Risk Ready: Safeguarding Your Foundation's Financial Future

Alex is a certified public accountant specializing in nonprofit accounting. As CFO, he oversees the financial operations for Intend and its five subsidiaries, ensuring compliance with reporting and usage requirements for grants, debt, and other funding sources, including New Markets Tax Credit allocations, program-related investments, and equity-equivalent investments.

Previously, Alex managed the operations of Build Fund, one of Intend’s Community Development Financial Institutions (CDFI), where he underwrote loans for small businesses throughout central Indiana and developed a dedicated affordable housing construction loan product. Before joining Intend, he was a licensed municipal advisor representative with Crowe LLP, assisting public entities with debt issuances, rate studies, and financial forecasts.

Alex holds a Master of Public Administration degree from Indiana University - Bloomington’s O’Neill School of Public and Environmental Affairs, with concentrations in public finance and policy analysis, and a Bachelor of Arts degree in political science from Bowling Green State University. He completed his accounting coursework at Indiana University - Indianapolis’ Kelley School of Business.
 

Chris serves as the director of PNC's Planned Giving Solutions group. His responsibilities include oversight of a team of Planned Giving relationship managers and Investment professionals and ensuring that there is a consistent delivery of investment advice, administration and education to PNC’s local and national Planned Giving clients. His team provides insight in the areas of life-income gift administration and investments for charitable gift annuities, charitable remainder trusts, and pooled income funds and works with clients to create specific administrative and investment programs designed to help meet their needs.

Chris started his planned giving career with Mercantile Bank & Trust in 1992. In 2000, he became the director of gift planning at Catholic Charities of Baltimore where he was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society. In 2003, Chris returned to Mercantile and became part of PNC Bank following the acquisition of Mercantile in 2007.

Chris graduated with a Bachelor of Science in Business Administration with concentrations in finance, marketing and management from Towson University. He currently serves on the board of the Northeast Florida Planned Giving Council. Chris served on the board of the National Association of Charitable Gift Planners (NACGP) from 2015 to 2018, and as its chair in 2018. He is a past board member and treasurer of the National Capital Gift Planning Council in DC and the Chesapeake Planned Giving Council in MD. He frequently serves as a guest speaker at conferences and educational programs across the country.

Steven Meyer serves as the Chief Executive Officer of Intend Indiana, a non-profit that connects people to opportunity and advances collaborative community development through equitable financing and housing solutions. Steven oversees the strategic growth of the organization, including its two Community Development Financial Institutions, affordable housing development, and land banking initiative. Prior to joining Intend, Steven worked for the City of Indianapolis and the Indiana Department of Environmental Management focusing on Brownfield redevelopment and environmental cost recovery litigation. Steven is a graduate of the IU McKinney School of Law and a licensed attorney.