about me
Thanks for visiting my personal site. I'm Kevin Kacvinsky and I spend my life helping others with being good stewards of their resources. That takes on many shapes and evolves over time but here are four of the things I love to do the most:
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I love to help nonprofits with their operations and fundraising. It not only benefits those individuals the nonprofit serves, but it enables donors to respond to the blessings of their life with generosity.
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I love to help donors give in impactful ways - and especially in ways that help them to benefit as well.
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I love to help individuals and families make wise financial decisions. Being good stewards sometimes means giving and somethings means saving. I really enjoy helping clients look at their life in perspective and guiding them through tough decisions.
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I love to invest money from a socially and morally conscious perspective. Trying to do good with the funds that will sustain our families (and our world) later.
professional experience
2016 - Today
MISSION BY DESIGN, INC.
Nonprofit Strategist
I am a nonprofit management and fundraising strategist at MBD, a firm that helps nonprofits improve their operations and overcome budgetary shortfalls. I design creative solutions to keep charities relevant using a combination of marketing automation, donor an volunteer recruitment, and digital media. My specialization is in helping nonprofits in seemingly impossible situations identify and overcome whatever is holding them back.
LILY WEALTH MANAGEMENT
Partner - Financial Consultant
I am a founding partner at this boutique firm that develops investment solutions that preserve wealth by managing risk. My specialization is in helping nonprofits and corporations with the management of their endowment funds, retirement plans, and assets. I also help individuals with aligning their philanthropic desires with giving strategies.
2015 - 2016
JOHN PAUL THE GREAT CATHOLIC UNIVERSITY
Interim Director of Development
I was the interim Director of Development at this small Catholic University. I built out the fundraising infrastructure, developed donor retention strategies, implemented a donor database solution, successfully wrote for grants, and oversaw the annual appeal program.
2012 - 2016
ALTRU*
Philanthropic Financial Consultant
I was licensed with my series 7 and series 66 - focusing in the nonprofit sector with endowment funds and retirement plans. Assisted clients with planned and structured giving.
* DBA of Concert Wealth Management, Raymond James Financial Services, Inc., & Edward Jones
2009 - 2015
KACVINSKY ORGANIZATION
Director of Missionary Outreach
I started a company that worked with early-stage nonprofits to guide them through their formation and planning stages - setting them up for long-term success. I helped clients incorporate their charities, obtain their tax-exempt status, establish infrastructure, and launch successful fundraising programs. This company, along with the Master's degree I obtained while running it, gave me the "in the trenches" experience needed to credibly advise on such diverse topics. This company combined with the financial experience I acquired over time lead to the formation of my current firms.
2009 - 2012
FRANCISCAN UNIVERSITY OF STEUBENVILLE
Director of Missionary Outreach
I was licensed with my series 7 and series 66 - focusing in the nonprofit sector with endowment funds and retirement plans. Assisted clients with planned and structured giving.
education
2011 / Masters of Science - Church/Nonprofit Management
VILLANOVA UNIVERSITY
Fr. James Hynes Award in Church Management
2009 / Bachelor of Arts - Mental Health
2009 / Bachelor of Arts - Theology
FRANCISCAN UNIVERSITY OF STEUBENVILLE
Psychology Department Award
Theology Department Award
2005 / Diploma
GREENSBURG CENTRAL CATHOLIC HIGH SCHOOL
Alumni Award - Service
contact me
9921 Carmel Mountain Road, Suite 396
San Diego, CA 92129
Tel: 619.636.4200