About Linda Spuck Consulting

About Linda Spuck Consulting
After 14 years as a Trust Officer specializing in Charitable planning for individuals, families and non-profit organizations I am returning to my roots to assist organizations maximize their philanthropy. I’m passionate about helping charities and foundations find the most effective ways to achieve their mission through fundraising, legacy planning and strategic board governance. And I’m eager to share the best practices I’ve learned from observing and listening to hundreds of outstanding fundraisers and leaders over the past 20+ years.

About Linda Spuck
Linda Spuck is Principal of Linda Spuck Consulting, providing Effective, Actionable Advice to Maximize Philanthropy.

Until October 2017, Ms. Spuck served as a Senior Trust Officer at Union Bank, The Private Bank, responsible for serving a wide range of non-profit organizations, private foundations and individuals on trust and estate matters in accordance with sound fiduciary principles.

Prior to joining Union Bank in 2004, Linda served in leadership positions at several non-profit organizations, including Director of Development for the San Diego Rescue Mission and the San Diego Historical Society.

Linda received a Bachelor of Arts degree in Music from Occidental College. She graduated from the National Planned Giving Institute in 2001, studying under legendary planned giving pioneer Robert F. Sharpe. She earned the designation of Certified Trust and Financial Advisor (CTFA) from the Institute of Certified Bankers.

Speaking
Ms. Spuck is a sought-after speaker on charitable estate planning and board governance. Recent presentations include:

  • BoardSource Leadership Forum
  • Northern California Planned Giving Conference
  • USD Non-Profit Governance Symposium
  • Western Regional Planned Giving Conference
  • San Diego Planned Giving Partnership

Community Involvement
Linda is active in several community service organizations, including:

  • San Diego Opera—Board of Directors, Secretary, Nominating Chair
  • San Diego Grantmakers—Board of Directors
  • Write Out Loud—President, Board of Directors
  • University of San Diego School of Leadership and Education Sciences Dean’s Advisory Board
  • YMCA of San Diego County—Chair, Gift Planning Advisory Council

What Clients Have To Say

I absolutely consider Linda to be an expert at non-profit leadership. During her time authoring a very comprehensive strategic plan for our organization, she was instrumental in both board engagement as well as helping us reshape the direction of our board.

— Jennifer Hicks 
Executive Director,
Neighborhood Homework House
Azusa, CA

Linda has the uncanny ability to bring complex aspects of donor giving down to easy to understand and actionable strategies. Her knowledge of the business and philanthropic arenas is a tremendous asset for nonprofits, companies, family foundations or individuals to achieve their end goal.

— Debbie Case 
President and
Chief Executive Officer
Meals on Wheels
San Diego County

Linda has been a wonderful partner and resource over my years with the Foundation.  Her deep technical knowledge and ability to apply it to “real world” donor objectives have benefited the planned giving and philanthropy communities in San Diego.

— Jeremy Pearl, J.D., LL.M.
Executive Vice President and
Chief Financial Officer
Jewish Community Foundation,
San Diego, CA