My Expertise

I co-founded and serve as CEO of The Signatry: A Global Christian Foundation. With The Signatry, I work to change the way people view and practice generosity, particularly focusing on the intersection of generosity and multi-generational family legacy. I have led the foundation’s efforts from its beginning in 2000 to now sending out over $2.8 billion in grants.

I coach families on creating a shared purpose and implementing healthy practices that will set up the family for success for generations to come. That's family legacy.

I also work with individual givers, ministries and financial advisors. I specialize in guiding business owners who are looking to sell or transition to the next generation of leadership. I also teach ministries how to work with major donors.

In 2019 I became an official member of the Forbes Nonprofit Council. The council brings together executives from a wide range of successful organizations to connect, collaborate and share insights from their experience in the nonprofit world.

Prior to starting the foundation in 2000, I worked as a partner with Blackwell Sanders Matheny Weary & Lombardi, a large law firm in Kansas City, and later with Sanders Warren Russell & Scheer LLP, where I remain Of Counsel.

In addition to my CEO responsibilities with The Signatry, I have helped found a couple technology companies: iDonate.com, a fundraising software company providing an online solution for non-profits to market and receive gifts of all kinds; and FamilyArc.com, an online personal and private family legacy platform.

I am also a published author and sought-after conference speaker. I was honored to be named one of America’s Top 25 Philanthropy Speakers for 2017 as ranked by Philanthropy Media.

Some of my recent books include:

• A Generous Life: 10 Steps to Living a Life Money Can't Buy (Zondervan 2019), coauthored with David Green, CEO and Founder of Hobby Lobby
• The Spiritual Roots of Kansas City: Discovering the Past to Shape Our Future (2019), coauthored with Annika Bergen
• Charity Shock: Ten Critical Trends Revolutionizing the Fundraising World (2018), coauthored with Ray Gary
• Giving It All Away…And Getting It All Back Again: The Way of Living Generously (Zondervan 2017), coauthored with David Green

I’ve coauthored or contributed to these books:

• Sell Well: Understanding the M&A Process and Avoiding the Most Common Mistakes of Selling a Business (2017), coauthored with Rene Robichaud and Peter Kubasek
• unPrepared, Heirs at Risk: 14 Elements of Successful Wealth Transfer (2017)
• This Dangerous Book: How the Bible has Shaped our World and Why it Still Matters Today (Zondervan 2017), coauthored with Steve and Jackie Green
• unHeritage: 11 Pitfalls to Family Legacy and How to Avoid Them (2014)
• The Generosity Bet (2014)
• Stories of the Generous Life (2013)