WHO WE ARE

Dr. Edward H. Pearce, was a guru in Canadian gift planning. He passed away suddenly in October 2005. As Principal of EH Pearce and Associates, he assisted a myriad of organizations crossing all sectors to meet and exceed their goals. He challenged individuals and their organizations to dare to dream… and then systematically showed them how to realize their dreams. Ed Pearce recognized the uniqueness of every client, and provided the finest in customized counsel. He was the embodiment of honesty, ethics and professionalism.

As Director of Development, Planned Giving at Queen’s University, he built the best Planned Giving Program in the country. Starting with a handful of file cards in a shoebox, he built ‘The Tomorrow Fund’ to its current level – in excess of $100 million. He was a founding board member of the Canadian Association of Gift Planners (CAGP), a chair of the Canadian Association on Charitable Gifts (CACG) and he served on a host of professional boards and committees.

Ed Pearce was a contributing editor to sector publications across Canada and the USA. He authored three books on planned giving with his long time colleague and friend Sherry Clodman, CFRE. Committed to mentoring and fundraising education, Ed transferred his knowledge through countless presentations and seminars, and taught planned giving online at Georgian and Fanshawe Colleges.

In every sense of the word, Ed Pearce was ‘The Gold Standard’ and he defined the profession. A soft spoken and modest man, he had little to be modest about!  Just before his untimely death, it was fitting that Ed Pearce received the coveted “Friend of CAGP” National Award for his outstanding contribution to the planned giving profession.

EH Pearce Consultants is privileged to carry on his name, his good work, and his distinguished legacy.

PRINCIPAL:  Sherry Clodman, CFRE

Sherry Clodman, CFRE is Principal of EH Pearce Consulting. She has held several National Development Directorships and worked with Ed Pearce as Senior Associate for over 10 years. A seasoned leadership professional who is well respected, her broad-based expertise, achievement, high standards of practice and commitment to ethics are synonymous with the EH Pearce name.

Sherry has worked with organizations large and small, urban and rural, local through national, and crossing each sector.

Some include:

• The Schizophrenia Society of Canada
• The Canadian Mental Health Association
• The ALS Society of Canada
• The Hospital For Sick Children
• The Ontario Cancer Care Fund
• The Canadian National Institute for the Blind
• Georgian College (Barrie)
• Soldier’s Memorial Hospital (Orillia)
• Na'amat Canada
• Or Haemet School
• The University of Ontario Institute of Technology (Oshawa)

Sherry received her accreditation by CFRE International in 1993, is a founding Board Member and past Vice Chair of the Canadian Association of Gift Planners (CAGP), and has received two CAGP National Awards: ‘Outstanding Leadership and Vision’ and ‘Outstanding Commitment and Service to the Profession’. She is a past Board Member of the Association of Fundraising Professionals (AFP), has been an active leadership volunteer for over 20 years, and has served on a myriad of local, regional and national professional and charitable Boards and Committees.

The author of three books on Planned Giving: MAKING IT HAPPEN – Managing Your Planned Giving Program (achieved Best Seller status); MAKING IT HAPPEN – Marketing Your Planned Giving Program; and WELL ADVISED: A Planned Giving Reference Source for Professional Advisors Sherry continues to lead in the field. (For information on her books or to order your copy(ies): click here

Known for extensive fundraising training to boards, staff and volunteers, and for assisting clients to establish, strengthen or expand their Fundraising and Planned Giving Programs, Sherry is currently leading another Canadian FundRaiser ‘Key To The Sector’ series of workshops on Planned Giving. A welcomed keynote speaker and seminar provider, she Chaired the prestigious Strategic Institute National Symposium on Planned Giving, and has participated in numerous regional through international fundraising conferences. A contributing editor to Canadian FundRaiser, Gift Planning in Canada, Charity Village, Planned Legacy and other philanthropic publications, Sherry provides thought provoking articles and sector book reviews. To view a selection of her articles, interviews or to see her speaking or training schedule:  click here

Sherry is also an Adjunct Professor teaching distance learning online at Georgian College (Fundraising & Resource Development Program) and Fanshawe College (Business Management Program). (For information about these programs or her online courses (Major Gifts, Planned Giving, Annual Campaign, and Foundation Grants and Proposal Writing): click here

SENIOR ASSOCIATE:  Sharon Gregory, CFRE

With 20 years of extensive service in the Canadian charitable sector, Sharon Gregory has successfully worked with healthcare  and research institutions, universities and colleges, social service and cultural organizations. An EH Pearce Associate since 2000, and previously the Executive Vice-President of the Goldie Company, Sharon has assisted numerous clients to develop, strengthen and/or advance their Annual, Major and Planned Gift Programs and Campaigns.

Her impressive background includes work in organizational development and strategic planning. As a staff professional, Sharon’s history of fundraising achievement speaks for itself. Her work on capital campaigns, endowments and major and planned gift programs have realized goals ranging from $300,000 to $76 million.

Leading by example, Sharon is an active volunteer in the field. A highly regarded and frequent speaker/lecturer at sector conferences and seminars, she has also served on a multitude of association committees. She is a Founding Board Member of the Canadian Association of Gift Planners, and with the late Dr. Edward Pearce wrote the Standards of Practice and Ethics for the profession.

The EH Pearce Consultants team is augmented by an outstanding group of practitioners, each one accomplished in their own right. Like Sharon, each of our consultants upholds our stringent standards. Selected on a project basis for their specific expertise, we can assure our clients the best possible ‘fit’ for their individual needs. EH Pearce Consulants is proud to offer ‘the brightest and the best’ professionals in the field.

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