Gift Planner/Teacher & Coach/Just passed Insurance test

David Treadwell

Objective: To build upon my experience and success in gift planning by securing the proper licensing qualifying me to provide professional financial planning advice to clients in need.

Experience:

2005-2011 Children International Kansas City, MO

Gift Planning Officer

Purpose: To resume my Development career.

32 Planned Gifts for $ 12,590,000

7 Major Gifts for $ 835,000

Planned, implemented and secured the funding for 4 “Friends of Children International” special events in Houston, Dallas, Austin and San Antonio

2001-2004 Mounds Public Schools Mounds, OK

Teacher and Coach

Purpose: To take care of my mother suffering from Alzheimer’s as well as a daughter and grandson.

Taught Psychology, American History and Economics

Coached Football, Basketball and Baseball

1997 to 2000 Prison Fellowship Ministries Reston, VA

Director, Planned Giving

Created database with Access software to track all marketing contacts, prospects, donors and staff activity through a series of progressive moves.

Established Planned Giving Recognition Program, “Fellowship of Hope”

Supervised, Developed and managed internal staff and procedures for field support, marketing, life income agreements, bequests in probate (BIP) and reporting

Hired one field staff and developed a second from internal support staff

Personal Production of 287 Gift Plans for $25,202,765

Staff Production of 76 Gift Plans for $6,253,876

Four Year Plan on track for annual team production of $10 Million

1995-1997 The Salvation Army Baltimore, MD

Director, Planned Giving

Responsible for 33 Salvation Army Corps (Salvation Army basic operating unit)

Developed Impact Seminar Series for Corps Cities

Developed 5 new Corps Endowments for operating purposes

Created database with Access software to track all marketing contacts, prospects and donors

Developed & Presented Continuing Legal Education Seminar for Professionals

Supervised and managed Planned Giving office staff and support

Produced 97 Gift Plans totaling $8,800.000

Received $5,000,000 Production Award in October 1995

1993-1994 Arthritis Foundation Glendale, CA

Associate Vice President

Promoted to Associate Vice President for Planned Giving for 12 state Western Region which encompassed 15 chapters

Initiated Cluster Training Sessions for the chapter staff and the Planned Giving Volunteer Committee members

Developed marketing plans for each chapter

Introduced Target Marketing concept and developed advertising for Seminars to targeted segments of the market.

Developed the Arthritis Foundation’s Personalized Slide Series for financial and estate planning.

Board presentations to all chapters

Developed Centers-of-Influence Marketing to the professional community

Secured a combined $100,000+ marketing commitment from six chapters

Hired and supervised one additional PG field staff.

Produced 75 Gift Plans totaling $6,295,236

Received $15 Million Plateau Recognition Award in January 1994

1990-1992 Arthritis Foundation Glendale, CA

Regional Director

Responsible for the Planned Giving program of 7 chapters

Created and implemented a Marketing Program, Planned Giving Committee and Seminar Program for each chapter

Responsible for the production, communication and update for each chapter

Planned and implemented multiple Living Trust seminars coupled with “How to Give and Win” serving as a presenter

Produced 103 Gift Plans totaling $12,514,617

Received $10 Million Plateau Recognition Award in January 1993

1989-1990 Bryan Memorial Hospital Lincoln, NE

Planned Giving Consultant

300 bed Acute Care Hospital specializing in Cardiac Care including Bypass & Heart Transplants

Finalized Pooled Income Fund Document

Adjusted Advisory Committee Seminars for success – Attendance Quadrupled

Planned, organized and implemented Advisory Committee Seminars and served as Emcee and Presenter

Developed the document and rational for the Gift Annuity and secured Hospital Foundation’s approval for the gift plan

Produced six Gift Plans for $325,394

1986-1989 The Salvation Army Atlanta, GA

Planned Giving Representative and Director of PG

Created and initiated Endowment Program for the Division. Endowment Program idea adopted by the Southern Territory

Developed innovative Piggyback Marketing Program

Supervised and managed office staff

Presented basic Estate Planning classes utilizing the Charitable Giving Vehicles in large local churches in the Atlanta area

Produced 47 gift plans for 2,674.000

1978-1986 Perfect School Plans Tulsa, OK

Sales-Fund Raising Specialist

Sold and implemented fund raising projects for schools and school-related organizations

Quadrupled business from $50,000 to $200,000 in two years

1971-1978 High School OK & AR

Teacher and Coach

History, Civics and Science Teacher

Coached Football, Basketball and Baseball

Education:

1967-1971

Harding University, Searcy, Arkansas – Liberal Arts Christian University

B.A., Physical Education, Health and Recreation with a minor in Psychology

Honors in Football 4-year Scholarship All – Conference

1970 President of PEMM Club

Outstanding Member of the Year

1967

Charles Page High School, Sand Springs, Oklahoma

High School Graduate, Two All School Plays, Athlete - IIA FB State Champions, Conference Champs in BB & Baseball, Boys Glee Club, Mixed Choir, Soloist.

Continued Education:

1987

R&R Newkirk's Comprehensive Planned Gift Training

Orlando, Florida

1988

Kennedy Sinclair Planned Gifts Training Program

Secaucus, New Jersey

1993

Teitell's Philanthropy Tax Institute

San Francisco, California

1998

Resource Institute for Estate and Gift Planning

Springfield, Missouri

Crescendo Plus and Advanced Major Gifts

Camarillo, CA

2000

Business Owners Seminars

Camarillo, CA

1998 - 1999 attended NCPG Annual Conference

1991 - 2009 attended NCPG Annual Conference

Professional Memberships

NCPG/PPP

References:

Dennis Campbell – was my School Superintendent at Mounds for the four and one half years that I taught and coached there. You can reach him at his cell phone number 918-***-****.

Lynn Archer – CFRE, retired Group V.P., Personal and Planned Giving for the Arthritis Foundation in Atlanta, GA. I worked for Lynn at the SA in Georgia and the AF on the West coast. 770-***-****.

Greg Lober – CFP Greg was one of the founders of RDI consulting services and is now an independent development consultant. Greg was a consultant to Prison Fellowship Ministries while I was there. 816-***-****.

Lon Dufek – CPA Lon is the Sr. Dir. Charitable Estate and Gift Planning services for the Providence Health Care System in Portland, OR. Prior to his present position, Lon was a consultant with Crescendo Interactive Services in Camarillo, CA. Most of the institutions I have served have utilized Crescendo’s gift planning Software and Marketing services. Email = ***.*****@**********.*** 503-***-****.

Lee Vaughn – Lee is now the Director of Men’s Ministries for the McLean Bible Church Virginia. Lee was VP for Advancement at Prison Fellowship Ministries when I was Director of Planned Giving. Lee can be reached at 703-***-****

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