Board of Directors PDF Print Email

Executive Committee

Bull President
Joseph O. Bull, J.D.
Principal
Philanthropy Advisory Counsel
Columbus, OH
http://www.philanthropyadvisorycounsel.com
Purcell President-elect
Philip M. Purcell, CFRE, MPA/J.D.
Director of Planned Giving
The Salvation Army, Central Territory
Hoffman Estates, IL
http://usc.salvationarmy.org
Hesseltine VP, Development
Renee V. Kurdzos
Director of Gift Planning Fundraising
The Nature Conservancy
Seattle, WA
http://www.tnc.org
Sheffield VP, Programs
Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP
Chief Advancement Officer
Lena Pope
FortWorth, TX
http://www.lenapope.org
Major VP, Engagement
Julian "Nev" Major IV
Director of Gift Planning Administration
The Nature Conservancy
Arlington, VA
http://www.tnc.org
Ely VP, Rates & Regulations
David G. Ely, CFA
Portfolio Manager
Brown Advisory
Boston, MA
http://www.brownadvisory.com
McGowan VP, Finance & Investments
Kevin P. McGowan
Chief Financial Officer
Catholic Extension Society
Chicago, IL
http://www.catholicextension.org
Clark VP, Research
Kinna N. Clark, Esq.
Director of Gift Planning Services
UNC System Office - NC Gift Planning, LLC
Chapel Hill, NC
http://www.northcarolina.edu
Locke VP, Governance & Secretary and
Immediate Past President
Rebecca Locke
Vice President, Gift Planning
American Red Cross
Decatur, GA
http://www.redcross.org
   

 

Directors

Alex Brovey Alexandra P. Brovey, J.D., LL.M.
Senior Director, Gift Planning
Northwell Health Foundation
New Hyde Park, NY
https://www.northwell.edu
Cable  Edwin L. Cable, CPA, CFP®
Director of Planned Giving
Mount Vernon Nazarene University
Mt. Vernon, OH
https://mvnu.edu/
Katzenstein Lawrence P. Katzenstein, J.D.
Thompson Coburn LLP
St. Louis, MO
http://www.thompsoncoburn.com
Pamela Leonard
National Executive Lead for Charitable Estate Planning
American Heart Association
Clarksburg, WV
https://www.heart.org
Chris Long Christopher Long
Managing Director
Silvercrest Asset Management Group LLC
New York, NY
https://www.silvercrestgroup.com
Makela-Goodman Rochelle Makela-Goodman
Asst. VP, Gift Planning
Oregon Health & Sciences University
Portland, OR
https://ohsufoundation.org
Melvin  Catherine L. Melvin, CPA, CITP
Controller
Indiana University Foundation
Bloomington, IN
http://www.iu.edu
Parsons Angela G. Parsons, J.D., CAP®
Vice President for Donor Services
The Columbus Foundation
Columbus, OH
http://www.columbusfoundation.org
Stelter Jeremy Stelter
Executive Vice President
The Stelter Company
Des Moines, Iowa
https://www.stelter.com/
Melissa Sylvester Melissa Sylvester, CFA, CAIA, AIF
Vice President, Senior Planned Giving Investment Specialist
PNC Institutional Asset Management
Pittsburgh, PA
https://www.pnc.com
Bryan Taylor Bryan Taylor, CFA
Chief Investment Officer & Chief Executive Officer
Cornerstone Management
Duluth, GA
https://www.cornerstonemgt.net
Taylor Corliss Taylor, J.D., MBA
Trust Strategist
Baird Trust
St. Petersburg, FL
http://www.rwbaird.com
Carl Wayne
Executive Diretor Gift Planning
UC Berkeley
Berkley, CA
https://www.berkley.edu
Welling Michael S. Welling
Planned Giving Director
Operation Smile
Antelope, CA
https://www.operationsmile.org

Ex-Officio Directors

Leib Actuary
N. Shane Leib, FSA, MAAA

Noblesville, IN