About Pleiades Nonprofit Advisors

Your Gift Planning and Fundraising Experts

At Pleiades Nonprofit Advisors, LLC, we understand the challenges your organization faces, and we work to help you solve your fundraising and strategy needs, particularly as they pertain to gift planning.

We also understand the limited "bandwidth" your development staff faces. While an essential component for successful and long-term fundraising goals, gift planning requires a savvy understanding of charitable tax law, especially as it relates to structuring gifts funded with various types of complex assets. Moreover, a gift planning program takes much time and attention to develop.

We offer expert, award-winning talent with an outstanding record of building stellar gift planning programs, securing future gifts and current gifts through appreciated assets for your organization, while offering significant tax-saving gift strategies to your donors.

We are ready to help you identify and develop strategies for your various nonprofit fundraising goals.

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Bequests through Wills or Trusts
Retirement Fund Designation Gifts
Charitable Remainder Trusts
Charitable Lead Trusts
Charitable Gift Annuities
Life Estate Gifts
Insurance Trusts

Future Gift Options

Gifts of Appreciated Property
Donor Advised Funds
IRA Distribution Gifts (QCDs)
Endowment Gifts
Blended Gifts (Current and Future)

Current Gift Options

Disposable Income (Cash or similar)
Appreciated Stock or Bonds
Real Estate
Retirement Funds (IRA)
Insurance

Ways to Fund

Values

Our Reason for Being:

Our passion is to offer precise navigation for nonprofits to successfully enhance their leadership and fundraising efforts with hands-on guidance and implementation.

Our Endeavor:

To help nonprofits realize an abundance of revenue, empowering them to achieve their greater mission goals.

Leadership

Kimberly Jetton, MNM, CFRE

President, Partner and Founder

Kimberly is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. Kimberly excels in developing and executing strategic plans that have exceeded goals every year at each agency on which she has served.

As President of Pleiades Nonprofit Advisors, she helps clients navigate and excel in gift planning and other fundraising initiatives.

From 2020 to 2022, Kimberly served as President and Executive Director of the Orange Catholic Foundation and lead the foundation into a new era of fundraising, designed and implemented a long-term strategic plan and developed a reinvigorated business model. Prior to Kimberly’s time at OCF, she worked in development for the Archdiocese of Los Angeles and the Archdiocese Denver. During her tenure at the Archdiocese of Los Angeles as the Director of Planned Giving, she designed and implemented a flagship program for Estate Planning Seminars which greatly benefited the parishes and schools. In the first 5 years, this program helped secure over $110 million for these ministries through 300+ seminars.

Kimberly is a Certified Fundraising Executive (CFRE), and holds a Masters in Nonprofit Management from Regis University and a BA in Political Science from the University of Arizona and is a veteran of the Colorado Army National Guard. She serves as a board member of Southern California Charitable Gift Planners.

Andy Ragone, CGPP, MDiv

CEO, Partner, and Founder

Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies. He recently has joined the Pleiades team after serving many years with Crescendo Interactive as their top marketing and sales representative. Through his guidance and leadership, Andy advises on specialized marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small have benefited from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve.

In addition to being a Certified Gift Planning Professional (CGPP), Andy currently serves on the boards with the Arizona Charitable Gift Planners and Northern California Council of Charitable Gift Planners.

Andy has served as an executive pastor and has a marketing background in the nonprofit arena. Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations—including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together. Andy holds a BA in Music from Arizona State University and a Masters of Divinity from Phoenix Seminary.

James Dow

Director of Data Solutions

James Dow is a nonprofit data specialist with over 15 years of experience helping mission-driven organizations maximize the effectiveness of their fundraising systems. A certified expert in Blackbaud Raiser's Edge and Raiser's Edge NXT, James is known for making complex databases easier to use—training staff, improving workflows and turning messy data into actionable insight.

James provides organizations on a variety of Raiser's Edge and CRM projects. His work includes evaluating database systems, cleaning, migrating, and structuring data, as well as supporting fundraising teams with tools that enhance performance and results.

Previously, James served as Director of Advancement Systems and Analytics for the Orange Catholic Foundation, where he supported 62 parishes, managed a $16 million campaign, and built new systems for gift tracking, major donor prospecting, and reporting. He also held advancement database and IT leadership roles at The Webb Schools, Goodwill of Orange County, and Boys & Girls Clubs of Fullerton, consistently helping teams increase revenue and efficiency through smarter data practices.

A U.S. Navy veteran, James studied IT Management at Mount Sierra College and holds certifications in Raiser's Edge, Raiser's Edge NXT, and Network+. He combines technical know-how with a strong understanding of advancement strategy—bridging the gap between people, data, and mission.

Jim Frey

Senior Philanthropic Advisor

Jim Frey

Senior Philanthropy Advisor

Jim Frey is an accomplished expert in gift and estate planning with over four decades of experience serving nonprofit organizations and healthcare systems across North America. He earned the prestigious Chartered Life Underwriter (CLU) designation from The American College of Financial Services (formerly The American College) in Bryn Mawr, Pennsylvania.

He began his career in the Pension Planning Department at Prudential Insurance Company, gaining a strong foundation in financial and retirement planning. He was later appointed Director of Gift and Legacy Planning for the North American Baptist Conference, where he led an international team of five professionals across the United States and Canada.

Following his tenure in the faith-based sector, he transitioned to healthcare philanthropy, first as Vice President for Gift and Estate Planning at Saddleback Community Hospital in Laguna Hills, California. After 10 years of impactful service, he joined the Sisters of St. Joseph Health System in Orange, California, where he oversaw planned giving programs for 13 hospitals across California and Texas.

He was eventually recruited by Mission Hospital Foundation in Mission Viejo, California, to build and lead their dedicated gift and estate planning program. He served full-time in that role until 2023, helping donors create meaningful legacies that align with their values and philanthropic goals.

Throughout his career in California alone, his efforts have contributed to more than $200 million in secured and realized planned gifts—a testament to his deep expertise, donor-centered approach, and unwavering commitment to mission-driven organizations.