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Joe

Bull

joebull@philanthropyadvisorycounsel.com

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Philanthropy Advisory Counsel, LLC

Principal Counsel and Founder

With 40 years of experience in the philanthropic arena, Joe Bull is known as an effective leader of highly performing advancement teams and for his technical expertise as a charitable gift planner. Over his career, he has personally assisted in facilitating 12 eight-figure gifts and 102 seven-figure gifts totaling $425.74 million, and his teams have been responsible for $811.5 million of philanthropic support. Throughout his career, Joe has embraced the challenge of rebuilding languishing programs and building new programs from the ground up. He is a nationally recognized speaker and author on philanthropic issues. His comments and writings have appeared in The Wall Street Journal, The New York Times, The Washington Post, Forbes, Trusts & Estates, Planned Giving Today, The Chronicle of Philanthropy, and The Chronicle of Higher Education. Joe is the founder and principal counsel of Philanthropy Advisory Counsel, LLC. He has served as Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, Vice President of Advancement at Wilmington College, and Assistant Vice President of Development at Carnegie Mellon University. Earlier in his career, he served The Ohio State University for 16 years primarily as Director of Planned Giving, was Senior Philanthropy Officer for Global Priorities at the Worldwide Office of The Nature Conservancy and held leadership roles in planned gift development at Duke University and North Carolina State University. Service to his profession is important to Joe. He currently serves as the Immediate Past President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe received a BS in Business Administration, summa cum laude, from The Ohio State University. He also earned both an MA and a JD from Ohio State and is admitted to the Ohio and North Carolina bars.

Columbus

OH

Leadership Institute, Past CGP Board, CGP Conference Speaker, Other - Write In

Chair, National Standards of Gift Planning Success Task Force

To be negotiated with the Council

Gift Design, Current Events, Marketing/Cultivation, Ethics, Case Studies, Administration, Integrated Planning, To be determined with Council

National Standards of Gift Planning Success - assessing your program

Stress Testing Your Gift Agreements and Naming Policies

Every organization trusts its most generous benefactors, until one of them commits a crime or engages in other unsavory activity. In addition, gift restrictions that seemed reasonable decades ago can become impossible to administer and perhaps even illegal today. How can an organization protect its reputation in one case and honor a donor's intentions in the other? Can philanthropy cleanse what would otherwise be a stain on the organization? This session will examine what can go wrong with actual gifts and donors and the role gift agreements and institutional naming policies can play to protect both the organization and the donor. We will also examine drafting techniques that gift planners can use to avoid these tricky situations.

Data-Informed Gift Planning: Using Research to Help Donors and Improve Your Program

In the fall of 2019, Giving USA Foundation produced its first-ever report on gift planning, "Leaving a Legacy: A New Look at Planned Giving Donors." Unfortunately, this special report has largely been lost to the refocusing of gift planners during the COVID pandemic. ACGA's most recent Survey of Charitable Gift Annuities has similarly been neglected. These reports contain a treasure trove of data that should be implemented by gift planning programs to identify potential planned gift donors, improve the interactions with those donors, strengthen the relationships with existing donors, and build organizational leaders' support of the gift planning program. Most organizations can also do a better job of mining their own data. This session will provide research-based insights that gift planners from any organization can use to enhance their gift planning programs.