In response to the ongoing COVID-19 pandemic, the CGP Board of Directors unanimously voted to present the 2020 CGP Conference entirely online. The safety of our members must be our top priority. Plans are already underway to present a premier online conference using industry-leading technology and the very latest best practices in successful online meetings.

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Elizabeth Ayers

Elizabeth Ayers is the Executive Director of Gift Planning at The University of North Carolina at Chapel Hill. She served on the Board of National Association of Charitable Gift Planners from 2015 through 2017 and was the Conference Chair for NCPP 2017 in Baltimore. An enthusiastic advocate for gift planning metrics and standards, she has served on the national task force for gift planning metrics. She is also a member of the North Carolina Planned Giving Council and served on its Board from 2013 through 2016. Elizabeth has presented on various charitable topics at local and national conferences including PPP, NCPGC, AAMC, Wealth Counsel, the North Carolina Community College Fundraisers’ state conference and AFP North Carolina state conference. She also served as one of the keynote speakers at Crescendo’s annual Practical Planned Giving Conference in Orlando. She has practiced law in the areas of estate and charitable planning and civil litigation. She holds a JD from Capital University, MM from Ohio University, and a BM from Wittenberg University.

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Gregory Baker

Gregory W. Baker, JD, ChFC®, CFP®, CAP, is Executive Vice President of Renaissance Philanthropic Solutions Group, the nation’s largest independent charitable gift solutions provider. For the past 29 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 development officers, and financial planners in all 50 states regarding more than 20,000 charitable remainder trusts, more than 800 charitable lead trusts and numerous foundations, charitable gift annuities and donor advised funds. His advice has helped donors contribute over $6 billion to charitable gift plans. Greg is a past Board Member of the National Association of Charitable Gift Planners, a past President of the Charitable Gift Planners Indiana, an Advisory Board Member of the Chartered Advisor in Philanthropy designation at the American College, member of the Financial Planning Association and the Indiana Bar. He was previously VP, Charitable Fiduciary Risk Manager for the Merrill Lynch Center for Philanthropy & Nonprofit Management in Princeton, NJ. Greg speaks at national and local conferences for professional advisors, high net worth clients and charities regarding charitable gift planning, asset-allocation, investment modeling, and tax issues.

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Matt Borden

Matt Borden currently serves as the Associate Director of Gift Planning at Miami University. He hails from Columbus, Ohio, and holds a JD, M.P.A., and BA from The Ohio State University. Before landing at Miami, Matt was a staff attorney at the Ohio State University Moritz College of Law and also served in several roles at several nonprofit organizations in Miami, Florida. In addition to serving in his role at Miami University, Matt also serves in a volunteer capacity as the Vice President of Programs and legal officer for Give Back Cincinnati, a volunteerism nonprofit based in Cincinnati, Ohio.

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Alexandra Brovey

Alex is a leader in the philanthropic field with more than two decades of experience at complex educational and health care nonprofits with a focus on gift planning. She is the Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, New York, where she has worked since September 2008. Alex previously worked at the Pennsylvania State University, Pace University and Stony Brook University during comprehensive campaigns. Earlier in her career she focused on estate planning and administration as a member of the Delaware, Pennsylvania and New York bars. Alex is a President Emeritus and mentor of the Philanthropic Planning Group of Greater New York in New York City. She is a past Board member and Treasurer of the National Association of Charitable Gift Planners, and recently completed a 2-year term as Chair of its Leadership Institute. Alex earned a BA from The Pennsylvania State University, Phi Beta Kappa, a JD from Georgetown University Law Center, and an LLM in Estate Planning from the University of Miami School of Law. She is the author of three books from CharityChannel Press: Zen and the Art of Fundraising: 8 Pillars of Success and Zen and the Art of Fundraising: 8 More Pillars of Success (both 2018) and Zen and the Art of Fundraising: The Pillars in Practice (2019).

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Angela Burgess

Angela (Angie) Burgess is the President and CEO of Broad Oaks Consulting, LLC. A former philanthropic director and financial planning executive, she now serves as a trusted advisor to nonprofit organizations on strategic planning, revenue generation and investment development. She is a compassionate, business-minded leader and clear communicator who develops concrete, achievable strategies that create financial stability and drive growth in reach and impact. Prior to founding Broad Oaks Consulting, Angela served as Director of Philanthropy for Mercy Home for Boys & Girls, one of Chicago’s oldest and most well-respected child services organizations. In less than two years, she more than doubled the organization’s major gifts program from $2 million to $4.5 million through building a high-performing philanthropy team and establishing metrics and expectations that cultivated long-term giving. With 17 years of sales, recruiting and speaking experience, Angela thrives on empowering others to become the very best version of themselves. She in an accomplished writer and speaker, offering tangible takeaways to transform and motivate organizations and their teams.

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Bryan Clontz

Bryan Clontz , PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP® is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as virtual currency and life insurance appraisals/audits. Bryan is the founder of the National Gift Annuity Foundation and the Dechomai Foundation, Inc. and Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He has written dozens of articles as well as a book released last year, Charitable Gifts of Noncash Assets.

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Sara Eigenberg

Sara Eigenberg is the Deputy Director of Planned Giving and Endowments for the United States Holocaust Memorial Museum, where she has worked since 2002. Sara's primary responsibilities include cultivating, soliciting and securing deferred gifts in New England, the West Coast and the Southwest, along with handling the full administration of all matured estate gifts benefiting the Museum. Since 2009, under the umbrella of an Endowment Campaign and three successful Legacy Challenges, Sara, along with her planned giving colleagues, have built a vibrant planned giving program that has to date raised well in excess of $150 million in known deferred commitments. Sara earned her BA from the State University of New York at Geneseo and her JD, cum laude, from the Antonin Scalia Law School - George Mason University. She is currently admitted to practice law in the state of Virginia.

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Jackie Franey

Jackie W. Franey is the Director of Gift Planning Fundraising at The Nature Conservancy, where she is directly responsible for the management and leadership of an experienced fundraising team that secures over 2,000 planned giving commitments and more than $200 million a year in deferred gifts from individuals to support TNC's mission of protecting nature and preserving life. Prior to joining TNC, she worked at the DMA, BNYMellon Wealth Management, Communities Foundation of Texas and Children’s Medical Center. Jackie also served as the Director of Planned Giving for the American Heart Association – National Center for ten years and was responsible for implementing a centralized marketing program that generated more than $100 million in annual income. She is a graduate of LeTourneau University and has 25 years of experience in planned giving. She is a Certified Planned Giving Specialist and served on the editorial advisory board of Planned Giving Today. She has previously served on the national board for the National Association of Charitable Gift Planners, along with serving on the Steering Committee for the CGP Leadership Institute. She is a Chartered Advisor in Philanthropy (CAP), completed the Certificate Program in Financial Planning at SMU and speaks frequently at national conferences and planned giving councils.

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Andrew Fussner

Andrew Fussner is the national Vice President of Estate Settlement for the American Heart Association and oversees the administration of $75 to $100 million in bequest assets annually. He is based in St. Petersburg, Florida. He previously served as the Vice President of Planned Giving for the AHA’s Florida Affiliate and as the AHA’s Director of Planned Giving for the west coast of Florida. Prior to joining the AHA, Andrew was an attorney with the Tampa office of the law firm of Foley & Lardner where he specialized in estate planning, probate/trust administration and tax law. He holds a JD from the University of Florida where he was a member of the Florida Law Review and was inducted into the Order of the Coif. He also obtained a BS in Accounting and a BA in Political Science from the University of Florida. In his spare time, he is an avid runner, hiker, non-fiction reader and can often be found at “The Swamp” rooting for his beloved Florida Gators.

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Brad Gornto

For nearly 20 years, Brad Gornto has practiced law throughout Florida in the areas of complex estate and charitable planning, business law, probate and trust administration and income tax planning. In addition to his law practice, Brad is the President of Effectual Giving, LLC, which is a professional consulting firm that assists charitable organizations, philanthropic families and allied professionals across the country in the actual implementation of planned giving solutions and donor-specific recommendations. Brad earned his undergraduate degree (Marketing) from Florida State University in 1995, his JD from the University Of Florida College Of Law in 1998, and his Masters in Taxation (LLM) from the University Of Miami School Of Law in 2000. As a volunteer, Brad is current President and Board Member of the Charitable Gift Planners of Central Florida and Development Advisor to the Board of Directors for the C.S. Lewis Study Center based in Northfield, Massachusetts. Brad is a past President of the Estate Planning Council of the Fun Coast, Inc. (Volusia, Flagler and St. John’s Counties). Brad is also an active member of his local church and various Christian ministries.

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Tia Graham

Tia J. Graham leads the gift planning team for the PBS Foundation. She has worked in the field of philanthropy for nearly two decades. Over this time, she’s had the pleasure of helping a diverse group of donors fulfill their passions for public media, higher-education, community philanthropy and medical research. Prior to entering the nonprofit arena, Tia worked as a financial reporting accountant and estate planning attorney. In these roles, she gained insights into the personal giving decisions made by people from varied socioeconomic and cultural backgrounds. Tia lives in Jersey City, New Jersey with her family. She holds a law degree from the University of Tulsa College of Law and a BS in Accounting and Finance from Northeastern State University. Tia is a member of the National Association of Charitable Gift Planners, American Bar Association, National Bar Association and Oklahoma Bar Association. She is a frequent speaker for professional development organizations and nonprofits.

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Andrew Grumet

Andrew Grumet, JD, Shareholder and Chair of the Nonprofit Organizations group at Polsinelli, partners with some of the largest multinational nonprofits, foundations, mission driven companies, social entrepreneurs and philanthropists around the globe. For over 20 years, he has served as outside general counsel to numerous organizations providing practical and strategic legal advice. Over the years he has been retained to advise on some of the most significant transactions and projects, including, among others, structuring a variety of nonprofit/for-profit hybrids, both social and development income bonds, one of the most historic art acquisitions in history, innovative incubator models and some of the most widely seen cause marketing programs. Recognizing that complex problems often require unique approaches, Andrew takes a collaborative, multi-disciplinary approach to his client work. His work with the Strategic Nonprofit Solutions team at Polsinelli exemplifies this approach and serves as a powerful value add to the firm.

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Chris Heldman

Chris Heldman joined Legacy Leaders in 2007 to head up the U.S. business unit. In that role, he developed some of the largest proactive planned giving marketing programs in the U.S. He has been President and CEO of Legacy Leaders since February 2014. In the time that he has been with Legacy Leaders, he has initiated numerous development programs for many of the premier nonprofits in North American and has spearheaded the development of Legacy Leaders industry leading donor analytics platform, Donor Compass™. He is regularly consulted by clients on development strategy leveraging his experience with every industry sector and his unique insights gained from working with Donor Compass™.

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Lawrence Henze

Lawrence Henze has worked in the nonprofit sector for over 39 years, with the first 13 years focusing on development and marketing positions primarily in higher education. Since 1993, Lawrence has worked in the field of data and predictive analytics, co-founding Econometrics and later creating Core Data Services providing analytics services and related consulting on behalf of organizations in the United States and Canada. Blackbaud purchased Core Data in 2001, creating Blackbaud Target Analytics. Lawrence is a frequent presenter at nonprofit conferences across the United States and Canada, covering a range of subjects that include annual giving, major and planned giving, relationship management and predictive analytics. He received his BA in political science from Carroll University, as well as an MA in public policy and JD from the University of Wisconsin-Madison.

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James Hodgson

After practicing trust and estate law for eleven years, primarily in Southern California, James Hodgson accepted the position of Senior Associate Director, Gift Planning and Bequest Administration, at The University of Chicago in May of 2017. In this role, Jim oversees trust and estate settlement for all schools and units across the University, including the College, Booth School of Business, Law School, and UChicago Medicine. Jim is also the primary point in development for all in-kind gifts, and he advises fundraisers and other staff on various issues that arise with gift acceptance, donor acknowledgment and policies and guidelines for the booking of gifts. Jim grew up outside of Los Angeles, obtaining his undergraduate degree from Pomona College in 2002 and JD from the UCLA School of Law in 2005. Jim practiced with a small trusts and estates firm in Santa Monica for four years before relocating to the Chicago area. He continued to practice remotely before opening up his own firm in 2012, advising clients on estate planning, probate and trust administration and contested matters.

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Robert Hofmann

Robert Hofmann is a native of the Twin Cities. For the past twelve years, he has worked at the University of Minnesota Duluth (UMD) as Senior Development Officer with the UMD School of Fine Arts. At UMD, he has helped to raise more than $20 M for student scholarships and programs. Rob serves on the board of directors of the Depot Foundation in Duluth, MN, a six million dollar grant making charitable organization, where he is immediate past chair. Before coming to UMD, he was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence. In that role, he was pivotal in spearheading the Foundation’s development and delivery of exceptional shipboard education programs that were recognized as a model partnership with Providence, RI, Public Schools. While executive director he successfully negotiated with the Walt Disney Co. to have his vessel and crew appear in two of the Pirates of the Caribbean films. Earlier in his career, Rob worked in Boston, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild. He appeared as a guest Equity artist in Duluth Playhouse production of Good People in January of 2014.

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Christopher Hoyt

Christopher Hoyt is a Professor of Law at the University of Missouri Kansas City) School of Law where he teaches courses in the area of federal income taxation, charitable organizations and retirement plans. He received an undergraduate degree in economics from Northwestern University and he received dual law and accounting degrees from the University of Wisconsin. Chris has served as a leader of the Charitable Group (Section of Trusts and Estates - American Bar Association) and he serves on the editorial board of Trusts and Estates magazine. He is an ACTEC fellow and has been designated by his peers as a "Best Lawyer." He was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & Councils.

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Lynn Ierardi

Lynn Malzone Ierardi, JD has been in the estate and gift planning field for more than 30 years. She is a leader in the charitable planning community and recently completed a term as 2019 Board Chair of the National Association of Charitable Gift Planners. She’s a member of CGP's Leadership Institute and has served as a leader for the local CGP Councils in New Jersey and Greater Philadelphia for more than two decades. Lynn’s recently published book, Storytelling: The Secret Sauce of Fundraising Success, includes a foreword written by esteemed colleague Professor Russell James. As a dynamic and highly rated speaker, Lynn has presented at conferences, meetings and webinars throughout the country on a variety of charitable planning topics, including storytelling. She is passionate about helping nonprofit organizations to secure significant gifts using the right assets, and the right structures. Lynn has served as Director of Gift Planning for the University of Pennsylvania since 2005 and as an independent gift planning consultant (GiftPlanningAdvisor.com) since 2002. Her experience includes gift planning positions in health and higher education, as Vice President with the Merrill Lynch Center for Philanthropy, and the practice of estate planning and real estate law. Lynn is a graduate of Lycoming College and Fordham University School of Law.

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David Jones II

Dave Jones joined UT as Director of Gift and Estate Planning in 2018. Prior to joining UT, Dave spent several years in wealth management and law as an estate planning attorney. At UT, he works with presidential level donors across campus on gift and estate planning strategies, and he directly supports the College of Natural Sciences and Dell Medical School. Dave earned his BS from Brigham Young University and his JD and LLM in Taxation from the University of San Diego School of Law. He also has his CFP® designation.

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Emanuel Kallina

Emanuel (Emil) J. Kallina, II was educated at Bowdoin College, the University of Maryland School of Law and New York University School of Law. He is licensed to practice law in Maryland and the District of Columbia, and is admitted to practice before the U.S. Fourth Circuit Court of Appeals, the U.S. District Court for the Districts of Maryland and D.C., and the U.S. Tax Court. While Emil focuses his practice on estate and charitable planning for high net worth individuals, he has practiced extensively over the years in the related fields of business law, corporate tax law, partnerships and real estate. Emil is a co-founder and member of the Board of Directors of the Planned Giving Design Center, a former member of the Board of Directors of the National Association of Charitable Gift Planners, former Chairman of the Government Relations Committee of CGP, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., a member of the Board of Directors of the Smith Barney Charitable Trust and a member of the boards of trustees or directors of a number of other non-profits. Emil has testified before the IRS and has worked extensively with the staff of the various Congressional committees regarding charitable legislation, and heads a national group of charitable giving practitioners that meets informally with the IRS to discuss ruling policy in the planned giving area.

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Kate Kaming

Kate Kaming is Senior Director for Cancer Development at Northwell Health, the largest healthcare provider in New York State, with 23 hospitals and more than 700 outpatient facilities in Long Island and NYC. Kate is the lead fundraiser for the Northwell Health Cancer Institute, where she has developed and implemented a multi-channel philanthropic program including grateful patient fundraising, major and principal gift program and third party fundraising. Kate has extensive experience in a variety of fundraising positions, most recently at Stony Brook Cancer Center. In 2013 she was hired as the inaugural Director of Development and was promoted to Senior Director of Development and External Relations for SBCC in 2016. In her time there, she raised more than $19 million for SBCC and built SB’s cancer development program. She raised funds for cancer research, clinical care and capital projects on the Stony Brook campus. Kate received her BA from the University of California, Berkeley in Anthropology/Medical Anthropology and is working on her MS in Technological Systems Management from Stony Brook University’s School of Engineering. Kate is also active in the National Association of Cancer Center Development Officers (NACCDO), where she co-chairs the principal and major gift affinity group.

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John Kendrick

John Kendrick joined the George Washington University in April, 2008. He leads a team of six planned giving professionals and two support staff who serve all areas of the University. Under John’s leadership, GW expanded the university’s emphasis on gift planning and instituted a full-service real estate philanthropy program. The University raised $196 million of new and realized planned gifts during the $1 billion Making History comprehensive campaign for GW and has raised more than $300 million in planned gifts during John’s 12-year tenure at GW. Previously, he was the Director of Planned Giving for the Smithsonian Institution, where he led planned giving for the Smithsonian's 19 museums and nine research centers. He also held development positions at the National Academy of Sciences and Hood College. His development work follows an 18-year career in advertising, publishing and marketing, including positions as a Vice President at DDB Worldwide, Editor-in-Chief of Targeted Marketing Solutions and Senior Account Executive at Young & Rubicam, Inc. John has a BA in Economics and Government from Cornell, an MBA from Wharton Business School and a Masters degree from the Medill School of Journalism.

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Jon Kraus

Jon Kraus is Director of Development-Gift Planning for the University of Denver, where he works with donors, advisors and university partners to explore options for making tax-wise gifts that can have the most impact possible on the university and our students. Previously, Jon was Director of Development for the Daniels College of Business at the University of Denver from 2013 to 2015. Jon has 15 years' experience in financial planning and nonprofit development at various for-profit, nonprofit and educational institutions in Denver and Boston. He earned a BS in Business Administration from the University of Denver and a Master's of Nonprofit Management from Regis University.

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Mark Ladendorf

Mark Ladendorf, Senior Relationship Manager at TIAA Kaspick. Prior to joining Kaspick in 2008, he was President and CEO of The Lutheran Hour Ministries Foundation and Director of Advancement for Lutheran Hour Ministries in St. Louis, MO. Mark has more than 25 years of experience in gift planning and fundraising management. He has served on the national board of the Association of Lutheran Development Executives and as co-chair of the 2007 International Educational Conference. He received a BA in Economics and International Studies from American University, Washington, DC, and an MA from Washington University, St. Louis, MO.

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Christianna Luy

Christianna Luy, CFRE, is an Assistant Vice President with CCS Fundraising, the world’s largest fundraising consulting firm. She is currently serving as lead campaign counsel for the University of California Office of the President and has previously led capital campaigns, feasibility studies and development assessments in the health, human service, independent school and association nonprofit subsectors on both the east and west coasts. Prior to joining CCS, Christianna served in university advancement at two higher education institutions; with an international humanitarian aid organization; and a metropolitan center for nonprofit advocacy. Christianna holds degrees from the Indiana University Lilly Family School of Philanthropy and Taylor University.

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Tracy Malloy-Curtis

Tracy Malloy-Curtis has more than 20 years of experience in fundraising for social justice organizations, including the ACLU, International Planned Parenthood and International Rescue Committee, with a primary focus on planned giving and leadership gifts. A former securities litigator, she has a JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. At Mal Warwick Donordigital, she leads the agency's legacy giving consulting department, advising local, national and international organizations on strategic planned giving program growth and marketing strategies. In her spare time, she enjoys CrossFit, knitting, protesting, rescuing animals and her family.

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Lani McCollar

Lani A. McCollar is an Associate Vice President at Bentz Whaley Flessner, where she focuses on capital campaigns, development program audits, board engagement and overall fundraising strategies. Lani brings more than 20 years of experience working and volunteering for multiple nonprofits in Minneapolis/St. Paul metropolitan area. She served as Director of Institutional Advancement for Groves Academy, where she oversaw unprecedented growth and a successful capital campaign. She also has served Metropolitan State University Foundation as Director of Development focusing on alumni and donor engagement, building their co-located university and community library, and has privately consulted with St. Mary’s Foundation, Boys & Girls Clubs of the Twin Cities, People Incorporated, Family Pathways, and CLUES. Lani received her BBA Marketing and Information Systems with honors from the University of Iowa, and a condensed MBA in Nonprofit Management from the University of St. Thomas. She is an active volunteer with many nonprofit organizations in Minnesota. Some of her clients include The Bakken Museum, Minneapolis Jewish Federation, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, Prodeo Academy, The Basilica of St. Mary, Wayside Recovery Center, Wisconsin Lutheran High School, Wayzata Lake Effect Conservancy and Bolder Options.

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Stacey McKinley

Stacey McKinley has served as Director, Gift Planning at Cleveland Clinic from April 2016 to present. She was previously Associate Director, Gift Planning, at Cleveland Clinic from May 2007 to July 2010. Past positions include Director of Planned Giving at Cleveland State University and Senior Manager of Strategic Gifts at the Greater Cleveland Food Bank. She is also an Adjunct Professor at the Cleveland-Marshall College of Law, teaching Non Profit Corporations. Stacey is a former board member and past president of the Northern Ohio Charitable Gift Planners. She graduated summa cum laude from the Cleveland-Marshall College of Law in 1997. She was inducted into the CM Law Hall of Fame in October 2019. Before her transitioning to a career in gift planning, Stacey practiced law for several years specializing in mergers and acquisitions, finance and real estate.

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Anne Melvin

Anne Melvin has worked as both a volunteer and a professional in the field of development for the past 26 years. At Harvard University, she has run the gamut of development teams in various Harvard entities since 1994, including the annual fund, major gifts, stewardship and gift planning. For the past six years, Anne has directed learning and development at Harvard’s central fundraising office. Anne speaks regularly around the country to professional development organizations specializing in donor motivation, gift solicitation and other topics critical for successful frontline work. She trains nonprofit development staff nationwide through her private practice, Dynamic Fundraising Training, LLC. Anne currently serves on the board of Ethiopia Education Initiatives, Inc., and the Columbus Beach Club, and she enjoys a ‘busman's holiday’ fundraising for her alma mater in Massachusetts and Little Traverse Conservancy in Michigan. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a JD from the Boston University School of Law.

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Kathryn Miree

Kathryn W. Miree has more than 30 years experience working with nonprofit organizations and nonprofit boards. Kathryn is President of Kathryn W. Miree & Associates, Inc., a consulting firm located in Birmingham, Alabama, that works with boards and staff of nonprofits and foundations to build fundraising platforms and establish fundraising strategies. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to established its trust company and serve as its President & CEO. In 1997 she established Kathryn W. Miree & Associates, Inc.

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Anne Morgan

Anne M. Morgan, Director of Estate and Planned Giving at the Field Museum, has over 20 years of experience in estate and planned giving, and is a sought-after trainer and presenter in the areas of planned giving, nonprofit law and tax law. She earned her BA in Communications from Purdue University, her JD from Valparaiso University School of Law, and her LLM in tax law from Washington University, St. Louis. She has worked for a variety of organizations of different sizes and missions to successfully grow their legacy giving programs, including Northern Arizona University, Arizona State University, Saint Mary’s College in Notre Dame, and The Salvation Army. Focusing on the practical aspects of planned giving for a strong return on investment, Anne emphasizes prioritizing activity and building relationships both with donors and with colleagues. She is a member of the Board of Directors of the Chicago Council on Planned Giving, a former Director of the Planned Giving Roundtable of Arizona, and licensed to practice law in Missouri and Indiana. She also is a graduate of the Dale Carnegie Leadership Training for Managers.

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Sabrina Naylor

Sabrina Naylor has more than 14 years of fundraising experience. She has worked for several nonprofit arts organizations across the country. Sabrina has in-depth experience in direct response fundraising including direct mail, telemarketing, online fundraising, legacy giving and major gift solicitation. At Mal Warwick Donordigital, Sabrina manages legacy giving marketing programs—implementing strategy, campaign development, copywriting and project management. Sabrina holds an MA in Arts Administration from the University of Cincinnati, College-Conservatory of Music and an MBA from the University of Cincinnati.

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Jessie Pridie

Jessie J. Pridie is a gift planning administrator in the Department of Development at Mayo Clinic, where she helps benefactors achieve their philanthropic goals by identifying strategic, creative and tax-advantaged gift solutions. She also serves as a consultant and educator on complex gift arrangements, coordinates planned giving communications and serves as co-chair of The Mayo Legacy. As a senior member of the team, Jessie provides oversight and analytics for the gift planning program in an effort to maximize efficiency and prepare for long-term growth. Jessie joined Mayo Clinic in 2008 and moved into the Office of Gift Planning in October 2013. She earned her BA in philosophy and theology at the University of Sioux Falls in Sioux Falls, South Dakota, and completed her MA in philanthropy and development at Saint Mary’s University in Winona, Minnesota.

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Philip Purcell

Phil Purcell currently serves as Senior Counsel for Philanthropy on behalf of the Fellowship of Catholic University Students where he assists fifteen major gift officers engaged in a $250 million campaign with a $100 million goal for planned giving. He is Senior Consultant and the lead planning attorney for the Heaton Smith Group, a national charitable and estate planning consulting firm. He also serves as Editor for Planned Giving Today, a monthly national publication. Phil is lead legal advisor for the national Community Foundation Legal Help Desk. He teaches courses on law and philanthropy, nonprofit organization law and planned giving as adjunct faculty for the Indiana University Maurer School of Law and Lilly School of Philanthropy and The Fundraising School. He also serves on the faculty of the American Institute for Philanthropic Studies. He has spoken for over 25 years to local, regional and national conferences on planned giving. Phil serves as Vice Chair of the Legislation Committee of the American Bar Association’s Charitable Giving and Organizations Group and as a member of the Tax-Exempt Organization Advisory Council for the Internal Revenue Service. He serves on the board of directors of the American Council on Gift Annuities and formerly on the board of directors for the National Association of Charitable Gift Planners, Charitable Gift Planning Group of Indiana, and Association of Fundraising Professionals - Indiana Chapter. Phil received his BA degree from Wabash College (magna cum laude) and his JD and MPA. degrees (with honors) from Indiana University.

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Patrick Schmitt

Patrick Schmitt is the Co-founder and Co-CEO of FreeWill, a social venture he founded at Stanford University in 2016 alongside Jennifer Xia. In three years, FreeWill has grown to 60 staff, hundreds of nonprofit partners, and generated more than $1.5 billion in new bequests and QCD gifts. In 2019, Jenny and Patrick were named "Top 50 Philanthropists" worldwide by Town & Country. Previous to FreeWill, Patrick served as Head of Innovation at Change.org, helping to grow that organization to 200 million users. He also served as a ghostwriter and Head of Email Fundraising for President Obama, helping to develop many of the current best practices in digital fundraising. Patrick has received a Bachelor of Science in Foreign Service from Georgetown University and an MBA from Stanford University with a focus on Social Innovation.

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Steven Schwartz

Steve Schwartz's passion for working in the philanthropic arena arises from his commitment to improve individual quality of life and building engaged communities. Learning lessons from his roles as a lawyer, mediator, university law and business school professor, fundraising professional, donor, parent, husband and sailor, his life’s latest iteration is as a nonprofit strategist. In this capacity, he helps nonprofits build their fundraising programs and strategies to achieve sustainable success. He helps organizations to hone their understanding of donor and professional advisor roles and perspectives and to communicate the organization’s mission more successfully. He also works with their boards to become strong mission advocates and fundraising champions. Steve is often called upon to work directly with donors and their professional advisors in selecting techniques that fulfill their desire to do good in the world while doing well for themselves.

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Cathy Sheffield

Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP is on a mission to help nonprofits raise more planned and major gifts. Cathy is a nationally recognized planned giving thought leader with 25-years in healthcare and higher education. From the moment you meet Cathy, you will recognize her enthusiasm for her work, appreciate her collaborative method for achieving results for both donors and nonprofit organizations alike and welcome her sense of humor. Cathy serves on the American Council on Gift Annuities Board of Directors, is the current President of the Fort Worth Metro Chapter of AFP and was the 2017 Board Chair of the National Association of Charitable Gift Planners. Cathy is a faculty member of the American Institute for Philanthropic Studies, which administers the Certified Specialist in Planned Giving designation program. Cathy is a member of the Lone Star Council and the Dallas Council of Charitable Gift Planners. Cathy received her MBA from Texas Christian University and her undergraduate degree from North Dakota State University.

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Jason Shuba

As Director of Gift Planning at the University of Illinois Foundation (UIF), Jason Shuba liaisons with the University of Illinois at Chicago, UI Health and the University of Illinois at Urbana-Champaign's Gies College of Business to help alumni and friends make complex, deferred and noncash gifts to benefit the University of Illinois. Since joining UIF in January, 2018, he's helped facilitate significant new gift commitments to benefit the University and rolled out to his advancement colleagues an internally-developed, best-in-class gift planning resource suite. Jason previously served as a Senior Gift Planning Officer with the American National Red Cross where he reinvigorated the organization’s dormant Greater Chicago gift planning program. He arrived in gift planning after managing the advancement vertical for Academic Impressions, a Denver-based higher-education professional development company. Jason earned his JD from Case Western Reserve University and BA cum laude from Denison University. He keeps an active Illinois law license, runs six days a week and really wants to talk with you about the "Black Mirror" episode "San Junipero."

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Louisa Sizemore

Louisa Sizemore joined the George Washington University in 2020 as a Director of Planned Giving. In addition to maintaining a portfolio of prospects, she acts as planned giving liaison for several of GW’s schools. Prior to GW, Louisa worked in planned giving for environmental nonprofits for more than eight years. She began her planned giving career at The Nature Conservancy and, most recently, launched a planned giving program and Legacy Challenge at Friends of the Earth. She is a graduate of Miami University in Oxford, Ohio, where she majored in zoology and environmental science. Louisa is a member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council.

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Rob Smitherman

Rob Smitherman joined the Northwestern University Gift Planning team in February 2015. He is the director of Gift Planning Administration, heading a team that deals with realized gifts that come through trusts and estates. He also manages the administration of life insurance gifts, life income gifts such as charitable gift annuities and charitable remainder trusts, donor advised funds, and gifts of tangible personal property. Rob is originally from Virginia, where he attended Washington & Lee University and the College of William & Mary. He practiced law in Danville, Virginia, for 22 years in a general civil practice that included contracts, real estate, and trusts and estates matters. He moved to Chicago in 2006, where he worked for a real estate development firm and an international events organization. Rob held temporary positions in the exotic locations of Cologne, Germany, and Cleveland, Ohio, before returning to Chicago permanently in 2015.

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Stacy Sulman

Stacy B. Sulman is Vice President for personalized philanthropy at the American Committee for the Weizmann Institute of Science, where she has worked for more than 11 years. She oversees planned giving, the organization’s loyalty and legacy societies, bequest and gift annuity administration and other areas. Previously, Stacy served as associate director and general counsel for the Jewish Community Foundation of MetroWest, New Jersey. Stacy teaches planned giving at New York University’s Heyman School for Philanthropy and Fundraising and speaks on various aspects of planned giving to local, regional, and national groups. She has also taught at the University of Arizona College of Law. Stacy serves as president of the Philanthropic Planning Group of Greater New York and as a member of the Goucher College Hillel Board. She has also served on the board of directors of Daughters of Israel Geriatric Center. Stacy received her JD from the University of Arizona College of Law and her bachelor’s degree from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem as a Raoul Wallenberg Scholar.

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Katherine Swank

Katherine Swank has over 25 years of experience in the fundraising industry as a consultant, development officer and advancement team manager. As a member of Blackbaud’s Analytics Consulting Team for over a decade, her role facilitates strategic, customer-facing content for Blackbaud Target Analytics’ custom modeling, wealth screening and prospect research solutions to enhance customers' development efforts with data-driven strategies. Before assuming this role, she served as the national director of gift planning at the National Multiple Sclerosis Society home office. Katherine has raised over $200 million during her career. She’s past-president of the Colorado Planned Giving Roundtable and served as an affiliation faculty member at Regis University, where she taught development-related courses at the master’s level for more than 10 years. She has a JD from Drake University School of Law and formerly practiced in the state of Arizona. Katherine is a frequent speaker at bbcon, NACGP, APRA, AFP and other industry conferences.

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Jonathan Tidd

Jonathan Tidd is a leading lawyer whose practice is specialized in advising organizations on charitable gift planning issues. His clients include a wide range of educational, healthcare, arts, human rights and social service organizations. Jonathan's articles on charitable gift planning have appeared in the Journal of Taxation; Estate Planning; Taxes, The Tax Magazine; Trusts & Estates, and other professional journals. Formerly, Jonathan served as Planned Giving Director for New York University. Jonathan is a member of the Connecticut, Illinois, Indiana, and New York Bars.

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Julie Upham

Julie Naranjo Upham, CFRE is the Associate Vice President for Major and Planned Gifts at the National Multiple Sclerosis Society. Her team is responsible for raising $45M annually and is the fastest growing area of revenue for the organization. Under her leadership, both programs have grown by double-digit growth and secured the Society’s first-ever 8-figure gift. Prior to the National MS Society, Julie was with Conservational International where she led the Leadership Events program and managed the US and Asia Business & Sustainability Councils. She has held leadership roles with the Greater Washington Board of Trade and the Leukemia & Lymphoma Society, where she managed the development of a corporate sponsorship program and won awards for revenue growth through grassroots fundraising campaigns. Julie is a mentor with her local chapter of the Association of Fundraising Professionals (AFP). She has a Masters in Nonprofit Management from George Mason University and a BA in Government from the College of William & Mary. In her spare time, Julie has completed five half-Ironmans, eight marathons and countless half-marathons and Olympic-distance triathlons.

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Fredrick Weber

Fred Weber is a Senior Wealth Advisor in the National Estate Settlement Services Practice at Northern Trust Company in Chicago, IL. Fred works on complex, death-related administration of estates and trusts when Northern Trust acts as fiduciary for a client who has died. Before joining Northern Trust, Fred worked for another corporate fiduciary, practiced law as a trust and estate attorney, and worked as a planned giving officer for a large public charity. Before law school, Fred worked on Capitol Hill for the late U.S. Senator Paul D. Wellstone (D-MN). Fred has presented to the Illinois Institute for Continuing Legal Education, the American College of Trust and Estate Counsel, the Chicago Estate Planning Council and the National Association of Charitable Gift Planners. He also developed and taught a one semester course on death-related administration of estates and trusts at the John Marshall Law School. He holds a BA in International Relations from the University of Minnesota and a JD from DePaul University.

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Damon Whelchel

Damon L. Whelchel is Senior Director, Investment Management, at TIAA Kaspick. He has over 25 years of investment experience. His responsibilities include advising nonprofit organizations on investment policy, asset allocation, portfolio design and manager selection and oversight. He has spoken at national seminars and conferences on investments, portfolio design and risk management. Prior to joining TIAA Kaspick in 1997, Damon worked as an economic and financial markets analyst at Wells Fargo Capital Management and Treasury market analyst at MMS International/Standard and Poor’s. He holds a BA in Economics from Gustavus Adolphus College and an MS in Economics from Purdue University. He was awarded the CFA charter in 1997 by the CFA Institute and the CAIA charter for alternative investments in 2010 by the CAIA Association.

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Jennifer Winnett Denniston

Jennifer Winnett Denniston has dedicated more than two decades to working with clients in the areas of banking, investment and retirement planning, and estate planning. Jennifer found her professional passion in philanthropy, though, when she became the Director of Gift Planning at her alma mater, Saint Mary’s College in Notre Dame, Indiana, in 2012. She currently serves as the Director of Planned Giving at Plan International USA, a post she has held since 2015. She is blessed each day to work with individuals across the nation who share her commitment to empower girls to realize their full potential in communities where they are safe, educated and economically empowered. Jennifer received her bachelor’s degree in political science and mass communication from Saint Mary’s College and her master’s degree in business management from Indiana Wesleyan University. She received her law degree with a concentration in taxation from the Indiana University Mauer School of Law and is licensed to practice law in Indiana.

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Mohammad Zaidi

Mohammad Zaidi has served as the Director of Gift Planning with the American Civil Liberties Union for the past 15 years. He led the $850 million planned gift component of the ACLU’s Centennial Campaign, which ended in March 2020. Mohammad was formerly a Lecturer on the adjunct faculty with Columbia University’s Master’s in Nonprofit Management Program. In his 30-year career in development, he has served with the National Audubon Society, Boy Scouts of America Greater New York Councils, Planned Parenthood Federation of America and The New York Public Library. Mohammad is a past president of the Philanthropic Planning Group of Greater New York. He studied Economics at the Stern School of Business at New York University.
This conference teaches me how to talk to my donors and gives me the technical behind the scenes skills that give me the confidence in front of smart people who have smart goals for their philanthropy.
CGP Conference
October 7-9, 2020
Presented Online
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