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Jonathan Ackerman
Attorney
Law Office of Jonathan Ackerman, LLC
Elizabeth Ayers
Executive Director, Gift Planning
UNC-Chapel Hill
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
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 Fiduciary Strategist
Wells Fargo Private Bank
Jim Eriksen
Director of Gift Planning
Barnabas Foundation
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 Foundation
Russel Kost
Principal Consultant
A Rising Gift Tide, LLC
Stacey McKinley
Director, Gift Planning
Cleveland Clinic
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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
Kevin Melvin
Associate Chair of Gift Planning
Mayo Clinic
Pamela Miller
Nonprofit Professional & Community Volunteer
Retired
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
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 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
Ericka Webb
Executive Director of Gift Planning
Boston College
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
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