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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
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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
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