McElhany

Vice President of Gift and Estate Design @Orchard Alliance

Colorado Springs, CO, US

EMAILS

m••••••••@orchardalliance.org

MOBILE NUMBERS

+17•••••••36

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WORK HISTORY

Aug 2024 — Present

Vice President of Gift and Estate Design @Orchard Alliance

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Colorado Springs, CO, US

EDUCATION

2024

The American College of Financial Services

Accredited Estate Planner

2023 — 2024

American Institute of Philanthropic Studies

Certified Specialis in Planned Giving

1988 — 1990

Minnesota State University, Mankato

BS

1985 — 1988

University of MN Morris

Health and Physical Education

SKILLS

Developing Non Profit Planned Giving ProgramsRetirement PlanningCoaching Youth WrestlingMutual FundsNon-ProfitsFinancial AdvisoryTrainingRetirementFinancial ServicesStrategic Financial PlanningProgram ManagementFinancial PlanningEstate PlanningPublic SpeakingCoachingWealth ManagementTeam BuildingLife InsuranceFinanceFixed AnnuitiesLong-Term CareFundraisingPlanned GivingIrasEmployee BenefitsLong Term Care InsuranceLeadership DevelopmentHelping Donors Transfer Assets in Tax Favorable WaysInvestmentsSmall BusinessInsuranceRecruitingNonprofits

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ABOUT MCELHANY

Thanks for visiting my profile! I am the Vice President of Gift and Estate Design at…

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