Staff
Michael Kenyon
President & CEO
Michael Kenyon
President & CEO
Planned Giving Group of Indiana

As president and CEO of the National Association of Charitable Gift Planners, Michael strives to create an environment where CGP’s 8,000 members can come together to educate, learn, network and advocate for the distinguished profession of charitable gift planning. Working closely with the CGP board, Michael helps develop and champion the organization’s strategic vision, ensuring that CGP’s budget, staff and priorities are aligned with its mission to serve charitable gift planners and bring to life the art and science of charitable gift planning. It’s Michael’s job to navigate change, foster innovation and bring people together to build a healthy and successful organization.

Before joining CGP, Michael served as the executive director of the Percussive Arts Society. For 11 years, he led this international music service organization that serves 7,500+ members, 50 U.S. chapters and 28 international chapters. Among many successful initiatives, he led the organization through development of a new facility for the Rhythm! Discovery Center, a museum and educational space that USA Today named one of the top places in the United States for hands-on music making.

Michael holds B.M. and M.M. degrees from Arizona State University and began his professional life as a musician before transitioning into arts and nonprofit administration. He has worked with St. Martin’s Hospitality Center for the homeless, Celebrate Youth and the New Mexico Jazz Workshop.

Michael currently serves as vice-president for the Charitable IRA Initiative, is a member of the board of directors for the Percussive Arts Society and serves on the steering committee for Music Crossroads, a strategic initiative focused on advancing quality of life in Indianapolis through the performing arts.

 

Title of Presentation: Advocating for the Future of Gift Planning

General Topic: Advocacy

 

Title of Presentation: CGP - Your New Association

General Topic: Membership Benefits to CGP

Barbara Yeager
Director of Operations
Barbara Yeager
Director of Operations

A 25-year veteran of the National Association of Charitable Gift Planners, Barbara takes on several leadership roles. Through CGP’s Leadership Institute, she helps members advance the art and science of philanthropy, working side by side with volunteers to shape standards and best practices for the gift planning community.

Barbara manages education and networking programs for CGP’s annual National Conference on Philanthropic Planning, and is an active force in CGP’s metrics and counting task forces.

Known for her research skills, Barbara continues to advance her credentials in the gift planning field. In 2015, she earned the Chartered Advisor in Philanthropy credential from The American College, and she works with the college to provide CAP curriculum resources and programs that foster collaboration between nonprofit and for-profit advisors.

Before joining the CGP staff, Barbara worked as a public librarian and as a technical writer and systems analyst. She is a member of the board of NACGP Indiana Chapter and the planned giving advisory committee of the Carter Center.

Barbara earned a master’s degree in library and information science from Kent State University, where she also earned a bachelor’s degree in English, summa cum laude, and was inducted into Phi Beta Kappa. In her community, she is a Girl Scout volunteer and a costumer for community theater groups.

Mollie Toland
Director of Membership
Mollie Toland
Director of Membership

Mollie believes in connecting people to their passion and fostering an environment where members can learn, connect, and advocate. As the National Association of Charitable Gift Planner’s Director of Membership, she plays an essential role in attracting, engaging and retaining both individual members and regional councils.

Working closely with CGP’s president and CEO, Mollie develops strategies to satisfy CGP’s 8,000 members through special programs and member events, including the annual National Conference on Philanthropic Planning. Mollie’s ultimate goal is to help CGP members find the support network and resources they need to serve donors and clients through meaningful philanthropic planning.

Before venturing to CGP, Mollie managed the support and education networks in 11 states and 30+ cancer centers for a national breast cancer organization, Young Survival Coalition. She holds an M.A. in Philanthropic Studies from the Lilly School of Philanthropy. Mollie is also co-founder of Indy Diaper Mamas, an organization that helps get diaper donations to families in need.

Alaina Leverenz
Marketing & Communications Manager
Alaina Leverenz
Marketing & Communications Manager

As Marketing and Communications Manager, Alaina directs and shapes all external member and non-member communications. She develops national marketing strategies that encourage brand recognition and adoption across multiple channels, including social media campaigns, email marketing, creation of media assets, marketing copy and channel strategy for NCPP. She creates consistent messaging, and tone through all communications of the CGP national brand to members, prospective members and stakeholders. She designs any necessary collateral including membership brochures, flyers and ads of both print and digital. Alaina also manages the new National website, including content updates, and integration on the Drupal CMS.

Alaina demonstrates a passion for nonprofit work. She serves as the Vice President of Marketing on the Board of Directors for the PHACE Syndrome Community, the Vice President of Communication for the Indianapolis alumnae chapter of Alpha Chi Omega sorority and advises finance and philanthropy for collegiate Alpha Chi Omega sorority chapters at Butler University and Indiana University Purdue University-Indianapolis. 

Alaina is currently working toward an M.A. in applied communication at Indiana University Purdue University-Indianapolis. Her undergraduate degrees are in graphic design and communication from William Woods University in Fulton, Missouri. She’s proud to be a part of a caring and energetic team that’s making a difference in the planned giving world.

Gloria Kermeen
Meetings Manager
Gloria Kermeen
Meetings Manager

As the National Association of Charitable Gift Planners’ Meetings Manager, Gloria works independently and collaboratively to plan and implement well-run programs and events that create meaningful member experiences. Since 1997, she has played a central role in coordinating all logistics for off-site meetings, including the National Conference on Philanthropic Planning. Gloria handles site selection, contract negotiation and event execution. In addition, she manages the registration process for all meetings and coordinates all aspects of CGP’s sponsor and exhibitor programs.

Gloria served as Director of Administration for the American Council on Gift Annuities from 1998 to 2010. She holds a B.A. in Tourism, Conventions and Event Management from Indiana University.

When she’s not at work, Gloria enjoys music. She and her husband of 40 years share a passion for rock with their three grown children, and Gloria is proud to have written, sold, produced, arranged and performed a jingle for a radio commercial.

Carey Wilson
Membership Data Manager
Carey Wilson
Membership Data Manager

With 14 years of tenure at the National Association of Charitable Gift Planners, Carey has mastered the art of providing a helping hand to CGP members and potential members across the United States. Carey also assists CGP’s affiliated local councils with frontline services and reporting. It’s her job to ensure positive member experiences.

Members appreciate Carey’s quick responses to questions and concerns, and her focus on building strong relationships. She plays an important role in developing and implementing membership policies and procedures, and assists with preparing for important member events, including board and leadership meetings and the annual National Conference on Philanthropic Planning.

Carey, who received a B.A. in English at Anderson University in Anderson, Indiana, says she’s proud to have spent most of her career serving the CGP membership.

Donna Ward
Administrative Support Specialist
Donna Ward
Administrative Support Specialist

Donna Ward is the Administrative Support Specialist for the National Association of Charitable Gift Planners. In this role, Donna assists management in daily operations of CGP and provides additional support to the president and other staff. She also gives general membership support by email and telephone to our members. Donna assists in the development of reports, tracking effort and progress of special projects, managing fundraising records, assisting in the development of office guidelines and procedures. She serves as a liaison with the Board of Directors, Leadership Institute, Committees and Task Forces.

Donna joined CGP in January of 2017 with an experienced background in administration. She has previously served as an executive assistant/office manager at the Medtech College corporate office, where she assisted the CEO, CFO, Regional Vice President of Nursing, Vice President of Academics and Vice President of Financial Aid. Donna performed accounts payables and general administrative duties while also assisting students in understanding course requirements. Prior to Medtech College, she worked at Harrison College for four years as an administrative assistant to the Nursing Department.

Donna is excited to bring her office management and administration expertise to help the CGP national office in it’s continued work in charitable gift planning. 

Executive Committee
Cathy Sheffield
Chair
Cathy Sheffield
Chair
Dallas Council of CGP and Lone Star Council of CGP

Cathy R. Sheffield is a fundraising executive with over 20 years experience, specializing in major gifts and gift planning. Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Children’s Health Foundation, Texas Christian University, The University of Texas at Arlington and the American Diabetes Association. Prior to living in North Texas, Cathy lived in Washington, DC and worked on Capitol Hill for United States Senator Byron L. Dorgan of North Dakota.    

Cathy is the current Chair of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning), served as the 2015 Chair of the National Conference on Philanthropic Planning. Cathy is also a member of the CGP Leadership Institute, a program that provides education, networking and service opportunities for the nation’s most experienced charitable planners. Locally, Cathy is a member and past president of the Lone Star Council of Charitable Gift Planners  (Fort Worth) and a member and past officer of the Dallas Council of Charitable Gift Planners.  In 2015, Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with The Ben Franklin Award for the Outstanding Professional Fundraising Executive, the highest professional honor she has received. In May, 2017, Cathy was given the Star Award from the Lone Star Council of Charitable Gift Planners for outstanding service to the council and profession.  
 
Cathy received her MBA from Texas Christian University’s Neeley School of Business and a Bachelor of Science from North Dakota State University. Cathy is a Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Certified Fundraising Executive (CFRE).

In her personal life, Cathy is a member of the Fort Worth Women’s Club and the Fort Worth Club. Cathy is a past-president of the board of directors for Camp Sanguinity, a camp for children with cancer and blood disorders. In addition to serving on the board for Camp Sanguinity, Cathy and her husband, Scott, volunteer as camp counselors for the week-long summer camp. Cathy and her husband reside in Fort Worth, Texas where they enjoy spending time with their 10-year old grandson.  

Christopher McGurn
Chair elect
Christopher McGurn
Chair elect
Chesapeake Planned Giving Council

Christopher McGurn is currently a Senior Vice President with PNC’s Institutional Investment Group in Baltimore, Maryland. He is responsible for the management and marketing of PNC’s Planned Giving Services Department. In addition, he also serves as the primary relationship officer for local and national planned giving programs. McGurn currently serves on the board of the Chesapeake Planned Giving Council (CPGC) where he holds the office of Treasurer. From 2006 to 2012 he served as a board member for the National Capital Gift Planning Council (NCGPC) in DC, also serving as Treasurer. Prior to his service to NCGPC, he served on the CPGC board where he held the office of Program Chairman, Treasurer and President (2001).

Since 2004 McGurn has presented to organizations such as ACGA, the Chesapeake Planned Giving Council, the Delmarva Planned Giving Council, the National Capital Gift Planning Council AHP Mid-Atlantic regional conference and the Emerging Philanthropy Conference. Presentation titles included; ‘Blueprint for a successful Gift Annuity program’; ‘How to set up a Gift Annuity program-A recipe for success’; ‘CGA’s-Balancing risk and reward’; ‘A look at Trusteeship issues in planned giving’. McGurn holds a B.S. degree in Business Administration with concentrations in Management, Finance and Marketing from Towson University.

Tom Neises
Secretary
Tom Neises
Secretary
Chicago Council on Planned Giving

Tom Neises has worked in all facets of fundraising from gift planning to capital campaign fundraising to principal gifts in his 20 year career. Prior to joining The Nature Conservancy Tom worked in fundraising at a large social service agency in Chicago and as a Senior Account Executive at SPSS Statistical Software. Tom holds a law degree from DePaul University. Tom offers a depth of experience in complex gifts structures with a focus on the strategic integration of philanthropy into an individual’s overall financial, tax and family situation.

Currently Tom serves as the Director of Development Programs and the Chief of Staff at The Nature Conservancy. Tom joined The Nature Conservancy’s Illinois Chapter as the Director of Planned Giving. He served as a member of the Conservancy’s Regional Gift Planning team as well as member of the Principal Gifts team as Senior Philanthropy Planner and then as Deputy Director of Principal Gifts before taking on his current position

Lynn Malzone Ierardi
Treasurer
Lynn Malzone Ierardi
Treasurer
Planned Giving Council of Greater Philadelphia

Lynn Malzone Ierardi, J.D. has been in the estate and gift planning field for more than 25 years. She has served as Director of Gift Planning for the University of Pennsylvania (PENN) since 2005 and on a limited basis as an independent gift planning consultant (www.GiftPlanningAdvisor.com, founded in 2002). Prior to joining Penn, she held gift planning positions in health and higher education, served as Vice President with the Merrill Lynch Center for Philanthropy and practiced estate planning and real estate law.

Lynn has been a member of the National Association of Charitable Gift Planners (CGP) since 1993 and is a past board member and past President of the Gift Planning Council of New Jersey (GPCNJ) and current board member of the Partnership for Philanthropic Planning of Greater Philadelphia (PPPGP). She is a member of the CGP Leadership Institute and a regular faculty member for the Planned Giving Course offered by PPPGP. As a dynamic and highly rated speaker, Lynn has presented at conferences and meetings throughout the country on a variety of gift planning topics. Lynn is a graduate of Fordham University School of Law, and is a Proud Penn Parent - times two!

Elizabeth Ayers
Conference Chair
Elizabeth Ayers
Conference Chair
North Carolina Planned Giving Council

Elizabeth Ayers is the Executive Director of Gift Planning at The University of North Carolina at Chapel Hill. She currently serves as Secretary on the Board of the North Carolina Planned Giving Council and has been named to the National Association of Charitable Gift Planners Board, with her term beginning in January 2015.

Prior to joining UNC in 2008 she worked at The Ohio State University, where she served as Director of Planned Giving for the Medical Center and Associate Director of Planned Giving for the University. She has worked for the Columbus Foundation, served on non-profit boards and committees and was president of Central Ohio Planned Giving Council in 2007.

Ayers has presented on various charitable topics at local and national conferences including AAMC, NCPG and Wealth Counsel. She has practiced law in the areas of estate planning and civil litigation. She holds a JD from Capital University, M. M. from Ohio University, and a B. M. from Wittenberg University.

Gordon P. Smith
Conference Chair elect
Gordon P. Smith
Conference Chair elect
Colorado Planned Giving Roundtable

Gordon P. Smith, MBA, CFRE, was born and raised in Denver, Colorado. Before going into planned giving, Gordon worked as a financial consultant, where he obtained experience in estate planning, business succession planning, insurance, and investment management. This provided a wonderful springboard to planned giving and the work he does for National Jewish Health where he has been since September of 1995. 

As the Associate Vice President for Development, Planned Gifts, Gordon is responsible for planned and major gifts. This includes cultivating relationships from marketing through stewardship with expertise in the areas of charitable trusts, gift annuities, bequests and gifts of complex assets and he works with supporters throughout the country. 

Gordon has been a long time member of The National Association of Charitable Gift Planners and currently serves on the Board.

Board Members
Gregory W. Baker
Gregory W. Baker
Planned Giving Group of Indiana

Gregory W. Baker is the Executive Vice President of Legal Services for Renaissance Administration LLC and President of Renaissance Charitable Foundation. With 25 years of experience in philanthropic financial planning, Greg has consulted on over 18,000 charitable remainder trusts, over 800 charitable lead trusts, numerous private foundations, supporting organizations, donor-advised funds and charitable gift annuities. In addition to his 19 years with Renaissance, Greg served as the Vice President, Manager of Charitable Account Services in Princeton, N.J. for Merrill Lynch Trust Company and the Merrill Center for Philanthropy & Nonprofit Management.

As Merrill’s Charitable Fiduciary Risk Manager, Greg identified and managed account compliance projects for over $4 billion in planned gift instruments under administration Greg has addressed the National Association of Charitable Gift Planners, the American Academy of Estate Planning Attorneys, the International Association of Advisors in Philanthropy and numerous other groups. Co-author of the popular CRT Handbook and CLT Handbook, Greg’s published work also can be seen in various industry publications, including Planned Giving Today, the Estate Planning newsletter of the Society of Financial Service Professionals, Perspectives, and various broker/dealer publications.

A past President and current Board Member of the Planned Giving Group of Indiana, Greg also is an Advisory Board member for the CAP program at the American College, a member of the Indiana Bar, the Indiana State Bar Association, the Partnership for Philanthropic Planning and the Financial Planning Association. Greg received his undergraduate degree from Wabash College and his Juris Doctorate from Indiana University.

Carlos Byrne
Carlos Byrne
Planned Giving Group of New England

Carlos Byrne is a director of relationship management for BNY Mellon’s Planned Giving group. In this role, he manages client relationship teams responsible for the oversight and administration of planned giving programs.  Carlos also oversees the operations of the BNY Mellon Charitable Gift Fund – a donor advised fund. Prior to BNY Mellon, Carlos worked at Time Warner as a district human resources manager.

He received a bachelor’s degree from Cornell University and a master’s degree from Baruch College. Carlos is a member of the National Association of Charitable Gift Planners and currently serves on the Executive Board of the Planned Giving Group of New England.

Penny Cowden
Penny Cowden
Northwesst Planned Giving Roundtable

Penny began her career at Weyerhaeuser Company, a Fortune 500 Forest Products company operating in eighteen countries, in marketing, communications and business development.

Penny has specialized in healthcare philanthropy for over twenty years holding senior level positions at major health systems and institutions in Washington, Colorado, Virginia and Arizona. 

Currently, Penny holds the position of executive director of Columbia Memorial Hospital Foundation in Astoria, Oregon where she is responsible for board development, strategic planning, operations and managing a comprehensive development program to support numerous programs and services. 

Penny is also the president of philanthropy212 a company that specializes in customized approaches to raising money through transformational philanthropy.  She has consulted with numerous not-for-profit organizations throughout the United States, providing customized growth strategies, creative services and program development.

Penny earned her Bachelor’s from Portland State University and Masters Degree from Washington State University.  She holds the CFRE designation and has earned advanced certification as a Fellow in the Association of Healthcare Philanthropy (FAHP).

She has received numerous awards for community service and is a member of the National Chamber of Commerce, the Public Relations Society of America, the American Hospital Association, the Association of Healthcare Philanthropy, The Northwest Planned Giving Roundtable, and the Association of Fundraising Professionals.

Sindy Craig
Sindy Craig
Northern California Planned Giving Council

Sindy L. Craig, J.D., LL.M., is the Director of Planned Giving at the The San Francisco Foundation. Sindy has 24 years of non-profit experience and possesses diverse gift planning experience in higher education, health care, and community foundation fundraising environments. Since joining the Foundation in 2012, Sindy oversees all aspects of legacy, endowment and nonprofit fund programs and assists individuals, families and professional advisors to create and implement lifelong and legacy philanthropic gift plans.

Previously, Sindy led integrated major and planned giving efforts during Campaign initiatives ($250 million to $2.5 billion) for The Ohio State University Wexner Medical Center and the University’s (7) Health Science Colleges; Kenyon College; and the University of Vermont. Sindy began her gift planning tenure at Middlebury College. Prior to development, Sindy worked within student and judicial affairs administration for eleven years. In her last role in that capacity, Sindy served as the chief judicial affairs officer and coordinator of academic honesty at the University of Vermont.

A first generation college graduate, Sindy earned a BSBA from Bowling Green State University; a J.D. from the University of Oklahoma; and an LL.M. in taxation from the University of Washington. A past Board member of the Central Ohio Planned Giving Council, Sindy served as chair of the education committee. A member of the Northern California Planned Giving Council, Sindy has served in various roles to support its annual planned giving conference. Sindy is a member of the state bars of Oklahoma and Washington and a member of the Junior League of San Francisco’s Finance and Audit committees.

Claudine A. Donikian
Claudine A. Donikian
Planned Giving Group of New England

Claudine A. Donikian, JD, MBA, is the president, chief executive officer, and chief marketing officer of Pentera, Inc., and is a sought-after expert and speaker on planned giving marketing. As Pentera's chief marketing officer, she is the editor-in-chief for Pentera's corporate marketing materials as well as client marketing materials and personally consults with a select group of Pentera's clients on their marketing strategy and execution.

Claudine's professional area of interest is women in philanthropy, and she serves as a member of the Advisory Council for the prestigious Women's Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy. Claudine oversees all aspects of Pentera's business and marketing strategies, as well as new-product development, with an emphasis on digital marketing, and she recently served on the Direct Marketing Association's Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500 percent.

Claudine graduated Phi Beta Kappa from Indiana University, holds an MA in French from New York University and a JD and an MBA from Boston College. She serves on the board of directors of the Planned Philanthropy Group of Greater New York in Manhattan (PPGGNY), the Massachusetts Children's Trust (the state’s child abuse prevention agency), and the Brookview House (an organization providing housing for homeless women and children). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top and most motivating teachers.

J. William Gray
J. William Gray
Virginia Gift Planning Council

J. William Gray is a partner in the Richmond, Virginia office of McGuireWoods LLP, where his law practice focuses on tax-exempt organizations, charitable giving, and estate planning and administration.

He holds a bachelor’s degree in industrial engineering from Rutgers University and a law degree from the University of Virginia. Bill is a fellow of the American College of Trust and Estate Counsel, a founding director and former president of the Virginia Gift Planning Council, and a lurker and occasional contributor on Gift-PL. He is also a frequent speaker on estate planning and charitable topics and has appeared on recent programs of the National Conference on Philanthropic Planning, the American College of Trust and Estate Counsel Southeast Regional Meeting, UNC’s J. Nelson Young Tax Institute, and CGP affiliate councils in Virginia, North Carolina, Boston, and Washington, DC.

Wendy Irving
Wendy Irving
Western New York Planned Giving Consortium

Wendy Irving is Assistant Vice President for Gift Planning at the University at Buffalo, where since 2003 has led the efforts for facilitating and securing philanthropic contributions for the university while meeting and exceeding the Development and Alumni Relations overall divisional planned giving goals. She has been instrumental in closing a number of complex, seven and eight figure gifts.

Prior to her current appointment, Ms. Irving has served the university in a number of professional capacities. An attorney, she was admitted to the New York State Bar in November 1992. Ms. Irving frequently speaks on fundraising topics to external boards and organizations and serves as the lead estate planning consultant for the University at Buffalo Foundation. She received her Juris Doctorate, Masters in Education and Bachelors of Arts degrees from the University at Buffalo.

Brigit Kavanagh
Brigit Kavanagh
Northern California Planned Giving Council

Brigit Kavanagh is a founding partner of Kavanagh Rhomberg LLP and for over a decade has focused on the laws of nonprofit organizations and charitable gift planning, advising charities, foundations, and their donors on nonprofit tax, trust, and corporate law. Prior to launching Kavanagh Rhomberg LLP, Brigit practiced with the San Francisco law firm of Adler & Colvin, handling a range of matters for public charities, private foundations, and charitable donors.

Brigit has expertise in complex private foundation matters, such as set asides, out of corpus distributions, program related investments, and international grant-making, as well as public charities and charitable gift planning matters, such as endowments, charitable remainder trusts, charitable gift annuities, donor advised funds, and supporting organizations.

Prior to attending law school, Brigit was the director of the land acquisitions and education programs for Save-the-Redwoods League in San Francisco. Brigit also served as a volunteer in the U.S. Peace Corps in Cameroon, where she taught English.

Brigit is an adjunct professor at Golden Gate University, where she co-teaches Tax Aspects of Charitable Giving in the LLM in Taxation program. She is also a contributing and update author for Continuing Education of the Bar’s (CEB) treatises on the charitable giving chapters of California Estate Planning, Drafting California Irrevocable Trusts, and California Will Drafting. She is a frequent speaker on topics such as charitable gift planning, endowments, and many aspects of nonprofit and tax-exempt organizations.

Brigit is on the Board of Directors of the Northern California Planned Giving Council. She is also member of the National Association of Charitable Gift Planners, the American Bar Association, the Marin County Bar Association, and the San Francisco Bar Association. She is admitted to practice law in California.

Kathy Kielar
Kathy Kielar
Chicago Council on Planned Giving

Kathy has more than 15 years of experience in planned and major giving. For the last nine years, she has been with WTTW in Chicago, one of the most watched PBS stations in the nation and WFMT, a fine arts radio station heard across the globe. In her current position as Senior Director of Planned and Major Gifts, Kathy leads the planned giving program, the major giving annual funds, the matching gifts program, and the WFMT on-air pledge drive, which has just had its most successful year to date.

During her tenure, she has developed a successful marketing program to grow planned giving and appointed a planned giving advisory committee of esteemed professional advisors, which has resulted in tripling the membership base. She also initiated a successful rebranding campaign, naming the giving society after a prominent trustee and PBS leader, Newton N. Minow.

Prior to this, Kathy served at the Alzheimer’s Association where she developed planned giving programs for 14 chapters throughout the Great Lakes region. 

Kathy is the most recent past president of the Chicago Council on Planned Giving board of directors and current chair of the nominating committee. She also has been a speaker on numerous panels for CCPG and participated in their outreach program as a mentor. She has been involved with the National Association of Charitable Gift Planners and was recently appointed to the PBS National Planned Giving Advisory Council.

Ed Sandifer
Ed Sandifer
Planned Giving Group of Indiana

Ed Sandifer serves as the Planned and Major Gifts Officer for the Indianapolis Zoo, joining the Zoo in 2002.  Ed began his service in philanthropy in 1999, serving as the first Director of Planned Giving at Marian College (now Marian University) in Indianapolis, while concurrently serving as Assistant Counsel to the Indiana State Senate.  Before entering the not-for-profit arena, Ed worked in the private practice of law focusing on estate planning, probate, real estate, and family law matters.

Ed is a member and past president of the Planned Giving Group of Indiana. He currently serves on the board of directors of the Association of Fund Raising Professionals – Indiana Chapter.  Ed received his B.A. from Indiana University and his J.D. from Indiana University McKinney School of Law.

Jeffrey Underwood
Jeffrey Underwood
Northern California Planned Giving Council

Jeffrey Underwood is a Senior Relationship Manager for KASPICK & COMPANY. He joined the firm in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston.

He has over 20 years of experience in gift planning and served as President of the Planned Giving Group of New England in 2004–2005. He graduated from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri—Kansas City, and earned an MBA from Northeastern University.

Kent Weimer
Kent Weimer
North Texas Chapter of PPP

At Parkland Foundation, Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 38 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations.  Kent has been actively involved in CGP for 16 years including leadership roles at the Chicago Council of Planned Giving and the North Texas Chapter of PPP. He is currently president of the North Texas Chapter.

Mark Winer
Mark Winer
Saint Louis Planned Giving Council

Mark Winer is a Director of Gift Planning in the Crossroads and Southeast & Caribbean Division for the American Red Cross. He leads a team of 10 gift planning officers working in 9 states in the Midwest and the Southeast. Mark works with Red Cross gift planners, donors and professional advisors to create planned gifts that support the humanitarian mission of the American Red Cross. Mark joined the Red Cross Gift Planning Unit in 1999. Prior to that, Mark worked as a tax attorney for 15 years in private practice, at the United States Department of Justice and in the Hawaii Attorney General’s Office. Mark became interested in planned giving while serving on not for profit boards in Honolulu.

Mark received his undergraduate degree from the University of Wisconsin in Madison and a law degree from Tulane University in New Orleans. He earned a masters degree in taxation from New York University Law School. Mark is a past president and board member of the Saint Louis Planned Giving Council. He is also on the Economic Development and Sales Tax Board of University City, Missouri.