Executive Committee
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President
Philip M. Purcell, MPA/J.D.
Director of Planned Giving
The Salvation Army, Central Territory
Hoffman Estates, IL
http://usc.salvationarmy.org |
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President-elect
Julian "Nev" Major IV
Director of Gift Planning Administration
The Nature Conservancy
Arlington, VA
http://www.tnc.org |
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VP, Engagement
Renee V. Kurdzos
Director of Gift Planning Fundraising
The Nature Conservancy
Seattle, WA
http://www.tnc.org |
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VP, Programs
Corliss Taylor, J.D., MBA
Trust Strategist
Baird Trust
Tampa, FL
http://www.rwbaird.com |
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VP, Finance & Investments
Kevin P. McGowan
Chief Financial Officer
Catholic Extension Society
Chicago, IL
http://www.catholicextension.org |
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VP, Rates & Regulations
David G. Ely, CFA
Portfolio Manager
Brown Advisory
Boston, MA
http://www.brownadvisory.com |
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VP, Governance & Secretary
Rebecca Locke
Vice President, Gift Planning
American Red Cross
Memphis, TN
http://www.redcross.org |
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VP, Research
Lawrence P. Katzenstein, J.D.
Thompson Coburn LLP
St. Louis, MO
http://www.thompsoncoburn.com |
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Immediate Past President
Joseph O. Bull, J.D.
Principal
Philanthropy Advisory Counsel
Columbus, OH
http://www.philanthropyadvisorycounsel.com
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Directors
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Alexandra P. Brovey, J.D., LL.M.
Assistant Vice President, Gift Planning
Northwell Health Foundation
New Hyde Park, NY
https://www.northwell.edu
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Matt Claflin, CFP®
Associate Director, Planned Giving
Best Friends Animal Society®
Kanab, UT
https://bestfriends.org/
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Kinna N. Clark, Esq., CAP®
Senior Director of Development and Gift Planning Services
The University of North Carolina System
Raleigh, NC
http://www.northcarolina.edu |
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Andrew M. Fussner, Esq.
National Vice President of Estate Settlement
American Heart Association
St. Petersburg, FL
https://www.heart.org |
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Julie Hallowell, J.D.
Fellow in Charitable Estate Planning
Director of Gift Planning
GBH
Boston, MA
https://www.wgbh.org |
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Pamela Leonard
National Executive Lead for Charitable Estate Planning
American Heart Association
Clarksburg, WV
https://www.heart.org |
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Aaron Levinson
Vice President, Planned Giving
Los Angeles Jewish Health
Reseda, CA
https://www.lajhealth.org/ |
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Christopher Long
Managing Director
Silvercrest Asset Management Group LLC
New York, NY
https://www.silvercrestgroup.com |
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Angela G. Parsons, J.D., CAP®
Vice President for Donor Services
The Columbus Foundation
Columbus, OH
http://www.columbusfoundation.org |
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Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP
Sr. Director
Belmont University
Nashville, TN
http://www.belmont.edu |
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Jeremy Stelter
Executive Vice President
The Stelter Company
Des Moines, Iowa
https://www.stelter.com/ |
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Melissa Sylvester, CFA, CAIA, AIF
Vice President, Senior Planned Giving Investment Specialist
PNC Institutional Asset Management
Pittsburgh, PA
https://www.pnc.com |
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Robert J. Syto, J.D., M.S.
Assistant Director, Gift Planning
The Cleveland Clinic Foundation
Cleveland, OH
https://www.ccf.org
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Bryan Taylor, CFA
Chief Investment Officer & Chief Executive Officer
Cornerstone Management
Duluth, GA
https://www.cornerstonemgt.net |
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Carl Wayne
Executive Director Gift Planning
UC Berkeley
Berkley, CA
https://www.berkley.edu
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Michael S. Welling
Planned Giving Director
ALS Network
Antelope, CA
https://www.alsnetwork.org
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Ex-Officio Directors
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Actuary
N. Shane Leib, FSA, MAAA
Noblesville, IN |
| Honorary Directors (Current) |
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Frank D. Minton
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Conrad Teitell, Esq.
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Honorary Directors (Past)
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William E. Jarvis
Lindsay L. Lapole III
Roland C. Mathies
Darold H. Morgan
Michael Mudry
Chester A. Myron
Tal Roberts
Clinton A. Schroeder, Esq.
Terry Simmons
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