Dan Rice serves as the President, CEO and Chairman of the Board for the Alliance Community Foundation, which provides charitable planned giving services to individuals and their professional advisors.
Dan is also the Philanthropy Architect for Convoy of Hope. He coaches philanthropists, solicits principal gifts and conducts charitable gift and estate planning.
Previously, Dan was the Co-Founder, President, CEO and Chairman of the Board for the National Community Foundation. He was also the Philanthropy Architect for the Educational Media Foundation, parent organization of the K-LOVE and Air1 radio networks, and Vice President of the K-LOVE & Air1 Foundation.
Formerly, Dan was the Senior Philanthropic Advisor in the Principal Gifts department for World Vision, Inc. He also served as their National Director of Gift Planning and co-authored the Family Philanthropy Guidebook.
Dan is a co-founder and Chairman of the Charitable Trust Administration Company, a third party charitable trust and foundation administration services corporation.
He is a member of the National Association of Charitable Gift Planning, the Advisors in Philanthropy, and formerly served for 13 years on the Board of the Morgan Stanley Global Impact Funding Trust and also on the advisory committee for the Chair of Philanthropy at The American College.
Since 1980, Dan has actively consulted with highly successful individuals and families and their professional advisors. He is nationally recognized as a humorous and informative communicator on philanthropic planning.
Dan Rice, President & CEO
Planned Giving Office
10712 Crosscut Drive
Pensacola, FL 32506
Randy A. Fox
A third-generation entrepreneur, Randy is a founder of Life Legacy Case Design, LLC and EzCharitable, LLC, an online training resource for professional advisors who wish to expand their capabilities in philanthropic giving. EzCharitable has created original content that is useful for attorneys, financial advisors, CPAs all of which will facilitate better philanthropic advice for families of wealth.
He is also currently the Editor in Chief of Planned Giving Design Center, a national newsletter for philanthropic advisors. In 2015 Randy was awarded the Fithian Leadership Award by the International Association of Advisors in Philanthropy
Randy was a founding principal of InKnowVision, LLC, a national consulting and marketing firm that developed estate and wealth transfer designs for clients of exceptional wealth. During his tenure, more than 300 families were served and more than $500 million was directed to philanthropic purposes. He served as director and faculty member of the InKnowVision Institute, which provided professional advisors with the advanced technical and interpersonal tools required to attract and work successfully with high net worth clients.
Randy A. Fox
Kimm A. Dodaro
Kimm Dodaro has an extensive and unique background spanning more than 30 years of dedicated service to the financial and charitable gift planning professions. Her emphasis is real estate and creating innovative strategies for complex assets. Her clients include families, businesses and charitable organizations who seek to structure their real estate and other assets within their financial portfolios, to minimize tax exposure, create cash flow, and be philanthropic.
In 2007, Kimm launched the Walter Joseph Group to expand her focus nationwide. Kimm, along with her team of experts, have become one of the top real estate strategy-consulting firms in the country. Their mission is to Position Real Estate To Inspire Lives And Impact Legacies™. Their real estate strategies have helped families to live their best lives and leave their best legacies.
The Walter Joseph Group is also the leading consulting firm that offers Real Estate Gifting Workshops to help educate charities on the positive impact real estate gifts. The company also serves as a back office to those charities that want to build a real estate gifting program but lack the resources. The firm’s goal is to help charitable organizations nationwide receive $1 billion dollars in real estate gifts by 2025.
Previously, Kimm was a comprehensive financial planner. Her attention to detail, good listening skills and great empathy helped her build long-term client relationships. Her practice emphasized strategy planning with complex assets, wealth transfer and charitable gifting. Later, she was asked to join a real estate development company where she later became senior partner, responsible for the finance and acquisition, entitlement and vertical construction of real estate development across the country.
Kimm A. Dodaro
Walter Joseph Group
3 Executive Court, Suite 1
South Barrington, IL 60010