September 24, 2020 – Council Meeting

September 24, 2020 @ 10:45 am – 12:00 pm
via Zoom
Mallory Van Dover, CFRE

September 24, 2020 – Virtual Council Meeting

Planned Giving: Now is the Time

10:45 a.m. – Noon via Zoom

 Joe Chickey from the Sharpe Group

Join us for this FREE one hour virtual program from an industry expert.

Register today, and we’ll send you the Zoom link prior to the event.

We look forward to seeing you!

This course has been approved for one hour CFRE and CLE credit.


Joe Chickey brings more than 30 years of experience in the charitable arena, with a focus on gift planning to Sharpe Group. Based in Nashville, TN, he is a senior vice president and consulting director. He has spoken locally, regionally and nationally on planned giving to estate planning councils, AFP, CASE and local CGP groups. His recent speaking engagements include the Chicago Council on Planned Giving, Colorado Summer Symposium, Middle Tennessee Planned Giving Council and The

Carolinas Planned Giving Conference. Joe recently completed a three-year term as a board member of the National Association of the Charitable Gift Planners (CGP).

Joe served as lead fundraiser for a $1.5 billion capital campaign at the University of Illinois and a $500 million capital campaign for a major hospital in Chicago. He has administered charitable remainder trusts, lead trusts, gift annuities, life estates and IRA gifts.

He has experience from the nonprofit side and for-profit side, as a gift planner for nonprofits and a bank trust officer. For 14 years, he worked with nonprofit endowments, family foundations and high net worth clients. His expertise includes estate and financial planning, asset management and charitable planning.

As a Vice President and Trust Officer for Regions Bank, he was a leader in the Endowments and Foundations Group and worked with more than 125 charities throughout the Southeastern United States. Prior to Regions, Joe was a Vice President and Business Development Officer for SunTrust Bank.

In the fundraising arena, he served as director of gift planning for the University of Illinois Foundation. He was also a major gift officer for Rush University Medical Center in Chicago and a planned giving officer for St. Jude Children’s Research Hospital.

Joe is also active in the community. He is a past president of the Fifty Forward Endowment Board. He is also past president of the Planned Giving Council of Middle Tennessee and a past board member of the Chicago Planned Giving Council. He has served on the boards of the Boys & Girls Club, Family & Children’s Services and Middle Tennessee Boy Scouts. In addition, he has served on Advisory Boards for University School of Nashville, Abintra Montessori and Nashville Symphony.

Joe earned a bachelor of arts degree in finance from Rhodes College and a master’s degree in business administration from University of Illinois.


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