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




Jonathan Ackerman
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
VP and Chief Advancement Officer
Wilmington College

Reynolds Cafferata

Marc Carmichael

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
Charitable Solutions, LLC

Meryl Cosentino
Assistant Vice President, Gift Planning, 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
Peddie School

Jill Dodd
Manatt, Phelps & Phillips LLP

Christy Eckoff
Significance Ventures

Jim Eriksen
Senior Principal Gifts Officer
The Jackson Laboratory

Shari Fox
Fox Philanthropic Advisors

Jackie​ Franey
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
Senior Director - Gift Design and Documentation
University of Texas at Austin

Johni Hays
Senior Vice President
Thompson & Associates

Andrew Hibel
Planned Giving Advocate
Planned Giving Initiative

Dana Holt
CEO & Philanthropic Strategist
HOLT Consulting

Lynn Ierardi
Director of Gift Planning
University of Pennsylvania

Kristen Jaarda
Executive Vice President

Russell James
Texas Tech University

Heidi Jark
Senior Vice President
Fifth Third Bank

Emanuel Kallina
Attorney at Law
Kallina & Associates, LLC

Brigit Kavanagh
1601 Law Group

Michael Kenyon
President and CEO
National Association of Charitable Gift Planners

Regina Ketting
Director of Gift Planning
Columbia University

Robert King
Assistant Vice President - Health Sciences
University of Iowa Center for Advancement


Russel Kost
Principal Consultant
A Rising Gift Tide

Cynthia Krause
Vice President
Baylor Scott & White Dallas Foundation

Bob Lange
Executive Director of Planned Giving
East Tennessee State University

Carlo Laurore
Senior Philanthropic Manager
Boys Scouts of America

Nicola Lawrence
Philanthropic Advising

David Libengood
Chief Client Relationship Officer
TIAA Kaspick

Betsy Mangone
Philanthropic Advisor

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
Frank Minton Consulting, LLC

Kathryn Miree
Kathryn W. Miree & Associates, Inc.

Melanie Norton
Norton Philanthropic Counsel

Dan Peterson
Vice President for Development
University of Washington

Philip Purcell
Director of Planned Giving for Central Territory
Salvation Army

Kirk Ross
Sr. Director of Planned Giving
The University of Toledo Foundation

Ray Rotolo
Senior Director Planned Giving
Claremont McKenna College

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

Charles Schultz
Crescendo Interactive, Inc.

Robert Shafis
Director of Planned Giving Services
Veritus Group

Gregory Sharkey
Senior Philanthropy Advisor
The Nature Conservancy

Cathy R. Sheffield
Charitable Chit Chat with Cathy & Claire

Dave Smith
Founder & CEO
Heaton Smith Group

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

Winton Smith Jr
Planned Giving Consultant
Charitable Gift Planning

Pete Sommerfeld
Senior Philanthropic Advisor
OHSU Foundation

Jay Steenhuysen
Steenhuysen Associates

Larry Stelter
Chairman of the Board
The Stelter Company

Nathan Stelter
The Stelter Company

Johnne Syverson
Executive Director
Charitable Giving Resource Center

Conrad Teitell
Cummings & Lockwood

Allen Thomas
Thomas Charitable Advisors, LLC

Eddie Thompson
CEO and Founder
Thompson & Associates

Jonathan Tidd

Ray Watts
Associate VP, Development
Claremont McKenna College

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

Craig Wruck
Senior Advisor
PG Calc

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

Dien Yuen
Daylight Advisors

Bill Zook
Evergreen Planned Giving, LLC