Legacy Society

Legacy Society
Giving USA Foundation

The Legacy Society endowment fund was established to support the work of Giving USA Foundation. The mission of the fund is to have a perpetual endowment to fund the ongoing mission of Giving USA Foundation and its annual publication, Giving USA: The Annual Report on Philanthropy, the longest running, most comprehensive report on philanthropy in the United States.

Donors who contribute an unrestricted gift of $10,000 or more, either through a current gift or through a planned gift, will be eligible for membership in the Legacy Society. View the Legacy Society policies.

To make a contribution, please contact the Giving USA Foundation at info@givingusa.org or complete/submit the Commitment Form.

Thank you to our current Legacy Society members for your generous contributions:

Jon Biedermann
Vice President Fundraising Products, DonorPerfect

Jon has served the nonprofit community since the late 1990s. In 2001, he was responsible for the launch of DonorPerfect Online, part of the SofterWare family, which pioneered web-hosted fundraising solutions for nonprofit organizations.

Prior to joining SofterWare, Jon spent over four years with Procter & Gamble, serving as a lead developer in their Sales Management Systems Division. He has presented numerous seminars on the use of fundraising technology for nonprofit organizations, and is recognized as an expert on web-based fundraising strategies.

Jon graduated from Miami University in Oxford, OH, with a degree in Systems Analysis specializing in Finance. Jon also puts his fundraising experience to good use to help Warrington Youth Baseball, where he also coaches.

L. Gregg Carlson
President, Carlson Fund Raising, LLC

Gregg Carlson, with over 25 years of development counsel experience, is the president of Carlson Fund Raising, LLC, which provides integrated fundraising solutions.

Carlson began his career in 1985 with the major gift counsel firm CCS Fund Raising. Upon his departure from CCS, Carlson joined IDC – the firm which revolutionized donor acquisition through the PHONE/MAIL® Telecommunications Program – becoming IDC’s President in 1998. Working with a great team and a forward-thinking group of clients, Carlson and his partners established IDC as the premier provider of donor acquisition services. In 2010, Carlson and his brother successfully sold their firm to Harris Connect, LLC, adding Internet and mobile solutions – providing a comprehensive suite of fundraising acquisition services.

Having partnered with over 150 nonprofit organizations and personally designed over 200 individual campaigns, Carlson’s focus is the art and science of systematically generating a “pipeline” of major and planned giving prospects.

Carlson is a past chair of Giving USA Foundation. With the view that technology must be driven by the essential principles of fundraising, Carlson often is invited to discuss the cutting-edge issues facing the field today.

W. Keith Curtis
Immediate Past Chair, Giving USA Foundation
Founder, President, The Curtis Group

Keith Curtis has more than 30 years of experience working on behalf of philanthropic organizations. Over that time, Keith has become recognized as an expert in all aspects of fundraising and nonprofit management. He is also a sought-after advisor and speaker, making up to 40 presentations a year to a variety of national and state conferences.

As president of The Curtis Group, founded 27 years ago, Keith and his team have developed strategies to raise hundreds of millions of dollars for their clients. But equally important, his guidance has helped those nonprofits raise awareness, raise their standards of operation and raise their expectations of what they can accomplish. Clients include the large and visible, such as one of the largest YMCAs in the country, a multi-billion-dollar healthcare system and arts, cultural and educational organizations, as well as smaller nonprofits such as free clinics, animal shelters and hospices.

Keith is actively involved in Giving USA Foundation, where he served as chair. He is past chair of its Advisory Council on Methodology. He is also a board member of The Giving Institute. In recognition of his work in philanthropy, Keith was honored with the 2012 Alumni Service Award from Old Dominion University.

John Glier
Chief Executive Officer, GG+A

John Glier is the Chief Executive Officer of GG+A, a global consulting firm in philanthropic management headquartered in Chicago and London. Mr. Glier joined GG+A in 1981, and has served as its Chief Executive for more than 25 years.

Mr. Glier is recognized internationally for providing strategic direction and philanthropic counsel to many leading universities, academic healthcare institutions, cultural and human service organizations, and as an advisor to some of the largest fundraising campaigns in higher education. He has worked with the staff of well over 200 nonprofits and with a wide range of voluntary leaders, noted philanthropists, and Board leaders of distinguished institutions in North America, Europe, Asia, and Australia.

Mr. Glier serves as a member of the Providence College Board of Trustees, the Board of Directors of the Family Institute of Northwestern University, and as a Life Member of the Visiting Committee of the University of Chicago Division of the Humanities. He has served on the Board of Directors of the New Trier Township High School Educational Foundation and was a founding director of the Winnetka Public Schools Foundation. He has also served as the Director and Chair of the Giving Institute (formerly AAFRC) and as a member of EUConsult and the CASE Industry Advisory Council.

Mr. Glier attended Providence College (Rhode Island), the Université de Fribourg (Switzerland), and the University of Chicago, and was awarded a Fulbright Fellowship. He holds degrees in English and Comparative Literature.

GG+A has served more than 2,000 institutions and organizations since 1961, providing counsel to 19 of the top 20 globally ranked universities, 60 of the 62 members of the AAU, the top 25 AAMC institutions, and public universities in 46 states, as well as arts, voluntary, and other nonprofit organizations around the world. The firm currently advises institutions with aggregate campaign goals of more than $60 billion.

Thomas W. Mesaros, CFRE
Senior Counsel, The Alford Group

Thomas W. Mesaros currently serves as Senior Counsel of The Alford Group. Tom was appointed President & CEO in 2003 and served in that role for 11 years, stepping down in February 2014. His history as a staff member of The Alford Group goes back to 1995 when he opened the West Division office.

Tom has been a part of the not-for-profit sector since 1975 when he joined the staff of the Chief Seattle Council, Boy Scouts of America. After serving with the Boy Scouts in a variety of roles for more than seven years, he was recruited to become the President & CEO of Seattle-based Providence Foundation at Providence Medical Center. While there he grew annual fund raising from $100,000 to $2 million, and created a strong foundation board of committed and vibrant community leaders.

In 1992 he was invited to serve as the vice president for fund development for the Sisters of Providence Health System in Springfield, MA, where he launched efforts to grow the donor base and increase volunteer involvement in fundraising. During that time he engaged The Alford Group to provide guidance.

As senior counsel, Tom focuses his energy on serving a wide range of clients across the country–from smaller social service agencies to large universities.

Tom has been a member of the faculty at the University of Washington Extension Program teaching in the certificate course on fundraising. He is a past chair of The Giving Institute, a board member of Giving USA Foundation, and a board member of the Education Fund at North Seattle Community College.

If you are interested in learning more about the Legacy Society please contact Giving USA Foundation at info@givingusa.org.