As principal advisor for Charitable Advisors, Jim assists small to medium size non-profit organizations develop charitable/planned gift programs. He was the originator and director of the planned giving program with the USS Midway Museum and was director of development for the Heritage Museum of Orange County.
Jim has raised several millions of dollars in both major and planned gifts for these organizations and was the recipient of the 2013 Best Gift Legacy Mission Video Award from Crescendo Interactive.
Having worked with companies such as Merrill Lynch, New York Life, CUNA Mutual, and Transamerica Insurance and Investments, Jim possess a true understanding of financial products and how they can make great charitable gifts. Jim holds a law degree from Western State College of Law, the CFP and CLU designations and a Business Administration degree from Cal State East Bay, CA.
He is the author of several financial books ...
Planning for the Golden Years with Variable Annuities
Survey of Advanced Sales (CE Course)
Conserve Your Wealth in SEVEN Easy Steps
Charitable Giving: Quick Reference Guide
....he explains difficult subject matter in easy to understand prose.
Jim was a member of the National Speakers Association and has given numerous seminars on charitable and financial planning. He is a past president of the Planned Giving Round Table of Orange County and is an active hiker.
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