Meet Your CGP Team

As a Philanthropic Advisor for Princeton, Rozlyn Anderson Flood is responsible for guiding and implementing gift planning strategies for donors in New England, Pennsylvania, New Jersey, District of Columbia, Virginia, Colorado and outside the United States. She has expertise in international estate planning and is responsible for overseeing and coordinating the governance of the Princeton Charitable Foundation Limited in the UK. She also helped establish a Hong Kong foundation for Princeton and will be implementing its governance. In addition to gift planning, she assists donors with gifts of real estate, closely-held stock, artwork and other complex assets. Like many gift planners, she helps donors and their advisors navigate QCDs and other intersections of charitable and retirement planning.

Roz is a member of the National Association of Charitable Gift Planners, the New Jersey Council of Charitable Gift Planners and the Planned Giving Council of Greater Philadelphia. In June 2016 she was a co-presenter with Elizabeth Truslow at the annual conference of the New Jersey Council; their session was titled, “It’s a Small World…International Giving Issues That You Need to Know.”

Roz is a retired trusts and estates lawyer and practiced law for 10 years at prominent firms in New York and New Jersey. For 22 years thereafter, she held senior wealth management positions at major banks and brokerage houses (JP Morgan Chase, Merrill Lynch, and Brown Brothers Harriman). At those companies, she established and managed groups which focused on estate, tax, financial and philanthropic planning for ultra-high net worth individuals around the globe. She was also a regular speaker at conferences sponsored by the major bar and banking associations, NYU School of Continuing Education, Institute for Private Investors, etc. Most notably, she was formerly the Vice Chair of the International Estate Planning Committee of the American Bar Association and the former Chair of the Estate Planning Committee of the New York Bar Association. She also served as a Trustee of Radcliffe College (she was involved with the decision to merge with Harvard University), Bloomfield College and the Independent College Fund of New Jersey. She has been an active volunteer fundraiser for her alma maters, Harvard/Radcliffe College and the Harvard Law School, for over 40 years. She is a former Treasurer of the Harvard Alumni Association (HAA) and received an HAA award for service in 2000. In addition, she has served as a director of the National Urban League, the Mental Health Association of Essex County, New Jersey and on the boards of other hospital and social service organizations. She has also served on the professional advisory boards of Lincoln Center, Rockefeller University and the New York Public Library.

Currently, she is active on a number of committees of the Nassau Presbyterian Church in Princeton, New Jersey. She also participates on the advisory committee of the Paul Robeson House of Princeton, New Jersey, which is renovating the birthplace of Paul Robeson to honor his legacy and to serve as a resource in the local community. She is also an alumna interviewer for Harvard College. She currently lives in West Windsor, New Jersey and has two adult sons.

Mike Bell has held leadership positions in the field of philanthropy for more than thirty years.  Currently, Mike is Executive Director of Davis Health System Foundation in Elkins, West Virginia. He also serves as health system director for volunteer services and pastoral care.  Prior to joining DHS, Mike served as Executive Director of Suncoast Hospice Foundation in Clearwater, Florida, and Vice President for Community Development at Alive Hospice in Nashville, Tennessee.  He holds a Bachelor of Science in Secondary Education from Tennessee Technological University in Cookeville, Tennessee, and a Master of Education in Institutional Advancement from Vanderbilt University.  Mike also serves as an adjunct professor of nonprofit leadership at Davis & Elkins College and is the Board President of the Randolph County Housing Authority and immediate past President of Charitable Gift Planners of West Virginia.  

Aquanetta Betts, J.D., CAP®, AEP®, CFRE joined George Mason University in September 2022, where she is the Director of Planned Giving. Prior to joining George Mason University, she served for nearly five years as the Senior Executive Director of Planned Giving for World Vision (eastern region of the U.S.).

Prior to her planned giving roles within organizations, Aquanetta worked for 11 years as an estate planning attorney. Her practice was focused on wills, trusts, and estates. She is a licensed attorney in the District of Columbia and Maryland.

Aquanetta has served as a pro bono attorney for several nonprofit organizations in the Baltimore, Maryland, area. She has served in leadership positions with the National Bar Association’s Real Property, Trusts, and Estates Section; Baltimore Estate Planning Council; and the Chesapeake Planned Giving Council, where she is currently president. She is a member of the National Association of Charitable Gift Planners where she has served on their Diversity, Equity, and Inclusion Taskforce, Development Committee, and Mentor Program Committee.

Aquanetta holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services, and the Accredited Estate Planner® (AEP ®) designation from The National Association of Estate Planners and Councils. In 2021, she earned the Certified Fund Raising Executive (CFRE) certification. She earned her Juris Doctorate from Nova Southeastern University’s Shepard Broad College of Law, and her Bachelor of Arts in English from Florida International University. Aquanetta’s interests include book clubs, traveling, and mentoring young professionals. 

Patience Boudreaux is the Director of Planned Giving at Loma Linda University Health where she leads a team focused on deferred and current gifts, usually involving complex assets. She's spent 17 years in fundraising roles ranging from annual to major to planned giving. Prior to Loma Linda, her career has been focused on higher education, particularly at the private liberal arts institutions of Pomona College, Trinity University, and University of Redlands. Her primary regional council affiliation has been to the Los Angeles Council of Charitable Gift Planners where she has served a variety of roles including President (2020-2022), Western Regional Planned Giving Chair/Co-Chair, and Programming Chair. Patience earned her BA at Johns Hopkins University, her MBA from the Drucker School at Claremont Graduate University, and is a certified specialist in planned giving and a certified fundraising executive.

Lisa M. Chmiola, M.S., CFRE, CSPG has more than 21 years in philanthropic development. She has served in major gifts and gift planning roles in education (public and private) and religious institutions, following initial career experience in event-based philanthropy. As Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), she works with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly on legacy giving strategies.

An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She serves as an adjunct instructor in Communication at the University of Louisiana at Lafayette and in Rice University’s Center for Philanthropy and Nonprofit Leadership. 

Lisa is an active volunteer, serving as chair of the AFP Global U.S. Government Relations committee, as National Association of Charitable Gift Planners board member and chair of its Emerging Professionals Committee (and past president of the Houston chapter), as an AFP Baton Rouge Chapter board member, as a Junior League of Lafayette sustainer, a member of Ellevate Louisiana, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.
 

In February 2020, Bobby Collier celebrates his twentieth anniversary at American Cancer Society. He began his career as a Director, Estate & Gift Planning in the New Orleans office, eventually covering the states of Louisiana, Mississippi & Arkansas. In 2002 he was named the Top Performer in the Planned Giving Business Unit. 

In December 2003, Bobby became Vice President of Region 1 of PGBU.  His responsibilities at that time were to manage the planned giving team covering the 12 states of Mid-South and South Atlantic Divisions.  In the Spring of 2004, Bobby and his family relocated to Birmingham AL.  Over the years, his territory has grown to cover 18 states. His 13 planned giving directors touch 5 of the 6 ACS Regions. His team has averaged documenting $30 million in New Expectant Planned Gifts per year, building the pipeline, that ultimately feeds the Probate/Legacy Income, now one of the leading sources of income annually at American Cancer Society.

In 2019, while still managing his team of planned giving directors, he also became the lead liaison between the Planned Giving Department and our Probate & Trust Management Department & Finance.

Bobby has over 26 years of Planned Giving / Development experience.  He was President of the Greater New Orleans Council of the National Committee on Planned Giving, in 2004. And in 2018, served as President of the Alabama Association of Charitable Gift Planners, where he still serves on the board.

Bobby is extremely honored and excited to take on the role of Senior Vice President – Planned Giving.  He wants to continue the legacy that started 20 years ago, with the creation of the Planned Giving Business Unit, which its’s revenue is now averaging 20 percent of the overall ACS Annual Revenue.  He and his wife Leigh celebrated their thirtieth anniversary in August 2021. Their son, Cameron Bryant, is 17 years old and starting to look at colleges. In his free time, Bobby loves spending time with his 3 Cavalier King Charles Spaniels and of course, you can always find him fulfilling his obsession, playing golf!

Tia J. Graham has worked in the field of philanthropy for nearly two decades. Over this time, she’s had the pleasure of helping a diverse group of donors fulfill their passions for public media, higher education, community philanthropy and medical research. Tia has helped facilitate over $10 million in charitable gifts over her fundraising career.

Tia currently leads the gift planning team for the PBS Foundation. In this role, she works to build the financial resources needed to sustain the mission of PBS for another 50 years and beyond. Before joining the PBS Foundation, Tia worked on a grant funded project aimed to build the major and planned giving capacity of PBS Member Stations. This work involved providing marketing materials, trainings, dedicated consulting and group convenings. The planned giving revenue for PBS Member Stations increased by 100 percent during the grant funded period.

Prior to entering the nonprofit arena, Tia worked in the accounting and legal professions. In her role as an accountant, she worked on the financial reporting team for Samson Resources and Geodyne Partnerships in Tulsa, Oklahoma. While working full-time at Samson and managing life as a single mom, she began law school as part-time student at the University of Tulsa. Upon graduation, Tia worked as an associate for Holloway, Dobson and Bachman in Oklahoma City as an insurance defense, commercial transactions and estate planning attorney.

Tia is a graduate of Northeastern State University with a BS in Accounting and a Juris Doctorate from the University of Tulsa College of Law. She is a member of the National Association of Charitable Gift Planners, American Bar Association, National Bar Association and the Oklahoma Bar Association. She is a frequent speaker for professional development organizations and community-based nonprofits. Tia is a proud member of the Seminole Nation of Oklahoma.

Tia resides in Jersey City, New Jersey with her husband Mark. She is a mother of three adult children and a grandmother of an exceptional two-year old grandson, the third generation PBS Kid.

Nicola Lawrence, CFRE® currently serves as the Director of Planned Giving for Children’s Health. Born and raised in Northern England, Nicola attended Wigan College, the University of Leicester, York St Johns and Dundee University, specializing in business and finance and nonprofit leadership. She has made Texas home since the 1990s. Over the last two decades, Nicola has led sustainability and legacy-based giving at a variety of nonprofits, both in the US and internationally, that include community-based health care, higher education and social service organizations. Bringing digital and print mediums together, Nicola is an award-winning multi-channel planned giving marketer while never forgetting that this kind of philanthropy requires careful personal attention to each donor’s current financial wellbeing while assisting them in building their charitable legacy.

Trina S. Olidge brings depth and understanding to a changing academic landscape with nearly 20 years of experience in both public and private institutions, including minority serving and large research organizations. In her current role as director of gift planning at Georgia Institute of Technology, she educates donors on charitable giving vehicles and tax strategies that align with their values and help achieve their philanthropic goals. Olidge came to Georgia Tech from Georgia State University, where she was senior director of development for the College of Arts and Sciences. Previously, Olidge served as assistant vice president at Morehouse School of Medicine, and has held major gifts positions in both law and independent schools. Her career in higher education began at Tulane Law School as assistant dean of external affairs & diversity. She has also worked in industry as an investment analyst with Goldman Sachs (New York, NY) and G.E. Capital (Chicago, IL), before returning to Atlanta to join a boutique international consulting firm following law school.

Olidge earned a bachelor’s degree in finance from Howard University and a juris doctor from the University of Georgia, School of Law. She serves on the DEI task force of the National Association of Charitable Gift Planners and most recently concluded a four year term as chair of the Advocacy, Policy & Ethics Committee for the local chapter of AFP. Olidge loves to travel and spend time with her husband and two teenage children in Atlanta. Inspired by the example of her parents, both of whom are retired college professors, she brings authentic passion and commitment to the pursuit of excellence in higher education.

Dr. Eddie Thompson founded Thompson & Associates. As CEO, he provides leadership and direction to over 45 seasoned charitable estate planners with Thompson & Associates. Dr. Thompson has planned thousands of estates, which has generated billions of dollars to charity during his forty plus years working with nonprofits. In 1983, Eddie obtained his Doctor of Education in Higher Education Administration from Vanderbilt University. His doctoral dissertation was on successful fund raising methods. His academic achievements include two MA degrees and a BA and Associate of Fine Arts.

Eddie speaks to organizations from coast to coast on successful fundraising techniques, nonprofit management and charitable estate planning. The National Society of Fund Raising recognized him Executives as a Certified Fund Raising Executive from 1986 to 1996. Eddie began his career at David Lipscomb University where he served as Vice President of Institutional Advancement, Assistant to the President, and Director of Planned Giving. His career advanced to The EAR Foundation, an international nonprofit, where he served as Chief Executive Officer. Dr. Thompson has garnered many honors during his distinguished career.

He was selected by Freed Hardeman University as its 2000 Outstanding Alumnus of the Year. In 1992 he was selected as a Kellogg Foundation Board Trainer assigned to Special Olympics International; International Directory of Distinguished Leadership 1988; Who's Who in American Education 1992; Personalities of America, 6th edition; and 2000 Notable American Men, 2nd edition. He has served as a member of the Board of Directors of four nonprofits: Institute of Board Certification, The Barnabas Foundation, African Christian School, and The Ronald McDonald House Charities of Nashville. He is also a member of the Middle Tennessee chapter of Partnership for Philanthropic Planning.

Eddie serves as the Chair of the Charitable Estate Planning Institute, a 501(c)(3) public charity offering top level education on charitable estate planning for development staff, gift planning officers and professional advisors. Eddie and a group of Thompson & Associates colleagues formed the Institute in 2012. He is also a Fellow in Charitable Estate Planning (FCEP) awarded by the Institute. A native of Florida, Eddie and Sheryl have made Nashville their home. Eddie and his family are involved in many community organizations and their church. He is a very active pilot with both Land and Seaplane ratings.

Matthew Treadwell is a Gift Planning Attorney at the Indiana University Foundation. His office is located on the IUPUI Campus where he assists all units at IUPUI, IU East, IU Kokomo, IU Northwest, IU South Bend, and IU Southeast. Along with his fundraising responsibilities, Matthew directs IU’s Planned Giving marketing efforts. 

Prior to joining IU Foundation, Matthew was the Planned Giving Officer for the National FFA Foundation. As the Planned Giving Officer for National FFA, Matthew was tasked with restarting a planned giving program that had been dormant. He revitalized the planned giving legacy group, the Forever Blue Circle, implemented a new event during the National FFA Convention for planned giving donors and prospects, and oversaw a transition in marketing vendors. Along with the planned giving responsibilities, Matthew managed the Foundation’s endowments process and donors. Matthew acted as the liaison between the National FFA and each individual State FFA Foundation/Association to organize and coordinate fundraising goals and methods.

Before entering the nonprofit world, Matthew was a Deputy Attorney General in the Office of the Indiana Attorney General. He began his time in the Office working directly for then-Chief Deputy Gary Secrest. Matthew then made the transition to the Transportation Practice Group’s Litigation team handling eminent domain cases.

Matthew graduated from Indiana University with a major entitled Global Inequalities, through the Individualized Major Program. His senior thesis focused on Land Rights in Cambodia and the issues villagers and farmers have with proving ownership in the post-Khmer Rouge Cambodia.
 

Mark A. Vergenes is President of MIRUS Financial Partners. Having entered the financial services industry in 1995, Mark has built a clientele that consists of individuals, families, non-profits and business owners. His practice focuses on the advantages of asset management and “wrap fee” programs through Cetera Advisor Networks LLC. Knowledge and experience play key roles in helping Mark’s clients more effectively work toward their financial goals.
A longtime resident of Lancaster, PA, Mark is active in the community including serving on the Planned Giving Committees of the Harrisburg Area Community College (HACC) Foundation and the Lancaster General Hospital Foundation – Penn Medicine. He also serves as President of the Pennsylvania Parking Association and on the board of the Lancaster City Revitalization & Improvement Zone. Mark is the Immediate Past President of Susquehanna Valley Council of Charitable Gift Planners. 
 

As a Senior Wealth Strategist, Dan is responsible for leading the delivery of holistic advice to new clients of Northern Trust through investment, fiduciary, banking and wealth planning professionals. He has over 25 years of experience in serving business-owning families, corporate executives, professionals, not-for-profits and other wealth owners in a variety of wealth management and private banking roles.

Dan's expertise is his ability to collaborate with specialists from multiple disciplines in an integrated manner to help clients achieve their financial goals through the lifecycle of their wealth. His three decades of experience help him identify the key issues and planning opportunities, that high net worth clients face when contemplating retirement, selling a closely-held business, or planning for multigenerational wealth and family governance.

Dan received a B.S. degree in Economics from Florida State University. He holds the designation of Certified Financial Planner and Certified Professional Wealth Advisor along with his Series 7 and 63 licenses. Dan is a graduate of Leadership Florida class XXXI.

He is the current chair of United Way Suncoast, a past president of Charitable Gift Planners of Southwest Florida and the chair of Josh Provides Epilepsy Assistance Foundation.

Dan is married to his wife Jennifer of 25 years and has three children. Drew, Emma, and Sara. Dan is an avid golfer. He also enjoys exercising, hiking, reading, and traveling.

Ericka L. Webb is the Executive Director of Gift Planning at Boston College. She oversees all aspects of the gift planning program and works closely with donors, their advisors, staff, and University leadership to increase philanthropic support to the University through planned gifts. She was Director of Gift Planning and Endowment for the WGBH Educational Foundation for more than four years.  Prior to joining WGBH, Ericka worked in the planned giving offices at both Harvard University and Beth Israel Deaconess Medical Center. 
Ericka earned her bachelor’s degree in international relations from American University and a master’s in education from Harvard University. She served as a Peace Corps Volunteer in Chad, Africa, where she worked on community health education and other initiatives. She is on the board of both the Hibel Family Foundation Planned Giving Initiative and the National Association of Charitable Gift Planners.  She is also a member and past president of the Planned Giving Group of New England (PGGNE).