Give Back Nation
The content of this
website is strictly for the use of legal, banking, accounting,
financial and planned giving advisors.
It is not for use by the general public.
Design Center, LLC makes no attempt to ascertain that the information contained
in this website is complete, accurate or updated on a regular basis.
Design Center, LLC does not provide legal or tax advice and nothing herein
should not be construed as legal, tax or investment advice. The intellectual
property, copyrighted and service marked materials contained herein cannot be
used without written consent.
Nicholas L. Gregory, ChFE, CFP®, CEBA -
the past 33 years Mr. Gregory has consulted with attorneys, accountants, and
financial services professionals in better serving their clients. He also
provides consulting for some of the largest financial services organizations in
functions as a speaker, writer and consultant in the areas of cash management,
risk management, investing, taxation, estate preservation, employee benefits,
business succession and retirement planning, as well as business valuation,
asset protection, and charitable giving.
Gregory holds a Bachelor of Science degree in Business Administration from Ball
State University with minors in Economics and Finance.
Gregory is a member of the Financial Planners Association, the Partnership for
Philanthropic Planning, the American Council on Gift Annuities and is a Charter Member of
the Financial Engineering
He is proud to have earned the
following professional designations:
Certified Estate and Business Analyst
Certified Financial Planner®
Chartered Financial Engineer
George P. Brown, CLU®, ChFC, CPhd -
CMO of Summit Trust Company
is a former Philadelphia banking executive. Throughout his career, Mr. Brown has
assisted and served on the boards of a number of nonprofit organizations. He has
worked with the development officers of charities and their high net worth donor
families to establish planned giving programs that suit the estate planning
needs of the family and the funding needs of the charitable organization.
Additionally, Mr. Brown has created Connective Wealth™, a new advisory network
for the delivery of values-based collaborative development services to business
owners. He also formed the Trust Counselors Network for planned
giving services. His teams of associates partner with other charitable and
financial service providers to deliver trust and estate planning administration,
investment management, qualified retirement plan and IRA custodial services for
individuals, companies, community banks, law and accounting firms, community
foundations and other organizations.
Joseph F. Bartholomew, CLU®
- President of
Insurance Services, Inc.
Mr. Bartholomew has over 40 years of dedicated experience in various facets of
life insurance, wealth management and planned giving; both domestically and
internationally. Joe is well versed on a broad spectrum of financial subjects,
including cash management, business ownership succession, risk management,
investing, estate preservation, employee benefits, taxation, charitable giving,
business valuation, and retirement planning.
As a USMC veteran, he is heavily involved in the charitable initiatives of the
American Legion as well as the Knights of Columbus.
Joe has served
as CEO, President, Vice President and Chief Marketing Officer of several of the
largest financial services organizations in the world. In his last major
corporate position, he served as Vice President and Director of Agencies with
Mutual of Omaha. He holds the professional designation, Chartered Life
Underwriter (CLU), from the American College.