About Us


Terry Lee Kaly

President/ Founder at TK Associates, LLC


Terry Lee has a Masters Degree from Marywood College She is a member of AFP and has her CTFA certification in Planned Giving She has worked on multiple campaigns in University's, Private Schools, 501C3's and health care, hospitals and large not for profit organizations handling youth services, crisis, government interaction and environmental protection efforts and their fund raising.
She is a private wealth banker with Sr trust background and has primarily worked with Women of Wealth and investment strategies for philanthropic women and giving back to what matters in women's lives. She is known and loved by the medical communities and is a three time cancer survivor. She is a lover of mankind and especially children and is humane in all she does and in each personal delivery of services




Barbara Crown
National Training Director

National Trainer, Board Development Sr Trainer with a Masters Degree in Business Administration Barbara has trained in Fortune 500 and 100 Corporations Daytona Beach, Baltimore Md. Plant City, Utah and the greater Northeast, New York City. Retail and commercial experience as well as not for profit experience. Banking, investments, Board Leadership and Board Development Coaching to close, Coaching to focus on the end results and always with her eye on developing the most strategic gift for the institution as well as the future gift possibilities. A personal steward! Winning ways with a winning heart.......... Former Big Sister, Philadelphia and the Main Line