Inspire your donors to think BIG ▸︎

The Power of Blended Gifts

Keynote Speakers

  • Paul G. Schervish

Retired Director, Center on Wealth & Philanthropy
Professor Emeritus, Department of Sociology Boston College

Biography
  • Jackie W. Franey, CPGS, CAP®

Director of Gift Planning Fundraising, The Nature Conservancy

Biography

Speakers

  • Donna M. Bandelloni

Director of Gift and Legacy Planning, California Pacific Medical Center Foundation

Biography
  • Pablo Banhos

Director of Major Gifts, Ohio Wesleyan University

Biography
  • Jodi L. Bopp, CFRE

Assistant Vice President for Advancement and Campaign Director, Ohio Wesleyan University

Biography
  • Ray Croff

Managing Partner, Turtle Creek Financial Group

Biography
  • Thomas W. Cullinan, JD, FCEP

Senior Vice President and Regional Manager, Thompson & Associates

Biography
  • Jeff Davine

Partner, Tax Department at Mitchell Silberberg & Knupp LLP in Los Angeles

Biography
  • Nicole Dunn

Executive Director of Gift Planning, UCLA

Biography
  • Jay Frost

Senior Partner, Jerold Panas, Linzy & Partners
President, FundraisingInfo.com

Biography
  • Roy Grisham

Director of Planned Giving, University of North Texas

Biography
  • Chris Kasavich, MBA, CFRE

Senior Director of Philanthropic Resources, University of Texas MD Anderson Cancer Center

Biography
  • JoVanna King

Senior Associate Vice President for Development, Clemson University

Biography
  • Katy Herbert Kotlarczyk

Department Head and Senior Director of Gift Planning and Leadership Giving, University of Colorado

Biography
  • Aaron Levinson

Planned Giving Director, Los Angeles Jewish Home

Biography
  • Robert Lew

President and Founder, Planning & Financial Advisors

Biography
  • Micah Malouf, JD, CFRE

Associate University Counsel, University of North Carolina at Chapel Hill

Biography
  • Melissa Mencotti

Director of Gift Planning, Allegheny College

Biography
  • Michael J. Occhipinti, MBT

Gift Planning Advisor, The Wycliffe Foundation

Biography
  • Wayne Olson

President and Owner, Wayne Olson Consulting LLC

Biography
  • Rebecca Rothey, CFRE, CAP®

Vice President of Development and Senior Philanthropic Advisor, Greater Washington Community Foundation

Biography
  • Cathy Reagan Sheffield, MBA, CAP®, CFRE, CSPG

President, ThinkGiving, LLC
Vice President, Thompson & Associates

Biography
  • Lani Starkey, JD, LLM, CPA

Principal, Fifty Rock Consulting LLC

Biography
  • R. Edward Thompson

Founder and CEO, Thompson & Associates

Biography
  • Farra Trompeter

Vice President, Big Duck

Biography
  • Robert E. Wahlers, MS, CFRE

Vice President of Development, Meridian Health Affiliated Foundations (MHAF)

Biography
  • Peter Witherell

Territorial Planned Giving Director, The Salvation Army USA Southern Territory

Biography
  • Charles Schultz, JD

President and CEO, Crescendo Interactive

Biography
  • Kristen Schultz Jaarda, JD, LLM

Executive Vice President, Crescendo Interactive

Biography
  • Charles Van Patten

Assistant Vice President, Crescendo Interactive

Biography
  • Brooke Eades

Staff Attorney, Crescendo Interactive

Biography
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