Ed Roberts

Ed Roberts

Planned Giving Officer

Followers of Ed Roberts569 followers
location of Ed RobertsKansas City, Missouri, United States

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  • Timeline

  • About me

    Divisional Director of Capital Campaigns at The Salvation Army

  • Education

    • National Planned Giving Institute, College of William & Mary

      -
      Graduate, 1996

      Completed courses covering in detail the techniques, strategies, marketing, and taxation of outright and deferred charitable gifts.

    • The American College

      2013 - 2014
      Chartered 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 - 1980
      Bachelor of Science

      Activities 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 1993
      Planned Giving Officer

      Secured 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 - now

      Oversees 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 - now
      • Director of Gift Planning and Capital Funding

        Feb 1999 - Oct 2020
      • Planned 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
      The Kansas City Symphony ChorusAssociated with Ed Roberts
    • Counselor

      Issued by Royal Family KIDS - Lenexa, KS on Jun 2002
      Royal Family KIDS - Lenexa, KSAssociated with Ed Roberts
    • Board for Trustees member; chair of University Advancement Commiittee

      Issued by Friends University on Oct 2007
      Friends UniversityAssociated with Ed Roberts