Nationally recognized for his innovative leadership in planned giving, Sam Caldwell has 20 years of front-line gift planning and fundraising experience. Currently Senior Director of Gift Planning at The Haverford School in Haverford PA, he was Founder and CEO of The Planned Giving Company, a national provider of planned giving marketing and consulting services, and served as Director of Planned Giving at The Lawrenceville School near Princeton, NJ, and The Children's Hospital of Philadelphia. He also served as Director of Advancement and Gift Planning at Wilmington Friends School in Wilmington, DE. He is a graduate of Amherst College (B.A.) and The Earlham School of Religion (M.Div.).
Generally acknowledged as one of the top innovators in the field of planned giving marketing, Sam is the originator of PGFinder™, the Stelter Company’s loyalty-based prospect identification tool, and PGDirect™, a campaign-based planned giving telephone solicitation program.