Tom is a founding member of Gift Planning & Charitable Gift Annuity Services, LLC, providing services to charitable foundations, their donors, and nonprofit organizations throughout the northeast. He is an attorney, as well as a Certified Financial Planner (CFP) and Accredited Estate Planner (AEP). As a creative gift planner, he prepared one of the very first charitable remainder "flip" trusts in the nation, and has produced $250 million of planned gifts.
Instructor, Metropolitan College, Certificate in Professional Fundraising
Jon’s career in nonprofit fundraising began in the Harvard Business School Development Office in 2006 as a staff assistant in the annual fund; he has been fundraising for HBS for the past ten years in a number of different positions across development. Jon is currently a Senior Development Officer working with a portfolio of 250 alumni capable of making seven figure gifts and managing the HBS West Coast Regional Strategy.
Since 2009, Jon has been a Teaching Assistant and at times Instructor at the Harvard Extension School as a part of a team teaching Principles and Practices of Fundraising, and Development Communications. In 2011, he began as an Instructor at the Boston University Center for Professional Education teaching in both the online and face-to-face fundraising courses. Jon is a graduate of Boston College (BS with majors in General Management and English) and has an MBA from Babson College with a Marketing Concentration in addition to a number of fundraising credentials including: CASE Summer Institute, Boston University Certificate in Professional Fundraising, Ellen Estes Planned Giving, and Penelope Burke's Donor Centered Fundraising and is a regular speaker at the annual CASE Conference.
Frank is an alumnus of Harvard College and Oxford University. He has been involved with technology and communications since the 1970s, with experience ranging from television production to cable television consulting, to high technology public relations. He has been working in the field of development since 1994. Most recently, he worked in alumni relations and resource development at Harvard Kennedy School. Currently, he is an independent consultant to nonprofit organizations with an emphasis on development communications.