Joe joins Benefactor Group engagements to share his experience in building high-performing advancement teams and developing enduring relationships with donors. He also has deep technical expertise in charitable gift planning, major gifts, and principal gifts.

Drawing from his over 36 years of experience, Joe is a nationally recognized speaker and author. His insights have appeared in The New York Times, The Washington Post, Forbes, The Chronicles of Philanthropy and Higher Education, and many other publications.

Joe has a BS in Business Administration and both an MA and a JD from The Ohio State University. He is admitted to the Bar in Ohio and North Carolina.