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Terry Lee Kaly

Terry Lee Kaly

President

Followers of Terry Lee Kaly1000 followers
location of Terry Lee KalyStuart, Florida, United States

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  • Timeline

  • About me

    President/ Founder, TK Associates Fund Raising Consultants, LLC 561-341-1800

  • Education

    • Northwestern University (American Banking Association)

      2004 - 2004
      CTFA Planned gifts/Trusts

      Activities and Societies: Planned Giving Society PB CTFA

    • University of Scranton

      1976 - 1978
      MBA Business Administration and Management, General

      Activities and Societies: concentration on Management of Non profit Management administration Business Studies for MBA and First Woman Dean of the University of Scranton, PA.

    • Marywood University

      1973 - 1976
      M.A. counseling Counselor Education/School Counseling and Guidance Services Mensa member ...142

      B.S., English

    • Marywood University

      -
      Bachelor of Arts - BA English, secondary education

      Activities and Societies: Mensa

  • Experience

    • TK Associates Fund Raising Consultants, LLC

      Jan 1989 - now
      President

      Fund raising for private client groups and 501C3's, Family Foundations, corporate events.Celebrity endorsements, Martha Stewart, W Goldberg , Bill Gates Sr, Mary Higgens Clark, G. Steinbrenner, Olivia N John, All Phila sports Teams, Tommy LaSorda, Julia Child, Gabor Family, Scranton Family, ASH, Haiti, Elizabeth Ashley Private clients and private high net worth women clientsTransitional wealth clients for dynasty wealth clientsInternational and USA not for profits, MM capital campaigns $www.tkassociatesfundraisingconsultants.com Show less

    • Wachovia Wealth Management, Inc.

      Jan 2001 - Jan 2006
      Regional vice president (charitable services)

      Charitable services with a concentration on new business wealth clients foundations and institutions.163 Clients from Boca Raton to Vero BeachFamily office clients with family foundations and family transitional wealth issues

    • BMO Harris Private Banking

      Jan 2005 - Jan 2007
      Charitable VP

      Wealth advisor for charitable foundations and private philanthropistsDynasty wealth family office advisor to transitional wealth management

    • TK Associates, Fund Raising Consultants

      Oct 2010 - now
      President, CEO

      - Campaign Consultant:-Choral Artists of Sarasota 2022-2023 -Healthy Start, Treasure Coast/Martin County, FL-FOX Advancement, MN, Minnesota, Consultant for -Cardiac Animal Hospital Fd. -Jupiter, All Saints School, Jupiter Fl.-Christopher House of Hope USA,-National Placement, Children of Haiti Mission, -Game Day 2017, Philanthropist, consultant in NJ and NY, PA. Family Foundations and transfer of wealth Interests, Catholic Charities and LNMR Foundation, Palm Beach Charities , Campaign consulting, NYC, Dallas/Ft Worth, TX, Beverly Hills, CA. Haiti, West Coast of Florida's Sarasota Opera, Mellon Fd, Roscamp Enthusiast, OFT Group, Seven Fund Org, American Francaise League, NYC Met, Italian Riviera, Paris and Southern France (Nice), (Loves to return to her home town to be with friends and family in Scranton, Pa, and the suburbs of Philadelphia. Greenwich, her former home and lover of Cos Cob and the old Norwalk Inn; conducted fund raisers there summer of 2013-current. Polo f/r & Member of PB Chaine , PB opera, Art Lover & Broadway theatre enthusiast , graduate '06 Palm Beach Leadership Graduate, AFP Member and Sr. Officer, Chairwoman Philanthropy Day 2006, Palm Beach county, Member Planned Giving Council and Estate Planning Council, Palm Beach County, and the Treasure Coasts) Show less

    • Self-employed

      Oct 2010 - now
      Owner

    • American Humane Association

      Oct 2010 - Apr 2012
      Director of National Events and Membership

      Opened new markets in the country for the organization and successfully conducted fund raising campaigns in multi city locations.Palm Beach, NYC ,Dallas/Ft Worth, major markets with equine interests

  • Licenses & Certifications

    • CTFA

      Northwestern University ABA
      Jun 2006

  • Honors & Awards

    • Awarded to Terry Lee Kaly
      AFP Philanthropy Day Chairperson AFP national Nov 2006 650 attendees at event at the Ritz Carlton