YOUR OUTREACH
OUR EXPERTISE

A perfect partnership in
planned gift marketing

EDS is your ghostwriter. Your sounding board and idea implementor. Your seamless support system. Let us put our depth of knowledge and experience to work helping you reach and motivate donors.

I have thoroughly enjoyed helping grow Newfields’ planned giving program with your expertise and support. Together, we have created a vibrant Legacy Circle program and have identified Newfields as a non-profit that invests in planned gift donors and their aspirations to grow art & nature in our community. Thank you for your partnership and fine work!!

— Newfields

It has been an absolute pleasure working with the EDS team (shout-out to Chris Sizemore for getting this partnership rolling)! You are such a wonderful group and I deeply appreciate your assistance with the brochures we ordered a while back, and with our newsletter. Keep up the amazing work, and best wishes!

— Guiding Eyes for the Blind

I want to tell you what an outstanding job you did with this end-of-year issue of Endowing Excellence. The writing is excellent, and all of the gift strategies are so expertly presented in easy-to-understand language. I also love the layout! Thank you so much. I truly appreciate your time and talent!!

— Providence St. Joseph Hospital

The newsletters are having a great impact and this summer we had a number of people inform us of their intentions! It’s been a successful program for our organization.­

— Aspen Music Festival and School

You take your work seriously. So do we.

EDS is home to a dedicated team of talented, driven individuals. And while we do have lives outside of planned gift marketing, our four managing partners have spent a combined 112 years at this company.

Meet the team
Leadership
Kimberly Staley
Kim is Senior Vice President, Finance and Operations. Lovingly known as “The Bulldog” around the office, she works closely (and gently) with clients, keeping projects on track and overseeing all aspects of their planned gift marketing mailings. She also manages the company’s daily operations and maintains financial oversight with responsibility for all A/R, A/P, and payroll functions. Kim joined EDS in 1980, making her the most senior member of the leadership team. When she’s not at work, she can often be found reading, biking, tackling daunting home improvement projects, and dismantling half-humorous walls of Coke cans. She received her B.S. in Business Management from Indiana University.
Kimberly Staley
SVP, Finance &
Operations
Chris Sizemore
Chris is Senior Vice President, Marketing and Sales. As a gift planning marketing consultant, Chris brings over 30 years of experience to helping organizations structure and develop planned giving marketing and promotional programs. Chris has consulted with numerous nonprofit and financial services companies, collaborating with them in the design and structure of training and marketing programs targeted to realize long-term goals and objectives. Outside of work, Chris enjoys boating with his family, caring for his Maine Coon (Victor), and tirelessly cheering on the Chicago Cubs and the Indiana Hoosiers. Chris is a past board member of Charitable Gift Planners of Indiana. He received his B.A. in Political Science from Indiana University.
Chris Sizemore
SVP, Marketing &
Sales
Amy Rector
Amy is Senior Vice President, Content Strategy. She is dedicated to helping our clients hone their messaging, engage their readers, and find the best version of their own voice. Before starting at EDS in 2009, she taught English in the Peace Corps (Hungary) and then switched gears, spending 15 years working in the financial industry as a writer, editor, proofreader, and project manager. She has experience working on a wide variety of materials, including newsletters, articles, websites, training courses, and books. When she is not carefully crafting and polishing text, she is occasionally spotted in the wild taking nature and travel photographs or sitting by the pool reading The Chicago Manual of Style. She graduated summa cum laude from Augustana College with a double major in English and Art and obtained her Series 6 license.
Amy Rector
SVP, Content
Strategy
Derek Wininger
Derek is Senior Vice President, Technology. He is responsible for the EDS suite of online products, including e-Booklets, e-Techniques, email marketing, and our planned giving websites. Derek joined EDS in 1999, starting in the mailroom and working his way up. With his degree in Anthropology from Indiana University, he enjoys examining the humanity behind technology and how our behavior informs product development. In addition to the design and technical wizardry he employs in creating digital products, Derek’s superpowers include fixing and organizing almost anything, defending his home using nothing but his “scary voice,” and providing entertaining and informative restaurant reviews on demand. Derek is a board member of the Charitable Gift Planners of Indiana.
Derek Wininger
SVP,
Technology

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