Paul Greer

Case Design Specialist

  (615) 468 - 8048 ext. 7014

Paul is a veteran in the nonprofit industry; having started his career over 15 years ago. His work has been specifically with financial professionals across the country teaching and educating them on the value of implementing planned giving into their practice. He has assisted advisors in closing well over 200 planned giving transactions totaling tens of millions of dollars. He has been recognized by the foundations he has worked with for his relational skills and his effectiveness in helping advisors successfully close planned giving transactions.

Paul is a veteran of the U.S. Air Force. He and Margaret, his wife of 50 years, reside in Spring Hill, Tennessee. They have two grown sons and six grandchildren.

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