Jim McGee

Jim McGee

Research Analyst*
CO

Jim McGee joined Calvin Edwards & Company (now part of Blue Trust) in 2017. He conducts analysis for and consults with charitable organizations and donors. Additionally, he prepares business-quality reports based on qualitative and quantitative research. Jim has been instrumental in the firm’s development of impact-measurement systems. He has extensive experience training and supervising data collectors for international program evaluation. Other areas of specialty include survey sampling, instrument design, multivariate statistical modeling, and moderation of live and online focus groups. 

Before joining the firm, Jim researched charitable organizations for more than 20 years, including stints as vice president of Campbell Rinker (marketing research supplier) and director of research for Cargill Associates (fundraising consultancy). He has done work in more than 20 countries, including residencies in Malaysia and Russia.  

Jim holds a Master of Science in marketing research from the University of Texas at Arlington and a Bachelor of Arts in journalism from Texas Christian University. 

Jim and his family currently reside in Colorado.  

*Jim McGee is an independent contractor. 

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

Understanding Private Credit: Risk, Liquidity, and Reality

Understanding Private Credit: Risk, Liquidity, and Reality

Invest with Purpose: Build a Portfolio That Honors Your Values and Reflects Your Faith

Financial Advisor for Christian Women Shares Why She Wrote Women of Worth

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*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/26 and subject to change.
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