1. Curriculum Vitae
David M. Harrison, J.D.
26612 Via Del Sol
Mission Viejo, California 92691
(949) 370-8799
attydmh@aol.com
SUMMARY
A seasoned fundraising and estate planning professional with charitable giving and tax
law background, Mr. Harrison has worked in Development and Fundraising for over
twenty years. In addition, Mr. Harrison is a California licensed attorney having practiced
in the area of estate and charitable planning, advising both not-for-profits as well as
individuals. Prior to practicing law, he was a Pastor and Missionary involved in church
planting. Later Mr. Harrison became a financial planner specializing in estate and
charitable planning. Mr. Harrison has previously served as the Assistant Vice-President
for Endowment Development and Estate Planning at California State University, Long
Beach, directing the program for the second largest public university in California. Mr.
Harrison was an estate planning and tax attorney with Brown & Streza, LLP in Irvine,
California working with medium to high net worth clients. More recently, Mr. Harrison
served as a Senior Executive Director for Gift Planning with World Vision. He is
currently employed with Hume Lake Christian Camps, Inc. as the Director of Gift and
Estate Planning, having created in five years a legacy program with two hundred donor
families. For nearly ten years, Mr. Harrison was a faculty member for the American
Institute for Philanthropic Studies at California State University, Long Beach, which
grants the national Certified Specialist in Planned Giving professional designation.
PROFESSIONAL EXPERIENCE
Director of Gift and Estate Planning
Hume Lake Christian Camps, Inc.
Hume Lake, California
2012 - Present
• Design and implementation of charitable estate plans for Hume Lake Donors
in the California and Southwest.
• Create and Administer Planned Giving Program including establishing all
policies, procedures, stewardship and data management.
• Teach seminars 15 to 20 times a years to prospective donors and conference
attendees on the Biblical basis of Financial Management and Integrating Your
Christian Faith into Your Estate Plan.
• Oversee and implement complex gifts such as real property donations, stock
donations, business and corporate donations, and stock options.

2. • Oversaw research into a Supporting Organization that will support ongoing
operations at Hume Lake Christian Camps.
Senior Executive Director for Gift Planning, West
World Vision
Federal Way, Washington
2008 – 2011
• Designed and implemented charitable estate plans for World Vision Donors in
the Western United States.
• Interfaced, supported and trained Major Donor Representatives from World
Vision in complex fundraising cases.
• Oversaw and implemented complex gifts such as real property donations,
stock donations, business and corporate donations, and stock options.
• Worked directly with Major and Mid-level donor Representatives in
facilitating and securing large donations.
• Worked directly with Major and Mid-level donor Representatives in a five
year, five-hundred million dollar capital campaign to secure both current and
deferred gifts.
• Traveled extensively throughout the Western United States to work directly
with donors and train Major and Mid-level donor Representatives in planning
and facilitating major and deferred gifts.
Estate Planning and Tax Attorney
Brown & Streza, LLP
Irvine, California
2006 –2008
• Designed and implemented estate plans for medium to high net worth
individuals.
• Taught continuing education seminars for professionals on advanced estate
planning technics.
Assistant Vice-President, Endowment Development and Estate Planning
California State University, Long Beach
Long Beach, California
1999-2006
• Oversaw and Administered the Endowment Development, Planned Giving
and Estate Planning Program.
• Trained over thirty Directors of Development and Development Staff in
complex gifts and endowment development.
• Taught Estate Planning and Retirement Planning to University Faculty and
Staff.
• Taught Estate Planning and Retirement Planning to the Long Beach
Community and Senior Citizens through the University Extension Programs.
• Counseled and Assisted Prospective Donors in Creating Estate and Charitable
Plans

3. • Taught Estate Planning and Charitable Planning to Attorneys, CPAs and
Financial Service Professionals through University Extension Programs.
Tax and Estate Planning Attorney
Harrison & Million, LLP
Irvine, California
1995-1999
• Administered Estate Planning (Probate, Trusts and Wills) Law Practice
• Counseled and Designed Plans for Client’s Estate and Charitable Objectives
• Taught Estate and Retirement Planning to Professionals (Attorneys, CPAs and
CFPs)
• Drafted Estate and Charitable Planning Documents
• Administered Estate Plans following death of a Client
PROFESSIONAL EDUCATOR
American Institute for Philanthropic Planning
2000-2010
• Instructor and Faculty Member
College for Financial Planning
• Instructor in classes leading to Certified Financial Planner (“CFP”)
designation
EDUCATION
Western State University, College of Law
Irvine, California
• Juris Doctor
• Advanced Certification: Emphasis Program in Taxation
Western State University, College of Law
Irvine, California
• Bachelor in Science of Law
Grace Bible Institute
Long Beach, California
• Bachelor of Arts in Biblical Studies and Biblical Languages
MEMBERSHIPS
• Admitted before the Supreme Court of the State of California to practice law
• Member of the California State Bar Association, Trusts and Probate Section
• Member of the Orange County Bar Association, Trusts and Probate Section

4. • Member of the Partners for Philanthropic Planning
• Member of Kingdom Advisors
• Past President of the Orange County Planned Giving Roundtable
• Past President of the Estate Planning and Trust Council of Long Beach
• Past Board Member and Legal Counsel to Foundation For Hope
Frequent speaker and lecturer for professional legal, accounting, and financial services
associations on the topics of advanced estate planning and charitable planning.
ACCOMPLISHMENTS
• Trained and supervised development personnel at CSULB, World Vision, and Hume
Lake in complex gifting strategies.
• Created a Legacy Society at CSULB and Hume Lake Camps for recognizing and
encouraging Will and Trust bequests from Alumni and friends of the organization.
• Engaged in extensive teaching series at Hume Lake Christian Camps on Biblical
Finances and Estate Planning.
• Created a Gift Annuity Marketing Program at CSULB and Hume Lake.
• Engaged in extensive teaching schedule for the Long Beach community, Seal Beach
Leisure World, surrounding communities and Hume Lake Camps in estate planning
and charitable planning.
• Developed and taught curriculum on estate and retirement planning for use with
University Faculty and Staff.
• Developed curriculum for CPA education in the estate planning process.
• Developed curriculum for advanced IRA distribution strategies.
• Worked with clients and donors with both modest net worth, to families that are
centi-millionaires.
• Currently teaching and mentoring Christian Financial Planners, Certified Public
Accountants, and Attorneys in stimulating charitable giving with their clients.
References Available Upon Request