CREDENTIALS
Over 30 Years of Gift Annuity Expertise

James B. Potter, Founder of Planned Giving Resources, offers your organization more than three (3) decades worth of knowledge and experience in planned giving and gift annuity development and administration. Mr. Potter has served for more than 20 years on planned giving development staffs and directed planned giving programs for national non-profit organizations with planned giving programs valued in the tens of millions of dollars. He has also trained professional planned giving development and administrative staffs, and has served as a planned giving consultant to over 60 non-profit organizations for more than fifteen (15) years. His client list includes:

American Cancer Society

Brooklyn College Foundation

Childreach

Habitat for Humanity

National Audubon Society

North Shore Animal League

The Actor's Fund of America

Union Theological Seminary

Zero Population Growth

Click here for a partial list of over 300 past and present nonprofit clients.

Click Here for Jim Potter's Resume

Jim Potter is an industry leader who has served on the Board of the American Council of Gift Annuities since 1974 and has chaired its State Regulations Committee since 1989. He has been a featured speaker at every triennial American Council on Gift Annuities Conference since 1977, and has presented planned giving and gift annuity seminars and workshops to local NCPG and NSFRE groups.

Planned Giving Resources provides quality services for the development and administration of planned gifts. Please review the PGR Order Form for consulting services and information that are available to you. You are also encouraged to E-mail or contact Planned Giving Resources either by phone, fax, or by mail with any questions you may have.