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 Education
Barbara Yeager
Director of Education

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 the annual CGP Conference, 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 CGP 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.

Mary Kate Myers
Meetings Manager
Mary Kate Myers
Meetings Manager

As the National Association of Charitable Gift Planners’ Meetings Manager, Mary Kate is responsible for the strategic, operational and logistical activities for any off-site meetings including the Council Leadership Summit and CGP Conference. 

Mary Kate brings 27 years of meetings and event experience to the CGP team. She excels at logistics and operations, and her attention to detail means that events and meetings go smoothly from concept to completion. 

Mary Kate holds a bachelor's degree from Indiana University. In her free time, she enjoys traveling, volunteering in the community and spending time with her family.

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 CGP Conference. 

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
Kelli Smith
Chair
Kelli Smith
Chair

Kelli Smith's career in philanthropy spans more than two decades in health care and academia, serving in organizations whose missions closely align with her own passions to serve and invest in the needs of the community. Kelli recently joined John Ball Zoo in Grand Rapids, MI as the Chief Development Officer, leading the strategic vision for development, marketing, communications, and community engagement. In her prior role, she led major and planned giving as Director of Philanthropy at Saint Mary's Foundation at Mercy Health.

She is active in her community and serves on several local boards and is the Chair Elect for the CGP Board of Directors. Kelli holds a master’s degree in Health Services Administration and is pursuing her Chartered Advisor of Philanthropy (CAP) certification.

Nathan Stelter
Chair elect
Nathan Stelter
Chair elect

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,400 organizations nationally with a staff of over 100 individuals. The home office is located in Des Moines, Iowa, with regional representation in Dallas, Texas; Chicago, Ill.; Asheville, NC; Boston, MA; Washington, DC and Denver, Colo.

Nathan’s responsibilities include a little bit of everything…from product development, strategic partnerships and marketing consultation to client services and corporate marketing. His primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions for Stelter clients that connect with donors and provide results for the organization.

Nathan’s expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He has been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing.  When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va.  They are the proud parents of 11-year-old Benjamin Hawkeye, 8-year-old Brody and 6-year-old Brynn along with three Brussels Griffon puppies, Lola, Bubbles and Fergus.

 

 

Tia J. Graham
Secretary
Tia J. Graham
Secretary

Tia J. Graham has worked in the field of philanthropy for nearly two decades. Over this time, she’s had the pleasure of helping a diverse group of donors fulfill their passions for public media, higher education, community philanthropy and medical research. Tia has helped facilitate over $10 million in charitable gifts over her fundraising career.

Tia currently leads the gift planning team for the PBS Foundation. In this role, she works to build the financial resources needed to sustain the mission of PBS for another 50 years and beyond. Before joining the PBS Foundation, Tia worked on a grant funded project aimed to build the major and planned giving capacity of PBS Member Stations. This work involved providing marketing materials, trainings, dedicated consulting and group convenings. The planned giving revenue for PBS Member Stations increased by 100 percent during the grant funded period.

Prior to entering the nonprofit arena, Tia worked in the accounting and legal professions. In her role as an accountant, she worked on the financial reporting team for Samson Resources and Geodyne Partnerships in Tulsa, Oklahoma. While working full-time at Samson and managing life as a single mom, she began law school as part-time student at the University of Tulsa. Upon graduation, Tia worked as an associate for Holloway, Dobson and Bachman in Oklahoma City as an insurance defense, commercial transactions and estate planning attorney.

Tia is a graduate of Northeastern State University with a BS in Accounting and a Juris Doctorate from the University of Tulsa College of Law. She is a member of the National Association of Charitable Gift Planners, American Bar Association, National Bar Association and the Oklahoma Bar Association. She is a frequent speaker for professional development organizations and community-based nonprofits. Tia is a proud member of the Seminole Nation of Oklahoma.

Tia resides in Jersey City, New Jersey with her husband Mark. She is a mother of three adult children and a grandmother of an exceptional two-year old grandson, the third generation PBS Kid.

Daniel E. Vigne
Treasurer
Daniel E. Vigne
Treasurer

As a Senior Wealth Strategist, Dan is responsible for leading the delivery of holistic advice to new clients of Northern Trust through investment, fiduciary, banking and wealth planning professionals. He has over 25 years of experience in serving business-owning families, corporate executives, professionals, not-for-profits and other wealth owners in a variety of wealth management and private banking roles.

Dan's expertise is his ability to collaborate with specialists from multiple disciplines in an integrated manner to help clients achieve their financial goals through the lifecycle of their wealth. His three decades of experience help him identify the key issues and planning opportunities, that high net worth clients face when contemplating retirement, selling a closely-held business, or planning for multigenerational wealth and family governance.

Dan received a B.S. degree in Economics from Florida State University. He holds the designation of Certified Financial Planner and Certified Professional Wealth Advisor along with his Series 7 and 63 licenses. Dan is a graduate of Leadership Florida class XXXI.

He is the current chair of United Way Suncoast, a past president of Charitable Gift Planners of Southwest Florida and the chair of Josh Provides Epilepsy Assistance Foundation.

Dan is married to his wife Jennifer of 25 years and has three children. Drew, Emma, and Sara. Dan is an avid golfer. He also enjoys exercising, hiking, reading, and traveling.

Rebecca Bibleheimer
Conference Chair
Rebecca Bibleheimer
Conference Chair

Rebecca Bibleheimer is a Senior Philanthropic Advisor with the Oregon Community Foundation. She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as an internal technical consultant to all philanthropic advisors throughout the state. Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for US Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm.  She graduated cum laude with a Juris Doctorate from California Western School of Law and with a Legal Letters Master from the University of Florida, Levin School of Law.

Rebecca is a member of the California State Bar and the Oregon State Bar. She served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on the Make A Wish Oregon Gift Council, Oregon Public Broadcasting’s Gift Planning Advisory Council, Albertina Kerr’s finance and planned giving committee, Portland Community College’s planned giving committee, and Legacy Health’s Advisor Council, as well as other planned giving and investment related nonprofit committees. She is the immediate past President for the Northwest Planned Giving Roundtable and has served on their Executive Committee for ten years.

Phyllis Silverstein
Conference Chair elect
Phyllis Silverstein
Conference Chair elect

Phyllis Silverstein serves as Senior Vice President and Senior Regional Fiduciary Manager of Philanthropic Services within The Private Bank. Wells Fargo Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services. Phyllis leads a team of experienced specialists that provides philanthropic advice to Wells Fargo clients and is responsible for enhancing our philanthropic offering to clients, helping her team deliver exceptional client service, and managing risk within her region.

Phyllis has over 35 years of professional fundraising and development experience. Prior to joining Wells Fargo, Phyllis spent 8 years as the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. She previously held senior resource development positions at the Greater Miami Jewish Federation and the Jewish Federation of Broward County.

Phyllis graduated cum laude, with a Bachelor of Arts in Sociology from Florida Atlantic University. Phyllis obtained a Certificate in Financial Planning from the University of Georgia and has been awarded the CERTIFIED FINANCIAL PLANNER™ designation. Phyllis has been awarded the Chartered Advisor in Philanthropy® designation by the American College of Financial Services.

She served as a subject matter expert for the CFP Board Exam Review and is a member of the Estate Planning Council of North Georgia. She has served as President and Board member of the Georgia Planned Giving Council. Phyllis currently serves on the Board of EduHousing as well as a Board member of the National Hadassah Foundation and holds the position of Treasurer. Phyllis lives in Marietta, GA, and has 5 children.

Board Members
Rozlyn Anderson Flood
Rozlyn Anderson Flood

As a Philanthropic Advisor for Princeton, Rozlyn Anderson Flood is responsible for guiding and implementing gift planning strategies for donors in New England, Pennsylvania, New Jersey, District of Columbia, Virginia, Colorado and outside the United States. She has expertise in international estate planning and is responsible for overseeing and coordinating the governance of the Princeton Charitable Foundation Limited in the UK. She also helped establish a Hong Kong foundation for Princeton and will be implementing its governance. In addition to gift planning, she assists donors with gifts of real estate, closely-held stock, artwork and other complex assets. Like many gift planners, she helps donors and their advisors navigate QCDs and other intersections of charitable and retirement planning.

Roz is a member of the National Association of Charitable Gift Planners, the New Jersey Council of Charitable Gift Planners and the Planned Giving Council of Greater Philadelphia. In June 2016 she was a co-presenter with Elizabeth Truslow at the annual conference of the New Jersey Council; their session was titled, “It’s a Small World…International Giving Issues That You Need to Know.”

Roz is a retired trusts and estates lawyer and practiced law for 10 years at prominent firms in New York and New Jersey. For 22 years thereafter, she held senior wealth management positions at major banks and brokerage houses (JP Morgan Chase, Merrill Lynch, and Brown Brothers Harriman). At those companies, she established and managed groups which focused on estate, tax, financial and philanthropic planning for ultra-high net worth individuals around the globe. She was also a regular speaker at conferences sponsored by the major bar and banking associations, NYU School of Continuing Education, Institute for Private Investors, etc. Most notably, she was formerly the Vice Chair of the International Estate Planning Committee of the American Bar Association and the former Chair of the Estate Planning Committee of the New York Bar Association. She also served as a Trustee of Radcliffe College (she was involved with the decision to merge with Harvard University), Bloomfield College and the Independent College Fund of New Jersey. She has been an active volunteer fundraiser for her alma maters, Harvard/Radcliffe College and the Harvard Law School, for over 40 years. She is a former Treasurer of the Harvard Alumni Association (HAA) and received an HAA award for service in 2000. In addition, she has served as a director of the National Urban League, the Mental Health Association of Essex County, New Jersey and on the boards of other hospital and social service organizations. She has also served on the professional advisory boards of Lincoln Center, Rockefeller University and the New York Public Library.

Currently, she is active on a number of committees of the Nassau Presbyterian Church in Princeton, New Jersey. She also participates on the advisory committee of the Paul Robeson House of Princeton, New Jersey, which is renovating the birthplace of Paul Robeson to honor his legacy and to serve as a resource in the local community. She is also an alumna interviewer for Harvard College. She currently lives in West Windsor, New Jersey and has two adult sons.

Cindy Atmar
Cindy Atmar

Cindy Atmar, currently Director of Trusts, Estates and Gift Planning at The University of Texas MD Anderson Cancer Center, has held leadership positions for the American National Red Cross, CHRISTUS Santa Rosa Foundation, Juvenile Diabetes Research Foundation and the Leukemia & Lymphoma Society over a 30-year career.  She speaks on the topics of gift planning, nonprofit leadership, major and blended giving, and serves as an instructor at the Rice University Center for Nonprofit Leadership.

 

Cindy has been a Certified Fundraising Executive since 2003 and is a member of the National Association of Cancer Center Development Officers (NACCDO) and the Association of Fundraising Professionals.  She serves as Chapter President of the Charitable Gift Planners of Houston (CGPH) and as founding Co-Chair of the NACCDO Planned Giving committee and was founding Chair of Community Health Charities of Texas. 

Ed Cadogan
Ed Cadogan

Ed Cadogan joined The Nature Conservancy in July 2005. As Senior Regional Gift Strategist, Ed provides training and consultation to major gift officers and senior leaders on outright and deferred gifts in a $4 billion campaign and brings technical expertise to high net worth donors who wish to give non-cash assets like real estate, art work, retirement plans, and gifts of business interests (C-Corp, S-Corp, LLC).

Prior to the Conservancy, Ed served as Director of Planned Giving at Georgetown University in a $1 billion campaign. His other fundraising positions have included Planned and Major Gifts Officer at West Virginia University Health Sciences Center in a $250 million campaign; and Assistant Director of Gift and Estate Planning at Albion College in a $68 million campaign. Prior to that, Ed was an Admissions Counselor for West Virginia University.

Ed has been a member of the National Capital Gift Planning Council (NCGPC) since 2001. As a volunteer leader, Ed has served NCGPC as Past President, Vice President for Programs, Chair of the Planned Giving Days Conference, and Board Member. Additionally, he has served as a Committee Member for the CGP Conference and served on the Selection Committee for the President and CEO search for CGP.

Ed received a bachelor's in International Studies from West Virginia University in 1989, and M.A. from West Virginia University in Higher Education Administration in 1995. Ed is fluent in Spanish. He has travelled extensively around South America, where his family works to help the indigenous people of Paraguay.

 

Lisa M. Chmiola
Lisa M. Chmiola

Lisa M. Chmiola, M.S., CFRE, is Director of Gift Planning for the Catholic Community Foundation, Archdiocese of New Orleans. Previously, she served in major and planned giving roles at Tulane University and St. Agnes Academy in Houston, Texas. An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She also serves as an adjunct instructor in Rice University’s Center for Philanthropy and Nonprofit Leadership.

In addition to more than 18 years in development, Lisa is an active volunteer, serving on the board of the AFP New Orleans chapter and the U.S. Government Relations committee for AFP International, a member of the National Association of Charitable Gift Planners (and past president of the Houston chapter), a sustaining member of the Junior League, and a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.

Lisa is the proud mom of Ava, a Mini Schnauzer with her own social media presence (@avalynndog).

Bobby Collier
Bobby Collier

In February 2020, Bobby Collier celebrates his twentieth anniversary at American Cancer Society. He began his career as a Director, Estate & Gift Planning in the New Orleans office, eventually covering the states of Louisiana, Mississippi & Arkansas. In 2002 he was named the Top Performer in the Planned Giving Business Unit. 

In December 2003, Bobby became Vice President of Region 1 of PGBU.  His responsibilities at that time were to manage the planned giving team covering the 12 states of Mid-South and South Atlantic Divisions.  In the Spring of 2004, Bobby and his family relocated to Birmingham AL.  Over the years, his territory has grown to cover 18 states. His 13 planned giving directors touch 5 of the 6 ACS Regions. His team has averaged documenting $30 million in New Expectant Planned Gifts per year, building the pipeline, that ultimately feeds the Probate/Legacy Income, now one of the leading sources of income annually at American Cancer Society.

In 2019, while still managing his team of planned giving directors, he also became the lead liaison between the Planned Giving Department and our Probate & Trust Management Department & Finance.

Bobby has over 26 years of Planned Giving / Development experience.  He was President of the Greater New Orleans Council of the National Committee on Planned Giving, in 2004. And in 2018, served as President of the Alabama Association of Charitable Gift Planners, where he still serves on the board.

Bobby is extremely honored and excited to take on the role of Senior Vice President – Planned Giving.  He wants to continue the legacy that started 20 years ago, with the creation of the Planned Giving Business Unit, which its’s revenue is now averaging 20 percent of the overall ACS Annual Revenue.  He and his wife Leigh celebrated their thirtieth anniversary in August 2021. Their son, Cameron Bryant, is 17 years old and starting to look at colleges. In his free time, Bobby loves spending time with his 3 Cavalier King Charles Spaniels and of course, you can always find him fulfilling his obsession, playing golf!

Nicole Engdahl
Nicole Engdahl

Nicole Engdahl is the Vice President of Planned & Annual Giving at the National Park Foundation in Washington, D.C. In her current position, Nicole leads three departments under one umbrella group: direct response, mid-level giving, and charitable gift planning. In 2015, Nicole established the Foundation’s formalized planned giving department—leading estate planning efforts as part of the organization’s $550 million Centennial Campaign for America’s National Parks.

Over the past 20 years, Nicole has honed her skills in nonprofit fundraising with both national and international organizations. She joined the National Park Foundation from Special Olympics International, where she helped the organization create and grow its domestic estate giving program. Prior to Special Olympics, Nicole was a planned giving officer for the National Geographic Society, where she directed the planned giving marketing program and managed a portfolio of donors. Prior still, Nicole served as director of development for the Tuberous Sclerosis Alliance, associate director of Annual Giving for St. Olaf College, and associate executive director of the Cystic Fibrosis Foundation – Wisconsin Chapter.

Nicole is a Chartered Advisor in Philanthropy® and a former member of the National Capital Gift Planning Council’s Board of Directors. She earned an M.A. from Northern Illinois University and a B.A. from Luther College. She lives in Washington, D.C.

Brad Gornto
Brad Gornto

For more than 21 years, Brad Gornto has practiced law throughout Florida in the areas of complex estate & charitable planning, business law, probate and trust administration, and income tax planning.  In addition to his law practice, Brad is the President and Founder of Effectual Giving, LLC, which is a consulting firm that assists charitable organizations (primarily in higher-education and faith-based philanthropic sectors), philanthropic families, and allied professionals across the country in the actual implementation of effective charitable giving strategies. Finally, Brad is also the President and Founder of iCLAT Solutions, LLC, which specializes in design, drafting and consulting services of “reversionary” charitable lead trusts for individuals, entities and recipient public charities, churches, ministries, private foundations, and donor advised fund sponsors.

Brad earned his undergraduate degree from Florida State University in 1995, his law degree (J.D.) from the University of Florida College of Law in 1998, and his LL.M In Taxation from the University Of Miami School Of Law in 2000.

Brad’s current volunteer service includes: (i) member of the Florida State University Foundation, Inc. Planned Giving Advisory Council in Tallahassee, Florida; (ii) Development Advisor to the Board of Directors for the C.S. Lewis Study Center based in Northfield, Massachusetts; and (iii) Immediate- Past President and Member of the Board of Directors for Charitable Gift Planners of Central Florida.  Brad is a past President of the Estate Planning Council of the Fun Coast, Inc. (Volusia, Flagler and St. John’s Counties), and a past Board Member of the Down Syndrome Association of Central Florida.

Carlo D. Laurore
Carlo D. Laurore

Carlo D. Laurore is a Senior Philanthropic Manager (Eastern Region) with the Boy Scouts of America, where he has worked for the past six years.  In his current role, he manages a team of Philanthropic Advisors and helps to drive major gift development and endowment strategy for the Boy Scouts. During his time with the Boy Scouts, he has supported several local Councils in their major giving and gift planning efforts, facilitated several major gift educational initiatives, and developed the planned giving strategy for the organization.

Previously, Carlo served as a senior member of the university advancement team at North Carolina State University in the Office of Gift Planning.  While at NC State, he helped close numerous gifts benefiting a wide variety of colleges and programs on campus, including multiple gifts at a transformative level. 

Prior to this, Carlo served as the Director of Gift Planning at North Carolina A&T State University.  At North Carolina A&T he was the school's first-ever Director of Gift Planning and launched the school’s efforts in that arena, including creating the school's planned giving website, marketing material, and donor contact program.  Carlo is credited with having worked with donors to secure one of the school’s largest gifts from an alumni individual, as well as, helping to secure the school’s largest gift from a non-alumni individual. 

Carlo has more than eight years of experience in the financial services industry.  During his career in financial services, he held the title of Vice President and Business Services Officer at BB&T (Wilmington, NC). In that role, he managed a $50M+ portfolio of business loan clients.

Carlo grew up in Raleigh, NC and graduated from UNC-Wilmington with a degree in Economics and in Leadership. He completed his degree in three years with honors and co-authored two published works in the Southern Business and Economics Journal.  In addition, Carlo earned a graduate degree in banking from Louisiana State University (LSU) and has received various financial planning designations.

Carlo serves as an active member of his community with membership and advisory board involvement in a variety of non-profit organizations and associations. Overall, Carlo takes pride in his efforts as a motivational speaker and mentor to both youth and adults in the areas of non-profit fundraising, financial literacy, economic empowerment, life/career planning, and leadership. Carlo, his wife (Catherine), and his two children (Trey and Tori) currently reside in Raleigh, NC.  Both of his kids are Cub Scouts in the Occoneechee Council (Son- Scouts BSA, Daughter- Webelo). 

Nicola Lawrence
Nicola Lawrence

Nicola Lawrence, CFRE® currently serves as the Director of Planned Giving for Children’s Health. Born and raised in Northern England, Nicola attended Wigan College, the University of Leicester, York St Johns and Dundee University, specializing in business and finance and nonprofit leadership. She has made Texas home since the 1990s. Over the last two decades, Nicola has led sustainability and legacy-based giving at a variety of nonprofits, both in the US and internationally, that include community-based health care, higher education and social service organizations. Bringing digital and print mediums together, Nicola is an award-winning multi-channel planned giving marketer while never forgetting that this kind of philanthropy requires careful personal attention to each donor’s current financial wellbeing while assisting them in building their charitable legacy.

Stacey McKinley
Stacey McKinley

Stacey McKinley serves as Director of Gift Planning in the Cleveland Clinic’s Philanthropy Institute. In addition, she focuses her legal practice on counseling nonprofit organizations in securing tax-exempt status, board fiduciary duties, fundraising, planned giving, and basic legal matters. She is also an adjunct professor at the Cleveland-Marshall College of Law where she teaches Non-Profit Corporations. Stacey has also held the positions of Director of Planned Giving at Cleveland State University and Associate Director of Gift Planning at the Cleveland Clinic. Prior to entering the development field, Stacey worked at three Cleveland law firms – Jones Day, Kahn Kleinman, and Ulmer & Berne - where her legal practice focused on finance, real estate, business and nonprofit law. Prior to law school, Stacey worked in broadcast journalism including five years as co-host of “Good Morning, Kentucky” in Lexington, Kentucky.

Trina S. Olidge
Trina S. Olidge

Trina S. Olidge brings depth and understanding to a changing academic landscape with nearly 20 years of experience in both public and private institutions, including minority serving and large research organizations. In her current role as director of gift planning at Georgia Institute of Technology, she educates donors on charitable giving vehicles and tax strategies that align with their values and help achieve their philanthropic goals. Olidge came to Georgia Tech from Georgia State University, where she was senior director of development for the College of Arts and Sciences. Previously, Olidge served as assistant vice president at Morehouse School of Medicine, and has held major gifts positions in both law and independent schools. Her career in higher education began at Tulane Law School as assistant dean of external affairs & diversity. She has also worked in industry as an investment analyst with Goldman Sachs (New York, NY) and G.E. Capital (Chicago, IL), before returning to Atlanta to join a boutique international consulting firm following law school.

Olidge earned a bachelor’s degree in finance from Howard University and a juris doctor from the University of Georgia, School of Law. She serves on the DEI task force of the National Association of Charitable Gift Planners and most recently concluded a four year term as chair of the Advocacy, Policy & Ethics Committee for the local chapter of AFP. Olidge loves to travel and spend time with her husband and two teenage children in Atlanta. Inspired by the example of her parents, both of whom are retired college professors, she brings authentic passion and commitment to the pursuit of excellence in higher education.

Robert Shafis
Robert Shafis

Robert Shafis has been a successful fundraiser, speaker and attorney for over 30 years.  He began working in fundraising with the Lutheran Church-Missouri Synod Foundation, where as Senior Vice President he and his staff raised over $100 million a year for various ministries.  He also was Director of Planned Gifts for the National Alzheimer’s Association, and for Alexian Brothers Health System Foundation.

As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 million each.  He is now Territorial Director of Planned Giving for the Central Territory of The Salvation Army, working with 10 planned giving programs around the Midwest.  Mr. Shafis has spoken to many national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising, and he teaches major and planned giving at North Park University.

Eddie Thompson
Eddie Thompson

Dr. Eddie Thompson founded Thompson & Associates. As CEO, he provides leadership and direction to over 45 seasoned charitable estate planners with Thompson & Associates. Dr. Thompson has planned thousands of estates, which has generated billions of dollars to charity during his forty plus years working with nonprofits. In 1983, Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fund raising methods. His academic achievements include two MA degrees and a BA and Associate of Fine Arts.

Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning. The National Society of Fund Raising recognized him Executives as a Certified Fund Raising Executive from 1986 to 1996. Eddie began his career at David Lipscomb University where he served as Vice President of Institutional Advancement, Assistant to the President, and Director of Planned Giving. His career advanced to The EAR Foundation, an international nonprofit, where he served as Chief Executive Officer. Dr. Thompson has garnered many honors during his distinguished career.

He was selected by Freed Hardeman University as its 2000 Outstanding Alumnus of the Year. In 1992 he was selected as a Kellogg Foundation Board Trainer assigned to Special Olympics International; International Directory of Distinguished Leadership 1988; Who's Who in American Education 1992; Personalities of America, 6th edition; and 2000 Notable American Men, 2nd edition. He has served as a member of the Board of Directors of four nonprofits: Institute of Board Certification, The Barnabas Foundation, African Christian School, and The Ronald McDonald House Charities of Nashville. He is also a member of the Middle Tennessee chapter of Partnership for Philanthropic Planning.

Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute. A native of Florida, Eddie and Sheryl have made Nashville their home. Eddie and his family are involved in many community organizations and their church. He is a very active pilot with both Land and Seaplane ratings.

Grant Whitney
Grant Whitney

Grant Whitney is a Senior Associate Director of Gift Planning at Harvard University and applies a background in alternative dispute resolution to philanthropic planning with alumni interested in creating meaning within families. In addition to his work completing irrevocable and revocable gifts with donors across the giving pyramid, he leads Harvard’s John Harvard Society, the University’s largest planned giving society. In the University’s recently completed $9.2 billion campaign he managed initiatives that led to more than 1,000 alumni and friends becoming new John Harvard Society members.

He presents on charitable tax and philanthropic planning topics regionally and nationally. Before coming to Harvard in 2002, Grant launched the planned giving program at Lesley University and led the program through the institution’s first comprehensive campaign. Earlier, he established a neutral dispute resolution practice in Cambridge, MA. He is a licensed member of the Massachusetts and New York Bars.

Grant is a member, past executive board member and past president of the Planned Giving Group of New England (PGGNE). He most recently served on the 2019 PGGNE Nominating Committee. Nationally, he worked on the Leadership Institute Implementation Task Force. Grant earned his J.D. from Albany Law School of Union University and his undergraduate degree from Cornell University where he remains an active alumnus. He volunteers in several capacities in his local faith community.