Overview

Robert is an expert fundraiser, philanthropic advisor, international speaker and best-selling author with more than 35 years of experience providing leadership, coaching, training and fundraising counsel to national and regional nonprofit organizations. As a Vice President with Schultz & Williams, he leads the firm’s Planned Giving Practice, helping nonprofits and professional advisors guide their donors and clients through philanthropic planning. He also plays a key role in expanding the firm’s presence and relationships across Florida, serving as S&W’s market leader in the state.

A Certified Fundraising Executive (CFRE), Robert has raised more than $500 million over his career, leading or serving on the team for more than 100 capital campaigns, and has worked with organizations with annual fundraising budgets from $1 million to more than $50 million.

He is a member of the Association of Fundraising Professionals (AFP) and has served as President of the AFP New Jersey Chapter, on the AFP Committee on Directorship and on the board of the AFP US Foundation. He has also served on the board of the Gift Planning Council of New Jersey and as a national board member of the Partnership for Philanthropic Planning.

Background

Robert has held senior leadership roles at AdventHealth, Hackensack Meridian Health, Virtua Foundation, the American Cancer Society and Scouting America (formerly the Boy Scouts of America).

Since 2010, he has been an Adjunct Professor in Columbia University’s Master of Science in Nonprofit Management program, teaching Major & Leadership Giving, Fundraising Fundamentals, Annual Giving and Capital Campaigns. He has also served on the faculty of the Association of Healthcare Philanthropy’s Madison Institute at the University of Wisconsin and has been a guest lecturer at New York University, Rice University, Kean University and Stockton University.

Robert co-authored The Philanthropic Planning Companion: The Fundraiser’s and Professional Advisor’s Guide to Charitable Gift Planning (John Wiley & Sons) with Brian Sagrestano, JD, CFRE, winner of the 2013 AFP Skystone Partners Research Award for best new fundraising book. The pair also wrote Getting Started in Charitable Gift Planning and Getting Started in Charitable Gift Planning – The Resource Book (Charity Channel), and Robert is currently working on his fourth and fifth books.

He also serves as EVP of Finance on the board of the Jersey Shore Council, Scouting America, and as VP of Development on the board of the Central Florida Council, Scouting America.

Education

• Master of Science in Human Development & Leadership, Nonprofit Management concentration – Murray State University
• Bachelor of Arts in Psychology – Muhlenberg College