Through smart and strategic gift and estate planning, Simon works with donors (and their advisors) to help them explore and make outright, blended and deferred gifts in support of their personal values and financial goals and the charitable causes they care about.

As a member of the Conservancy’s Gift Planning team, Simon provides support in structuring lifetime, blended and deferred gift arrangements for conservation-minded individuals and families, including: gifts of non-cash and complex assets (stock, real estate, personal property, business interests, retirement plans, life insurance); gifts that pay fixed or variable income to one or more beneficiaries (annuities, remainder trusts); gifts that preserve wealth for future generations (lead trusts); and gifts that generate significant tax advantages (retained life estates, donor advised funds). 

Simon is in his sixteenth year working at The Nature Conservancy and is in his fourth year in his current role. Previously, Simon directed a Conservancy-wide program that helped to engage hundreds of trustees to participate in
Gift Planning opportunities during the organization’s $8 Billion Our World campaign. Prior to that, he led fundraising efforts for the Conservancy’s Nevada Chapter. He has also held positions managing and developing the Conservancy’s marketing and communications for Gift Planning, and for three years also worked as a consultant for a number of national non-profits.

Simon graduated with a B.A. in American Studies from Lancaster University in the United Kingdom. He is based in Reno, Nevada, where he lives with his wife, Danielle, daughter, Stella, and cat, Anderson. Simon is the immediate Past President of the Planned Giving Round Table of Northern Nevada— a nonprofit professional organization dedicated to advancing and promoting charitable gift planning. In his spare time, Simon enjoys hiking, paddle-boarding, photography, snorkeling and diving, and travel in general.