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Jonathan Ackerman
Attorney
Law Office of Jonathan Ackerman, LLC
Elizabeth Ayers
Retired
Consultant
Bruce Bigelow
Senior Partner
Charitable Development Consulting
Alexandra Brovey
AVP
Northwell Health Foundation
Joe Bull
Principal Counsel and Founder
Philanthropy Advisory Counsel, LLC
Reynolds Cafferata
Partner through PC
Rodriguez, Horii, Choi & Cafferata
Marc Carmichael
Retired
Elizabeth Chambers
Planned Giving Consultant
College of the Desert Foundation
Joe Chickey
Senior Consultant
The Sharpe Group
Steve Clark
Senior Philanthropic Advisor
University of Virginia
Margaret Cline
Vice President Gift Planning and Trust Services
University of Illinois Foundation
Bryan Clontz
President
Charitable Solutions, LLC
Meryl Cosentino
Assistant Vice President, Gift Planning, Trusts & Estates
New York University
Philip Cubeta
Founder
Philanthropy Offerings
Margaret May Damen
President
Institute for Women and Wealth
Randal Daugherty
Director Planned Giving
UT Southwestern Medical Center
Pamela Davidson
Consultant and Charitable Gift Planner
Davidson Gift Design
Anne Demesa
Director of Gift Planning
University of Pennsylvania
Christy Eckoff
Senior Fiduciary Strategist
Jim Eriksen
Director of Planning
Barnabas Foundation
Shari Fox
Principal
Fox Philanthropic Advisors, LLC
Jackie Franey
Founder
JW Franey Consulting, LLC
Liana Garcia
Director of Gift Planning
The Community Foundation for Greater New Haven
Lynn Gaumer, J.D.
Senior Gift Planning Consultant
The Stelter Company
Joe Hancock
Senior Vice President and Chief Legal Officer
HighGround Advisors
Laura Hansen Dean
Advisor to the Senior Executive Director Gift Planning
The University of Texas at Austin
Johni Hays
Executive Vice President
Thompson & Associates
Andrew Hibel
Planned Giving Advocate
Planned Giving Initiative
Dana Holt
Owner
HOLT Consulting, LLC
Tiffany House
Tax, Estate, and Charitable Strategist
Gift Planning Institute
Lynn Ierardi
VP, Real Estate / Philanthropic Advisor
Charitable Solutions, LLC / Gift Planning Advisor, LLC
Russell James
Professor
Texas Tech University
Emanuel Kallina
Managing Member
Kallina & Associates, LLC
Brigit Kavanagh
Shareholder
1601 Law Group
Regina Ketting
Director of Gift Planning
Columbia University
Robert King
Vice President of Philanthropy
Children's Minnesota Foundation
Russel Kost
Principal Consultant
A Rising Gift Tide, LLC
Cynthia Krause
Vice President
Baylor Scott & White Dallas Foundation
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Bob Lange
President
Lange Group, LLC
Carlo Laurore
Senior Vice President, Development
Scouting America
Nicola Lawrence
Vice President, Individual Giving
Phoenix Children's Hospital Foundation
David Libengood
Chief Client Relationship Officer
TIAA Kaspick
Stacey McKinley
Director, Gift Planning
Cleveland Clinic
Kevin Melvin
Division Chair, Gift Planning
Mayo Clinic
Frank Minton
Principal
Frank Minton Consulting, LLC
Kathryn Miree
Retired
Anne Morgan
Executive Director, Office of Gift Planning
University of Missouri
Melanie Norton
CEO
Norton Philanthropic Counsel
Gary Pforzheimer
President
PG Calc
Timothy Prosser
Senior Relationship Manager
TIAA Kaspick
Philip Purcell
Territory Director of Planned Giving
The Salvation Army Central Territory
Kirk Ross
Regional Fiduciary Executive
Fifth Third Private Bank
Bill Samers
Vice President, Planned Giving and Endowments
UJA-Federation of New York
Charles Schultz
President
Crescendo Interactive, Inc.
Gregory Sharkey
Senior Philanthropy Advisor
The Nature Conservancy
Cathy R. Sheffield
Sr. Director of Gift Planning
Belmont University
Dave Smith
Founder & CEO
Heaton Smith Group, LLC
Gordon Smith
Associate Vice President of Development, Planned Giving
National Jewish Health
Kelli Smith
President & CEO
Brio Living Services/UMRC-Porter Hills Foundation
Winton Smith Jr
Attorney
Consultant
Angela Sosdian
Executive Director, Gift Planning
The Nature Conservancy
Larry Stelter
Chairman of the Board
The Stelter Company
Nathan Stelter
President
The Stelter Company
Johnne Syverson
Vice President
National Gift Annuity Foundation
Conrad Teitell
Partner
Cummings & Lockwood
Bruce Temkin
President
Temkin Strategies
Allen Thomas
President
Thomas Charitable Advisors, LLC
Eddie Thompson
CEO
Thompson & Associates
Jonathan Tidd
Attorney
Consultant
Ericka Webb
Executive Director of Gift Planning
Boston College
Kent Weimer
Philanthropic Stratagist
Gary Sinise Foundation
Grant Whitney
Senior Director Gift Planning, AMC
Mass General Brigham
Craig Wruck
Senior Advisor
PG Calc
Dien Yuen
CEO
Daylight Advisors
Bill Zook
Principal
Evergreen Planned Giving, LLC
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