
Ed Roberts
Planned Giving Officer

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About me
Divisional Director of Capital Campaigns at The Salvation Army
Education

National Planned Giving Institute, College of William & Mary
-Graduate, 1996Completed courses covering in detail the techniques, strategies, marketing, and taxation of outright and deferred charitable gifts.

The American College
2013 - 2014Chartered Advisory in Philanthropy®Completed 3 courses in philanthropic studies. Qualified and experienced in working with individuals and families in development and implementation of philanthropic program. Provides knowledge and tools needed to help clients achieve charitable objectives while also helping them meet estate planning and wealth management goals.

Friends University
1977 - 1980Bachelor of ScienceActivities and Societies: Senior Class president, Outstanding Junior Man, Order of the Tower honor society, Singinq Quakers, basketball and tennis, newspaper and yearbook sports editor.
Experience

Friends University
Oct 1989 - Oct 1993Planned Giving OfficerSecured gifts by developing relationships with key university donors locally and nationwide. Planned and coordinated estate planning seminars in Wichita area. Coordinated implementation of donor management system for University Advancement offices.

The Salvation Army
Oct 1993 - nowOversees planning strategy, preparation, and project management of capital campaigns in the Kansas/Western Missouri Division. *Supervised team of gift planning advisors specialized in soliciting and closing deferred gifts, estate gifts, and outright gifts of cash, stock, IRAs, and property. *Provides ongoing training about charitable giving techniques to internal development staff, leadership team, professional advisors, and governing and advisory boards.Oversees capital campaigns, working with officers, governing boards, and consulting firms. Established regional office and hired support staff. Developed relationships with Salvation Army donors, prospects, officers, and advisory boards in 40-county region of Kansas. Established tracking of estate (legacy) gifts.
Divisional Director of Capital Campaigns
Oct 2020 - nowDirector of Gift Planning and Capital Funding
Feb 1999 - Oct 2020Planned Giving Representative
Oct 1993 - Jan 1999
Licenses & Certifications

Chartered Advisor in Philanthropy (CAP)
Volunteer Experience
Singer
Issued by The Kansas City Symphony Chorus on Aug 2011
Associated with Ed RobertsCounselor
Issued by Royal Family KIDS - Lenexa, KS on Jun 2002
Associated with Ed RobertsBoard for Trustees member; chair of University Advancement Commiittee
Issued by Friends University on Oct 2007
Associated with Ed Roberts
Languages
- spSpanish - limited knowledge and use
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