R. Daniel Shephard, CFRE

Principal, The Shephard Group

Dan Shephard is Principal of The Shephard Group, which provides training and coaching services focusing on the intersection of major gifts and planned gifts and is based on the philosophy that, from the donor's perspective, they're one and the same. Dan's goal is to teach the frontline fundraiser to become an effective charitable gift planner.

He is the creator of The Four Decisions - How to Lead Your Donor to Each, which serves as the foundation of his training programs on conversational gift planning. Dan has taught hundreds of fundraising professionals at such nonprofits as Columbia University, Cornell University, Rochester Institute of Technology, Florida International University, the Smithsonian Institution, and World Wildlife Fund.