Planned Giving Paralegal, CARE Atlanta Headquarters
Phone: 404-979-9403 or 800-752-6004
Director of Planned Giving, Southwest and Midwest Regions
Senior Director of Development, Planned Giving, Western Region
Director of Planned Giving, Northeast Region
Director of Planned Giving, Mid-Atlantic Region + Florida
Phone: 404-979-9366 and 404-409-0421
Kim Jordan works as CARE's Planned Giving Paralegal in the headquarters office in Atlanta, Georgia. Kim is in charge of our charitable gift annuity and trust programs as well as overseeing all estate management. If you are a donor and need to change your banking information or, if you are an attorney, overseeing an estate, Kim is here to help! She has worked in legal services for almost 20 years and received her Paralegal Certification from the University of Georgia in 2013. She comes to CARE after ten years with the Arthritis Foundation where she was the Manager of Trust and Estate Settlement.
When not working Kim enjoys cooking, reading, entertaining, and fellowship with family and friends.
Beth Autrey, CFRE has spent 26 years as a planned giving professional helping donors to maximize their philanthropy. She began her tenure with The Salvation Army in 1990 as an Associate Planned Giving Director for Alabama and was promoted to Divisional Planned Giving Director for Alabama-Louisiana and Mississippi in 1999. In 2014, she accepted the position of Director of Planned Giving for Millsaps College, a small liberal arts college in Jackson MS. Beth is a graduate of Ursinus College located in Collegeville, PA with a degree in Economics and Business Administration. In 1995 she completed the course on Planned Giving from the Philanthropy Tax Institute. She was awarded her CFRE, Certified Fund Raising Executive, in 1998.
Beth is a frequent speaker and consultant on Charitable Estate Planning and Charitable Tax strategies to various groups including the Association of Fundraising Professionals, bar associations, retirement groups, professional groups, and civic organizations.
David Disend is the Sr. Director of Development, Planned Giving for CARE. Based in San Francisco, David helps donors in the western part of the United States think about the most advantageous ways for them to make gifts that benefit CARE's mission. David started his career as an English teacher and school administrator. He began his university career at Georgetown University, and later served as a college and university vice president for almost 20 years. David had an active fundraising consulting practice with clients around the US. He immersed himself in the possibilities of planned giving when he led the national program in philanthropic planning for the National Trust for Historic Preservation.
Heidi brings a compassionate touch to her role in planned giving, helping people establish a legacy that they’ve worked their entire lives to be proud of. At CARE, Heidi works with people who wish to support our mission through varying methods of giving to enhance CARE’s impact now and for generations to come.
Heidi's passion for international development stems from her time in the Peace Corps where she focused on public health and sustainable development. Her recognition that lasting change often relies on the generosity of others is what inspired her to pursue a career in planned giving. Helping connect people with opportunities to leave a legacy that helps others is an inspiring process that Heidi feels honored to be a part of.
Before CARE, Heidi worked for several other non-profits, including Tufts University's Cummings School of Veterinary Medicine, Habitat for Humanity, United Way, and WaterAid. Ms. Charlebois earned her Bachelor of Science degree in Motor Developmental Therapy from Bridgewater State University, and her Masters in Arts degree in International Development and Social Change from Clark University.
When Heidi is not working, she spends time with her family which consists of a human partner, Patrick, two perfect rescue dogs, Baxter and Codi, and one cat, Kismet, who was found wandering on the side of the road late one summer evening. Together they enjoy hiking, camping, backpacking, touring, watersports, chopping wood, and home improvement projects.
Jeff Carrico is a national planned giving director based at CARE’s U.S. home office in Atlanta.Born and raised in St. Louis by profoundly deaf parents he learned at an early age the power and necessity of advocating on behalf of marginalized individuals and populations. Jeff completed his bachelor’s degree at Loyola Marymount University, Los Angeles, before moving to Atlanta and entering the corporate arena as a mortgage banking underwriter and then a client consultant at a Fortune 200 insurance provider. He joined CARE in 2017 after nearly seven years as Director of Development at Open Hand Atlanta.
“Thanks to CARE I've been afforded the opportunity to save and sustainably change millions of lives around the globe via our mission of hope, tolerance, and equality. This is a tremendously important, breathtaking charge—my biggest and most important challenge yet, and one that I embrace wholeheartedly.”