Leadership Institute 

Steve Clark, Chair
Eddie Thompson, Chair-elect

 

Membership Committee

Steve Clark, Chair
Alexandra Brovey
Margaret (Meg) Cline
Shari Fox
Jackie Franey
Lynn Gaumer
Robert Shafis

 

Members

 

Jonathan Ackerman
Attorney
Law Office of Jonathan Ackerman, LLC

Elizabeth Ayers
Executive Director, Gift Planning
UNC-Chapel Hill

Donna Bandelloni
Senior Gift Planning Consultant
Heaton Smith Group Consulting Firm

Bruce Bigelow
Senior  Partner
Charitable Development Consulting

Alexandra Brovey
Senior Director, Gift Planning
Northwell Health Foundation

Joe Bull
Founder and Principal
Philanthropy Advisory Counsel, LLC

Reynolds Cafferata
Partner through PC
Rodriguez, Horii, Choi & Cafferata

Marc Carmichael
Retired
Retired

Elizabeth Chambers
Philanthropic Advisor
College of the Desert Foundation

Joe Chickey
Senior Vice President, Senior Consultant
The Sharpe Group

Steve Clark
Assistant Vice President for Gift Planning
Virginia Tech

Margaret Cline
Vice President Gift Planning and Trust Services
University of Illinois Foundation

Bryan Clontz
President
Charitable Solutions, LLC

Meryl Cosentino
Assistant Vice President, Trusts and Estates
New York University

Philip Cubeta
Assistant Professor of Philanthropy
The American College of Financial Services

Margaret May Damen
Planned Giving and Endowment Officer
The Kravis Center for the Performing Arts

Jane Danek
Deputy Director of Gift Planning
Princeton University

Randal Daugherty
Director Planned Giving
UT Southwestern Medical Center

Pamela Davidson
Charitable Gift Planner and Consultant
Davidson Gift Design

Anne Demesa
Director of Gift Planning
University of Pennsylvania

Jill Dodd
Attorney
Manatt, Phelps & Phillips LLP

Christy Eckoff
Senior Trust Advisor
Wells Fargo Private Bank

Jim Eriksen
Senior Principal Gifts Officer
The Jackson Laboratory

Shari Fox
Principal
Fox Philanthropic Advisors, LLC

Jackie​ Franey
Founder
JW Franey Consulting, LLC

Lynn Gaumer, J.D.
Senior Gift Planning Consultant
The Stelter Company

Brad Gornto
President & Founder
iCLAT Solutions, LLC & Gornto Law, PLLC

Joe Hancock
Vice President and General Counsel
HighGround Advisors

Laura Hansen Dean
Advisor
The University of Texas at Austin

Johni Hays
Executive  Vice President
Thompson & Associates

Andrew Hibel
Planned Giving Advocate
Planned Giving Initiative

Dana Holt
CEO & Philanthropic Strategist
HOLT Consulting

Lynn Ierardi
Senior Director of Gift Planning
NYU Langone Health

Kristen Jaarda
Executive Vice President
Crescendo

Russell James
Professor
Texas Tech University

Heidi Jark
Senior Vice President
Fifth Third Bank

Emanuel Kallina
Managing Member
Kallina & Associates, LLC

Brigit Kavanagh
Shareholder
1601 Law Group

Michael Kenyon
President and CEO
National Association of Charitable Gift Planners

Regina Ketting
Director of Gift Planning
Columbia University

Robert King
Director of Development - Planned Giving
Children's Minnesota

Russel Kost
Principal Consultant
A Rising Gift Tide, LLC

Cynthia Krause
Vice President
Baylor Scott & White Dallas Foundation

Bob Lange
President
Lange Group

Carlo Laurore
Senior Vice President,  Development
Scouting America

Nicola Lawrence
Associate Vice President, Philanthropic Advising
Phoenix Children's Hospital Foundation

David Libengood
Chief Client Relationship Officer
TIAA Kaspick

Betsy Mangone
Philanthropic Advisor
Self

Stacey McKinley
Director, Gift Planning
Cleveland Clinic

Kevin Melvin
Associate Chair of Gift Planning
Mayo Clinic

Pamela Miller
Nonprofit Professional & Community Volunteer
Retired 2014

Frank Minton
Principal
Frank Minton Consulting, LLC

Kathryn Miree
President
Kathryn W. Miree & Associates, Inc.

Anne Morgan
Executive Director, Office of Gift Planning
University of Missouri

Melanie Norton
CEO
Norton Philanthropic Counsel

Gary Pforzheimer
President
PG Calc

Philip Purcell
Territory Director of Planned Giving
The Salvation Army Central Territory

Kirk Ross
Sr. Trust Advisor
Fifth Third Bank

Ray Rotolo
Retired
Retired

Bill Samers
Vice President, Planned Giving and Endowments
UJA Federation of NY

Charles Schultz
President
Crescendo Interactive, Inc.

Robert Shafis
Principal
Shafis, LLC

Gregory Sharkey
Senior Philanthropy Advisor
The Nature Conservancy

Cathy R. Sheffield
Chief Advancement Officer
Lena Pope 

Dave Smith
Founder & CEO
Heaton Smith Group

Gordon Smith
Associate Director of Development, Planned Giving
National Jewish Health

Kelli Smith
President & CEO
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
Executive Director
Charitable Giving Resource Center

Conrad Teitell
Partner
Cummings & Lockwood

Bruce Temkin
President
Temkin Strategies

Allen Thomas
President
Thomas Charitable Advisors, LLC

Eddie Thompson
CEO and Founder
Thompson & Associates

Jonathan Tidd
Attorney

Kent Weimer
Gift Planning Specialist
Consultant

Craig Wruck
Senior Advisor
Retired

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

Dien Yuen
CEO
Daylight Advisors

Bill Zook
Principal
Evergreen Planned Giving, LLC