Erin Kathleen Jones is a Certified Specialist in Planned Giving and a Certified Fund Raising Executive who brings a rigorous and intentional approach to donor engagement. As the Director of Planned Giving and Major Gifts for the University of San Diego, she leads initiatives that encourage donors to connect more deeply with the institution's mission and long-term priorities.

In this session, Erin will discuss donor cultivation as a deliberate, relationship-driven process. She will explain how meaningful discovery, thoughtful stewardship, and timely follow-through foster trust. Participants will learn to recognize donor signals, frame legacy conversations with clarity, and design touchpoints that transform interest into commitment. The emphasis will be on building lasting partnerships that secure enduring support for the University of San Diego.

Michael Davis brings a rare, dual-lens perspective to philanthropy that few professionals possess. As Senior Vice President and National Director of Philanthropic Services at U.S. Bank—and as a former planned giving officer in higher education—he understands both donors' aspirations and nonprofits' operational realities.

Michael serves as a trusted bridge between organizations seeking meaningful partnerships and the financial advisors guiding donor decisions, translating intent into well-structured, impact-driven outcomes. His ability to align philanthropic vision with sound financial strategy turns traditional transactions into enduring, collaborative partnerships that advance shared goals.

Pleiades Nonprofit Advisors,

#TheLogicOfGenerosityPodcast

Brian Nielson of Azimuth Legal Solutions reminds us that fundraising is about guiding. When fundraisers step up as philanthropic advisors and connect donors with the right professionals, magic happens. Bigger gifts. Smarter giving. Greater impact. It’s about shifting the role from solicitor to trusted guide, helping donors see what’s possible and giving them the confidence to act on it.

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Brian is a seasoned estate and charitable planning professional with over 20 years’ experience guiding families, business owners and nonprofits through legacy planning and strategic giving. He is known for his ability to translate complex legal and financial concepts into clear, actionable plans that align with his clients’ values and long-term goals. His expertise includes trusts, tax-efficient giving, and estate administration.

Brian has been a speaker and educator at national conferences and professional gatherings on a wide range of topics, from life insurance and estate planning to data-driven development and digital assets. Brian has been married to Sara for 29 years and together they are raising 6 amazing children. The family enjoys being together outdoors especially when they are camping, hiking or fishing.

A lifelong learner with a tendency for collecting hobbies, Brian’s interests include creating community through cooking outdoors and for large groups. He enjoys the problem solving and artistic aspects of woodworking, leatherwork, & home repair. His love of the outdoors and enjoyment of firearms align in hunting. He is committed to the personal protections of the constitution and ensuring the preservation of our natural resources for generations to come.

For more information about Azimuth Legal Solutions, please visit:https://azimuthlegalsolutions.comFor more information about Pleiades NPA, please visit:https://www.pleiadesnpa.com/