Corporate Sponsor:
Wells Fargo Private Client Services:
- Private Banking
- Trust and Estate Services
- Investment Management
- Brokerage Services through Wells Fargo Investments, LLC
- Life Insurance
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About Us |
Awareness
To create and further an awareness of issues related to planned giving and to serve as a clearinghouse for this information.
Forum
To provide a forum for Round Table members to discuss planned giving issues.
Promote
To promote educational advancement and professional expertise among Round Table members.
Network
To network as a group in promoting philanthropy.
| President |
John Wunderling,
Attorney, Ferrari Ottoboni Caputo & Wunderling
jwunderling@ferrarilawpartners.com
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| President-Elect & Programs |
Brian Shetler, Attorney, Berliner Cohen
Brian.Shetler@berliner.com
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| Treasurer |
Lynn K. Telford, EA., TEP, Berger/Lewis Accountancy Corp.
ltelford@bergerlewis.com
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| Secretary |
David Russo, Silicon Valley Community
Foundation
dlrusso@siliconvalleycf.org
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| Immediate Past President |
Peggy Martin, Family
Wealth Consulting Group
peggy@FWCG.net
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| Sponsorships |
John F. Hopkins, Attorney, Hopkins & Carley
Jhopkins@hopkinscarley.com
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| Nominations & Programs |
Steven Okamoto, American Cancer Society
Steve.okamoto@cancer.org
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| Program Registration |
Michelle Pakulak
Admin@SVPlannedGivingCouncil.org
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Membership |
Cathy Colgan, American Trust
ccolgan@americantrust.com
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| Communications, Marketing and Website |
Carol S. Lillibridge, Pathways
Hospice Foundation
clillibridge@pathwayshealth.org
Camilla Neri, Retirement Capital Strategies
cam.neri@rcsadvisor.com
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| Members At Large |
Jonrie Davila, Senior Associate Director of
Planned Giving Stanford University
jonried@stanford.edu
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Caryl Gartzke, Vice President, Senior Trust & Fiduciary Specialist, Wells Fargo Private Bank
Caryl.Gartzke@wellsfargo.com
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Honey Meir-Levi, Ronald McDonald House
honey@ronaldhouse.net
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Tulin Melton, Director of Development
Achievekids
tmelton@yahoo.com
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| Incubator Project |
Colleen Lukoff, CFRE
c@lukoff.org |
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