Who We Are:
Planned Giving Marketing Solutions is a full service Charitable Gifts Agency. We design, process and deliver major gifts to nonprofit organizations, foundations and colleges.

Leadership:
Tom Ligare, CLU, Managing Director
Tom Ligare, CLU, Managing Director (bio)

Todd Ewing President/CEO
Todd Ewing President/CEO (bio)
Barry Johnson
Barry Johnson, CLU, ChFC, CFP, CAP Marketing Partner (bio)

Brent Anderson, CLU, ChFC Vice President of Development
Brent Anderson, CLU, ChFC Vice President of Development (bio)

James Eckel, CLU, CFP, J.D. Vice President Nonprofit Relations
James Eckel, CLU, CFP, J.D. Vice President Nonprofit Relations (bio)

Program Advisors

Nicholas Gregory, ChFE, CEBA, CFP® — CEO of The Financial Engineering Institute
For over 37 years, Mr. Gregory has consulted with attorneys, accountants and financial professionals in better serving their clients through the financial engineering process. He is a writer and consultant in the areas of risk management, investing, taxation, estate planning, employee benefits, business succession, retirement planning, asset protection and charitable giving.

Robert Lindner, CLU, ChFE, CFP, ChFC, AIF, AAMS — CEO of Lindner Capital Advisors
Robert’s organization and his highly qualified staff is a world-class leader in applying the proven principles of Modern Portfolio Theory to asset management on behalf of selected financial advisory firms and their clients. He earned a Business Management from Mercer University and his graduate degree in Financial Services from the American College.

John “John A” Warnick, Esq. — Founder of The Purposeful Planning Institute
John A Warnick is the founder of the Purposeful Planning Institute as well as Family Wealth Transitions & Solutions. John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client’s core values. Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Sandra R. Turner, ERPA, CPC, QPA — Founder and CEO of Retirement Plan Specialists
Her firm has provided retirement actuarial and consulting services for over thirty years. Ms. Turner has testified before Congress on behalf of pension reform and represents small businesses in a number of national forums. She is also active with the National Federation of Independent Businesses, Small Business Council of America, National Association of Business Owners and the Central Florida Employee Benefits Council.

Todd Ewing – InsuranceMined
Todd has been an industry leader in the direct selling of life insurance. Vice President, Term Life and Direct Marketing for Transamerica. Increased market share of Transamerica from 11th to 4th in industry. President, Life Insurance Services for InsWeb Corporation. Vice President, National Sales for SelectQuote. Built and managed the Nation’s largest Direct Marketer of Term Life Insurance. Vice President of LIDMA and received the ‘Vision’ Award from LIDMA.

James Eckel, CLU, CFP, J.D.

Is the recent Director of Planned Giving with the USS Midway Museum. Jim has been responsible with bringing in corporate sponsor program to the museum resulting in highly profitable contracts from sources such as the NFL. He is versatile with non-profit database software and possesses a strong knowledge base of charitable gifting and financial planning techniques.

Jim has authored several books: Midway’s Planned Giving Pocket Guide, Planning for the Golden Years with Variable Annuities, Financial Planning with Variable Annuities, Survey of Advanced Sales. Jim earned is Business Administration degree from CSUH in Hayward, CA and holds a law degree from Western State College of Law in Fullerton. Jim’s past employers include Transamerica Life, New York Life, and Merrill Lynch. He is a past member of the National Speakers Association and has given numerous seminars on charitable and financial Planning.

Jim is the past President of the Partnership in Philanthropic Planning Orange County.

Craig Zimmerman

Craig Zimmerman has nearly two decades of experience in the investment management industry and is a Certified Public Accountant who most recently worked as the Senior Vice President of Open-end fund accounting for a leading global alternative investment management firm (over $100 Billion Assets Under Management) with expertise in credit strategies, with over 900 employees in ten offices worldwide, based out of their headquarters in downtown Los Angeles. Mr. Zimmerman graduated from the University of Southern California, Leventhal School of Accounting with a Bachelor of Science degree.

Ruben V. Rozental

Born in Buenos Aires, Argentina, his family immigrated to the US in 1963, and they have been part of the South Florida community ever since.

Ruben Rozental has over 30 years of experience in the investments and financial planning arena.

He is currently President of Black Pearl Financial Services, LLC a company that provides comprehensive financial and retirement planning for individuals and corporations. Early in his career, Mr. Rozental worked as a financial analyst and commodities trader. The bulk of his experience came from his 17 years with Merrill Lynch and 10 years as an independent financial planner. His passion is to relieve his clients of their anxiety about their finances and he accomplishes this feat by educating them about their money and investments.

Mr. Rozental is actively involved in community affairs including the Humane Society of Broward County, American Jewish Community and works as the finance coordinator for Commit and Act, a NGO established in Sierra Leone. He lives in Miami with his wife, Jodi and their six rescued animals, Maggie, Pixsie, Midnight, Jimsy, Bubsy and Petoots.

What we Do:
PGMS is a hybrid company of Hi-Tech & Hi-Touch. We combine online technology with charitable gift advisors to bring the best of both to create and deliver major gifts.

In addition we create co-branded educational materials with an active website link from your planned giving page to provide donors with giving concepts and how to leverage those gifts.

Life insurance has been a planned giving tool listed on most planned giving website’s, however, it is very seldom used. I have discovered that there are very few development team members that understand the leverage and tax benefits that can be used to create large current and deferred gifts. Also, because of the high turnover within the development teams it has been important for us to create and manage a very simplified program that a new employee can jump right in and be effective.