Leadership Institute Roster

Jonathan Ackerman
Attorney
Law Office of Jonathan Ackerman, LLC

 

Elizabeth Ayers
Executive Director Gift Planning
UNC Chapel Hill

 

Ann Barden

 

 

Alexandra Brovey
Senior Director, Gift Planning
Northwell Health Foundation

 

Joe Bull
Assistant Vice President of Development
Carnegie Mellon University

 

Reynolds Cafferata
Partner
RHC&C

 

Liz Chambers
Philanthropic Advisor
Independent Contractor

 

Steven Clark
Asst VP for Gift Planning
Virginia Tech

 

Bryan Clontz
President
Charitable Solutions LLC

 

Phil Cubeta
Wallace Chair in Philanthropy
The American College of Financial Services

 

Tom Cullinan
Senior Vice President & Regional Manager | Editor
Thompson & Associates | Planned Giving Today

 

Jane Danek
Deputy Director
Princeton University

 

Anne Demesa
Director of Gift Planning
Peddie School

 

Jill Dodd
Attorney
Manatt, Phelps & Phillips LLP

 

Claudine Donikian
President and CEO
Pentera, Inc.

 

Erik Dryburgh
Partner
Adler & Colvin

 

Karen Ecker
Assistant Vice President, Development
Cincinnati Children's Hospital Medical Center

 

Jim Eriksen
Executive Director of Gift and Estate Planning
University of Louisville

 

Shari Fox
Senior VP for Principal Gifts, Gift Planning & Trust Services
Univeristy of Illinois Foundation

 

Lynn Gaumer
Senior Technical Consultant
The Stelter Company

 

Joe Hancock
General Counsel
HighGround Advisors

 

Johni Hays
Senior Vice President
Thompson & Associates

 

Joseph Hodges
Attorney
 

 

James Hohn
Vice President
NP Tax Resources

 

Lynn Ierardi
Director of Gift Planning
University of Pennsylvania

 

Kristen Jaarda
Senior Vice President
Crescendo Interactive, Inc.

 

Heidi Jark
SVP & Managing Director, The Foundation Office
Fifth Third Bank

 

Emanuel Kallina
Managing Member
Kallina & Associates, LLC

 

Brigit Kavanagh
Attorney
Kavanagh Rhomberg, LLP

 

Christopher Kelly
Director of Major & Planned Gifts
Schoolcraft College Foundation

 

Regina Ketting
Director of Gift Planning
Columbia University

Jennifer King
President & Executive Director
The Masonic Charity Foundation of Connecticut

 

Robert King
National Director of Gift Planning
Children International

 

Robert Lange
Philanthropic Advisor
Ice Age Trail Alliance

 

Dave Libengood
Senior Director, Relationship Management
TIAA Kaspick

 

Anne Melvin
Director of Education and Training
Harvard University

 

Pamela Miller
Nonprofit Professional & Community Volunteer
 

 

David Newman
Chair, Charitable Sector Practice
MSK

 

Dan Peterson
Vice President for Development
University of Washington

 

Gary Pforzheimer
President
PG Calc

 

Glenn Pittsford
VP for Gift Planning
Texas A&M  Foundation

 

Tim Prosser
Relationship Manager
TIAA Kaspick

 

Philip Purcell
Senior Counsel for Philanthropy
Fellowshipship of Catholic University Students

 

Juan Ros
Financial Advisor
Forum Financial Management, LP

 

Ray Rotolo
Senior Director, Planned Giving
Claremont McKenna College

 

William Samers
Vice President, Planned Gifts & Endowments\
UJA Federation of New York

 

Charles Schultz
President
Crescendo Interactive, Inc.

 

Gregory Sharkey
Senior Philanthropy Advisor
The Nature Conservancy

 

Cathy R. Sheffield
President/Vice President
ThinkGiving/Thompson & Associates

 

Gordon Smith
Associate Vice President of Development
National Jewish Health

 

Winton Smith Jr
Planned Giving Consultant
Winton Smith and Associates

 

Pete Sommerfeld
Senior Philanthropic Advisor
OHSU Foundation

 

Kathy Sperlak
Executive Vice President
Sharpe/Newkirk

 

Jay Steenhuysen
Principal
Steenhuysen Associates

 

Allen Thomas
President
Thomas Charitable Advisors, LLC

 

Eddie Thompson
Founder & CEO
Thompson & Associates

 

Ray Watts
Sr. Associate VP for Advancement
University of Redlands

 

Kent Weimer
Director of Trusts, Estates and Gift Planning
Parkland Foundation

 

Kara Wertheimer
Assistant VP, Development & Senior Director of Planned Giving
Stanford University

 

Craig Wruck

 

 

Chris Yates
Chief Advancement & Economic Development Officer, College of Engineering
The Ohio State University

 

Bill Zook
Principal
Evergreen Planned Giving, LLC

Questions?

Contact:
Alexandra P. Brovey
2018-2019 Leadership Institute Chair
abrovey@charitablegiftplanners.org