Ted Hart brings extensive experience in the fields of internet and global philanthropy. As an internationally recognized speaker and consultant on topics related to nonprofit strategy, Ted is an expert in board and volunteer development practices both online and offline. Before coming to CAF America, Ted served as CEO of Hart Philanthropic Services, an international consultancy providing strategic solutions to major nonprofits and NGOs. He coauthored People to People Fundraising: Social Networking and Web 2.0 for Charities and was critical in the creation of the online fundraising movement People to People Fundraising designed to give donors the chance to participate in the success of a charity beyond the online gift. Ted was also a leader at the International ePhilanthropy Foundation. Most recently, Ted obtained his Chartered Advisor in Philanthropy certification, aimed at increasing expertise in the impacts of planning for family wealth, charitable giving, and gift planning for nonprofits and is one of only 101 individuals who hold the Advanced Certified Fundraising Executive (ACFRE) designation globally.

Jeremy Milo is a Senior Technical Analyst for the software division of Bloomberg BNA, located in Arlington, Virginia. As a tax and accounting attorney, he provides subject matter expertise to customers in the areas of estate and gift tax planning and tax compliance. He also serves as liaison and trainer for the division’s ever-expanding customer base. Jeremy continually confers with executives to ensure that current and future product development is in line with corporate requirements. Prior to joining Bloomberg BNA, Jeremy represented clients as an associate at a Northern Virginia law firm. In 2010, he established his own law firm, The Law Office of Jeremy J. Milo, PLLC with the primary focus of advising clients on estate planning and administration matters. Jeremy obtained degrees from The College of William and Mary and Howard University School of Law. He is also a graduate of the esteemed Master of Laws (LL.M.) program in Estate Planning from the University of Miami, School of Law and member of the Virginia State Bar.

Bob Bennett began his tax career in 1986 preparing returns by hand for H&R Block. Over the past 30 years he has worked in a variety of positions including, Tax Manager at several large and mid-sized CPA firms, Revenue Agent for the IRS, and in management at several tax software companies. Bob is a CPA, Enrolled Agent, and has his MBA. Currently, Bob is Product Manager for Bloomberg Tax of several of their software offerings, including Income Tax Planner™, Estate & Gift Tax Planner™, along with their tax preparer products. Bob has seen the power of tax planning first-hand and how, when done properly, it can benefit firms, clients, and staff.

Laura Peebles began her career over 35 years ago with local CPA firms, and then joined Touche Ross in 1988. She moved to Deloitte’s Washington National Tax Office in 1998, where she focused on estate, tax and philanthropic planning for high net worth clients. After retiring from Deloitte Tax, she joined Bloomberg BNA as a Senior Fellow in 2015. http://www.laurahpeebles.com/