With a B.A. in Finance from Anderson University, an MBA from Butler University, and a CFP® professional, Kyle has over 20 years of experience in every aspect of creating and administrating various charitable gift instruments. He’s developed thousands of charitable planning strategies and has handled compliance issues, accounting questions, tax return audits, and the review of proposed investments for charitable gifts. Kyle now runs a team that supports the growth and success of philanthropic programs. He is a frequent presenter at national and regional conferences to educate financial professionals and planned giving officers on how to create effective charitable planning strategies.
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
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It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »Avoid the year-end giving rush
While it can seem easy these days to lump “younger clients” into one big basket, the truth is that the up-and-coming generations fall into three… Read More »Engage Next Gen donors through strategic giving
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