Staff
Michael Kenyon
President & CEO
Michael Kenyon
President & CEO
Planned Giving Group of Indiana

As president and CEO of the National Association of Charitable Gift Planners, Michael strives to create an environment where CGP’s 8,000 members can come together to educate, learn, network and advocate for the distinguished profession of charitable gift planning. Working closely with the CGP board, Michael helps develop and champion the organization’s strategic vision, ensuring that CGP’s budget, staff and priorities are aligned with its mission to serve charitable gift planners and bring to life the art and science of charitable gift planning. It’s Michael’s job to navigate change, foster innovation and bring people together to build a healthy and successful organization.

Before joining CGP, Michael served as the executive director of the Percussive Arts Society. For 11 years, he led this international music service organization that serves 7,500+ members, 50 U.S. chapters and 28 international chapters. Among many successful initiatives, he led the organization through development of a new facility for the Rhythm! Discovery Center, a museum and educational space that USA Today named one of the top places in the United States for hands-on music making.

Michael holds B.M. and M.M. degrees from Arizona State University and began his professional life as a musician before transitioning into arts and nonprofit administration. He has worked with St. Martin’s Hospitality Center for the homeless, Celebrate Youth and the New Mexico Jazz Workshop.

Michael currently serves as vice-president for the Charitable IRA Initiative, is a member of the board of directors for the Percussive Arts Society and serves on the steering committee for Music Crossroads, a strategic initiative focused on advancing quality of life in Indianapolis through the performing arts.

 

Title of Presentation: Advocating for the Future of Gift Planning

General Topic: Advocacy

 

Title of Presentation: CGP - Your New Association

General Topic: Membership Benefits to CGP

Barbara Yeager
Director of Education
Barbara Yeager
Director of Education

A 25-year veteran of the National Association of Charitable Gift Planners, Barbara takes on several leadership roles. Through CGP’s Leadership Institute, she helps members advance the art and science of philanthropy, working side by side with volunteers to shape standards and best practices for the gift planning community.

Barbara manages education and networking programs for the annual CGP Conference, and is an active force in CGP’s metrics and counting task forces.

Known for her research skills, Barbara continues to advance her credentials in the gift planning field. In 2015, she earned the Chartered Advisor in Philanthropy credential from The American College, and she works with the college to provide CAP curriculum resources and programs that foster collaboration between nonprofit and for-profit advisors.

Before joining the CGP staff, Barbara worked as a public librarian and as a technical writer and systems analyst. She is a member of the board of CGP Indiana Chapter and the planned giving advisory committee of the Carter Center.

Barbara earned a master’s degree in library and information science from Kent State University, where she also earned a bachelor’s degree in English, summa cum laude, and was inducted into Phi Beta Kappa. In her community, she is a Girl Scout volunteer and a costumer for community theater groups.

Jessica Hall
Director of Membership and Marketing
Jessica Hall
Director of Membership and Marketing

Jessica Hall joined CGP in October 2022 as the new Director of Membership and Marketing. Jessica is responsible for the strategic management, marketing, and implementation of membership recruitment, programs, and services. She serves as liaison to council leaders to provide technical and governance support, articulate policy, resolve problems and build relationships to maintain existing councils and recruit the formation of new councils. She develops national marketing strategies that promote brand recognition across print and web platforms. 

Jessica Hall comes to CGP from her previous role as Director, Global Marketing at World Bicycle Relief. Other careers experiences include marketing and digital engagement for Indiana University School of Medicine, program management at Salesforce, digital marketing for United Way of Central Indiana, and community marketing for Dick's Sporting Goods. 
 

Mary Kate Myers
Meetings Manager
Mary Kate Myers
Meetings Manager

As the National Association of Charitable Gift Planners’ Meetings Manager, Mary Kate is responsible for the strategic, operational and logistical activities for any off-site meetings including the Council Leadership Summit and CGP Conference. 

Mary Kate brings 27 years of meetings and event experience to the CGP team. She excels at logistics and operations, and her attention to detail means that events and meetings go smoothly from concept to completion. 

Mary Kate holds a bachelor's degree from Indiana University. In her free time, she enjoys traveling, volunteering in the community and spending time with her family.

Carey Wilson
Membership Data Manager
Carey Wilson
Membership Data Manager

With 14 years of tenure at the National Association of Charitable Gift Planners, Carey has mastered the art of providing a helping hand to CGP members and potential members across the United States. Carey also assists CGP’s affiliated local councils with frontline services and reporting. It’s her job to ensure positive member experiences.

Members appreciate Carey’s quick responses to questions and concerns, and her focus on building strong relationships. She plays an important role in developing and implementing membership policies and procedures, and assists with preparing for important member events, including board and leadership meetings and the annual CGP Conference. 

Carey, who received a B.A. in English at Anderson University in Anderson, Indiana, says she’s proud to have spent most of her career serving the CGP membership.

Andrea Skirvin
Content and Communications Specialist
Andrea Skirvin
Content and Communications Specialist

Andrea Skirvin is the National Association of Charitable Gift Planners’ Content and Communications Specialist. She engages the CGP community through social media, emails and other e-communications.

She joined the CGP team from ACES: The Society for Editing, where she served as Marketing and Communications Specialist. Andrea is passionate about creating spaces for engagement, relevant content and networking opportunities for gift planning professionals.

Andrea holds a Bachelor of Arts in Communication and a Bachelor of Arts in Spanish from Marian University. She lives in Indianapolis with her two cats, where you can find her painting, reading, or experimenting in the kitchen.
 

Donna Ward
Administrative Support Specialist
Donna Ward
Administrative Support Specialist

Donna Ward is the Administrative Support Specialist for the National Association of Charitable Gift Planners. In this role, Donna assists management in daily operations of CGP and provides additional support to the president and other staff. She also gives general membership support by email and telephone to our members. Donna assists in the development of reports, tracking effort and progress of special projects, managing fundraising records, assisting in the development of office guidelines and procedures. She serves as a liaison with the Board of Directors, Leadership Institute, Committees and Task Forces.

Donna joined CGP in January of 2017 with an experienced background in administration. She has previously served as an executive assistant/office manager at the Medtech College corporate office, where she assisted the CEO, CFO, Regional Vice President of Nursing, Vice President of Academics and Vice President of Financial Aid. Donna performed accounts payables and general administrative duties while also assisting students in understanding course requirements. Prior to Medtech College, she worked at Harrison College for four years as an administrative assistant to the Nursing Department.

Donna is excited to bring her office management and administration expertise to help the CGP national office in it’s continued work in charitable gift planning. 

Executive Committee
Nathan Stelter
Chair
Nathan Stelter
Chair

Nathan Stelter is vice president of business development and marketing for The Stelter Company, a leading source for gift planning marketing for the nonprofit community. The Stelter Company, which was founded in 1962, currently serves more than 1,400 organizations nationally with a staff of over 100 individuals. The home office is located in Des Moines, Iowa, with regional representation in Dallas, Texas; Chicago, Ill.; Asheville, NC; Boston, MA; Washington, DC and Denver, Colo.

Nathan’s responsibilities include a little bit of everything…from product development, strategic partnerships and marketing consultation to client services and corporate marketing. His primary concentration and passion is overseeing Stelter's consulting and marketing teams and using his expertise to develop distinct marketing solutions for Stelter clients that connect with donors and provide results for the organization.

Nathan’s expertise places him in high demand as a lecturer at national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He has been quoted in Planned Giving Today, Advancing Philanthropy and other trade publications and is a past board member of the National Capital Gift Planning Council (Washington, DC) and current member of the Mid-Iowa Planned Giving Council.

Nathan is a graduate of the University of Iowa with a B.B.A. degree in marketing.  When not at his Stelter desk, Nathan enjoys spending time with his growing family, CrossFit, playing soccer, bicycling and being a loyal Iowa Hawkeye fan. He and his wife, Nora, have relocated to Des Moines, Iowa, after spending eight years in Alexandria, Va.  They are the proud parents of 11-year-old Benjamin Hawkeye, 8-year-old Brody and 6-year-old Brynn along with three Brussels Griffon puppies, Lola, Bubbles and Fergus.

 

 

Nicole Engdahl
Chair Elect
Nicole Engdahl
Chair Elect

Nicole Engdahl is the Vice President of Individual Giving for the African Wildlife Foundation. With more than 25 years of fundraising experience, Nicole leads multiple departments at the foundation: direct response, midlevel giving, major gifts, and charitable gift planning. Before joining AWF, Nicole honed her nonprofit fundraising skills with national and international organizations including the National Park Foundation, Special Olympics International, and the National Geographic Society. She is an expert nonprofit fundraising executive who specializes in raising current and future gifts while also building and elevating programs to the next level.

Nicole is a Chartered Advisor in Philanthropy® and an active National Association of Charitable Gift Planners member. She currently serves on the CGP national board as its chair-elect. Nicole lives in Washington, D.C.

Stacey McKinley
Secretary
Stacey McKinley
Secretary

Stacey McKinley serves as Director of Gift Planning in the Cleveland Clinic’s Philanthropy Institute. In addition, she focuses her legal practice on counseling nonprofit organizations in securing tax-exempt status, board fiduciary duties, fundraising, planned giving, and basic legal matters. She is also an adjunct professor at the Cleveland-Marshall College of Law where she teaches Non-Profit Corporations. Stacey has also held the positions of Director of Planned Giving at Cleveland State University and Associate Director of Gift Planning at the Cleveland Clinic. Prior to entering the development field, Stacey worked at three Cleveland law firms – Jones Day, Kahn Kleinman, and Ulmer & Berne - where her legal practice focused on finance, real estate, business and nonprofit law. Prior to law school, Stacey worked in broadcast journalism including five years as co-host of “Good Morning, Kentucky” in Lexington, Kentucky.

Brad Gornto
Treasurer
Brad Gornto
Treasurer

For more than 21 years, Brad Gornto has practiced law throughout Florida in the areas of complex estate & charitable planning, business law, probate and trust administration, and income tax planning.  In addition to his law practice, Brad is the President and Founder of Effectual Giving, LLC, which is a consulting firm that assists charitable organizations (primarily in higher-education and faith-based philanthropic sectors), philanthropic families, and allied professionals across the country in the actual implementation of effective charitable giving strategies. Finally, Brad is also the President and Founder of iCLAT Solutions, LLC, which specializes in design, drafting and consulting services of “reversionary” charitable lead trusts for individuals, entities and recipient public charities, churches, ministries, private foundations, and donor advised fund sponsors.

Brad earned his undergraduate degree from Florida State University in 1995, his law degree (J.D.) from the University of Florida College of Law in 1998, and his LL.M In Taxation from the University Of Miami School Of Law in 2000.

Brad’s current volunteer service includes: (i) member of the Florida State University Foundation, Inc. Planned Giving Advisory Council in Tallahassee, Florida; (ii) Development Advisor to the Board of Directors for the C.S. Lewis Study Center based in Northfield, Massachusetts; and (iii) Immediate- Past President and Member of the Board of Directors for Charitable Gift Planners of Central Florida.  Brad is a past President of the Estate Planning Council of the Fun Coast, Inc. (Volusia, Flagler and St. John’s Counties), and a past Board Member of the Down Syndrome Association of Central Florida.

Phyllis Silverstein
Conference Chair
Phyllis Silverstein
Conference Chair

Phyllis Silverstein is a trust advisor regional manager, senior vice president located in the Atlanta, Georgia Wells Fargo Private Bank office. Ms. Silverstein leads a team of experienced fiduciary advisors that provide comprehensive trust services, acting as objective agents with specialized knowledge in the areas of legacy planning, corporate trusteeship, taxation*, law*, accounting*, estate planning* and risk management.

Phyllis held the role of senior regional fiduciary manager for Wells Fargo Private Bank’s southern region beginning in 2013. She has over 35 years of experience including serving as the vice president of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta and senior resource development positions at the Greater Miami Jewish Federation and the Jewish Federation of Broward County.

Phyllis earned a Bachelor of Arts in Sociology from Florida Atlantic University. She also holds a CERTIFIED FINANCIAL PLANNERTM and the Chartered Advisor of Philanthropy® professional designations. Phyllis is a member of the Board of Directors of the National Association of Charitable Gift Planners. She currently serves on the Board of EduHousing and is a Board Member of the National Hadassah Foundation. She served as the President and Board member of the Georgia Planned Giving Council. She served as a subject matter expert for the CFP Board Exam Review. Phyllis lives in Marietta, GA with her 5 children and is the Committee Chair for Cub Scout Pack 1818.

Carlo D. Laurore
Conference Chair Elect
Carlo D. Laurore
Conference Chair Elect

Carlo D. Laurore is a Senior Philanthropic Manager (Eastern Region) with the Boy Scouts of America, where he has worked for the past six years.  In his current role, he manages a team of Philanthropic Advisors and helps to drive major gift development and endowment strategy for the Boy Scouts. During his time with the Boy Scouts, he has supported several local Councils in their major giving and gift planning efforts, facilitated several major gift educational initiatives, and developed the planned giving strategy for the organization.

Previously, Carlo served as a senior member of the university advancement team at North Carolina State University in the Office of Gift Planning.  While at NC State, he helped close numerous gifts benefiting a wide variety of colleges and programs on campus, including multiple gifts at a transformative level. 

Prior to this, Carlo served as the Director of Gift Planning at North Carolina A&T State University.  At North Carolina A&T he was the school's first-ever Director of Gift Planning and launched the school’s efforts in that arena, including creating the school's planned giving website, marketing material, and donor contact program.  Carlo is credited with having worked with donors to secure one of the school’s largest gifts from an alumni individual, as well as, helping to secure the school’s largest gift from a non-alumni individual. 

Carlo has more than eight years of experience in the financial services industry.  During his career in financial services, he held the title of Vice President and Business Services Officer at BB&T (Wilmington, NC). In that role, he managed a $50M+ portfolio of business loan clients.

Carlo grew up in Raleigh, NC and graduated from UNC-Wilmington with a degree in Economics and in Leadership. He completed his degree in three years with honors and co-authored two published works in the Southern Business and Economics Journal.  In addition, Carlo earned a graduate degree in banking from Louisiana State University (LSU) and has received various financial planning designations.

Carlo serves as an active member of his community with membership and advisory board involvement in a variety of non-profit organizations and associations. Overall, Carlo takes pride in his efforts as a motivational speaker and mentor to both youth and adults in the areas of non-profit fundraising, financial literacy, economic empowerment, life/career planning, and leadership. Carlo, his wife (Catherine), and his two children (Trey and Tori) currently reside in Raleigh, NC.  Both of his kids are Cub Scouts in the Occoneechee Council (Son- Scouts BSA, Daughter- Webelo). 

Board Members
Rozlyn Anderson Flood
Rozlyn Anderson Flood

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
Mike Bell

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
Aquanetta Betts

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
Patience Boudreaux

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
Lisa M. Chmiola

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.
 

Bobby Collier
Bobby Collier

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
Tia J. Graham

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
Nicola Lawrence

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
Trina S. Olidge

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.

Eddie Thompson
Eddie Thompson

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
Matthew Treadwell

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
Mark A. Vergenes

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. 
 

Daniel E. Vigne
Daniel E. Vigne

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
Ericka L. Webb

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).