Peggy Monson

Chair: Facilities

About Peggy

Community Involvement:
The Naples Players: Board of Directors, Facilities/Campaign Committee
Greater Naples Leadership: Masters Class XXI, Former Board Member, Arts, Recreation,
and Leisure Working Group
Community Foundation of Collier County: Grants Review Committee Member, Scholarship
Committee
Work Experience:
1. Nonprofit Consulting Services:
Soukup Strategic Solutions, Consultant (2021-Present) Annual, Capital and Endowment
Campaigns, Case Statements, Donor Database Management, Feasibility Studies, Prospect
Research, Major Gifts, Surveys
Impact LLC, President (2013-2016) Strategic planning, organizational assessment,
feasibility studies, interim executive staffing, executive management coaching.
2. Philanthropic Services and Development:
Heartland Truly Moving Pictures, VP (2005-2012): Managed a 3-person team, led
fundraising plan (annual funds, major gifts) and $12 million comprehensive campaign.
Renaissance, Acct. Exec. (1993-1995): Charitable trust case support/instructor to American
Express Advisors (Ameriprise) and Lutheran Brotherhood (Thrivant Financial).
3. Investment and Commercial Banking:
National City Bank, Indianapolis, VP Wealth Management (2002-2004): Marketing and sales
of charitable trusts.
Prudential Financial, Indianapolis, VP Prudential Trust Co. (200-2002): Provided zero estate
tax trust products/strategies to high-net-worth clients.
Merrill Lynch, Indianapolis, Regional VP (1995-2000): Managed a 6-person trust dept. with
225 trust accts, covering the Midwest region.
Societe General, New York, VP Sales (1990-1991): Provided sales support for derivative
trading desk. First team to develop municipal interest rate swaps.
Swiss Bancorp, New York, VP Sales (1988-1990): Liaison for newly formed trading desks
and sales personal for interest rate and currency swap business development.
Salomon Brothers, New York, VP Sales and Trading (1978-1988): Sold off balance sheet
cash flow hedging products on Wall St. to U.S. credit companies and international banks.

Education: Post graduate studies: Indiana University School of Philanthropy and New York
University MBA Program, School of Finance Graduate degree: University of New Orleans:
MA, Communications Undergraduate degree: University of Evansville: BA, English
Literature

Personal: Married to Jim Monson with 2 sons, 6 grandchildren and 1 Tibetan Terrier,
Dali. Physical fitness: biking, swimming, walking Arts: theatre, music, singing, acting,
movies Reading: historic fiction, biographies, and mystery/thrillers.