Jonathan Ackerman
Law Office of Jonathan Ackerman, LLC

Elizabeth Ayers
Executive Director Gift Planning
UNC Chapel Hill

Donna Bandelloni
Senior Charitable Consultant

Ann Barden


Alexandra Brovey
Senior Director, Gift Planning
Northwell Health Foundation

Robert Buchheit
Executive Director
Jerusalem Institute of Justice

Joe Bull
Assistant Vice President of Development
Carnegie Mellon University

Reynolds Cafferata

Liz Chambers
Philanthropic Advisor
Independent Contractor

Steven Clark
Asst VP for Gift Planning
Virginia Tech

Bryan Clontz
Charitable Solutions LLC

Karen Cooper
Chief Development Officer

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

Pamela Davidson
Consultant & Charitable Gift Planner
Davidson Gift Design

Anne Demesa
Director of Gift Planning
Peddie School

Jill Dodd
Manatt, Phelps & Phillips LLP

Claudine Donikian
President and CEO
Pentera, Inc.

Andre Donikian
Pentera, Inc.

Erik Dryburgh
Adler & Colvin

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

Roger Ellison
Planned Giving Consultant
Roger Ellison Consulting

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

Jackie Franey
Director of Gift Planning Fundraising
The Nature Conservancy

Lynn Gaumer
Senior Technical Consultant
The Stelter Company

Joe Hancock
General Counsel
HighGround Advisors

Laura Hansen Dean
Senior Director of Gift Design and Documentation
The University of Texas at Austin

Fred Hartwick
Philanthropic Advisor
Stanford University

Johni Hays
Senior Vice President
Thompson & Associates

Joseph Hodges

James Hohn
Vice President
Thompson & Associates

Russell Howes
Vice President for Legal Affairs

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

Richard Johnson
Gift Planning Counselor
VNA & Hospice Foundation

Emanuel Kallina
Managing Member
Kallina & Associates, LLC

Brigit Kavanagh
Kavanagh Rhomberg, LLP

Christopher Kelly
Director of Major & Planned Gifts
Schoolcraft College Foundation

Regina Ketting
Director of Gift Planning
Columbia University

Peter Kimball
Executive Director of Gift Planning
Harvard University


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

Robert King
National Director of Gift Planning
Children International

Cynthia Krause
Vice President
Baylor Scott & White Dallas Foundation

Robert Lange
Philanthropic Advisor
Ice Age Trail Alliance

Dave Libengood
Senior Director, Relationship Management
TIAA Kaspick

Thomas Lockerby
Secretary of the Academy
Phillips Academy

Betsy Mangone
Philanthropic Advisor

Michael Mattson
Executive Director
Syracuse University

Anne Melvin
Director of Education and Training
Harvard University

Steven Meyers
Personalized Philanthropy - Advising, Training, Coaching for Non-Profits and Donors

Pamela Miller
Nonprofit Professional & Community Volunteer

Frank Minton
Frank Minton Consulting, LLC

Kathryn Miree
Kathryn W. Miree & Associates, Inc.

David Newman
Chair, Charitable Sector Practice

Michael Occhipinti
Gift Planning Advisor
Wycliffe Foundation

Sunil Pawar

Dan Peterson
Vice President for Development
University of Washington

Gary Pforzheimer
PG Calc

Kevin Pickett
Executive Director of Development
MD Anderson Cancer Center

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

Dan Rice
President, CEO
Alliance Community Foundation

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
Crescendo Interactive, Inc.

Gregory Schupra
Significance LLC

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

Jay Steenhuysen
Steenhuysen Associates

Allen Thomas
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 and Senior Director of Planned Giving
Stanford University

Craig Wruck
FTE Services

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

Bill Zook
Evergreen Planned Giving, LLC


Alexandra P. Brovey
2018-2019 Leadership Institute Chair