Charlie joined The Foundation in 2022 after many years in the legal services department of a leading planned and major giving software and marketing company. During that time he provided support to gift officers and professional advisors seeking to understand the intricacies of planned gifts. Charlie has enjoyed the opportunity to present at multiple national planned giving conferences. He has also led seminars and webinars on major gifts, planned gifts, and blended gifts throughout the United States. Charlie is a member of the American Council on Gift Annuities’ Rates and Regulation Committee.
Prior to entering the field of planned giving, Charlie practiced family law in his home state of South Carolina. He earned his juris doctor at Liberty University School of Law, where he met his lovely wife, Jennifer. Together with their young children, Charlie and Jennifer enjoy traveling and spending time together outdoors.