Jim consults with nonprofit organizations to develop charitable/planned gift programs. He has originated and directed planned giving systems that have raised several millions of dollars in both major and planned gifts, established a professional advisor network, and conceptualized corporate sponsorship offerings. He was responsible for a non-profit’s best fundraising year since its separation from its parent organization 15 years prior. Jim 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 possesses 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, including Planning for the Golden Years with Variable Annuities, Survey of Advanced Sales (CE Course), Conserve Your Wealth in SEVEN Easy Steps, and Charitable Giving Quick Reference Guide.
He is a past president of the Planned Giving Round Tables of Orange and San Diego Counties
Candace Chromy has 10 years of experience in nonprofit management and fund development. She has demonstrated outstanding leadership skills in hiring, training, and managing employees and volunteers. She is adept at creating innovative programs and developing community relationships.
Candace was hired to help a struggling nonprofit and effectively saved the organization from bankruptcy by increasing social enterprise income, program revenues, and grant awards. She has also created and implemented highly successful fundraising events and instituted stewardship programs that led to substantially increased gifts. In all her nonprofit engagements, her leadership leaves a legacy of persistence, goodwill, and love of the organization.
Throughout her career, Candace has enjoyed creating new programs and experiencing new frontiers, and her most meaningful endeavor is mentoring people to become the best representations of themselves. Candace is a graduate from Washington State University where she earned twin Bachelor of Arts degrees in Business and Hospitality Management.