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- Enhancing sophisticated gift planning programs
- Gift planning start up and training
He started his practice in 2014 and since then has worked with over 25 organizations including Immaculata University (Malvern PA), Bloomsburg University (Bloomsburg, PA), Friends Select School (Philadelphia, PA), National Comprehensive Cancer Network (Ft. Washington, PA), United Cerebral Palsy (Philadelphia, PA), Colorado Rocky Mountain School (Carbondale, CO), The Clery Center (Wayne, PA) and more.
In addition to working with clients, for the past two years, Joe has served part time as a major and planned gifts officer for Salesian Missions based in New Rochelle, NY. He has written several books on fundraising and speaks around the country delivering a practical, simple message that inspires people to take action.
Joe is a board member of the Planned Giving Council of Greater Philadelphia and Blossom (formerly known as United Cerebral Palsy, Philadelphia, PA). As a volunteer, Joe raises money for his donor advised fund and an endowed fund at the Penn Medicine Brain Tumor Center named for his sister Marie. He and his wife volunteer with several organizations that feed the homeless and homebound in the Philadelphia area.
Joe has an Associate’s degree from Montgomery County Community College and a Bachelor of Science from Saint Joseph’s University in Philadelphia He received his Chartered Advisor in Philanthropy certification from the American College in Bryn Mawr, PA. He lives in the Philadelphia area with his wife Lorraine and the Jack Russell/Hound Dog they rescued, Tye.