Shari Fox, CAP®

Trailblazer
DISC Type : ID

Principal at Fox Philanthropic Advisors LLC

Champaign, Illinois, United States

Overview

Shari Fox is a Philanthropic Advisor and Principal at Fox Philanthropic Advisors LLC with over 30 years of experience. She holds an MBA from Xavier University and a Chartered Advisor in Philanthropy (CAP®) designation. Colleagues describe her as a knowledgeable, generous, and compassionate leader, skilled in helping donors and nonprofits achieve their missions through strategic giving.

Outside of her professional work, Shari is actively involved in her local community. She volunteers to promote voter education with the League of Women Voters of Champaign County and serves as a mentor for a fifth-grade student. Her recent activities also show a strong interest in supporting community tennis initiatives through the USTA Foundation.

Unique fact: Shari is a past national board chair for the National Association of Charitable Gift Planners.

Personality Overview

Persuasive

Charismatic

Friendly But Fast

They prefer to ensure that they are in control of the situation.  A combination of speed and relationship gets the best response from them. They are charming and can persuade others to support their decisions.

Topics They Care About

Strategic Philanthropy
Her entire career is focused on helping individuals, families, and organizations structure effective and meaningful charitable gifts and long-term philanthropic plans.
Nonprofit Fundraising
She frequently presents workshops and consults with nonprofit organizations on how to develop and improve their major and planned gift fundraising programs.
Planned Giving
A core area of her expertise, she advises on structuring charitable gifts from financial assets beyond cash and is a past chair of the National Association of Charitable Gift Planners.

Media Appearances

Shari has no verified media appearances

Work History

7-2022
Principal at Fox Philanthropic Advisors LLC
7-2014 - 7-2022
Senior VP for Principal Gifts and Presidential Activities at University of Illinois Foundation
12-2006 - 6-2014
Assistant Vice President for Development at University of Michigan
3-2003 - 11-2006
Director of Gift Planning at University of Cincinnati Foundation
2000 - 2010
Past Chair and Former Board Member at National Association of Charitable Gift Planners

Education

1-2022 - 8-2022
Chartered Advisor in Philanthropy (CAP®) from The American College of Financial Services
1986 - 1989
MBA from Xavier University - Williams College of Business

More Information

Social Presence :

Prographics :

Exp : 26 Location : Champaign, Illinois, United States Job Level : Senior Designation : Principal at Fox Philanthropic Advisors LLC
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Insights For Selling To Shari

During A Call Or A Meeting

DO's

  • Help them visualize the impact of their decision
  • Display high self-confidence and expect them to have a strong personality.
  • Address your competition clearly and confidently

DONT's

  • Do not look like someone who doesn’t know what they are talking about
  • Don't make any commitments that you might not be able to fulfill
  • Avoid unnecessary negativity or slowness

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shari is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Shari

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Shari move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Shari take some risk or not?

  • If necessary, they will be ready to take risks.

You And Shari

Personality Compatibility


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