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 |
David Russo, American
Cancer Society
david.russo@cancer.org
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| Vice President |
Cathy Colgan, American Trust
ccolgan@americantrust.com
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| Treasurer |
Jie Zhu, Petrinovich Pugh & Company
jzhu@ppandco.com
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| Assistant Treasurer |
Lynn K. Telford, EA., TEP, Berger/Lewis Accountancy Corp.
ltelford@bergerlewis.com
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| Secretary |
Jonrie Dávila, Stanford University
jonried@stanford.edu
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| Immediate Past President |
Brian Shetler, Berliner
Cohen
Brian.Shetler@berliner.com
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| Sponsorships |
John F. Hopkins, Attorney, Hopkins & Carley
Jhopkins@hopkinscarley.com
Tulin Melton, National Development Director, Raising
a Reader
tmelton@raisingareader.org
David Russo, American Cancer Society
david.russo@cancer.org
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| Nominations |
John Wunderling, Ferrari
Ottoboni Caputo & Wunderling
jwunderling@ferrarilawpartners.com
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| Program Registration |
Michelle Pakulak
Admin@SVPlannedGivingCouncil.org
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Programs |
Cathy Colgan, American Trust
ccolgan@americantrust.com
Caryl Gartzke, U.S. Trust, Bank of America Private Wealth
Management
Caryl.Gartzke@ustrust.com
Jonrie Dávila, Stanford University
jonried@stanford.edu
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Membership |
Camilla Neri, Retirement Capital Strategies
cam.neri@rcsadvisor.com
David Russo, American Cancer Society
david.russo@cancer.org
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| Communications, Marketing and Website |
Chris Hirano, Ronald McDonald House
Stanford
chris@ronaldhouse.net
Peggy Martin, Family Wealth Consulting Group
peggy@FWCG.net
Jonrie Dávila, Stanford University
jonried@stanford.edu
Brian Shetler, Berliner Cohen
Brian.Shetler@berliner.com
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| LEAVE
A LEGACY® |
John Wunderling, Ferrari
Ottoboni Caputo & Wunderling
jwunderling@ferrarilawpartners.com
Peggy Martin, Family Wealth Consulting Group
peggy@FWCG.net
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| Incubator Project |
Colleen Lukoff, CFRE
c@lukoff.org
Jeff Yoakum, CFP
jeff@laseckeweil.com |
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