Serving the Philanthropic Community Since 1927

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

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Board of Directors

Executive Committee
Locke
Lead Co-Chair
Rebecca Locke
Executive Director, Gift Planning
American Red Cross
Decatur, GA
http://www.redcross.org
Coffman
Supporting Co-Chair
Robert L. Coffman, J.D.
Senior Development Consultant
Anderson Univeristy
Anderson, IN
http://www.anderson.edu
Libengood copy
Vice Chair, Business

David A. Libengood

Senior Director, Relationship Management
TIAA Kaspick
Boston, MA
http://www.kaspick.com
Armstrong
Vice Chair, Programs

Dianne Armstrong, CFRE
Vice President-Gift Planning
Planned Parenthood Federation of America, Inc.
New York, NY
http://www.ppfa.org
Lutz
Secretary

Cris Lutz
Senior Director of Gift Planning
The Huntington Library, Art Collections, and Botanical Gardens
San Marino, CA
http://www.huntington.org
McGowan
Treasurer

Kevin P. McGowan
Chief Financial Officer
Catholic Extension Society
Chicago, IL
http://www.catholicextension.org
Bull
At-Large Executive (Conference)

Joseph O. Bull, J.D.
Executive Director of Gift Planning
Carnegie Mellon University
Pittsburgh, PA
http://www.andrew.cmu.edu
Kelly
At-Large Executive (Conference)
Cam Morin Kelly, CFA
Senior Assistant Vice President for Principal Gifts Programs
Duke University
Durham, NC
http://www.duke.edu

Lapole
At-Large Executive (Endowment Campaign)

Lindsay L. Lapole, CFRE
President
Lindsay Lapole & Associates, Inc.
Atlanta, GA


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, N.A.
Boston, MA
http://www.wilmingtontrust.com
Gletherow
Catherine K. Gletherow, CPA

Associate Vice President, Director of Development
Oberlin Colege
Oberlin, OH
http://www.oberlin.edu
Hesseltine
Jeff Hesseltine, J.D.
Territorial Director of Strategic Gift Planning
The Salvation Army, Western Territory
Long Beach, CA
http://www.usw.salvationarmy.org 
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
Laskin
Bill Laskin
Vice President, Project Management
PG Calc
Cambridge, MA
http://www.pgcalc.com
Pierce
John S. Pierce

Senior Planned Giving Officer
Concordia College
Moorhead, MN
http://www.cord.edu
Purcell
Philip M. Purcell, CFRE, MPA/J.D.
Senior Counsel for Philanthropy
Fellowship of Catholic University Students
Noblesville, IN
https://www.focus.org
Soft
James C. Soft

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

Welling
Michael S. Welling
Director, Planned Giving and Endowment Development

March of Dimes
White Plains, NY

http://www.marchofdimes.org
Valentine L
Laurie W. Valentine, J.D.
Fisher & Sauls, P.A.
St. Petersburg, FL
http://www.fishersauls.com