TERRY LEE KALY M.A.CTFA

E-MAIL: ad042j@r.postjobfree.com / 561-***-****

Stuart, Fl 34997

STRATEGIC PLANNER/ DYNAMIC FUND RAISER, AFP MEMBER

CAPITAL AND MAJOR GIFT EXPERIENCE/ BOARD TRAINING

EXPERIENCED NON-PROFIT ADMINISTRATOR/ PUBLIC SPEAKER / PUBLISHED WRITER/PLANNED GIVING TRUST OFFICER, CTFA, CAPITAL AND ENDOWMENT CAMPAIGNS,WEALTH MANAGEMENT/FAMILY OFFICE

EMPLOYMENT HISTORY

2010- Current TK Associates, Fund Raising Consultants, USA /Major Markets

Palm Beach, Fl, NYC, CT, NJ & PA Major gift campaigns

Capital and Endowment campaigns, Debt relief campaigns

Partial List of clients: (163) (1M – 88M Capital & Annual)

American Humane Association Hospital Albert Schwitzer, Intl

Virginia’s House of Hope, NYC American Cancer Society

Lourdes Noreen McKeen Foundation Cancer Care Foundation NY

Catholic PB Schools, St Ann’s School, Jupiter All Saints School

World Harvest Food Bank, Fl and Haiti Girl Scouts, Philadelphia

New Jersey Library Association Temple Law School

Cancer Care Fd. Girl Scouts of the Nation’s Capital

Easton Hospital Easton,Md. Black Tie Intl Magazine

Moffat Hospital Drew Lewis Boy Scout Dinner,NYC

The Florida Orchestra, Clearwater, St Pete and Tampa

Special Olympics, Phila, 5K run & Roast and Toast

American Cowgirl Museum, Fort Worth Cattlemens Assoc., TX

Waggle.com Celebrity Luncheons/Receptions:

Foundation for Animal Cardiology Julius Irving

American Skin Foundation, NY/PB Tug McGraw

` Palm Beach Island Cats. Whoopi Goldberg

Fox Management, MN (Clients as assigned) Martha Stewart

2007-2010 Big Brothers/Big Sisters Palm Beach, Fl, Two field offices

Position CEO, 12 Staff and 620Matches and volunteers

Jan 2006 –2007 Harris Private Bank, VP Wealth Management The Palm Beaches

Position: Vice-President, New Business Development, 5M + clients

Charitable Advisor to Harrris Bank Clients, CTFA

Chair, National Philanthropy Day, 2006, AFP

Graduate: Palm Beach Leadership – Class of 2006

2001-2006 Wachovia Wealth Management, Sr VP Charitable Services

Vero Beach, Melbourne, The Palm Beaches, Boca Raton, FL

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Education: Marywood College

B.A. M.A. Scranton, Pa

Northwestern Univ. ABA School of Business

2006 CTFA certification in Estate Planning

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