan is also Co-founder and Head of Business Development at LifeLegacy, where he focuses on making planned giving more accessible through technology and online estate planning.
Author:
Brad Caswell

Brad Caswell is the President of the Acadia Squam Group, an organization that helps donors and charities advance their philanthropic goals through a stronger understanding of the structure, benefits and opportunities of the donor-advised fund model. Brad spent 12 years as the COO of Vanguard Charitable, a large national DAF, and has done two stints as the Interim President of two other DAFs. He also works closely with Charitable Solutions LLC and consults on mitigating the risk of gifts of complex illiquid assets and facilitating alternate approaches to accepting assets such as real estate, business interests, collections, etc.
Author:
Chelsea Dinsmore

Chelsea Dinsmore is the Chief Inspiration Officer of Live Your Legend, a movement that’s dedicated to changing the world by helping people to find and do work they love and surround themselves with the people who make it possible. This article originally appeared as a two-part blog series on liveyourlegend.net.
Author:
Caitlin Fillmore

Cait is a former nonprofit executive with extensive fundraising and marketing experience in human service, healthcare, arts, religious, and animal organizations. Throughout her career, Cait focused on elevating transparency and storytelling at nonprofits in Iowa and California. Cait studied journalism at Waldorf College in Forest City, Iowa and worked as a reporter before her nonprofit career. Born and raised in the Midwest, Cait moved to California in 2017. She now works as a freelance writer and spends her free time cooking and cheering on the Chicago Bears. You can view her work at www.caitlinslhfillmore.com.

Legacy Giving in a Box

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