Dan Jordan bequest based on lessons learned and friends made
Dan Jordan ’77, asked to name an SI teacher who influenced him, had no hesitation. “Mr. Bill Morlock,” he said. “He taught me the name, location and language of every country on the globe, and I still remember them.”
Jordan, 54, speaking over lunch at Original Joe’s in North Beach, pursued history in college before living in Europe for eight years, where he learned to speak French fluently and Spanish conversationally. Now, as vice president of foundation and retail operations for Hospice of the East Bay, his ties to SI remain strong enough for him to be the first in his class to become a formal member of SI’s Father Harry Carlin Heritage Society.
“I knew from age 10 that I wanted to go to SI,” he said. A native San Franciscan, he recalled biking from his Outer Richmond District home through Golden Gate Park to the 37th Avenue school. “I’d take 36th Avenue, go into the park, ride around Spreckels Lake behind the Polo Field and head south to the Sunset campus. The bus would take 45 minutes; I made it in 12.
“I don’t think I could have gone to another high school,” he added, recalling lessons learned at SI “on how to be a good man and a good Christian” along with the friendships he made at school and while “drinking beer with schoolmates at Baker Beach.”
Four years ago, Jordan married his wife, Violeta, who works for Bachem, a Swiss bio-chemicals company. Given this major life change, they met with estate-planning attorney Greg O’Keeffe ’65 and updated their estate plans, which now include Dan’s SI bequest. “I want it used for students in financial need, and I want it used right away, not placed in the endowment fund,” he said. If Jordan predeceases his wife, she will make a tax-deductible contribution in Dan’s name to SI that carries out his wishes.
His plans also include the distribution of his collection of modern art to a nonprofit gallery and a bequest to Turning Point, a nonprofit fund that makes grants to organizations with proven records of serving San Francisco’s poor.
“I encourage other SI alumni to figure out what’s important to them and then create a plan to ensure that what they want to happen happens,” he added. A strong believer in planned giving — three years ago he hired a fulltime person to promote planned gifts to Hospice of the East Bay — he said his SI bequest “stakes my claim to something that was important in my life.”
SI is pleased to include Dan and Violeta Jordan as members of the Father Carlin Heritage Society. For Heritage Society information, call Joe Vollert at (415) 731-7500, ext. 319, or contact him at email@example.com.
Tom Jordan remembers Fr. Carlin as fundraiser
Dan Jordan’s father, Tom Jordan, 88, was the first non-Jesuit to hold the title of vice president at USF, where he ran the school’s development office in the 1960s. Later, he joined as fundraising advisor to the dean of USF’s School of Law.
He also advised Rev. Harry Carlin, S.J., SI’s president in the 1960s, regarding the launch of an ambitious capital campaign that would lead to SI’s move to the Sunset District.
“Without Harry’s zeal and commitment, the new SI would have never risen from the Sunset dunes,” said Tom. “But Harry had no fundraising experience. He started with a consultant whom he thought was too expensive for the results he got.”
Tom suggested to Fr. Carlin that he collaborate with a seasoned fundraiser at St. Mary’s College. “Off they went!” Mr. Jordan said, adding that “Fr. Carlin was one of the most dedicated guys I have ever met.”
Tom attributed Father Carlin’s success to a simple but effective fund-raising strategy: Use face-to-face meetings and be tenacious at getting them. If he dropped by the office of a prospect and was told by a secretary that her boss was busy, he would simply say, “I’ll wait.” (Tom Jordan said with this with a smile of one who has been there and done that.) “If the prospective donor said he would need to talk to his wife about a gift, Harry would say, ‘No worries. I will call her myself.’”
Tom Jordan is a life trustee of the Worldwide Ireland Funds, which operates in 12 countries and which has raised more than $450 million for peace, charity and culture in Ireland. He helped co-found the San Francisco branch in 1976. He recently helped Fe y Vida, a Stockton based nonprofit group that publishes youth Bibles in Spanish, raise $300,000 for its cause. “I found them a bishop who did not have the money to help them but who knew someone who did,” he said.