Suggested Maximum Gift Annuity Rates, Quality Training Opportunties, and Consumer Protection Advocacy

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Simmons Endowment Fund

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The Terry L. Simmons Philanthropic Endowment Fund will provide scholarships to worthy individuals who would otherwise be unable to attend the Conference on Gift Annuities.

 

Board of Directors

Executive Committee
Lapole
Lead Co-Chair

Lindsay L. Lapole, CFRE
President & CEO
Youth for Christ USA
Atlanta, GA
http://www.yfc.net
Valentine L
Supporting Co-Chair

Laurie W. Valentine, J.D.
Trust Counsel & Chief Operating Officer
Kentucky Baptist Foundation
Louisville, KY
http://www.kybaptist.org
Locke
Vice Chair, Business

Rebecca Locke
Executive Director, Gift Planning
American Red Cross
Decatur, GA
http://www.redcross.org
Armstrong
Vice Chair, Programs

Dianne Armstrong, CFRE
National Director of Planned Giving
Planned Parenthood Federation of America, Inc.
New York, NY
http://www.ppfa.org
Coffman
Secretary

Robert L. Coffman, J.D.
Senior Development Consultant
Anderson Univeristy
Anderson, IN
http://www.anderson.edu
Gutchess
Treasurer

Susan Gutchess
Arlington, VA
Bull
At-Large Executive (Conference)

Joseph O. Bull, J.D.
Executive Director of Gift Planning
Carnegie Mellon University
Pittsburgh, PA 15213
http://www.andrew.cmu.edu
Garrett
At-Large Executive (Endowment Campaign)

Dan T. Garrett, AEP®, CFP®, HDP®

President
ACU Foundation
Abilene, TX
http://www.acu.edu


Directors
Bandelloni
Donna M. Bandelloni

Director of Gift Planning
California Pacific Medical Center Foundation
San Francisco, CA
http://www.sutterhealth.org
Bennett
Pamela Bennett, J.D.
Director of Gift Planning
American Jewish Joint Distribution Committee
New York, NY
http://www.jdc.org
Cox
Pat Cox
Executive Director - Investments
ALSAC/St. Jude Children’s Research Hospital
Memphis, TN
http://www.stjude.org

Ely
David G. Ely, CFA

Vice President
Wilmington Trust
Boston, MA
http://www.wilmingtontrust.com
Gletherow
Catherine K. Gletherow, CPA

Director of Gift Planning
Oberlin Colege
Oberlin, OH
http://www.oberlin.edu
Halverson
Cynthia Halverson

Executive Director for Advancement
LSS Foundation, Inc.
Milwaukee, WI
http://www.lsswis.orglsswis.org
Kelly
Cam Morin Kelly, CFA
Senior Assistant Vice President for Principal Gifts Programs
Duke University
Durham, NC
http://www.duke.edu
SchultzJaarda
Kristen Schultz Jaarda, J.D.

Sr. Vice President
Crescendo Interactive, Inc.
Camarillo, CA
http://www.crescendointeractive.com/
Kallina
Emanuel J. Kallina II, J.D., LL.M.

Managing Member
Kallina & Associates, LLC
Towson, MD
http://www.kallinalaw.com
Libengood copy
David A. Libengood

Director, Relationship Management
Kaspick & Company
Boston, MA
http://www.kaspick.com
Lutz
Cris Lutz

Planned Giving Director
The Huntington Library, Art Collections, and Botanical Gardens
San Marino, CA
http://www.huntington.org
Matulka
Edith E. Matulka, J.D.

Senior Consultant
PG Clac
Seattle, WA
http://www.pgcalc.com
McGowan
Kevin P. McGowan
Chief Financial Officer
Catholic Extension Society
Chicago, IL
http://www.catholicextension.org
Pierce
John S. Pierce

Senior Planned Giving Officer
Concordia College
Moorhead, MN
http://www.cord.edu
Soft
James C. Soft

President
Yellowstone Boys & Girls Ranch Foundation
Billings, MT
http://www.yellowstonefoundation.org
Thompkins
Crystal Thompkins
Director of Relationship Management
BNY Mellon Planned Giving
Greensboro, NC
http://www.bnymellon.com

Witherell
Peter A. Witherell
Territorial Planned Giving Director
The Salvation Army, USA Southern Territory
Atlanta, GA
http://www.uss.salvationarmy.org/uss/www_uss.nsf

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