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

Johni Hays
Senior Vice President
Thompson & Associates

Joseph Hodges
Attorney

James Hohn
Vice President
Thompson & Associates

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

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

Betsy Mangone
Philanthropic Advisor

Anne Melvin
Director of Education and Training
Harvard University

Kevin Melvin
Associate Chair - Office of Gift Planning
Mayo Clinic

Pamela Miller
Nonprofit Professional & Community Volunteer

Frank Minton
Principal
Frank Minton Consulting, LLC

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

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

Kirk Ross
Director of Gift Planning
University of Toledo Foundation

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

Robert Sharpe Jr. 
Philanthropic Consultant

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

Conrad Teitell
Partner 
Cummings & Lockwood

Allen Thomas
President
Thomas Charitable Advisors, LLC

Eddie Thompson
Founder & CEO
Thompson & Associates

Jonathan Tidd
Attorney

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
Principal
Evergreen Planned Giving, LLC

Questions?

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