R. Gregory White

417 Metairie Lawn Drive

Metairie, LA. 70001

Ph: 504-841-3448

Rwhite69@cox.net

              Cell:  504-388-3113

.

Professional Profile

 Consulting /Non-Profit - Philanthropy – 32 Years’ Experience

·         Savvy Philanthropic Veteran – Endowment, Foundation and Charitable Planning Trust and Non-Profit - Charitable Administration

·         Specialized Training – Charitable, Estate and Wealth Planning – President and CEO of Planning Solutions Consulting (2002 -present) -

·         Graduate of the American Bankers Association National Graduate Trust Banking School, Northwestern University, and Evanston, Illinois - the pre –eminent Estate/Trust/Charitable Planning Masters Banking School in the US.

Professional Pipeline/ Charitable Contacts

·         Excellent relationships with Influential Charitable Contacts – Physicians, Attorneys, Accountants, Endowments, Foundations, Angel Investors

·         Native New Orleanian – Have the Experience/ Contacts to Attain Immediate Results – 30 years of service in this area

·         Commitment to Developing and Maintaining A Superior Charitable Business Mindset  

Nonprofit and Philanthropy Experience

·         Achieved valuable experience in working with individuals and organizations with Charitable intent – very important financial attribute

·         Secured/Developed relationships with wealthy and affluent connections – Who’s Who in Louisiana and Throughout the US

·         Superior working knowledge of influential business practices and attributes to attain Funding

·         Emphasis was long term commitment to High End Estate and Financial Planning as well as Charitable and Gift Planning for Corporations, Foundations and Individuals

Employment

    PRESENT – Planning Solutions Consulting, Metairie, La (2002 -Present)-provide Advice and Counsel to Individuals, Groups, and Non -Profits, etc. towards Charitable and Philanthropic Planning – Establish a constructive Plan towards accomplishing a Charitable Goal. Graduate of Two Masters Law Programs in Charitable, Estate and Financial Planning – Northwestern University, Evanston, Il and Birmingham Southern College, Birmingham, AL

   PRESENT -Faubourg Private Wealth, Director of Business Development and Chief Charitable/Gift Planning Adviser – Metairie, La – (Jan.2016-Present) Senior Adviser at Faubourg, 32 years – Only adviser at Faubourg with Master’s Training in Charitable, Estate and Financial Planning. –  Northwestern University, National Graduate Trust School, Evanston, IL, 1996 Graduate

Charitable, Non- Profit, Philanthropy Highlights

APRIL 2000 – SEP.2003 – Capital Campaign and Major Gifts Director, American Cancer Society, Hope Lodge, Jefferson, La.

* Personally responsible for Planning and Running a $ 7.4 million Capital Campaign for the Construction of Hope Lodge Cancer Hotel and securing gifts for the facility –Duties included the oversight of entire process: research, volunteer placement and continued operational strategies; Data gathering and application to Constituents, Boards and National Officers: Soliciting the Financial assistance from Local, State, National  boards / Officials as well as Corporate, Foundation and Governmental entities.

The Pat Taylor –Hope Lodge, New Orleans, was opened in 2006, due to a delay from the aftermath and reconstruction of the immediate Lodge area from Hurricane Katrina. The Pat Taylor-Hope Lodge provides 34 Hotel suites with an attached private Bath. A Commercial Kitchen, Dining Rooms, Library, Work – out Room and other amenities. Additionally, the grounds include the Regional Office for the ACS –New Orleans, two large parking lots as well as the addition of a Courtesy Hope Lodge Van to transport Cancer patients,

Trust and Charitable Banking Opportunities – Whitney National Bank (New Orleans, La): First Union National Bank (Jacksonville, FL.) ; First American National Bank ( Knoxville, TN) ; Compass Bank and AmSouth Bank( Birmingham and Mobile, Al) and First National Bank  of Commerce – now Chase Bank, New Orleans, La.

With my background in Trust and Financial Planning, partnered with others and was the lead Financial Advisor in issues pertaining to business succession planning, estate and retirement benefits and related areas. Acted as a liaison with external prospects and clients in their prospective planning with Estate Planning Attorneys, CPA’S, CFP’S and other Financial Advisors.

In all Banking opportunities, worked as a Senior Trust Officer and in some cases combined that role along with employee benefits administration. As part of these roles, handled account administration as well as new business marketing. Due to the crossover business function, acquired significant joint work experience with other Bank departments – Wealth Management/Priv. Banking, Commercial, International, Corporate Trust, Financial Planning and others. The opportunity to work with other departments provided significant cross – selling/experience of multiple banking services.

Education

§   National Graduate Trust Banking School, American Bankers Association, Northwestern University, Chicago, ILL.

§   Cannon Trust School, Athens, GA. – Specialized Sales Training

§   Southern Trust School, Birmingham – Southern College, Birmingham, AL.

§   Loyola University, Master of Business Administration Program, New Orleans, La

§  National Center for Paralegal Training, Lawyer’s Assistant Program, Atlanta, GA. – Certified Paralegal

§  Louisiana State University, Baton Rouge, LA. – BA, History, Minor in Business

R. Gregory White

417 Metairie Lawn Drive

Metairie, LA. 70001

Ph: 504-841-3448

Rwhite69@cox.net

              Cell:  504-388-3113

.

Professional Profile

 Consulting /Non-Profit - Philanthropy – 32 Years’ Experience

·         Savvy Philanthropic Veteran – Endowment, Foundation and Charitable Planning Trust and Non-Profit - Charitable Administration

·         Specialized Training – Charitable, Estate and Wealth Planning – President and CEO of Planning Solutions Consulting (2002 -present) -

·         Graduate of the American Bankers Association National Graduate Trust Banking School, Northwestern University, and Evanston, Illinois - the pre –eminent Estate/Trust/Charitable Planning Masters Banking School in the US.

Professional Pipeline/ Charitable Contacts

·         Excellent relationships with Influential Charitable Contacts – Physicians, Attorneys, Accountants, Endowments, Foundations, Angel Investors

·         Native New Orleanian – Have the Experience/ Contacts to Attain Immediate Results – 30 years of service in this area

·         Commitment to Developing and Maintaining A Superior Charitable Business Mindset  

Nonprofit and Philanthropy Experience

·         Achieved valuable experience in working with individuals and organizations with Charitable intent – very important financial attribute

·         Secured/Developed relationships with wealthy and affluent connections – Who’s Who in Louisiana and Throughout the US

·         Superior working knowledge of influential business practices and attributes to attain Funding

·         Emphasis was long term commitment to High End Estate and Financial Planning as well as Charitable and Gift Planning for Corporations, Foundations and Individuals

Employment

    PRESENT – Planning Solutions Consulting, Metairie, La (2002 -Present)-provide Advice and Counsel to Individuals, Groups, and Non -Profits, etc. towards Charitable and Philanthropic Planning – Establish a constructive Plan towards accomplishing a Charitable Goal. Graduate of Two Masters Law Programs in Charitable, Estate and Financial Planning – Northwestern University, Evanston, Il and Birmingham Southern College, Birmingham, AL

   PRESENT -Faubourg Private Wealth, Director of Business Development and Chief Charitable/Gift Planning Adviser – Metairie, La – (Jan.2016-Present) Senior Adviser at Faubourg, 32 years – Only adviser at Faubourg with Master’s Training in Charitable, Estate and Financial Planning. –  Northwestern University, National Graduate Trust School, Evanston, IL, 1996 Graduate

Charitable, Non- Profit, Philanthropy Highlights

APRIL 2000 – SEP.2003 – Capital Campaign and Major Gifts Director, American Cancer Society, Hope Lodge, Jefferson, La.

* Personally responsible for Planning and Running a $ 7.4 million Capital Campaign for the Construction of Hope Lodge Cancer Hotel and securing gifts for the facility –Duties included the oversight of entire process: research, volunteer placement and continued operational strategies; Data gathering and application to Constituents, Boards and National Officers: Soliciting the Financial assistance from Local, State, National  boards / Officials as well as Corporate, Foundation and Governmental entities.

The Pat Taylor –Hope Lodge, New Orleans, was opened in 2006, due to a delay from the aftermath and reconstruction of the immediate Lodge area from Hurricane Katrina. The Pat Taylor-Hope Lodge provides 34 Hotel suites with an attached private Bath. A Commercial Kitchen, Dining Rooms, Library, Work – out Room and other amenities. Additionally, the grounds include the Regional Office for the ACS –New Orleans, two large parking lots as well as the addition of a Courtesy Hope Lodge Van to transport Cancer patients,

Trust and Charitable Banking Opportunities – Whitney National Bank (New Orleans, La): First Union National Bank (Jacksonville, FL.) ; First American National Bank ( Knoxville, TN) ; Compass Bank and AmSouth Bank( Birmingham and Mobile, Al) and First National Bank  of Commerce – now Chase Bank, New Orleans, La.

With my background in Trust and Financial Planning, partnered with others and was the lead Financial Advisor in issues pertaining to business succession planning, estate and retirement benefits and related areas. Acted as a liaison with external prospects and clients in their prospective planning with Estate Planning Attorneys, CPA’S, CFP’S and other Financial Advisors.

In all Banking opportunities, worked as a Senior Trust Officer and in some cases combined that role along with employee benefits administration. As part of these roles, handled account administration as well as new business marketing. Due to the crossover business function, acquired significant joint work experience with other Bank departments – Wealth Management/Priv. Banking, Commercial, International, Corporate Trust, Financial Planning and others. The opportunity to work with other departments provided significant cross – selling/experience of multiple banking services.

Education

§   National Graduate Trust Banking School, American Bankers Association, Northwestern University, Chicago, ILL.

§   Cannon Trust School, Athens, GA. – Specialized Sales Training

§   Southern Trust School, Birmingham – Southern College, Birmingham, AL.

§   Loyola University, Master of Business Administration Program, New Orleans, La

§  National Center for Paralegal Training, Lawyer’s Assistant Program, Atlanta, GA. – Certified Paralegal

§  Louisiana State University, Baton Rouge, LA. – BA, History, Minor in Business

R. Gregory White

417 Metairie Lawn Drive

Metairie, LA. 70001

Ph: 504-841-3448

Rwhite69@cox.net

              Cell:  504-388-3113

.

Professional Profile

 Consulting /Non-Profit - Philanthropy – 32 Years’ Experience

• Savvy Philanthropic Veteran – Endowment, Foundation and Charitable Planning Trust and Non-Profit - Charitable Administration
• Specialized Training – Charitable, Estate and Wealth Planning – President and CEO of Planning Solutions Consulting (2002 -present) -
• Graduate of the American Bankers Association National Graduate Trust Banking School, Northwestern University, and Evanston, Illinois - the pre –eminent Estate/Trust/Charitable Planning Masters Banking School in the US.

Professional Pipeline/ Charitable Contacts

• Excellent relationships with Influential Charitable Contacts – Physicians, Attorneys, Accountants, Endowments, Foundations, Angel Investors
• Native New Orleanian – Have the Experience/ Contacts to Attain Immediate Results – 30 years of service in this area
• Commitment to Developing and Maintaining A Superior Charitable Business Mindset  

Nonprofit and Philanthropy Experience

• Achieved valuable experience in working with individuals and organizations with Charitable intent – very important financial attribute
• Secured/Developed relationships with wealthy and affluent connections – Who’s Who in Louisiana and Throughout the US
• Superior working knowledge of influential business practices and attributes to attain Funding
• Emphasis was long term commitment to High End Estate and Financial Planning as well as Charitable and Gift Planning for Corporations, Foundations and Individuals

Employment

    PRESENT – Planning Solutions Consulting, Metairie, La (2002 -Present)-provide Advice and Counsel to Individuals, Groups, and Non -Profits, etc. towards Charitable and Philanthropic Planning – Establish a constructive Plan towards accomplishing a Charitable Goal. Graduate of Two Masters Law Programs in Charitable, Estate and Financial Planning – Northwestern University, Evanston, Il and Birmingham Southern College, Birmingham, AL

   PRESENT -Faubourg Private Wealth, Director of Business Development and Chief Charitable/Gift Planning Adviser – Metairie, La – (Jan.2016-Present) Senior Adviser at Faubourg, 32 years – Only adviser at Faubourg with Master’s Training in Charitable, Estate and Financial Planning. –  Northwestern University, National Graduate Trust School, Evanston, IL, 1996 Graduate

Charitable, Non- Profit, Philanthropy Highlights

APRIL 2000 – SEP.2003 – Capital Campaign and Major Gifts Director, American Cancer Society, Hope Lodge, Jefferson, La.

* Personally responsible for Planning and Running a $ 7.4 million Capital Campaign for the Construction of Hope Lodge Cancer Hotel and securing gifts for the facility –Duties included the oversight of entire process: research, volunteer placement and continued operational strategies; Data gathering and application to Constituents, Boards and National Officers: Soliciting the Financial assistance from Local, State, National  boards / Officials as well as Corporate, Foundation and Governmental entities.

The Pat Taylor –Hope Lodge, New Orleans, was opened in 2006, due to a delay from the aftermath and reconstruction of the immediate Lodge area from Hurricane Katrina. The Pat Taylor-Hope Lodge provides 34 Hotel suites with an attached private Bath. A Commercial Kitchen, Dining Rooms, Library, Work – out Room and other amenities. Additionally, the grounds include the Regional Office for the ACS –New Orleans, two large parking lots as well as the addition of a Courtesy Hope Lodge Van to transport Cancer patients,

Trust and Charitable Banking Opportunities – Whitney National Bank (New Orleans, La): First Union National Bank (Jacksonville, FL.) ; First American National Bank ( Knoxville, TN) ; Compass Bank and AmSouth Bank( Birmingham and Mobile, Al) and First National Bank  of Commerce – now Chase Bank, New Orleans, La.

With my background in Trust and Financial Planning, partnered with others and was the lead Financial Advisor in issues pertaining to business succession planning, estate and retirement benefits and related areas. Acted as a liaison with external prospects and clients in their prospective planning with Estate Planning Attorneys, CPA’S, CFP’S and other Financial Advisors.

In all Banking opportunities, worked as a Senior Trust Officer and in some cases combined that role along with employee benefits administration. As part of these roles, handled account administration as well as new business marketing. Due to the crossover business function, acquired significant joint work experience with other Bank departments – Wealth Management/Priv. Banking, Commercial, International, Corporate Trust, Financial Planning and others. The opportunity to work with other departments provided significant cross – selling/experience of multiple banking services.

Education

•  National Graduate Trust Banking School, American Bankers Association, Northwestern University, Chicago, ILL.
•  Cannon Trust School, Athens, GA. – Specialized Sales Training
•  Southern Trust School, Birmingham – Southern College, Birmingham, AL.
•  Loyola University, Master of Business Administration Program, New Orleans, La
• National Center for Paralegal Training, Lawyer’s Assistant Program, Atlanta, GA. – Certified Paralegal
• Louisiana State University, Baton Rouge, LA. – BA, History, Minor in Business