Member Spotlight: Kelli Smith, CFRE
Meet Kelli Smith, CFRE!
Kelli Smith is the President and CEO of UMRC-Porter Hills Foundation. Kelli sat down with CGP to share insight into her career and leadership philosophy, which have led to her impactful career in gift planning and philanthropy.
Topics: Member Spotlight
Member Spotlight: Erica Roybal
Meet Erica Roybal!
Erica Roybal is the Gift Planning Coordinator for the University of Wyoming Foundation. Amidst planning her October 2024 wedding, Erica sat down with CGP to share her approach to donor engagement, insights into task management and strategy for fostering cross-departmental relationships.
Topics: Member Spotlight
Member Spotlight: Carlo Laurore
Meet Carlo Laurore, CFP® CHFC® CLU® RICP® AEP® CFRE CAP®!
Carlo is the Senior Vice President of Development for Boy Scouts of America, the Executive Director for the National Boy Scouts of America Foundation National Office of Development and the CGP Conference 2024 Committee Chair. Coming from his keynote presentation at the Carolina Gift Planning Conference, Carlo shared his path into planned giving, strategies for time management and the importance of personalizing professional relationships.
Topics: Member Spotlight
Member Spotlight: Melissa Vaillancourt
Meet Melissa Vaillancourt!
Melissa is the Director of Gift Planning at Syracuse University in Syracuse, New York. She holds a Master's in Communication and Rhetorical Studies and a Certificate of Advanced Study in Conflict and Collaboration from Syracuse University. In 2023, she was awarded a CGP Scholarship entailing a CGP Conference registration and a one-year membership.
Topics: Member Spotlight
Member Spotlight: Matthew Treadwell
Meet Matthew Treadwell!
Matthew is a Gift Planning Attorney at the Indiana University Foundation for Indiana University Indianapolis (IUPUI). In addition to his work at IU Indy, Matthew is a member of the Board of Directors for the CGP, where he serves as the Emerging Professionals Chair and incoming Conference Chair. He is also a member of the Board of Directors for Ausome Indy.
Topics: Member Spotlight
Member Spotlight: Lauren Elliott
Meet Lauren Elliott! Lauren is the Director of Planned Giving at Georgia State University in Atlanta, Georgia. Lauren has always found herself intrigued by mortality, so her cocktail conversations often revolve around death, DNR's and living wills (you know- the fun stuff!). As an old soul and cancer survivor, she's not one to shy away from life's most challenging conversations.
Topics: Member Spotlight
Member Spotlight: Dien Yuen
Meet Dien Yuen! Dien is the CEO and co-founder of Daylight Advisors. She is also the founder of the Center for Philanthropy and Social Impact at The American College of Financial Services. Dien created the Advisors of Color CAP® Study Group, a support group for BIPOC advisors seeking their designations. She also designed the Purpose School, an immersive and interactive learning experience that helps leaders explore the intersection of purpose and social impact.
Topics: Member Spotlight
Member Spotlight: Aquanetta Betts
Congratulations to CGP member and board member Aquanetta Betts on her new role as Director of Planned Giving at George Mason University. We sat down with Aquanetta to discuss her journey into a career in gift planning from her start as a flight attendant, her new position and tips for success.
After a career as a flight attendant for 15 years, how did you find your way into gift planning?
Topics: Member Spotlight
Member Spotlight: Nicole Engdahl
Congratulations to Nicole Engdahl on her new role as Vice President of Individual Giving at the African Wildlife Foundation. We sat down with Nicole to ask about her new position, experience and advice for emerging professionals.
Tell us a little about yourself, including how you started in gift planning.
Topics: Member Spotlight