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
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Retirement Fund Designation Gifts
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Charitable Remainder Trusts
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Charitable Lead Trusts
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Charitable Gift Annuities
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Life Estate Gifts
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Insurance Trusts
Future Gift Options
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Gifts of Appreciated Property
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Donor Advised Funds
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IRA Distribution Gifts (QCDs)
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Endowment Gifts
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Blended Gifts (Current and Future)
Current Gift Options
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Disposable Income (Cash or similar)
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Appreciated Stock or Bonds
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Real Estate
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Retirement Funds (IRA)
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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, Catholic Big Brothers Big Sisters of Los Angeles and is a Development Committee Member of the Catholic Community Foundation of Los Angeles.
Andy Ragone, CGPP, MDiv
CEO, Partner and Co-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 board with the Los Angeles Council of Charitable Gift Planners and programming team with Arizona 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.
