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
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.
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
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.
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.
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.