Building Toward the Future

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A New Day for Gift Planning

Keynote Speakers

Simone Joyaux

Consultant, Fundraising, Governance, Management, and Strategic Planning

Biography

Monica Mattioli, MS

Director of Planned Giving, Belmont Abbey College

Biography

All Speakers

Vinney Arora

Founder, Arora Collective

Biography

Elizabeth Ayers

Executive Director of Gift Planning, The University of North Carolina at Chapel Hill

Biography

Dr. Bruce Bigelow

Founding Partner, Charitable Development Consulting

Biography

Colleen Dealy

Director of Major Gifts, Trinity-Pawling School

Biography

Hope Bradley Hnat

Director of Boards and Campaign Success, The Salvation Army Eastern Territorial Headquarters

Biography

David Jackson

Head of School, Canterbury School

Biography

Scott Jolly

Senior Member, St. Mark's School of Texas Development Office

Biography

Carol Kolmerten

Founding Partner, Charitable Development Consulting

Biography

Nicola Lawrence, CFRE®

Director of Planned Giving, Children's Health

Biography

Mitchell Linker

Senior Major Gifts Officer, The Loomis Chaffee School

Biography

Marc Littlecott, CAP®, CGPP

Director of Planned Giving, South Dakota State University Foundation

Biography

Nathan C. Looney

Senior Development Officer, Arkansas Children's Foundation

Biography

Ann-Marie Meacham

Executive Director, Menlo-Atherton Foundation for the Future

Biography

Jill McIlroy

Annual Giving Officer, Arkansas Children's Foundation

Biography

Gail Orser, CFRE®

Formally Territorial Associate Director of Advancement, The Salvation Army Eastern Territorial Headquarters

Biography

Phil Purcell

Director of Planned Giving, The Salvation Army Central Territory

Biography

Jon Rich

Senior Director of Leadership and Major Gifts, ALSAC

Biography

Jason James Shuba, JD

Director of Gift Planning, University of Illinois Foundation

Biography

Matt Taylor-Siegel

Major Gift Officer, College of Humanities & the Arts at San Jose State University

Biography

Judith A. Smith, MA, CFRE®

President, GivingSMITH

Biography

Emily Sulzle

Assistant Director of Gift Planning, Nebraska Community Foundation

Biography

Joseph K. Thiegs, J.D., FCEP

President and Owner, Generoworks, LLC

Biography

Michael Wynn, J.D., CFP®, CAP

Gift and Estate Design Specialist, Cru Foundation

Biography

Lori Kranczer, Esq.

Founder and CEO, Everday Planned Giving

Biography

Laura Padron

Associate Vice President, FIU Foundation, Inc.

Biography

Livia Souza

Associate Director, Estate & Planned Giving, FIU Foundation, Inc.

Biography

Kyle Daniels

Major and Planned Gifts Officer, Wabash College

Biography

Laura Linder

President & CEO, Jewish Community Partners

Biography

David Disend

Senior Director of Development of Planned Giving, CARE

Biography

Jenny Nohelty

Founder & CEO, Gift Planning Services, LLC

Biography

Charles Schultz, JD, AEP®

President and CEO, Crescendo Interactive

Biography

Kristen Schultz Jaarda, JD, LLM, CAP®

Executive Vice President, Crescendo Interactive

Biography

Jamie Holzer White, JD, LLM

Vice President of Legal Services, Crescendo Interactive

Biography

Sandra Henningsen, CGPA

Assistant Vice President, Crescendo Interactive

Biography

Andy Ragone

Integrated Marketing Specialist, Crescendo Interactive

Biography

Matt O'Neill

Integrated Marketing Specialist, Crescendo Interactive

Biography

Bree Daniel

Integrated Marketing Specialist, Crescendo Interactive

Biography

Steven Walker

Integrated Marketing Specialist, Crescendo Interactive

Biography
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