Greg Hammond | Planned Giving Strategies Team Member
Greg Hammond, CFP®, CPA | President
I believe excellence comes from teams working together to meet organizational goals. At Planned Giving Strategies we're passionate about our
focus on the quality and viability of the solutions we deliver. It's my goal to help leaders of non-profit organizations unleash their full
potential.
O V E R V I E W
A cutting edge educator, lecturer and former guest speaker at Yale Divinity School, Greg delivers powerful, up to date presentations to donors on behalf of organizations. He has coached individuals on finance, minimizing taxes, preserving assets, estate planning, increasing net worth and pursuing life visions for over 10 years. As our principal strategist, Greg thrives on the challenge of achieving goals, always giving his best ideas, striving to exceed expectations, never compromising his values.
Greg is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant and has been in the financial services industry for almost 20 years. Greg and his associates serve over 25 states and are proud to provide commendable customer service, while displaying the highest standards of ethics and professional knowledge.
Currently co-hosting the radio show, "Planning for Tomorrow" on WTIC News Talk 1080 AM Sunday mornings at 8:30, Greg covers topics such as charitable giving, general financial planning, concerns in retirement and leaving a legacy.
Greg contributes locally by holding an annual fundraising event for CT Children's Medical Center and volunteering as Treasurer for Westminster Presbyterian Church. Greg's commitment to making a difference guides him to lead groups on mission trips around the United States and Mexico.
In his spare time, Greg enjoys family time with his wife and their two daughters, volunteering, playing golf and tennis. He lives in West Hartford, CT.
A S S O C I A T I O N S
Greg is a certified True Wealth Consultant and an approved member of the National Ethics Bureau (NEB), The Association of Fundraising Professionals (AFP), The National Committee on Planned Giving (NCPG/PPP), The Planned Giving Group of CT (PGGCT), The Financial Planning Association (FPA) and The American Institute of Certified Public Accountants (AICPA). As well as serving on the Financial Services Institute (FSI) Financial Advisor Council for 2009, Greg is also a member of the International Association of Advisors in Philanthropy, a forum of professional advisors who are dedicated and inspired to teach and empower clients to effectively direct their philanthropic resources to transform communities around the world.
E D U C A T I O N
Greg is a graduate of Miami University in Oxford, Ohio where earned his B.A. in Accounting. He continues to pursue extensive continuing education in financial strategies and opportunities for serving the public interest, public speaking, regulation and compliance, planned giving and leadership.
R E F E R E N C E S
Personal and professional references are available on request.
