2014 National Conference on Philanthropic Planning
"Conference overall was excellent,
with exceptional presenters
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2014 Conference Faculty
Stay tuned! This page will be updated regularly.
Melanie Schnoll Begun
Managing Director
Morgan Stanley

Melanie Schnoll Begun
leads Morgan Stanley’s Philanthropy Management, working with the Firm’s ultra high net worth clients, families, foundations and nonprofits. She develops areas of focus for their philanthropy; engages multiple generations in their foundation’s governance, programming and evaluation; designs customized domestic and international grant-making portfolios; coordinates grants and impact investing; and facilitates giving circles and board retreats. In 2012, Melanie launched Foundation Management Services, the Firm’s platform offering philanthropic advisory and administrative services to corporate and private foundations. In 2000, Melanie launched the Firm’s global donor advised fund, which has received over $1 billion in contributions. She serves as the Board’s president and oversees its strategic direction. She is also responsible for the Firm’s foundation and endowment consulting services to nonprofits on board governance best practices, board composition, effectiveness, succession planning, staff recruiting and major gift fundraising. Melanie is a thought leader. She publishes quarterly and annual journals on philanthropy for clients and the industry. She is a frequent speaker at national and regional conferences. Prior to joining Morgan Stanley in 1997, Melanie was a practicing estate tax attorney. Melanie is an insightful and tireless advocate. She is the current nominating chair and former board president of the New York City chapter of the Juvenile Diabetes Research Foundation and the co-chair and head of grantmaking of Inwood Charities, Inc. She also serves on the advisory boards of the Naomi Berrie Diabetes Center, Quinnipiac Law School, and Grameen America, a microfinance nonprofit. Melanie is on the founding council of TAMID, a progressive synagogue in downtown Manhattan, and was the treasurer of the Partnership for Philanthropic Planning.
Patience Boudreaux
Director of Annual Giving
University of Redlands

Patience Boudreaux is the Director of Annual Giving at the University of Redlands. Patience leads the team responsible for the broad solicitation efforts of the University’s schools and colleges including direct mail, e-solicitation, phonathon, reunion programs, and the leadership giving society. In this role, she has helped lead the integration of the planned giving and annual giving marketing efforts at Redlands with Ray Watts (co-presenter). Prior to her role at Redlands, Patience was the Director of Annual Giving at Trinity University, overseeing a reimagining of the annual giving effort. She also spent six years in the annual giving and donor relations offices at Pomona College.

Patience received her Bachelor’s degree in psychology from Johns Hopkins University. She earned her MBA from the Peter F. Drucker and Masatoshi Ito Graduate School of Management at Claremont Graduate University. Patience is currently completing the CSPG program at California State University Long Beach. Her volunteer involvements include membership in the JHU LA chapter board, the Marketing and Membership committee of the Pick Group of Young Professionals, and the Junior League of Riverside fundraising committee.

Ashley A Buderus
Director of Development, Gift Planning
University of Denver
Ashley Buderus, Director of Gift Planning for the University of Denver (DU), has served as a frontline fundraiser for more than 10 years. Ashley’s forte in raising several million dollars annually in outright and deferred gifts has been in building upon her major gift fundraising background by integrating “blended gift” solicitations with a more diverse major and deferred gift prospect pool. In addition, she shares the critical responsibility for training and mentoring development staff in prospect identification and development for blended gift planning techniques and strategies. She has served DU in a variety of fundraising roles, including as a central major gift officer and a unit-based development director. Ashley’s prior experience included the unique opportunity to serve on one of Colorado’s leading foundations, the El Pomar Foundation, as the Fellowship Alumni Trustee, after being invited through a highly competitive process to serve as an El Pomar Fellow. In that role she participated in a variety of outreach training programs for local charities, analyzed grant proposals, and directed nonprofit leadership training sessions across the state. She remains active with local nonprofit organizations and regularly speaks to organizations about enhancing their planned giving programs. Ashley graduated with honors from DU with a BSBA in international business, and earned her master’s degree in nonprofit management from Regis University. She is a Colorado native, an avid runner, hiker, and bike rider.
Joseph O. Bull
Executive Director of Gift Planning
Carnegie Mellon University

Joseph O. Bull is the Executive Director of Gift Planning at Carnegie Mellon University. Prior to this appointment, he served as Senior Vice President for Community Engagement at the Columbus Zoo and Aquarium, leading the Zoo’s philanthropy, strategic partnerships, marketing, communications, government relations, membership, and group sales functions. Previously, he was affiliated with the Worldwide Office of The Nature Conservancy as Interim Director of Philanthropy for Strategic Gifts and as Senior Philanthropy Officer for Global Priorities. Bull also provided 16 years of service to his alma mater, The Ohio State University. For 13 of those years, he served as the university’s Director of Planned Giving. With 28 years of experience in the philanthropic arena, he began his career as Assistant Director of Planned Giving at Duke University and as Director of Gift Planning and Assistant University Counsel at North Carolina State University. He was the 2005 Chair of the Board of the Partnership for Philanthropic Planning. Additionally, he was a member of the Editorial Advisory Board for the national newsletter Planned Giving Today for 15 years as well as a member of the Editorial Board of the web-based Planned Giving Design Center. He has served as a faculty member for both the College of William and Mary’s National Planned Giving Institute and the Academy of Gift Planning. Bull is a former member of the Boards of Directors of the American Council on Gift Annuities and Charitable Accord, as well as a past President of the Central Ohio and North Carolina Planned Giving Councils. He was co-chair of COPGC’s Leave a Legacy initiative, which became the model for the Partnership’s national initiative of the same name. He is admitted to the Ohio and North Carolina bars.
Reynolds T. Cafferata
Rodriguez, Horii, Choi & Cafferata LLP

Reynolds T. Cafferata is a partner with Rodriguez, Horii, Choi & Cafferata LLP, in Los Angeles, CA. His practice is concentrated in the area of charitable tax, trust and corporate law. He has experience advising charitable organizations and individuals regarding planning complex charitable gifts and charitable trusts; creating and operating donor advised funds, private foundations and support organizations; creating policies for gift acceptance and risk management, unrelated business income taxes, and self-dealing and intermediate sanctions excises taxes; and endowment management and state law compliance. He earned his JD from the University of Southern California.
Marc Carmichael
Gift Planner

Marc Carmichael
, J.D., has worked in the field of charitable gift planning since 1976. He is a graduate of Indiana University and the I.U. School of Law (Bloomington) and is a member of the Indiana State Bar Association and the Leadership Institute of PPP. Marc is a past president of the National Committee on Planned Giving (now PPP) and served on the board of directors of the Chicago Planned Giving Council. He is a frequent speaker at planned giving councils and the National Conference on Philanthropic Planning, and was chair of the 1996 National Conference. He also chaired the NCPG editorial advisory committee . In 2005 he received the Russell V. Kohr Memorial award for excellence in gift planning from the Chicago Council on Planned Giving.
Bryan K. Clontz
Charitable Solutions, LLC

Bryan Clontz is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. He also serves as a Senior Gift Planning Consultant to the National Philanthropic Trust’s Charitable Asset Trust and a Senior Consultant to Ekstrom & Associates – a community foundation consulting firm in New Haven, CT. In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor’s of science in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; and a master’s degree in financial services from the American College in Bryn Mawr, PA. From 2000-2005, he served as a graduate adjunct professor for both personal financial planning and life insurance in the Department of Risk Management and Insurance at Georgia State University. He serves on the Editorial Board of the Planned Giving Design Center (2000-current), the Advisory Board for the American College’s Chartered Advisor in Philanthropy designation (2001-current), the American Council on Gift Annuities’ Rate Recommendation and Research Committee (2003-2010) and the National Committee on Planned Giving National Board for 2007-2009.
Jeff Comfort
Vice President of Principal Gifts & Gift Planning
Oregon State University Foundation
Jeff Comfort is vice president of principal gifts and gift planning at the Oregon State University Foundation, where he provides strategic leadership to the gift planning program and oversees the staff that assists donors in making deferred, assets-based or complex gifts to the university. He spent 17 years at Georgetown University, where he oversaw university-wide gift planning efforts resulting in approximately $500 million of gift commitments and receipts in his tenure. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the gift planning program for the National Jewish Medical and Research Center. As a volunteer leader of PPP (formerly the National Committee on Planned Giving), Jeff served as president and chair of the 10th National Conference on Planned Giving and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation.
Philip Cubeta
The Wallace Chair in Philanthropy
The American College of Financial Services

Phil Cubeta is the Wallace Chair in Philanthropy at the American College of Financial Services. He teaches the Hurleys as the capstone case in the Chartered Advisor in Philanthropy program, in a Masters level course, GS 859: Gift Planning in a Nonprofit Context. Prior to teaching at The American College, he was Chief of Staff for The Nautilus Group, a service of New York Life, located in Dallas, Texas, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents. His essays on philanthropy have appeared in Tracy Gary’s Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil is the 2012 Power of the Purse (Advisor) for Dallas Women’s Foundation. In 2012 he shared the Advisors in Philanthropy Fithian Leadership Award with Charles Collier, Senior Philanthropic Consultant at Harvard. He is a past-President of the North Texas PPP.

Judee Daniels
Statewide Co-Chair
California Plan Your Giving Project

Judee Daniels, CFRE, is Statewide Co-chair for the California Plan Your Giving Project launched in 2010. This statewide project has increased Californians’ conversations about leaving the world a better place by including a gift to charity in their after-lifetime gift planning. This project is a best-practice model that has been adopted by the state of Iowa, and impetus for the recently launched LEAVE10 pilot program in the city of Seattle. She is co-creator of the “Pump Up Planned Giving Program” -- an actionable approach with customized tools for both large and small shops that keeps planned giving from “falling off the desk.” Judee currently serves as the VP of Programs for the Planned Giving Forum of Greater Sacramento. Prior to her current work as a planned giving consultant, Judee raised millions of dollars as a development director for “Community Benefit Organizations” such as Sacramento Habitat for Humanity, KidFirst, Mercy Foundation and Sacramento Philharmonic Orchestra. As part of changing the conversations about planned giving, Daniels emphases that charitable organizations are more than their tax status – “non-profit 501c3.” Throughout the Central and Sacramento valleys the term “Community Benefit Organization” has gained momentum and is resonating with the public.

Pamela J. Davidson
Consultant & Charitable Gift Planner
Davidson Gift Design

Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for over 28 years. She is President of Davidson Gift Design, Bloomington, IN, a consulting firm specializing in all aspects of planned giving program design and implementation, and specializing in training and motivational presentations. She is also a Vice President for Thompson & Associates, Brentwood, TN offering estate planning services to nonprofits. From 1985 through 1996, she was with Indiana University Foundation, leaving as its Executive Director of Planned Giving and Associate Counsel; under her leadership, expectancies quadrupled. Ms. Davidson received her undergraduate degree from Indiana University, and graduated magna cum laude from the IU School of Law at Indianapolis in 1979. She has been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and practiced law with an Indianapolis law firm. Ms. Davidson was the 1999 President (now, Chair) of the National Committee on Planned Giving (now, “PPP”) after serving on its board in various capacities for six years. She has served on the Editorial Board of the Planned Giving Design Center. Ms. Davidson is a past board member and treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, “AFP”), and a past board member and president of her own Planned Giving Group of Indiana. She serves on the Community Advisory Boards of both her local public radio and television stations, and serves on several local nonprofit Boards, including her community’s nationally recognized women’s shelter.
Laura Hansen Dean
Assistant Vice President of Leadership Giving and Gift Planning
University of Colorado System

Laura Hansen Dean, Attorney at Law (Texas, Indiana), joined the University of Colorado System in August 2014, serving as Assistant Vice President of Leadership Giving and Gift Planning.  Before joining CU, she served as the Executive Director of Gift Planning at The University of Texas at Austin during its recently completed 8-year $3 billion campaign. She is recognized as one of the most experienced and knowledgeable charitable gift planners in the country.  A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations, and academic centers on philanthropy, has served as Chief Executive Officer of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country’s largest private foundations. She served on the editorial review committee of the Journal of Gift Planning, a national peer review journal, during the years it was published. She is a frequent speaker and teacher and contributor to publications on philanthropy.

Jill Dodd
Manatt, Phelps & Phillips, LLP

Jill Dodd is a partner with Manatt, Phelps & Phillips in San Francisco, California. Ms. Dodd’s practice focuses on the representation of charitable organizations, and on trust, estates and wealth transfer planning for very high net worth individuals and families, with a particular emphasis on planned charitable giving. Ms. Dodd counsels very high net worth individuals in all aspects of gift, estate and philanthropic planning. She has extensive experience designing and implementing a variety of sophisticated structures, including family limited partnerships, grantor retained annuity trusts, insurance trusts, defective grantor trusts, qualified personal residence trusts, charitable lead trusts and charitable remainder trusts, all designed to transfer assets to heirs and to charities in a tax-efficient maker that respects the values of the families. Finally, she counsels clients on all aspects of trust administration.

Ms. Dodd also acts as outside general counsel to charitable organizations of all sizes, from large community foundations to operating charities to private family foundations. She has extensive experience in all aspects of a charity’s activities, including structuring start-ups and obtaining exemptions, advising on compliance issues with respect to local, state and federal law, advising on governance issues, including conflict of interest and fiduciary duties, and working with charities to structure subsidiaries and joint ventures. She has successfully represented charities in audits before the California Attorney General and the IRS, and has extensive experience representing charities as borrowers of tax-exempt bond proceeds. She has a particular expertise in the laws regulating donor advised funds and supporting organizations. Ms. Dodd is a member of the Northern California Planned Giving Council and a former member of the board of the Partnership for Philanthropic Planning.

Claudine A. Donikian
President and CEO
Pentera, Inc.

Claudine A. Donikian, JD, MBA, is the president, CEO, and chief marketing officer of Pentera, Inc., and is regarded as one of the foremost experts in planned giving marketing. She is a frequent speaker on the national planned giving and AFP circuits and writes and conducts training modules for Pentera training seminars. As Pentera's chief marketing officer, she is the editor-in-chief for Pentera's corporate marketing content as well as client marketing content 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. 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 and with highest distinction from Indiana University, received an MA in French from New York University, and holds 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 Fund (a child abuse prevention agency), and the Brookview House (which provides housing for homeless women and children). She is an active member of PPP, PGGNE, and PPGGNY.
Erik D. Dryburgh
Adler & Colvin

Erik Dryburgh is a principal in the law firm of Adler & Colvin, a law firm specializing in representing nonprofit organizations and their donors. He has an undergraduate business degree from the University of Wisconsin at Madison, and earned his J.D. at the University of California at Berkeley, Boalt Hall. He is also a Certified Public Accountant (inactive). Erik’s areas of expertise include charitable gift planning, endowments, and not-for-profit organizations. Erik has authored the chapter “Charitable Remainder Trusts,” in California Estate Planning, Continuing Education of the Bar (2002) and published numerous articles on charitable gift planning. Erik is a past Board member of the Partnership for Philanthropic Planning (formerly NCPG), the San Francisco Estate Planning Council, and the Northern California Planned Giving Council.

He is the Chair of the Charitable Planning Committee of the American College of Trust and Estate Counsel (ACTEC). Erik received the 2005 Phil Hoffmire Service Award from the Northern California Planned Giving Counci
Elfrena Foord
California Plan Your Giving Project

Elfrena Foord has been a practicing Certified Financial Planner  for the past 30 years with her firm Foord, Van Bruggen, Ebersole & Pajak Financial Services in Sacramento.  Many of her clients are in the "estate planning phase" of their lives, so she often converses about sensitive estate planning subjects. Foord understands that people want to get clear on their vision, values and goals for their life and legacy and structure their money accordingly. So many times, this includes a charitable legacy.  She co-authored the book, "It's not About Your Money, It's About Your Life."  Foord was on the 1987 Money Magazine Best Planners Nationwide list and the 1998 Worth Magazine list of Top 300 Planners nationwide. Elfrena has served on many non-profit boards and was recognized for her work in the local non-profit sector as recipient of the Sacramento Region Community Foundation’s "2014 Don Poole Award."  She was excited when the California State Legislature declared October 1 as California Plan Your Giving Day in 2010 and every year since then.  She has volunteered as the Statewide Co-Chair since the beginning and co-authored the Pump Up Planned Giving Program for "Community Benefit Organizations" (term used by the California Plan Your Giving Project in lieu of "non-profits.")

Wendy S. Goffe
Stoel Rives LLP

Wendy Goffe has more than 20 years experience counseling clients on estate planning issues. Her experience includes advising clients on matters including probate and trust administration, estate and gift taxation, charitable giving and nonprofit trusts and corporations, family-owned business succession and issues concerning unmarried couples. Wendy is a regular speaker at local, regional and national events addressing a number of estate planning topics. She has also been interviewed by and written for many national publications. She is a regular contributor to Forbes.com. Before joining Stoel Rives, Wendy was a shareholder at Graham & Dunn, PC, and an attorney at Bogle & Gates.

Johnine (Johni) R. Hays
Vice President
Thompson & Associates

With 20 years experience as a practicing attorney in charitable and estate planning,
Johni Hays is a national consultant in the field of charitable gift planning. Johni is the author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. Johni serves on the Editorial Advisory Board for the books Tax Facts on Investments and Tax Facts on Insurance and Employee Benefits. Johni has been quoted in the Wall Street Journal and has published articles in Estate Planning Magazine, Planned Giving Today, Fundraising Success, Life Insurance Selling and National Underwriter magazines. Prior to joining Thompson & Associates, Johni served as the Senior Gift Planning Consultant for The Stelter Company. Prior to that as the Executive Director of the Greater Des Moines Community Foundation Planned Giving Institute. In addition, Johni practiced estate planning with Myers Krause and Stevens, Chartered law firm in Naples Florida, where she specialized in estate planning. Johni graduated cum laude with a Juris Doctor degree from Drake University in Des Moines, Iowa, in 1993. Johni serves on the national board of the Partnership for Philanthropic Planning (PPP) formerly the National Committee on Planned Giving. Johni is also a charter member of PPP’s Leadership Institute. She is also a member of the Mid-Iowa Planned Giving Council and the Mid-Iowa Estate and Financial Planners Council (president 2007-2008). Johni has been a member of both the Iowa Bar and the Florida Bar since 1993. She and her husband live in Iowa.
James Hickey
Gift Planning Director
Ohio Presbyterian Retirement Services Foundation

James R. Hickey, CFRE, CAP (BA Cleveland State University, MSHSEd Case Western Reserve University) is a member of the team of Gift Planners for the Ohio Presbyterian Retirement Services Foundation. He has served Breckenridge Village Retirement Community (which is part of the OPRS system) in Willoughby, Ohio since 2000. As Gift Planning Director/Real Estate Manager, his primary responsibilities include deferred gift planning, major annual giving and serving as the state-wide resource for all real estate gifts, especially those that include the establishment of Charitable Gift Annuities. He has over 40 years in not-for-profit work with over 26 in the development arena.Immediately previous to OPRS, he served the Cleveland Museum of Natural History as the Director of Development and Membership. During his tenure as a development officer he has helped raise millions of dollars for the organizations for which he worked, including some $39 million for capital and Endowment campaigns. Mr. Hickey enjoys serving as a mentor for those newly in the development field or for those who are contemplating a career change. He has delivered presentations at the PAHSA Fund Raising Summit, Northern Ohio Planned Giving Council as well as the 2008-2013 Regional meetings for LeadingAge/Ohio and AOPHA’s 2007 “Bulls’ Eye! Successfully Targeting Development Campaigns”.  He presented at the Key Bank Asset Management Summit, May, 2012. In 2013 he presented at the NOPGC Planned Giving Day as well as at the National Conference of the National Association for Lay Ministry.

Mr. Hickey also serves his Church community, Birthright Lake, Inc. and the local Boy Scouts of America Council in their fund raising efforts as well as numerous other volunteer positions. Mr. Hickey was honored with the Northern Ohio Planned Giving Council’s James P. Conway Mentor of the Year award in 2013.Mr. Hickey is a member and past Board member of the Greater Cleveland Chapter of AFP, a member and past Board member of the Northern Ohio Planned Giving Council/PPP, a long-time Mentor for both AFP and NOPGC, a member of the Endowment Committee-Greater Western Reserve Council – BSA, a member of the Planned Giving Committee –Diocese of Cleveland, Chairman of the Development Committee of the National Association of Lay Ministry (NALM) and a member of the Estate Planning Council of Greater Cleveland.Mr. Hickey is Certified Lay Ecclesial Minister with the Cleveland Catholic Diocese where he serves his parish in the ministries of consolation and bereavement, stewardship and adolescent catechesis. In addition he serves as Chaplain for Beaumont Scout Reservation and Council Religious Emblem Coordinator for Greater Western Reserve Council -BSA. He sits of the Lake Health Spiritual Advisory Board and volunteers as Chaplain Assistant at Lake West Hospital. Spare time activities include reading a good book, walking his dog, Ella and crocheting for the Breckenridge Prayer Shawl Ministry. Mr. Hickey, married for 39 years has three grown children and resides in Mentor, Ohio.

Chris Hoyt
Professor of Law
University of Missouri-Kansas City

Chris Hoyt is a professor at the University of Missouri-Kansas City School of Law. He teaches courses in the areas of federal taxation, business organizations, retirement plans and tax-exempt organizations. Previously, he was with the law firm of Spencer, Fane, Britt and Browne in Kansas City, Mo. He received an undergraduate degree in economics from Northwestern University and dual law and accounting degrees from the University of Wisconsin.

Hoyt is currently the chair of the American Bar Association’s Committee on Lifetime and Testamentary Charitable Gift Planning (Section of Probate and Trust) and serves on the editorial board of Trusts and Estates magazine. He has been designated by his peers as a "Best Lawyer" and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners & CouncilsHe is a frequent speaker at legal and educational programs and has been quoted in numerous publications, including The Wall Street JournalForbesMONEY Magazine and The Washington Post.

Michael Hutney
Director of Product Strategy and Innovation
The Stelter Company

Michael Hutney is the Director of Product Strategy and Innovation with The Stelter Company and relies on his extensive background in sales, communications and marketing to spearhead Stelter’s efforts to enhance engagement. Throughout his career with Stelter, Michael’s passion and curiosity has been heralded as the driving force behind the successful transformation of individual donor connections into valuable, long-term relationships. Beyond his work in product strategy, Michael continues to work directly with national and international organizations such as the U.S. Fund for UNICEF, Memorial Sloan Kettering Cancer Center, Girl Scouts of the USA, The George Washington University and the National Society Daughters of the American Revolution.

Before joining Stelter, Michael worked for the Hewlett-Packard Company, where he was the sales director for strategic accounts in the Midwestern United States. Prior to that, Michael worked for the Vignette Corporation, where, most recently, he served as a strategic client executive. During his tenure with both organizations, Michael worked closely with numerous enterprise-level organizations, including American Express and Ameriprise Financial, JP Morgan Chase, Fidelity Investments, AT&T, The U.S. Internal Revenue Service, Nissan-Renault, AVIVA PLC and The Principal Financial Group. Michael graduated from Texas A&M University in College Station, Texas, with a Bachelor of Arts in history with minor concentrations in French and business management. Michael currently serves on the board of the National Capital Gift Planning Council based in Washington, DC.

Russell N. James
Associate Professor-Charitable Planning
Texas Tech University

Russell James, J.D., Ph.D., CFP® is an associate professor and the director of the online graduate program in Charitable Financial Planning at Texas Tech University. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on the topic of charitable giving. He worked as the Director of Planned Giving for Central Christian College, Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and operated in the black every year after having operated in the red for 10 of the 11 previous years. Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books. He has been quoted in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy.
Emanuel J Kallina
Managing Member
Kallina & Associates LLC

Emanuel (“Emil”) J. Kallina, II is the managing member of Kallina & Associates, LLC, and focuses his practice on estate and charitable planning for high net worth individuals and representing charitable organizations in complex gifts.  Emil works extensively with charitable lead and remainder trusts, supporting organizations, private foundations, and over the years has practiced in the related fields of business law, corporate tax law, partnerships, and real estate.Emil is the founder of CharitablePlanning.com, a website dedicated to professionals who need the tools to complete planned and major gifts. He is also a co-founder of the Planned Giving Design Center (www.pgdc.com), a former member of the Board of Directors of PPP (formerly NPCG), former Chairman (5 years) of the Government Relations Committee of the NCPG, a co-founder of the Chesapeake Planned Giving Council, Chairman of the Board and President of The James Foundation, a member of the Board of Directors of Search Ministries, Inc., and a present and former member of numerous other boards.  Mr. Kallina has testified frequently before the IRS, is a nationally recognized speaker on estate planning and charitable giving, and is a frequent author on these topics. 

Lawrence Katzenstein
Thompson Coburn, LLP

Lawrence Katzenstein practices in Thompson Coburn’s private client services area with a concentration on estate planning and charitable giving, and representation of exempt organizations.  He is a nationally known authority on estate planning and planned giving, and a frequent speaker around the country to professional groups. He has been retained by the Internal Revenue Service to provide continuing legal education programs to Internal Revenue Service estate and gift tax attorneys. He appears annually on several American Bar Association-American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute. Larry is an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation. He is a graduate of Washington University and Harvard School of Law.

A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is current chair of several Tax Section charitable planning subcommittees. He is a fellow of the American College of Trust and Estate Counsel and a member of its Charitable Planning Committee and a member of the advisory board of the New York University National Center on Philanthropy and the Law. He is listed in Chambers USA for Wealth Management.  Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants as well as the Internal Revenue Service.The Best Lawyers in America
® 2014 (Copyright 2013 by Woodward/White, Inc., of Aiken, S.C.) in the field of Trusts and Estates. Larry was named the St. Louis Non-Profit/Charities Lawyer of the Year in 2011 and the St. Louis Trusts and Estates Lawyer of the Year in 2010 and 2013 by 
Best Lawyers®.  He was nationally ranked in the 2009-2013 editions of Chambers USA for Wealth Management.  Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants as well as the Internal Revenue Service.

Kathy LeMay
Raising Change
Kathy LeMay is the founder, president, and CEO of Raising Change, which helps organizations raise capital to advance social change agendas and individuals create Generosity Plans to help change the world. LeMay, who began her global activism in war-torn Yugoslavia where she worked with women survivors of the siege and rape-genocide camps, has been a social change fundraiser for 15 years, raising more than $150 million dollars in the fields of women’s human rights, hunger and poverty relief, and movement-building. In addition she has directed an additional $100 million in philanthropic dollars to organizations working to make a difference. LeMay serves as an adviser and consultant to Fortune 100 companies, universities, international NGOs, and the United Nations. She is a sought-after speaker on strategies for social justice and empowering women to come into their voice. In the year 2000 LeMay was nominated for a Reebok Human Rights Award for her 15 years of service as a human rights activist. She was named one of Business West Magazine’s “40 Under 40” and, in January 2010, she released her first book, The Generosity Plan, published by Simon & Schuster/Atria and Beyond Words. She is the recent recipient on the 2012 First One Access Award, which honors prominent public figures for their inspirational roles as the first in their families to get a college degree. Kathy has appeared on numerous television and radio shows including Oxygen TV and The Oprah Show. She is a contributing columnist to World Pulse Magazine and a member of the Advisory Board at Feminist.com. To support her passion for ending violence against women globally, LeMay recently became a member of the One Billion Rising Committee with Eve Ensler and V-Day to dance on February14th, 2013 for awareness of this horrible epidemic.
Aaron Levinson
Planned Giving Officer
Los Angeles Jewish Home for the Aging

Aaron Levinson currently serves as Planned Giving Officer of the Los Angeles Jewish Home for the Aging. Previously Aaron served five years as Executive Director of The Executives, a fund-raising support group of the Jewish Home. Prior to joining the Jewish Home, Aaron served as Executive Director of Shomrei Torah Synagogue, a conservative Jewish synagogue of more than 550 family members in West Hills. Aaron also spent seven years at the Anti-Defamation League in a variety of positions, including as Interim Regional Director. Aaron holds a Bachelor’s Degree in Judaic Studies from the University of California at San Diego as well as a Master’s Degree in Jewish Nonprofit Management from Hebrew Union College and a Master’s Degree in Public Administration from the University of Southern California. He is a Certified Specialist in Planned Giving and will serve as President of the Partnership for Philanthropic Planning of Greater Los Angeles in 2015. Aaron resides in the San Fernando Valley with his wife, two sons and two dachshunds.

Scott Lumpkin
Vice Chancellor - University Advancement
University of Denver

Scott Lumpkin is Vice Chancellor of University Advancement at the University of Denver, where he leads the University’s comprehensive advancement efforts, including development, alumni relations, and alumni/donor engagement. Before being appointed vice chancellor, Scott led DU’s gift planning program for more than twenty years and was recognized nationally for his expertise in charitable planning. In his 30 years of service to DU, Scott has played a significant role in garnering many of the University’s largest gifts, reflecting his recognized expertise in charitable gift planning and ability to build strong relationships with alumni and friends of the University. Under Scott’s leadership the University successfully completed its $450 million Ascend Campaign in 2014, coinciding with DU’s 150th anniversary. Scott was also instrumental in DU’s previous $273 million campaign that transformed the campus in the 1990s.   Lumpkin is a dual-degree DU alum and parent, as well. He holds a Bachelor of Science in Mathematics and a Masters in Business Administration from the University, and all three of his children are proud DU Pioneers. Scott is a past board member of the National Committee on Planned Giving (NCPG), now the Partnership for Philanthropic Planning, as well as a founding member and past president of the Colorado Planned Giving Roundtable. He has directed national research projects focused on planned giving including NCPG’s landmark nationwide demographic survey of donors: Planned Giving in the United States. He also helped develop NCPG’s Valuation Standards for Planned Gifts and its Guidelines for Counting and Reporting Planned Gifts.

Anne T. Melvin
Director of Training and Education
Harvard University

Anne Melvin has worked as both a volunteer and a professional in the field of development for the past two decades. In recent years, Anne specialized in planned giving, negotiating and closing gifts for various schools at Harvard. As Deputy Director of Gift Planning at Harvard College, she directed the marketing portion of Harvard’s gift planning efforts for 12 years, revamping their approach to marketing and tripling its lead generation, as well as working with prospects and soliciting and closing gifts. Anne is a member of the Planned Giving Group of New England and the Partnership for Philanthropic Planning. She speaks regularly about planned giving around the country to development professionals, specializing in marketing, development techniques, fundraiser training and gift solicitation and negotiation. She oversees and leads all the internal fundraiser training programs at Harvard’s central fundraising office. She is a member of the Partnership for Philanthropic Planning's Leadership Institute. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.
Frank Minton
Frank Minton Consulting LLC

Frank Minton is a thoroughly accomplished planned giving expert. Frank founded Planned Giving Services, a consulting firm that built an exceptional national reputation and was acquired by PG Calc in August 2005. Before entering consulting in January 1991, he spent ten and one-half years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. Previously he served as Senior Estate Planning Officer and Field Director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received M.A. and Ph.D. degrees from the University of Chicago.

Dr. Minton has played a most critical role in shaping the planned giving industry as we know it today.  He has served both as conference chair and President of the National Committee on Planned Giving, (now known as the Partnership for Philanthropic Planning). In 1992 he received its Distinguished Service Award. He is an extensively recognized expert on gift annuities and has served as Chair of the American Council on Gift Annuities.  In 2012, he received a Lifetime Achievement Award from the ACGA. He has also received a CASE (Council for the Advancement and Support of Education) Distinguished Service Award, the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, The Russell Kohr award from the Chicago Planned Giving Council, and the Distinguished Service Award from the Washington Planned Giving Council.

Kathryn W. Miree
Kathryn W. Miree & Associates, Inc.

Kathryn W. Miree is President of Kathryn W. Miree & Associates, Inc., a consulting firm that works with boards and staff of nonprofits and foundations to develop or fine tune planned giving programs and endowments. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She is a past president of the National Committee on Planned Giving and a past president of the Alabama Planned Giving Council. She currently serves on the Editorial Advisory Boards of Planned Giving Design Center and Family Foundation Advisor and as a member of the Board of the Community Foundation of Greater Birmingham. Ms. Miree is a frequent lecturer, co-author of The Family Foundation Handbook with Jerry J. McCoy (CCH Publishers 2001) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2001). Her clients include a variety of nonprofits and foundations across the country.
David Wheeler Newman
Chair, Charitable Sector Practice Group
Mitchell, Silberberg & Knupp LLP

David Wheeler Newman chairs the Charitable Sector Practice Group at the Los Angeles law firm of Mitchell Silberberg & Knupp LLP. For what seems to him like forever he has advised families and individuals concerning their foundations and other philanthropy, as well as charitable organizations and their donors on the legal and tax aspects of planned giving. David is a former member of the board of the National Committee on Planned Giving (Partnership for Philanthropic Plannng), where he served as an officer and member of its executive committee, and is currently on the board of directors of the American Council on Gift Annuities. He is a founder and president emeritus of New Roads School in Santa Monica, and a member of the professional advisors council of the Los Angeles Chamber Orchestra.
Una Osili
Director of Research, Professor of Economics and Philanthropic Studies
Indiana University Lilly Family School of Philanthropy

Dr. Una Osili is the Director of Research at the Lilly Family School of Philanthropy at Indiana University. She is also a Professor of Economics and Philanthropic Studies at the Indiana University Purdue University, Indianapolis. Her research expertise is in private transfer decisions and financial behavior.   Dr. Osili serves on the Board of Directors of several nonprofit organizations, and has gained experience in planned giving through these various roles.
Timothy J. Prosser
Relationship Manager / Sr. Consultant, Gift Planning
Kaspick & Company

Timothy Prosser, JD, Relationship Manager/Senior Technical Consultant. Mr. Prosser joined KASPICK & COMPANY in 2009 with nearly 20 years’ experience in legal practice and financial services. Prior to joining TIAA-CREF Trust Company in 2000, Mr. Prosser practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis, MO. Mr. Prosser has served on the board of the Partnership for Philanthropic Planning and as Chair of its National Conference. He is a board member and past president of the Saint Louis Planned Giving Council and is a recipient of the Council’s “Founders Award.” Mr. Prosser received his JD degree and MA degree in Public Administration from St. Louis University in December 1990 and his BA in Russian Area Studies in 1987 from Loyola University, New Orleans.
David Ratcliffe
Managing Director
U.S. Trust

David E. Ratcliffe is Managing Director and National Philanthropic Sales Executive for U.S. Trust Philanthropic Solutions, where he oversees institutional and private philanthropy nonprofit sales and consulting throughout the United States. His team of Philanthropic Sales Specialists work with nonprofit organizations to provide endowment management, planned giving management and administration, and philanthropic consulting. The team also works with private clients to develop and implement strategic charitable giving strategies including investment management, administrative and grants management services. 

David earned his BA degree from Wake Forest University. He is designated as a Certified Trust and Financial Advisor (American Banking Association) and Chartered Advisor in Philanthropy (American College). His post-graduate work includes the Wharton School of Business and Harvard Business School. In addition, he received his Trust Certification from the Florida Trust School, University of South Florida and was later appointed Director of the School. His securities registrations include Series 7, 66 and 24.

David’s philanthropic involvement has included board and leadership positions with the Florida Grand Opera, the Florida Philharmonic, Broward County Library Foundation and the Community Foundation of Broward County. Currently, he is on the board of Fire Island Pines Arts Project, the Planned Giving Advisory Councils of Museum of Modern Art (MoMA) and the New York Public Library.

Michael P Romero
Vice President and Trust Counsel
Baptist Foundation of Oklahoma

Michael P. Romero
 is vice president, trust counsel for The Baptist Foundation of Oklahoma. He came to the Foundation in 2001 from the tax and estate planning practice group of the Oklahoma City law firm of McAfee & Taft. For the Foundation, Mike counsels donors on planned giving and estate planning and advises the Foundation in the areas of trust administration, probate, governance and other legal matters. Mike received his Bachelor of Business Administration degree from Oklahoma Baptist University in 1992, with a dual emphasis in management and banking & finance. He is also a graduate of the University of Oklahoma College of Law and was admitted to the Oklahoma Bar in September 1998. Mike is currently the Vice President of the Oklahoma Planned Giving Council.
Jack Sawyer
Alston & Bird

Jack Sawyer is a partner in the law firm Alston & Bird LLP, practicing in the areas of wealth planning, asset protection planning, conservation easements, and exempt organizations. Jack received his B.B.A. degree, cum laude, from the University of Georgia and his law degree, magna cum laude, from the University of Notre Dame. Following law school, Jack served as a judge advocate in the U.S. Marine Corps. He has authored the book IRA Benefits Trusts Line By Line, as well as articles for The Exempt Organization Tax Review, the Journal of Taxation of Exempt Organizations, and Estate Planning. Jack has been quoted in Forbes, Fortune, Georgia Trend, and Modern Healthcare, and has spoken at conferences from coast to coast. Jack is listed in The Best Lawyers in America, Georgia Super Lawyers, and Worth magazine’s Top 100 Attorneys, is a Fellow of The American College of Trust and Estate Counsel, a former Chair of the Fiduciary Law Section of the State Bar of Georgia, and a member of the American Health Lawyers Association, the Land Trust Alliance, the Partnership for Philanthropic Planning, and the Georgia Planned Giving Council, where he serves as General Counsel, pro bono. He has taught Federal Income Tax Law as an adjunct faculty member at Georgia State University Law School. He has served on the board of several nonprofit organizations, including the Georgia Land Trust and The Horizon Theatre currently.

Robert F. Sharpe Jr.
The Sharpe Group

Robert F. Sharpe, Jr. is President of The Sharpe Group. He is an honors graduate of Vanderbilt University and Cornell Law School. In past years, he practiced law with a major law firm specializing in income, estate, and gift taxation and corporate planning. Prior to his legal experience, he served as a development officer for a liberal arts college. He has authored many articles and other publications covering numerous estate and gift planning topics. His remarks on this subject have been featured in the Wall Street Journal, The New York Times, Newsweek, Forbes, and other national publications. Mr. Sharpe is chairman of the philanthropy editorial board of Trusts & Estates magazine. He is a co-author of the PPP Model Standards of Gift Valuation and served on the PPP Strategic Directions Task Force. He is a recipient of the CASE Crystal Apple Teaching Award and the Donaldson Distinguished Service Award from the Partnership for Philanthropic Planning of New England. The Sharpe Group consults nationwide with a number of leading educational, health, social service, and religious organizations and institutions in implementing their major and planned gift development efforts. The Sharpe Group has worked with over 10,000 nonprofits nationwide during its 50-year history. Mr. Sharpe is a frequent speaker for professional gatherings including Partnership for Philanthropic Planning, the Association of Fundraising Professionals (AFP) National Conference, the International Fundraising Congress, the Association for Healthcare Philanthropy Advanced Planned Giving Institute, Council for Advancement and Support of Education (CASE) National Conference, CASE Advanced Planned Giving Conference, the O.M.I. Non-Profit Tax Conference, and others.
Gordon P. Smith
Assistant Vice President Campaign, Principal & Planned Gifts
National Jewish Health

Gordon P. Smith, MBA, CFRE Gordon was born and raised in Denver, Colorado. He received his Bachelors of Arts in Economics and Psychology from Colgate University in 1983. He went on to complete a Masters in Business Administration with an emphasis in Finance in 1989 from the University of 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 worked since September of 1995. As the Assistant Vice President, Campaign, Principal and Planned Gifts, Gordon has national responsibilities for planned and major gifts. His specialty is cultivating donors interested in gifts of charitable trusts, gift annuities, bequests and outright gifts of cash, stock or real estate. In addition, it is his goal to educate people interested in the many benefits of charitable giving and interested in learning about National Jewish, a little known gem located in Denver. Gordon is a frequent speaker to audiences interested in learning about gift planning and donor cultivation. This includes the Colorado Planned Giving Roundtable, AFP, several local boards, and PPP.
Winton C. Smith Jr.
Attorney at Law
Law Offices of Winton C. Smith, Jr.

Winton Smith is a planned giving consultant with comprehensive services to charitable organizations whose goal is either to initiate or in some cases to improve their planned giving program to provide the best possible service to people who believe in their organization and who want to help them accomplish their important charitable mission. Planned giving services include the design and also the implementation of a comprehensive planned giving program, comprehensive charitable gift planning training for major gift and planned giving professionals, charitable gift planning visits with capital campaign prospects and other donors who are interesting in planning their charitable gifts to provide the best possible plan both for the people they love and also for their charitable interests. Planned giving services also include charitable gift planning seminars for donors and also for professional advisors, and also estate planning seminars for donors and for professional advisors.
Pete Sommerfeld
Senior Philanthropic Advisor
OHSU Foundation

Pete Sommerfeld joined the planned giving department at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has over twenty years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission. Like many gift planning professionals, Pete studied about Charitable Lead Trusts, attending seminars extolling their value and explaining their design. Through his years at the Foundation, he modeled scenarios for potential donors. However, it was not until 2013 he was privileged to see one through from start to close. Pete came to OHSU Foundation from United Cerebral Palsy of Oregon and Southwest Washington, where he served as Director of Planned Giving. He began his development career at the same organization as Special Projects Director. His professional background also includes experience in the corporate office of PayLess Drug Stores, Portland television station KATU, and campus ministry in several locations around the US. Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the Partnership for Philanthropic Planning, the Association of Fundraising Professionals, and the Willamette Valley Development Officers. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.

Linda Speed
President and CEO
Community Foundation of Southern Indiana

Linda Speed is president & CEO of the Community Foundation of Southern Indiana, a position she has held since November 2010. The Community Foundation holds and administers over 240 charitable funds for donors, and in addition, makes over $1 million in grants each year from its funds and its unrestricted endowment for the southern Indiana community. She received her undergraduate degree from the University of Kentucky and her law degree from Vanderbilt University. She has practiced law in Nashville, Tennessee and in Louisville, Kentucky and created the Samuel L. Greenebaum Public Service Program at the University of Louisville Brandeis School of Law before embarking on her nonprofit career. She was the first director of planned giving for the Home of the Innocents in Louisville where she helped create a planned giving program for the over 120 year old institution. She has also served as vice president of gift & trust administration for the Presbyterian Church, USA Foundation in Jeffersonville, Indiana, a 200-year old, $2 billion foundation. For 8 years prior to joining the Community Foundation of Southern Indiana, Linda was with the Community Foundation of Louisville where she served as the vice president of development and stewardship, working with donors, their families and their professional advisors to create customized charitable funds to accomplish the donors’ long term charitable goals. She also is the past chair of the Kentucky Planned Giving Council (PPPK) and severed on board of Indiana Grantmakers Alliance.

Kelly Wesley Taylor
Trek Advancement, LLC

Kelly Wesley Taylor, J.D. is a founding partner of Trek Advancement, LLC. Building on her proven track record of helping organizations and individuals facilitate philanthropy, she formed Trek with a vision to build a company to be a steward of philanthropy by helping organizations and individuals most effectively advance positive social change through sustainable fundraising practices. Kelly works with a variety of non-profit clients as well as individual donors to facilitate “good giving” and “good receiving” of philanthropy. Prior to establishing her consulting practice, her professional experience began with annual fund and planned giving fund development for Harvard University. Following her tenure at Harvard, Kelly returned to Louisville, Kentucky to complete the inaugural capital campaign for the James Graham Brown Cancer Center. While in this role she also served as the interim director of philanthropic planning/planned giving for the University of Louisville. She received her B.A. from the University of Kentucky and J.D. from the University of Louisville. Kelly has been a member of Planned Giving Group of New England and the Partnership for Philanthropic Planning of Greater Philadelphia. She currently serves on the Board of Directors for the Partnership for Philanthropic Planning of Kentuckiana. Serving on a number of community and national volunteer boards has given her a perspective as both a grant maker and fund seeker. Kelly has presented at a variety of philanthropy focused conferences and workshops on the regional and national level.

Angela Throne
Gift Planning Officer
Texas A & M Foundation

Angela Throne is the co-creator and co-chair for the Texas A&M Foundation's Women, Wealth & Wisdom event. She has been a gift planning officer for 5 years and the Gift Planning Marketing Specialist for almost 7 years.

Ray Watts
Associate Vice President for Development
University of Redlands

Raymond W. Watts, CFRE, is Associate Vice President at the University of Redlands. Ray manages the Development team at the University, and oversees all University philanthropic outreach efforts, working closely with Trustees, the President and the Vice President for University Relations to achieve organizational goals. Before assuming the role of AVP at Redlands, Ray served for 5 years as Director of Development, overseeing the major gift fundraising for the historic Centennial Campaign.

Prior to coming to Redlands, Ray spent 7 years at his alma mater, Loyola Marymount University of Los Angeles, spending the last 4 years as Director of Annual and Special Campaigns. Prior to this role, Ray served as Director of University Relations Administration, overseeing special events, donor stewardship and worked closely with the Vice President of University Relations.

Ray received a Bachelor’s degree in English literature from LMU and a Masters in Business Administration from LMU with an emphasis in management. Ray received CFRE (Certified Fund Raising Executive) certification in 1999 and has presented at multiple conferences on varying topics relating to development and management. Ray lives in Redlands, California with his wife, Judi, their 13-year old daughter Haven, 10-year old son Logan and 5-year-old daughter Clare. His interests include volunteer activities, coaching, golfing, reading, community theater and spending time with friends and family.

Craig Wruck
Vice President for University Advancement
Humboldt State University

Craig Wruck's experience in charitable giving spans more than 30 years in both nonprofit and for-profit organizations. He is Vice President for University Advancement at Humboldt State University in California and has served as Director of Gift Planning for the University of Minnesota and Vice President of Development for The Saint Paul Community Foundation. In addition he has worked as Vice President at U.S. Trust Company, National Manager of Charitable and Nonprofit Services for US Bank, and Director of Client Development for Kaspick & Company a provider of planned giving services to charitable organizations nationwide.

He is past president of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and has served as a member of its board of directors and as chair of its government relations committee. He was chair of the Sixth National Conference on Planned Giving. A founding member of the Editorial Advisory Board of the newsletter Planned Giving Today, he has also served on the Editorial Review Committee of The Journal of Gift Planning.