National Association of Charitable Gift Planners announces 2025 Board of Directors Officers

Wednesday, January 15, 2025
For Immediate Release
For more information, please contact:
Andrea Skirvin, Content and Communications Specialist
317.269.6274

Indianapolis, IN -- The National Association of Charitable Gift Planners is pleased to announce the 2025 Officers of the Board of Directors and Conference Chair. The newly elected officers and chairs were inducted into office at the CGP Conference 2024 in Orlando. The 2025 officers' and board members' terms began on January 1, 2025. 

Meet the 2025 Officers for the Board of Directors below! 

Trina Olidge - Chair
Trina S. Olidge, J.D., FCEP brings depth and understanding to a changing academic landscape with nearly 20 years of experience in both public and private institutions. In her current role as Assistant Vice President of Gift Planning at Emory University, she provides strategic and managerial leadership to advance a robust and growing planned giving program. In consultation with leaders and peers, Olidge educates donors on taxwise giving strategies that align with their values and maximize charitable gifts. She continues to make her mark as a speaker and thought leader in the field. Having recently served at Georgia Tech, her career in higher education began at Tulane Law School as Assistant Dean of External Affairs & Diversity. Working previously in finance and law, her stints in industry include stops at G.E. Capital and Goldman Sachs before joining a boutique international consulting firm after law school. A Georgia native, she lives in Atlanta with her husband and two teenage children. Olidge is an inactive member of the Louisiana State Bar and fellow in charitable estate planning (FCEP). She currently serves on the board of the National Association of Charitable Gift Planners as a member of the executive committee and chair elect. She is a graduate of Howard University, and the University of Georgia School of Law. Inspired by the example of her parents, both of whom are retired college professors, she brings innovation, authentic leadership, and commitment to the pursuit of philanthropic excellence in higher education.

Nicola Lawrence - Chair-elect
Nicola Lawrence has dedicated her career to non-profit leadership, amassing over 25 years of experience serving organizations across four continents. Her work spans a range of philanthropic efforts, from billion-dollar campaigns to daily fundraising for large healthcare institutions and grassroots social impact startups.

Nicola holds undergraduate degrees in Business and Finance from Wigan and Leigh College and International Non-Profit Management from the University of Leicester. She also earned a postgraduate diploma in Missional Leadership from York St. John University, an MSc in Non-Profit Leadership and Innovation, and an MSc in Financial Planning from the American College of Financial Services. Additionally, she holds CFRE, Chartered Advisor in Philanthropy, and Accredited Estate Planner credentials.

Nicola specializes in revitalizing underperforming development shops and unlocking revenue through integrated gift planning. Beyond gift planning, she has led several non-profits in operations and senior leadership. By designing effective policies and guiding organizations through risk mitigation, adherence to legislation, and strategic planning, she helps them achieve their missions. Her commitment to ethical practices and impactful philanthropy has earned respect throughout the sector.

She serves on the board of the National Association of Charitable Gift Planners and is VP of Arizona Charitable Gift Planners. This year, she chairs the National Standards and Metrics Committee and teaches at the AHP Madison Institute. As a conference speaker, Nicola shares insights nationwide, promoting integrated approaches to charitable gift planning. She is also proud to have served as a foster and adoptive parent.

Stacy Sulman - Secretary
Stacy B. Sulman, J.D., is the Chief Legal Officer and Managing Director, Planned Giving for the American Committee for the Weizmann Institute of Science, where she has worked for 15 years. In that capacity, Stacy oversees planned giving and estate settlements, gift compliance and structuring, and general legal affairs. Stacy previously served as Associate Director and General Counsel for the Jewish Community Foundation of MetroWest, New Jersey.

Stacy teaches Planned Giving at New York University’s George H. Heyman, Jr., Program for Philanthropy and Fundraising.  Stacy has also taught at the University of Arizona College of Law.  Stacy is a Past President of the Philanthropic Planning Group of Greater New York and has also served on the boards of Goucher College Hillel and Daughters of Israel, a skilled nursing facility in New Jersey. 

Stacy received her JD from the University of Arizona College of Law, and her bachelor’s degree from Bryn Mawr College. She also spent a graduate year at the Hebrew University of Jerusalem as a Raoul Wallenberg Scholar.

Simon Williams - Treasurer
Through smart and strategic gift and estate planning, Simon works with donors (and their advisors) to help them explore and make outright, blended and deferred gifts in support of their personal values and financial goals and the charitable causes they care about.

As a member of the Conservancy’s Gift Planning team, Simon provides support in structuring lifetime, blended and deferred gift arrangements for conservation-minded individuals and families, including: gifts of non-cash and complex assets (stock, real estate, personal property, business interests, retirement plans, life insurance); gifts that pay fixed or variable income to one or more beneficiaries (annuities, remainder trusts); gifts that preserve wealth for future generations (lead trusts); and gifts that generate significant tax advantages (retained life estates, donor advised funds). 

Simon is in his sixteenth year working at The Nature Conservancy and is in his fourth year in his current role. Previously, Simon directed a Conservancy-wide program that helped to engage hundreds of trustees to participate in Gift Planning opportunities during the organization’s $8 Billion Our World campaign. Prior to that, he led fundraising efforts for the Conservancy’s Nevada Chapter. He has also held positions managing and developing the Conservancy’s marketing and communications for Gift Planning, and for three years also worked as a consultant for a number of national non-profits.

Simon graduated with a B.A. in American Studies from Lancaster University in the United Kingdom. He is based in Reno, Nevada, where he lives with his wife, Danielle, daughter, Stella, and cat, Anderson. Simon is the immediate Past President of the Planned Giving Round Table of Northern Nevada— a nonprofit professional organization dedicated to advancing and promoting charitable gift planning. In his spare time, Simon enjoys hiking, paddle-boarding, photography, snorkeling and diving, and travel in general.

Matthew Treadwell - Conference Chair
Matthew Treadwell is a Gift Planning Attorney at the Indiana University Foundation. His office is located on the Indiana University Indianapolis Campus where he assists all units at IU Indianapolis, IU East, IU Kokomo, IU Northwest, IU South Bend, and IU Southeast. Along with his fundraising responsibilities, Matthew directs IU’s Planned Giving marketing efforts. 

Prior to joining IU Foundation, Matthew was the Planned Giving Officer for the National FFA Foundation. As the Planned Giving Officer for National FFA, Matthew was tasked with restarting a planned giving program that had been dormant. He revitalized the planned giving legacy group, the Forever Blue Circle, implemented a new event during the National FFA Convention for planned giving donors and prospects, and oversaw a transition in marketing vendors. Along with the planned giving responsibilities, Matthew managed the Foundation’s endowments process and donors. Matthew acted as the liaison between the National FFA and each individual State FFA Foundation/Association to organize and coordinate fundraising goals and methods.

Before entering the nonprofit world, Matthew was a Deputy Attorney General in the Office of the Indiana Attorney General. He began his time in the Office working directly for then-Chief Deputy Gary Secrest. Matthew then made the transition to the Transportation Practice Group’s Litigation team handling eminent domain cases.

Matthew graduated from Indiana University with a major entitled Global Inequalities, through the Individualized Major Program. His senior thesis focused on Land Rights in Cambodia and the issues villagers and farmers have with proving ownership in the post-Khmer Rouge Cambodia.

Meredith Camp - Conference Chair-elect
Meredith Camp is a philanthropic services senior regional trust manager and senior vice president with Wells Fargo Wealth & Investment Management. She leads a team of experienced philanthropic advisors in the Central and Western Divisions in helping to grow and retain philanthropic business, while focusing on business economics and risk reduction. 

Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Services to clients may include gift and tax planning, multi-generational planning, estate planning, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, and board governance.

Meredith has extensive experience in financial services, having held various relationship management and business development roles over her more than two-decade career with boutique investment advisory firms. She previously served as a senior philanthropic specialist in the Texas/Oklahoma/Arkansas market for six years. She also has experience working in the nonprofit sector. Prior to joining Wells Fargo, Ms. Camp worked at the Dallas Symphony Orchestra, where she was the Director of Legacy & Leadership Gifts.

Meredith earned a Bachelor of Business Administration in Finance and International Business from Baylor University. She holds the Certified Financial Planner™ designation and has been awarded the Chartered Advisor in Philanthropy® designation. She is a past President and Board member of the Dallas Council of Charitable Gift Planners. She is active in multi-generational philanthropy training through 21/64 and has recently been awarded the Investment Foundations certificate by the CFA Institute.  

Meredith is also active in her community. She serves on the Board of Directors of Interfaith Family Services where she is a past Executive Board member and Governance Chair. She is also a member of the Board of Directors of TACA (The Arts Council Alliance) in Dallas where she is a past Executive Committee member and past Development Chair. Meredith enjoys spending time with her family and enjoys traveling, the performing arts and attending live sporting events. 

Learn more about CGP Leadership here. https://charitablegiftplanners.org/people 

About CGP

The National Association of Charitable Gift Planners (CGP) is the leading organization setting standards for charitable gift planners. We bring members together to learn, connect and advocate. We provide education and resources that enrich and advance careers. We connect colleagues at all levels through our national network—including those who defined the field. We exist to serve our distinguished profession and bring to life the art and science of charitable gift planning.

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