Joe Chickey brings 30 years of experience in the charitable arena, with a focus on gift planning to The Sharpe Group. He serves as a Managing Consultant with clients. He has spoken locally, regionally, and nationally on planned giving to Estate Planning Councils, AFP, CASE, and local CGP groups. Joe recently completed a three-year term as a board member of the National Association of the Charitable Gift Planners (NCGP).

 

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 closed charitable remainder trusts, lead trusts, charitable gift annuities, life estates, and IRA gifts.

 

He has experience in the nonprofit 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 over 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 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. He has served on advisory boards for University School of Nashville, Abintra Montessori, and The Nashville Symphony.

 

Joe earned a B.A. in Finance from Rhodes College and an M.B.A. from the University of Illinois.