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How Advisors Can Deliver What Research Tells Us Donors Want

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How Advisors Can Deliver What Research Tells Us Donors Want
Presenter: Randy Fox, Two Hawks Consulting, LLC and David E. Ratcliffe, CAP®, CTFA, US Trust, Bank of America Corporation
Thursday, April 24 | 12:00 noon

How can advisors deliver what the research tells us what donors want?. The discussion will center on recent findings that clearly identify a gap between donor desires and what advisors are currently delivering and will suggest ways to close the gap to best meet donor needs.

A third-generation entrepreneur, Randy Fox is the principal of Two Hawks Consulting LLC. He also currently owns and operates an Allstate agency in Chicago suburbs. Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than three hundred families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.

Randy is a nationally known wealth strategist, philanthropic estate planner, educator and speaker dedicated to helping individuals, professional advisors, charitable institutions and planned giving organizations do well while doing good. His collaborative approach facilitates clients’ ability to preserve and transform wealth in ways that honor their goals and passions

Currently, he serves on the Board of The Mental Health Association of Greater Chicago and the development committee of the Susan G. Komen Foundation of Chicago. His Allstate agency is a Community Champion for The Kindness Revolution, a national awareness campaign. Randy is past President of the Board of the International Association of Advisors in Philanthropy. He has served on the Advisory Council of The Capital Trust Company of Delaware, and the Board of Directors of the Suburban Chicago Council on Planned Giving. He is also active in the Financial Planning Association, and the Chicago Council of the Partners in Philanthropic Planning. Randy is a Fellow of the Esperti Peterson Institute for wealth strategies research and education, and is a guest instructor for the John Marshall Law School LLM Program and the Illinois Institute of Continuing Legal Education.

David E. Ratcliffe is Managing Director and National Philanthropic Sales Executive for U.S. Trust Philanthropic Solutions, a nationally recognized as a provider of philanthropic strategies, nonprofit investment management and administration services, as well as donor development, board and staff consulting and individual philanthropic planning. In his capacity, David oversees institutional and private philanthropy nonprofit sales and consulting throughout the United States. His team of Philanthropic Sales Specialists work with nonprofit organizations to provide endowment management, planned giving management and administration, and philanthropic consulting. The team also works with private clients to develop and implement strategic charitable giving strategies including investment management, administrative and grants management services.

David joined Merrill Lynch Trust Company in 1994 as the Regional Trust Manager in South Florida and was named Head of Philanthropic Solutions Sales in 2009 for Bank of America Merrill Lynch. Prior to working at the company, David was a Senior Vice President and Trust Sales Manager in the Trust and Investment Management Group for SunTrust Bank.

David earned his BA degree from Wake Forest University. He is designated as a Certified Trust and Financial Advisor (American Banking Association) and Chartered Advisor in Philanthropy (American College). His post-graduate work includes the Wharton School of Business and Harvard Business School. In addition, he received his Trust Certification from the Florida Trust School, University of South Florida and was later appointed Director of the School. His securities registrations include Series 7, 66 and 24.

David’s philanthropic involvement has included board and leadership positions with the Florida Grand Opera, the Florida Philharmonic, Broward County Library Foundation and the Community Foundation of Broward County. Currently, he is on the board of Fire Island Pines Arts Project, the Planned Giving Advisory Councils of Museum of Modern Art (MoMA) and the New York Public Library.

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