Keynote Speakers

Amy Eisenstein

Fundraising Consultant

Biography »

Pete Sommerfeld

Philanthropic Advisor, Oregon Health & Science University Foundation

Biography »

All Speakers

Rachel Clemens

Chief Marketing Officer, Mighty Citizen

Biography »

Laura M. Gobbi

Director of Donor Relations and Events, Smithsonian Institution

Biography »

Glenn Vivian

Assistant Vice President of Principal Gifts and Planned Giving, Boston University

Biography »

Patrice Cablayan

Gift Planning Office of Institutional Advancement, Occidental College

Biography »

Ron Brown

Author of "A History of Charitable Gift Planning"

Biography »

Jay B. Love

CRO and Co-Founder, Bloomerang

Biography »

Jon Rich

Sr. Director Leadership & Major Gifts, ALSAC/St. Jude Children's Research Hospital

Biography »

Melanie J. Norton, CFRE, MBA

Founder, CEO and Philanthropic Consultant, Norton Philanthropic Counsel

Biography »

Alexander W. Oftelie

Managing Associate, BWF Insight

Biography »

Charles Schultz, JD

President and CEO, Crescendo Interactive, Inc

Biography »

Crystal Thompkins

National Director & Gift Planning Services Vice President, BNY Mellon Wealth Management

Biography »

Avery Tucker Fontaine

Head of Strategic Philanthropy, BNY Mellon Wealth Management

Biography »

Pamela Paterson, MBA

Director of Philanthropy, Calvert Marine Museum

Biography »

Andy Morrison

Assistant Vice President for Gift Planning, Kansas University Endowment Association

Biography »

Kristin Shore

Associate Development Director for Gift Planning, Kansas University Endowment Association

Biography »

Sharon Wheeler

Director of Planned Giving, Boston University

Biography »

Phil Zielinski

Director of Philanthropy, Mercy Home for Boys & Girls

Biography »

Kristen Schultz Jaarda, JD, LLM

Executive Vice President, Crescendo Interactive, Inc

Biography »

Rebecca Dupras

Attorney, Orson and Brusini Ltd.

Biography »

Lani Starkey, JD, LLM

Founder, Fifty Rock Consulting, LLC

Biography »

Jeff Davine

Partner, Tax Department at Mitchell Silberberg & Knupp LLP

Biography »

Joseph Tumolo, CAP®

CEO, Gift Planning Development, LLC

Biography »

Steven L. Meyers, PhD

Author of "Personalized Philanthropy: Crash the Fundraising Matrix"

Biography »

Angela Throne

Gift Planning Operations Manager, Texas A&M Foundation

Biography »

Phil Purcell

Senior Counsel for Philanthropy, Fellowship of Catholic University Students

Biography »

Tammy Wernke

Associate Director of Gift Planning, University of Cincinnati Foundation

Biography »

Brian Nielson

Executive Director for Estate & Gift Planning, ASU Foundation for a New American University

Biography »

Roy Grisham

Executive Director of Planned Giving, University of North Texas

Biography »

Karla Aho

Director for Gift Planning, Michigan Technological University

Biography »

Charles Van Patten, JD

Assistant Vice President, Legal Services, Crescendo Interactive, Inc

Biography »

Andy Ragone

Integrated Marketing Specialist, Crescendo Interactive, Inc

Biography »

Kate Bailey

Legacy Campaign Specialist, Crescendo Interactive, Inc

Biography »