National Association of Charitable Gift Planners Elects 2024 National Board Members

Monday, July 10, 2023
For Immediate Release
For more information, please contact:
Jessica Hall, Director of Membership and Marketing

Indianapolis, IN -- The National Association of Charitable Gift Planners (CGP) is pleased to announce its 2024 class of Board of Directors. Seven members were elected to the board to serve three-year terms beginning January 2024. The members were elected at the Assembly of Delegates held June 14, 2023.

2024 Class of the Board of Directors

Meredith Camp
SVP, Philanthropic Services Sr. Regional Trust Manager
Wells Fargo Bank
Dallas Council of Charitable Gift Planners

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


Liana Garcia
Director of Gift Planning
The Community Foundation of Greater New Haven
Charitable Gift Planners of Connecticut

Liana Garcia has been the Director of Gift Planning at The Community Foundation for Greater New Haven for more than four years. Previous to that she was a Senior Philanthropic Officer for the Hartford Foundation for Public Giving. She is a bilingual/bicultural (First generation Cuban American) management professional with more than thirty-five years of organizational growth, professional staff management and hands-on program development experience. She has been recognized in the non-profit and dietetic industries for her work and presentations involving the issue of diversity in the workplace.


Tamisha Keith
Director of Gift Planning
North Carolina A&T State University
North Carolina Council of Charitable Gift Planners

Tamisha Keith, J.D., CAP® is an experienced development professional with over ten years of experience in program management, fundraising, community engagement, and strategic planning in the non-profit sector. As the Director of Gift Planning for North Carolina A&T State University, she is responsible for building and managing a comprehensive planned giving program for long-term revenue growth, raising over $2 million for the University in major and planned gifts in less than a year. Tamisha is also responsible for developing a robust stewardship plan for legacy donors while educating Major Gift Officers on planned giving vehicles to increase their donor engagement and dollars raised.


Robert King
Assistant Vice President, Health Sciences Development
University of Iowa Center for Advancement
Eastern Iowa Planned Giving Council

Robert King is an Assistant Vice President for Health Sciences Development at the University of Iowa Center for Advancement and leads donor advising and engagement efforts on behalf of the Department for Internal Medicine at UI’s Carver College of Medicine.As a philanthropic advisor, Bob strives to provide UI Health Care supporters with the best advice and strategies for creating meaningful impact through charitable giving.


Stacy Sulman
Chief Legal Officer & Managing Director, Planned Giving
Philanthropic Planning Group of Greater New York

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.


George Westerman
Director, Donor Relations and Gift Planning
The Children's Foundation
Planned Giving Roundtable of Southeast Michigan

During George Westerman's 25-year career in New York and Michigan as a technology professional and executive focused on large systems implementation services for customers around the world as well as building a project management practice, George also nurtured his passion for giving back to the community. Encouragement to engage beyond the workplace with organizations focused on disadvantaged communities, civic engagement, animal welfare, rights of and support for diverse populations, and children’s health, Westerman realized his passion for making the world better and longed for an opportunity to engage more deeply.


Simon Williams
Associate Director of Gift Planning
The Nature Conservancy
Planned Giving Roundtable of Northern Nevada
Planned Giving Forum of Greater Sacramento

Through smart and strategic gift and estate planning, Simon Williams 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.


This group joins 21 individuals from throughout the country who serve on the national board that represents nearly 100 councils and 8,000 professionals in the field of charitable gift planning.

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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