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``Joe helps charities generate more gifts and stronger donor connections by being more intentional about donor visits and conversations.``

“[The] approach is to show fundraisers and donors how easy making a planned gift can be.”

Why Joe?

For the last 11 years, Joe has worked with hundreds of charities of all sizes. Two of Joe’s greatest value propositions are:

1) A simple approach to planned giving. So many charities want to start planned giving programs but they see it as this daunting, out of reach proposition that requires too many resources. Joe’s approach is to show fundraisers and donors how easy making a planned gift can be.

2) Joe combines  relational selling with fundraising to help his clients take a more strategic approach to working with donors.

With a proven process and lots of hand holding, Joe’s clients get measurable results in a relatively short amount of time. Joe has a deep passion for the work he does and is committed to ensuring that his clients get results. Clients love his  coaching approach because it keeps them on track and he’s always available to strategize on donor opportunities.

Who is Joe?

With a need for a more relational approach to fundraising, Joe blends his relational sales training and simple approach to help organizations develop thriving and sustaining major and 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 major and planned gifts.

Joe works with non-profits of all shapes and sizes across the country. He also serves part-time as a major and planned gifts officer for Salesian Missions based in New Rochelle, NY.

Joe is a board member of the Planned Giving Council of Greater Philadelphia and Blossom (formerly known as United Cerebral Palsy, Philadelphia, PA). As a volunteer, Joe raises money for his donor advised fund and an endowed fund at the Penn Medicine Brain Tumor Center named for his sister Marie. He and his wife volunteer with several organizations that feed the homeless and homebound in the Philadelphia area.

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 the Jack Russell/Hound Dog they rescued, Tye. (below)