Planned Giving Marketing Solutions is a registered fundraising consulting firm specializing in major, blended and planned gifts.
What We Do
PGMS partner with nonprofits ready to move to the next level of funding to expand their programs and looking towards long term financial stability. We provide all the important parts of a major gift giving program including management of the new program.
- Custom designed website for Major & Planned gifts
- Develop gift acceptance policy
- Create a ‘legacy society’
- Install Donor Database system
- Meet with donors and advisors
- Train Board of Directors and Staff on Major Gifts
- Set up and manage Marketing Materials and Scheduling
- Manage Donor Database Program
- Develop and manage Gift Administration
- Bequest & Beneficiary Designation Programs
Tom Ligare, CLU, CAP, Managing Director (bio)
Brent Anderson, CLU, ChFC Vice President of Development (bio)
For over 37 years, Mr. Gregory has consulted with attorneys, accountants and financial professionals in better serving their clients through the financial engineering process. He is a writer and consultant in the areas of risk management, investing, taxation, estate planning, employee benefits, business succession, retirement planning, asset protection and charitable giving.Robert Lindner, CLU, ChFE, CFP, ChFC, AIF, AAMS — CEO of Lindner Capital Advisors
Robert’s organization and his highly qualified staff is a world-class leader in applying the proven principles of Modern Portfolio Theory to asset management on behalf of selected financial advisory firms and their clients. He earned a Business Management from Mercer University and his graduate degree in Financial Services from the American College.John “John A” Warnick, Esq. — Founder of The Purposeful Planning Institute
John A Warnick is the founder of the Purposeful Planning Institute as well as Family Wealth Transitions & Solutions. John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.Sandra R. Turner, ERPA, CPC, QPA — Founder and CEO of Retirement Plan Specialists
Her firm has provided retirement actuarial and consulting services for over thirty years. Ms. Turner has testified before Congress on behalf of pension reform and represents small businesses in a number of national forums. She is also active with the National Federation of Independent Businesses, Small Business Council of America, National Association of Business Owners and the Central Florida Employee Benefits Council.
Todd has been an industry leader in the direct selling of life insurance. Vice President, Term Life and Direct Marketing for Transamerica. Increased market share of Transamerica from 11th to 4th in industry. President, Life Insurance Services for InsWeb Corporation. Vice President, National Sales for SelectQuote. Built and managed the Nation’s largest Direct Marketer of Term Life Insurance. Vice President of LIDMA and received the ‘Vision’ Award from LIDMA.
James Eckel, CLU, CFP, J.D.
Is the recent Director of Planned Giving with the USS Midway Museum. Jim has been responsible with bringing in corporate sponsor program to the museum resulting in highly profitable contracts from sources such as the NFL. He is versatile with non-profit database software and possesses a strong knowledge base of charitable gifting and financial planning techniques.
Jim has authored several books: Midway’s Planned Giving Pocket Guide, Planning for the Golden Years with Variable Annuities, Financial Planning with Variable Annuities, Survey of Advanced Sales. Jim earned is Business Administration degree from CSUH in Hayward, CA and holds a law degree from Western State College of Law in Fullerton. Jim’s past employers include Transamerica Life, New York Life, and Merrill Lynch. He is a past member of the National Speakers Association and has given numerous seminars on charitable and financial Planning.
Jim is the past President of the Partnership in Philanthropic Planning Orange County.
Cynder Sinclair, D.M.
Cynder Sinclair has been leading nonprofit organizations for over 30 years. She has served as Founder, CEO, and/or Executive Director of several nonprofits including Santa Barbara Neighborhood Clinics, Girl Scouts of the Central Coast, Child Abuse Prevention Council, Kingsburg Community Assistance Program. She has also served on many nonprofit boards of directors. Cynder holds a doctorate in organizational leadership and a master’s in organizational development. She is founder and CEO of Nonprofit Kinect, a consulting firm that provides services in strategic planning, board governance, fund development, succession planning, retreat facilitation, and executive coaching.
Craig Zimmerman, CPA
Craig Zimmerman has nearly two decades of experience in the investment management industry and is a Certified Public Accountant who most recently worked as the Senior Vice President of Open-end fund accounting for a leading global alternative investment management firm (over $100 Billion Assets Under Management) with expertise in credit strategies, with over 900 employees in ten offices worldwide, based out of their headquarters in downtown Los Angeles. Mr. Zimmerman graduated from the University of Southern California, Leventhal School of Accounting with a Bachelor of Science degree.
Ruben V. Rozental, CFP
Born in Buenos Aires, Argentina, his family immigrated to the US in 1963, and they have been part of the South Florida community ever since.
Ruben Rozental has over 30 years of experience in the investments and financial planning arena.
He is currently President of Black Pearl Financial Services, LLC a company that provides comprehensive financial and retirement planning for individuals and corporations. Early in his career, Mr. Rozental worked as a financial analyst and commodities trader. The bulk of his experience came from his 17 years with Merrill Lynch and 10 years as an independent financial planner. His passion is to relieve his clients of their anxiety about their finances and he accomplishes this feat by educating them about their money and investments.
Mr. Rozental is actively involved in community affairs including the Humane Society of Broward County, American Jewish Community and works as the finance coordinator for Commit and Act, a NGO established in Sierra Leone. He lives in Miami with his wife, Jodi and their six rescued animals, Maggie, Pixsie, Midnight, Jimsy, Bubsy and Petoots.
Life insurance has been a planned giving tool listed on most planned giving website’s, however, it is very seldom used. I have discovered that there are very few development team members that understand the leverage and tax benefits that can be used to create large current and deferred gifts. Also, because of the high turnover within the development teams it has been important for us to create and manage a very simplified program that a new employee can jump right in and be effective.