Third-Party Qualified Appraisals:
I cannot begin to tell you how much we appreciated your seminar and the sharing of your knowledge and insight into so many alternatives to attract [donors]. The comments from all who attended ranged from "great" to "thought-provoking" from "changed the way I thought about charitable giving" to "I am so glad I attended, I learnt a lot." Many, many thanks for your gift of time and wisdom.
Steve Brett, Executive Director
United Way of South Sarasota County Florida
As a practicing certified public accountant and certified financial planner for more than 23 years, for me, Jack is the pioneer in the charitable giving arena. Practicably speaking, he was the first person to introduce me to more sophisticated estate planning strategies and techniques using charitable giving and trusts. He has been a tremendous technical resource for me as I implemented charitable trust administration into my practice. I continue to call upon Jack when the need arises because I not only value his advice, but respect his intent and sincerity.
Samuel D. Kramer, CPA, CFP®
Kramer Fiduciary Services, Pittsburgh, PA.
After Jack and I met, my board is getting ready to approve a gift acceptance policy and a member has come forward as a result of the process Jack recommended to say he will be including ALT in his will and that he wants to make a gift of $10,000 to initiate a planned giving program.
Rhonda M. Hagins, Director of Development
Allegheny Land Trust
Jack led one of the most successful planned giving programs in our United Way system and won our highest award for excellence. His passion for planned giving is only matched by his knowledge of the techniques.
Edward F. John CFP ™, Retired V.P. for Planned Giving
United Way of America
Jack has been both a great mentor and an excellent advisor. While we never had the opportunity to work at the same place at the same time, he provided wonderful advice and terrific insight as I'd run different plans by him. In our work together at the Pittsburgh Planned Giving Council, he was not only a talented and fun leader but is also recognized as the planned giving guru in western Pennsylvania. I regret that my work now takes me away from regular work with Jack, but would not have had the success and opportunities that I did without his guidance.
Lauri K. Fink, Program Officer
Jack is a unique and creative gift development officer. Jack is the type of person that finds a way to accomplish a donor's intent. He is willing to think "outside the box" and come up with planning ideas that work for both the donor and charity. Jack is a true treasure of Pittsburgh who adds much to our charitable community.
Jack Owen, Esq., Founding Member – Owen & Conley LLC
Past President, Pittsburgh Planned Giving Council
I have had the privilege of working with Jack in a variety of capacities for many years. He is a man of integrity, strong work ethic, and high energy. In terms of new and creative fundraising strategies such as donations of land and property, annuities, and complicated deferred tax strategies, Jack wrote the book.
Mark S. Bibro, Executive Director
The Birmingham Foundation