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Phil Perham
Director of Planned Giving at Phillips Exeter Academy
Professional Background
Phil Perham has carved out an impressive career in the realm of philanthropy and planned giving. As the current Director of Planned Giving at Phillips Exeter Academy, he plays a pivotal role in formulating strategies to increase donor engagement and optimize planned gifts that significantly impact the institution's future. His adept understanding of charitable giving positions him as a key figure in fostering long-lasting relationships between the academy and its benefactors.
Before joining Phillips Exeter Academy, Phil honed his skills at Colgate University, where he served as the Associate Director of Planned Giving. His tenure there equipped him with the knowledge and experience necessary to navigate the nuances of developing meaningful connections with alumni and potential donors. Phil’s ability to articulate the importance of planned giving and its implications for both the donor and the institution exemplifies his dedication to furthering educational opportunities for future generations.
In addition to his roles within academic institutions, Phil also held significant positions in the corporate sector, demonstrating versatility in his career. As the Vice President of Professional Firm Services at Newkirk Products, Inc., he displayed strong leadership qualities by overseeing operations that catered specifically to professional firms. His background in relationship management at Ayco Asset Management provided him with a valuable foundation in financial advisory services, where he helped clients navigate their financial objectives while aligning them with philanthropic goals.
Education and Achievements
Phil's educational journey began at Northfield Mount Hermon, a private preparatory school known for enriching the lives of its students and preparing them for college and beyond. Phil further advanced his education by earning a Bachelor of Arts cum laude in Political Science from the New York Institute of Technology - Old Westbury. This academic background not only equipped him with critical thinking and analytical skills but also instilled a passion for public service and social responsibility that he carries through his professional endeavors.
Phil’s blend of educational achievements and practical experience makes him uniquely qualified to excel in his current role and contribute positively to the field of planned giving. His expertise is acknowledged in various circles, making him a sought-after speaker and collaborator in discussions around philanthropic strategy and donor relations.
Notable Achievements
Throughout his career, Phil has made numerous contributions that positively impact the institutions he has served. His work in planned giving has led to notable increases in philanthropic support, enhancing the resources available for student scholarships, faculty development, and campus initiatives. At Phillips Exeter Academy, his ability to connect emotionally with potential donors has helped foster a culture of generosity and investment in the future of education.
Phil’s strategic insights and his commitment to excellence have earned him a reputation as a leader in the planned giving community. His experience in both the educational and corporate sectors presents a well-rounded approach to philanthropy, blending the best practices from each to foster programs that are beneficial for both donors and institutions alike.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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