“Shari presented a workshop for our clients on developing a philanthropic mission statement. Her expertise was evident, and her enthusiasm and genuine interest in helping individuals find their philanthropic purpose were contagious. Many of our clients have since commented on how much her presentation influenced their approach to planning for future charitable gifts. We look forward to engaging with Shari further to help our clients best use their wealth to make the world a better place.”
Philanthropic Advisor | Helping individuals, families, and organizations effect meaningful change through focused, strategic philanthropy.
Champaign, Illinois, United States
Contact Info
1K followers
500+ connections
About
I help inspire meaningful philanthropy, one donor at a time.
As a seasoned major and principal gift professional with more than 30 years advising institutional donors in establishing and structuring their charitable gifts, I work as part of my clients' team of advisors, helping them define their charitable objectives and implement plans and structures to achieve those objectives.
I work with not-for-profit organizations to help them maximize philanthropy to achieve their missions. Specifically, I help nonprofit executives and development staff develop and improve their major and planned gift fundraising programs, and I advise boards on supporting fundraising success for their organizations.
I enjoy teaching and mentoring. I provide seminars on a variety of charitable planning topics for professional advisors and their clients as well as not-for-profit organizations and their donors, and I present at conferences and community events. I also write for both professional and personal pursuits, specializing in charitable planning articles, fiction, and personal essays.
Contributions
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What are the best ways to create a community around your fundraising campaign?
Ensure there's an opportunity for everyone to participate in ways large and small, starting with your campaign launch. Make it celebratory and welcoming, whether activities are in-person, online, or both. I was involved with two major universities' campaign launch events that included fun, festival activities that welcomed all ages from their campuses, alumni, and local communities, showcasing the value of a successful campaign for all constituents.
Activity
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I'm excited to announce that I've been invited to join the Orthodox Christian Fellowship National Board of Directors!! OCF brings the loving presence…
I'm excited to announce that I've been invited to join the Orthodox Christian Fellowship National Board of Directors!! OCF brings the loving presence…
Liked by Shari Fox, CAP®
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https://lnkd.in/dqsdMSib I am honored to be on this panel with Anne Kathryn Zamkovsky, Greg Sharkey, and Tiffanie Purvis, Esq., MPM at the National…
https://lnkd.in/dqsdMSib I am honored to be on this panel with Anne Kathryn Zamkovsky, Greg Sharkey, and Tiffanie Purvis, Esq., MPM at the National…
Shared by Shari Fox, CAP®
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Join us in congratulating University of Nebraska Foundation President and CEO, Brian Hastings, on his reelection to the Council for Advancement and…
Join us in congratulating University of Nebraska Foundation President and CEO, Brian Hastings, on his reelection to the Council for Advancement and…
Liked by Shari Fox, CAP®
Experience
Education
Licenses & Certifications
Organizations
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International Advisors in Philanthropy
Member
- Present -
National Association of Charitable Gift Planners
Member, Former Board Chair
- Present -
CASE; Partnership for Philanthropic Planning; Chicago Council on Planned Giving
Past Chair, Partnership for Philanthropic Planning
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We are on our way to the CASE Summit in NYC! Looking forward to connecting with fellow professionals and exploring the latest trends in AI and…
We are on our way to the CASE Summit in NYC! Looking forward to connecting with fellow professionals and exploring the latest trends in AI and…
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Ingrid Fulmer thank you for sharing your insights! #B1GDevelopmentConference #ILLINOIS
Ingrid Fulmer thank you for sharing your insights! #B1GDevelopmentConference #ILLINOIS
Liked by Shari Fox, CAP®
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We are so thrilled and lucky to have CBO alumna and talented graphic designer Noemi Taboada join the CBO team! Welcome, Noemi!
We are so thrilled and lucky to have CBO alumna and talented graphic designer Noemi Taboada join the CBO team! Welcome, Noemi!
Liked by Shari Fox, CAP®
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When I returned from the amazing CASE Summer Institutes in Milwaukee, look what was waiting for me. I'm married to the sweetest guy.
When I returned from the amazing CASE Summer Institutes in Milwaukee, look what was waiting for me. I'm married to the sweetest guy.
Liked by Shari Fox, CAP®
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Many organizations including #HBCUs struggle to gain traction in planned giving. The Chronicle of Philanthropy covered a recent symposium at Delaware…
Many organizations including #HBCUs struggle to gain traction in planned giving. The Chronicle of Philanthropy covered a recent symposium at Delaware…
Liked by Shari Fox, CAP®
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