Dan is one of the nation’s premier planned-giving experts and a solid all-around fundraising consultant. He has more than three decades experience, primarily in higher education and healthcare. Dan has built a reputation for growing young or non-existent planned giving programs into significant contributors.
He is a Certified Financial Planner, past president of the Western Michigan Planned Giving Council and a member of the National Council of Planned Giving. He graduated from the University of Kansas with a degree in marketing and public relations. He was commissioned by the Jayhawk Battalion of the US Army and retired as a lieutenant colonel in the US Army Reserves.