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Gift Planning Advisor

Location:
Delray Beach, FL
Posted:
October 12, 2019

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Resume:

Robert G Dodson, CAP®

Delray Beach, FL ***** 561-***-****

adakq6@r.postjobfree.com https://www.linkedin.com/in/robert-g-dodson-cap®-59962b192/

CHARTERED ADVISOR IN PHILANTHROPY® / FUND RAISING EXECUTIVE

Results oriented professional and experienced resource development director with extensive background in securing capital and endowment campaign commitments, major gifts and planned giving initiatives across the not-for-profit sector. Financial objectives and metrics consistently surpassed for every philanthropic entity served.

Earned the trust and confidence of community leaders and constituents through strong interpersonal relationships while serving in the capacity of advisor, planner, strategist, recruiter, solicitor, trainer, catalyst and managing director. Unique mix of interrelated financial acumen, business analytics, strategic development skills, acquired perspectives on human dynamics, motivational capacities and salesmanship. Current CAP® and former CFRE credential holder.

KEY COMPETENCIES / ACCOMPLISHMENTS

Raised over $550M in charitable contributions, with Major Gifts exceeding $300M.

Planned Gift bequest expectancies well in excess of $50M.

Frontline interpersonal fundraising skills soliciting 5, 6 and 7-figure gifts.

Executive Director of 40 Campaigns with a 100% Success rate.

Conducted feasibility/planning studies and capital campaigns for faith-based and healthcare organizations.

Recruited, solicited, coached, motivated, managed executives, professionals, staff and volunteers.

Served as professional counsel to national, regional and local not-for-profit organizations.

Trained and directed the efforts of trustees, professionals, corporate executives, entrepreneurs and staff.

Fully proficient in life-income, split-interest Charitable Gift Annuity arrangements and reinsurance options.

Built and facilitated structured organizational layers within campaign benchmarks and timelines.

Designed, implemented and recruited top campaign leadership structures and steering committees.

Stewarded grateful patients, Major & Planned Giving initiatives and cultivation toward capital campaigns.

PROFESSIONAL EXPERIENCE

FOOD FOR THE POOR, Coconut Creek, FL 2007 to 2019

Legacy & Gift Planning Advisor

Served as expert resource to facilitate tax-wise charitable giving strategies for lifetime & legacy gift planning.

Trained & collaborated with Donor Relations & Major Giving staff to achieve donors’ philanthropic purposes.

Conducted direct donor engagements through face-to-face visits, calls, email and written correspondence.

Implemented marketing strategies to identify, cultivate, steward/increase bequest commitments.

New confirmed bequest expectancies projected at more than $15-20 million.

Generated 500+ new bequests and 2,500+ bequest leads with value in excess of $50 million.

Achieved 150% of department 2018 financial revenue budget while exceeding 2019 revenue budget to date.

Applied donor-centric approach to focus, solicit and accept highly appreciated, illiquid noncash assets.

Utilized software services of PG Calc and Crescendo platforms for Planned Gift illustrations and marketing.

Strategically analyzed and mined an active donor base of 1 million for qualified gift planning prospects.

Robert G Dodson, CAP® adakq6@r.postjobfree.com Page Two

Delray Beach, FL 33484 561-***-****

COSGRIFF & CO., Omaha, NE, Senior Fundraising Advisor

TWIST CONSULTANTS, Palm Beach Gardens, FL, Senior Advisor

COMMUNITY COUNSELLING SERVICE, CO., Inc., Chicago, IL, Executive Director

BETHESDA HOSPITAL FOUNDATION, Boynton Beach, FL, Director of Development

COMMUNITY COUNSELLING SERVICE CO. Inc., New York, NY / Chicago, IL, Executive Director

CAPSTONE CONSULTANTS, Boca Raton, FL, Senior Advisor

BOCA RATON COMMUNITY HOSPITAL FOUNDATION, Boca Raton, FL, Assistant Development Officer

COMMUNITY COUNSELLING SERVICE CO., Inc., New York, NY / Toronto, ON, Executive Director

ADDITIONAL CHARITABLE ORGANIZATIONS SERVED

ALEXANDRIA HOSPITAL FOUNDATION, VA ANNE ARUNDEL MEDICAL CENTER FDN, MD

LEONARD MORSE HOSPITAL FOUDATION, MA HOSPICE OF NAPLES, FL

BRANT MEMORIAL HOSPITAL FDN, ON HAMILTON CIVIC HOSPITALS FDN, ON

AMERICAN LUTHERAN CHURCH, MN ANGLICAN CHURCH OF CANADA, ON

UNITED CHURCH OF CANADA, ON ARCHDIOCESE OF MIAMI, FL

ARCHDIOCESE OF BALTIMORE, MD ARCHDIOCESE OF ATLANTA, GA

DICOESE OF RICHMOND, VA DIOCESE OF PROVIDENCE, RI

DIOCESE OF BEAUMONT, TX DIOCESE OF PALM BEACH, FL

AMERICAN HOTEL FOUNDATION, NY JEWISH FEDERATION OF PALM BEACH CO, FL

CANADIAN ASSOCIATION FOR MENTAL HEALTH, ON UNITED WAY OF PALM BEACH, FL

BOCA RATON CHRISTIAN SCHOOL, FL THE HAVEN, FL

MARCUS DALY MEMORIAL HOSPITAL, MT MIAMI CHILDRENS HOSPITAL FOUNDATION, FL

NORTHWOOD UNIVERSITY, MI

EDUCATION

Chartered Advisor in Philanthropy (CAP®), The American College of Financial Services, Bryn Mawr, PA

Bachelor of Arts (BA), Business Administration, University of South Florida, Tampa, FL

MEMBERSHIPS

National Association of Charitable Gift Planners, Indianapolis, IN

PERSONAL

Blessed and happily married with a daughter studying her second degree at top-tier accelerated nursing program.

Interests: faith, friendships, serving others, studies, fitness, health, music, travel, tennis, soccer, collegiate wrestling.

Robert G Dodson, CAP® adakq6@r.postjobfree.com Addendum

Delray Beach, FL 33484 561-***-****

PROFESSIONAL COURSES & TRAINING

The American College of Financial Services: Chartered Advisor in Philanthropy - CAP®

National Association of Charitable Gift Planners: National Conferences

Crescendo: Practical Planned Giving Conference

National Christian Foundation: Planned Giving workshops

Kingdom Advisors Conferences: Planned Giving workshops

Sharpe Group: Structuring Blended Gifts & Integrating Major & Planned Gifts

PG Calc: Advanced Planned Giving

Walter Joseph Group: Structuring Real Estate Gifts I & II

Taxwise Giving, Conrad Teitell: Comprehensive Planned Giving

R & R Newkirk, Marc Carmichael: Comprehensive Planned Giving

WealthEngine: Prospect Research workshops

(CFRE 1987 – 1994)

ADDITIONAL ACCOMPLISHMENTS

Generated impactful philanthropy by transitioning to higher value appreciated noncash gift assets.

Strategically increased gifts by 200% at the 5 and 6-figure Major Gift campaign commitment levels.

Converted previously failed/failing campaigns I inherited with deficiencies into exemplary successes.

Introduced planned giving vehicles, arranged licensing for charities in Florida to issue Gift Annuities.

Trained, marketed, advised and reinsured split-interest, life-income Charitable Gift Annuities contracts.

Developed interpersonal relationships with high net worth families to support flagship charities.

Built network of professional advisors with affinity and organized CE accredited seminars.

Actively engaged with local benefactors, representing charities across prominent formal galas.

Designed, implemented and recruited top campaign leadership structures and steering committees.

Instrumental in building critical organizational levels with campaign benchmarks and timelines.

Incorporated varying structures of revenue sharing arrangements in professional counsel contracts.



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