Vincent Fraumeni

Consultant
Fraumeni Consulting
Hacienda Heights, CA 91745

Sandy Macnab

President
Alexander Macnab & Co.
Chicago, IL 60610

Richard Meade

Financial Representative
McTigue Financial Group
,

Brian Sagrestano

JD, CFRE, President & CEO
Gift Planning Development, LLC
New Hartford, NY 13413

Dick Kellogg

Planned Giving Officer
California Masons
San Francisco, CA 94108

Todd Simpson

Consultant
Omaha, NE 68130

Diane Carlson

1-2-1 Philanthropic Services
Henderson, NV 89074

Chuck Cameron

Consultant
Valencia, CA 91355

William McMorran

Senior Partner
Green Oak Consulting Group
Los Angeles, CA 90068

Nancy Preston

Nancy Meyers Preston Ltd.
Latham, NY 12110

Joel Preston

Peak Performance
Oakland, CA 94611

Kevin Johnson

Principal
Retriever Development Counsel, LLC
Portland, OR 97211

K. Gene Christian

Charitable Estate Planning Northwest
Ridgefield, WA 98642

Tom Ligare

President
Planned Giving Marketing Solutions
Carpinteria, CA 93013

Kathleen Watson

Senior Associate
Schultz and Williams Inc.
Philadelphia, PA 19106

Ellen Estes

Estes Associates
Woodbridge, CT 06525

Richard Lamport

Founder and Principal
Gift Planning Associates
San Francisco, CA 94114

Leanne Schwind

Senior Consultant
Resource Development Network
Mentor, OH 44060

Roger Ellison

Planned Giving Consultant
San Angelo, TX 76904

Gail Perry

Gail Perry Associates
Raleigh, NC 27605

Richard Charles

Managing Principal
The Franklin Consulting Group
Annville, PA 17003-1248

James Hohn

Planned Giving Resources
Belmar, NJ 07719

Stephanie Brady

Consultant
Broomfield, CO 80023

Barbara Carswell

Director of Marketing and Communications
YouthBridge Community Foundation
St. Louis, MO 63141

Mark Loeber

President
The Advancement Group, Inc.
Tulsa, OK 74137

Phil Murphy

Planned Giving Specialist
San Anselmo, CA 94960

Matt Hugg

President
FundraisingTalent
Lansdale, PA 19446

James Meyer

Partner
Greco Planning Group, Inc.
Melville, NY 11747

Bill Zook

Planned Giving Services
Seattle, WA 98125

Laurie Rubin

Development Consultant
Menlo Park, CA 94025

Catherine Lincoln

Development Consultant
Creative Arts Workshop
New Haven, CT 06510

Claudia Bieber

Non-Profit Development Consultant
Anchorage, AK 99516

Bettye Speake

President
Bettye Speake Fundraising & Consulting
Germantown, TN 38139-6336

David King

President & CEO
Alexander Haas
Atlanta, GA 30305-1512

Robert Kranz

President
Legacy Advocates Ltd.
Gulfport, MS 39502

Gerald Hagen, Jr.

Goodman & Company, LLC
Glen Allen, VA 23060

Karen Jackson

Results in Giving Ltd.
Beachwood, OH 44122

Elizabeth Ulmer

Planned Giving Advisor
Consultant
Washington, DC 20016

Stavros Antonakakis

Yes! Brokers Inc.
Cherry Hill, NJ 08034

Michael Rosen

President
ML Innovations, Inc.
Philadelphia, PA 19147

Michael Worth

Principal
Michael J. Worth & Associates, LLC
Washington, DC 20015

Bruce Bigelow

Charitable Development Consulting
Frederick, MD 21702

June Bradham

President
Corporate DevelopMint
Charleston, SC 29401

Andrew Lenec

President
Lenec Consulting
Highland, NY 12528

Carolyn Kley Fanning

Director of Planned Giving
Planned Giving Solutions, Inc.
Alexandria, VA 22304

Reine Shiffman

Principal
Mendota Heights, MN 55118-3696

Lorri Greif

President
Breakthrough Philanthropy, Inc.
Manalapan, NJ 07726

David Morrison

Financial Advisor
Capital Consulting
Greenwood Village, CO 80111

Angie Johnson Smith

President & CEO
Take It for Granted Fundraising Strategies, Inc.
Tucson, AZ 85701

Joe Honeycutt

Consultant
CED Consulting
Jacksonville, FL 32202

James Connell

Connell & Associates
Pinehurst, NC 28374

Pamela Davidson

Davidson Gift Design
Bloomington, IN 47404

Mildred Devine

Consultant
Devine Planning
Quaker Hill, CT 06375-0042

Janet Doolin

Principal
Doolin Training & Consulting
Denver, CO 80111

Robbe Healey

MA, ACFRE
Farr Healey Consulting LLC
West Chester, PA 19380

Rocky Menge

Senior Vice President - Investments
Wells Fargo Advisors, LLC
Columbia, SC 29201

John Elbare

Principal
Florida Philanthropic Advisors, LLC
Lutz, FL 33549

Margaret Holman

President
Holman Consulting, Inc.
New York, NY 10022

Bill Harrison

CEO
I Teach Fundraising
Meza, AZ 85211-4705

Kathryn Miree

Kathryn W. Miree & Associates, Inc.
Birmingham, AL 35213

J MacNab

MacNab Consulting
Bethesda, MD 20817

George Miller

Coral Springs, FL 33071

William Mosconi

Planned Giving Services, LLC
Chatham, NJ 07928

Gery Sasko

Principal
IntraFocus Management Consulting
Chester Springs, PA 19425

Richard Ely

President
Strategic Fundraising Consultants
Providence, RI 02906

Sally Walker

CEO/Consultant
Walker and Associates Fundraising Counsel
Santa Barbara, CA 93101

Kim Peel

Consultant
Kim Peel Consulting
Eagle, ID 83616

Bruce Makous

Consultant
Barnes & Roche, Inc.
Rosemont, PA 19010

David Shufflebarger

Managing Partner
Alexander Haas
Atlanta, GA 30305-1512

Judith Keel

Keel Consulting Services
Verona, WI 53593

Mike Glozier

Certified Financial Planner
Glozier & associates
Marietta, GA 30064

Robin Zanotti

Zanotti Nonprofit Solutions, LLC
Martinsburg, WV 25402

Gerald Horwitz

CEO
Horwitz & Associates
Riverwoods, IL 60015

Dianne Johnson, J.D.

President
Endowment Builders, LLC
St. Louis, MO 63122

Bryan Clontz

President & Co-Founder
Charitable Solutions LLC
Jacksonville, FL 32205

Bill Albrecht

Senior Consultant
Pathways Non-Profit Solutions
Golden, CO 80401

Calvin Stoney

Gonser Gerber Tinker Stuhr LLP
Naperville, IL 60563

Nathan Follansbee

President
Browning Associates, Inc.
,

Sandra Drew

Senior Consultant
Marts & Lundy, Inc.
Lyndhurst, NJ 07071

Michael Walsh

President
Walsh and Associates
Burnsville, MN 55337-6848

Craig Leach

President and CEO
Graham Pelton Consulting, Inc.
New York, NY 10169

Keith Heller

Principal
Heller Consulting
Oakland, CA 94612

John Lewis

Senior Consultant
Marts & Lundy, Inc.
Brookline, MA 02445

Edith Falk

Chair and CEO
Campbell & Company
Chicago, IL 60601

Barbara Sine

Executive Director of Marketing
Graham-Pelton Consulting, Inc.
Boston, MA 02110

Susan Axelrod, CFRE, PFR

Planned Giving Advisor
 
Rexford, NY 12148

Nancy Berry

President
NB Consulting, Inc.
Seguin, TX 78155

Jared Hughes

Principal
Bellwether Fundraising
Takoma Park, MD 20912

Jack Eyer

President
Giving Ventures
,

Michael Grzesiak

Director of Development and Planned Giving
Washington and Jefferson College
Washington, PA 15301

Barbara Culver

President
Resonate, Inc.
Cincinnati, OH 45249

Bruce Cunningham

President
Smart Retirement Solutions
Radford, VA 24141

George LeFevre

LeFevre & Associates
Philadelphia, PA 19130

Everett Curry

Consultant
Barnabas & Co.
Hillsboro, OR 97124-6139

Larry Raff

President
Copley Raff, Inc.
Newton, MA 02464

Karla Kurtz

Empowerment Consulting
Kingston, TN 37763

Patricia Economos

Planned Giving Consultant
Laguna Hills, CA 92653

Judy Edge

Planned Giving Consultant
Deland, FL 32720

Robert Dillow

Sagemark Consulting
San Ramon, CA 94583

Dale Ross

Principal
Dale E. Ross Consulting
Oklahoma City, OK 73120

Amanda Ferrari, JD, CFRE

President & CEO
Ferrari Philanthropic Consultants, Inc.
Laguna Niguel, CA 92677

Kevin Flint

Sagemark Consulting
Buffalo, NY 14221

William Pugh

President & CEO
Macintyre Associates
Kennett Square, PA 19348

Frederick Gravelle

Consultant
Sterling Heights, MI 48312

Ann Satterthwaite

Senior Consultant
Schultz & Williams
Philadelphia, PA 19106

Mike Hoffman

Chairman and CEO
Changing Our World, Inc.
Pasadena, CA 91101

Gary Hargroves

Consultant
Minneapolis, MN 55421-1345

Karen Footner

Karen M. Footner LLC.
Baltimore, MD 21212

Tanya Egnuss

Consultant
New York, NY 10014

Jim Hill

President/CEO
RDI Consulting
Jefferson City, MO 65109

Larry Ter Molen

Senior Chairman
Ter Molen Watkins & Brandt, LLC
Chicago, IL 60606

Jeff Dargatz

LPL Financial
Plano, TX 75024

Linda Keith

Consultant
Linda Keith Consulting
San Mateo, CA 94403-4319

Gloria Degler

Co-Founder
Personal Wealth Advisory, LLC
Lancaster, PA 17601

Gayle Kimball

Consultant
Gift Planning Counsel, LLC
Webster, NH 03229

Irene Kopley

Consultant
New York, NY 10022

Dorothy Leas

Consultant
New York, NY 10128

Robert Lewis

President
Global Advancement, LLC
Lexington, KY 40507

Mary Lizzul

President
MCL Consulting
Philadelphia, PA 19130

Jean Craig Long

Mooresville, NC 28117

Sharon Martin

Consultant, Program Development
Dallas, TX 75219

Peter Palin

Philanthropia
Planned Giving Consultant
Ft. Lauderdale, FL 33316

John Mercier

Principal
The JM Advancement Organization
Sarasota, FL 34231

Theodore Meyers, ACFRE

Senior Partner
Integrated Development Solutions
Gaithersburg, MD 20878

Anne Nash, J.D.

Consultant
My Giving Advisor, LLC
Lexington, KY 40502-2919

William O'Connor

Consultant
Resource One
Saint Louis, MO 63119

Roy Russell

President & Founder
The Life Financial Group, Inc.
Douglassville, PA 19518

John Parrish

Planned Giving Consultant
Beaumont, CA 92223-8616

Alice Pinsley

Planned Giving Consultant
Stamford, CT 06903-2609

Steve Paolucci

Littleton, CO 80120

Robert Rock

President
Gift Planning Stewardship
Short Hills, NJ 07078

David Kottler

Donor motivation program
Beachwood, Ohio 44122

Diane Ruder

President
Diane Ruder Consulting
Hamilton, OH 45011

Kathey Sanders

Consultant
GS Consulting
Louisville, KY 40205

David Schmitz

Consultant
David Schmitz Fundraising Consultant
Dubuque, IA 52003

John Simpson

Consultant
Centerport, NY 11721

Paul Strawhecker, ACFRE

President
Paul J. Strawhecker, Inc.
Omaha, NE 68132

Colleen Lukoff

Development Consultant
Lukoff Consulting Services
San Marcos, CA 92069

Harold Thieszen

Development Consultant
North Newton, KS 67117-8020

Bill Altavilla

Partner
Green Oak Consulting
Sacramento, CA 95825

Amy Wong

Dot Org Solutions LLC
Akron, OH 44313

Valerie Cornelius

WaterStone
Colorado Springs, CO 80904-8136

Richard Bradford

Bradford Development
North Richland Hills, TX 76180

Carol Yonack

Senior Vice President-Philanthropy
Wachovia Nonprofit & Philanthropic Services
Dallas, TX 75209

Rick Zurow

Endowment Development Consultant
Portland, OR 97219-5614

Via Garafola

Via Communications
Southington, CT 06489

David Terrill

President
Terrill Consulting
,

Suzanne McMahon

Cranford, NJ 07016

Carolyn Chassee

Chasee Development
Covinton, LA 70433

Christopher Barton

Maniet Financial Services Network
Pittsburgh, PA 15143

William Tucker

owner
The woodville group, llc
Canton, GA 30114

David Duncan

Duncan Consulting
Carl Junction, MO 64834

Timothy Coffey

President
Coffey & Associates, Inc.
Washington, IA 52353

Andrea Cohen

Cohen Consulting, LLC
Little Rock, AR 72223

James Hackney

Managing Partner
Alexander Haas
Atlanta, GA 30305-1512

Daniel Rogge Jr.

Vice President, Professional Services
Corporate DevelopMint
Charleston, SC 29405

John Fisher

President
Miami Rescue Mission
Deerfield Beach, FL 33442

Lynne T. Dean, CFRE

Campaign Director
Dean and Associates
Canyon Lake, TX 78133

Michael McNeely

President & CEO
Abbey Group
Milwaukee, WI 53207

Jack Miller

Consultant
Miller Consulting
Pittsburgh, PA 15214

Penny Harris

Principal
PS Harris Associates
South Portland, ME 04116

Michelle Buchanan

Partner
Dini Partners
Houston, TX 77019

George Brown

Chairman
Trust CounselorsInc.
Colmar, PA 18915

Aviva Boedecker, J.D.

Gift Planning and Philanthropic Advisor
Aviva Shiff Boedecker Charitable Planning Associat
Novato, CA 94949

Kristina Vickstrom, Esq.

Vickstrom Law Estate Planning & Elder Law
Worcester, MA 01609

Conrad Teitell

Taxwise Giving
Old Greenwich, CT 06870

Valerie Ingram

V. Ingram Consulting
Santa Fe, NM 87508

John Frank

President
The Frank Group
Edmonds, WA 98020

Tayna Howe-Johnson

President
THJ Associates
Noblesville, IN 46062

Don Moran

President
The Moran Company
Arlington, VA 22209

Vincent Connelly

President
Connelly & Assoc. Fundraising, LLC
Baltimore, MD 21202

Shirl Shaffer

Principal
First Preference, LLC
Selinsgrove, PA 17870

Barbara Wessel

Wessel Associates
Essex Junction, VT 05452

Jeffrey Dunham

President and CEO
Dunham & Associates Investment Counsel, Inc.
San Diego, CA 92121

David Malone

McDonald Schaefer Group
Milwaukee, WI 53597

Paul Roa, CLU

Northwestern Mutual Financial Network
Williamsburg, VA 23188

Nancy Stefani, CFRE

Gift Planning Consultant
The Renaissance Group, Inc.
Urbandale, IA 50322-4838

Marc Lee

President
Affinity Resources
Denver, CO 80220

Joe Golding

Chairman and CEO
Advancement Resources, LLC
Cedar Rapids, IA 52404-5424

Anthony Alonso

President
Advantage Fundraising Professionals
Fairfield, NJ 07004

Harry Staley

Founder and Chairman
Staley Robeson
Mystic, CT 06355

Nelson Cover

President
Sheriden Group
Vero Beach, FL 32963

Harry Lynch

CEO
Sanky Communications
New York, NY 10018

Anne House Quinn, ACFRE

President & CEO
Quinn Marketing & Development, Inc.
Washington, DC 20003

Neal Myerberg

Principal
Myerberg Shain and Associates
Old Greenwich, CT 06870

Mal Warwick

Founder and Chairman
Mal Warwick Associates
Berkeley, CA 94710

Jonathan Ackerman, Esq.

Law Office of Jonathan Ackerman, LLC
Owings Mills, MD 21117

Laurence Pagnoni

President
LAPA - Laurence A. Pagnoni and Associates
New York, NY 10027

Jeffrey Byrnes

President & CEO
Jeffrey Byrnes and Associates
Kansas City, MO 64111

Lisa James

Founder
James Consulting Inc.
Medford, OR 97501

Steve Havey

President
Havey & Associates Fund-Raising Counsel
Lake Geneva, WI 53147

Brydon DeWitt

President
Dewitt & Associates, Inc.
Richmond, VA 23233-7657

Robert Demont

President
Demont & Associates, Inc.
Portland, ME 04101

Dan Mirgon

President
Dan Mirgon & Associates, Inc.
Salt Lake City, UT 84170

David Phillips

President
Custom Development Solutions, Inc. (CDS)
Mount Pleasant, SC 29464

William Hewitt, CMO

CMO
Crown Philanthropic Solutions
New York, NY 10019

Thomas Conway

President
Conway Company Fund-Raising Counsel
Wrightsville Beach, NC 28480

Robert Rice

Sr. Vice President and Managing Director
CCS Washington, D.C.
Washington, DC 20036

Ted Huskins

President
Coleman Stewardship Services Inc.
Chapel Hill, NC 27515

Michele Clarke

Director
Clarke Consulting & Non-Profit Builders
Niskayuna, NY 12309

Ernest Porter

Church Funding Associates
Lake Junaluska, NC 28745

Cheryl Clarke

Consultant
Cheryl A. Clarke Fundraising
Mill Valley, CA 94941

Charles McLucas

Founder
Charitable Trust Administrators
Tustin, CA 92780

Carl Beard

President & Principal Consultant
CCBeard & Associates
Anderson, SC 29621

Stephen Cargill

CEO
Cargill Associates, Inc.
Fort Worth, TX 76133

John Capurso

Principal
Capurso Consulting
Miami, FL 33179

Michael Brodie

Managing Partner
Brodie Collins Consulting LLC
Bethesda, MD 20814

John Butler

President
Barnes & Roche, Inc.
Rosemont, PA 19010-1352

Peter Fissinger

President
Campbell & Company
Chicago, IL 60601

George Brakeley

Chair & Managing Director
Brakeley Briscoe Inc.
San Mateo, CA 94402

Marc Chardon

President & CEO
Blackbaud Fundraising Software
Charleston, SC 29492

Betty Johnson

Betty Johnson
Bloomington, IN 47043

John Biggins

Co-Chief Executive Officer
American City Bureau, Inc.
South Barrington, IL 60010

Guerdon Ely

Ely Prudent Portfolios
Chico, CA 95973

Terrence Handler

President
T. Handler Consulting
Eagan, MN 55123

Tim Bachmeyer

Philanthropy Consultant
Jupiter, FL 33458

Robert Genalo

Vice President - Wealth Management Advisor
Merrill Lynch
Melville, NY 11747

Katherine Rupp

Administrative Functional Manager - Marketing
North Shore Financial Group
Hauppauge, NY 11749

Dan Nelson

Development, Media, Production & Communications Pr
Fort Lauderdale, FL 33309

Marilyn Greenstein

Greenstein and partners
Duxbury, MA 02332

Cynthia Steiger

Consultant
San Diego, CA 92127

Leigh Howell

,

Sandy Wilder

Leading Edge Software Solutions, LLC
Summerville, SC 29485

Andrew Russo

President & CEO
CTAC
Cleveland, OH 44130

David Valinsky

David Valinsky Associates
Columbus, OH 43209

Kelly Taylor

Partner
Trek Advancement, LLC
New Albany, IN 47150

Jim Eckel

Owner
Legacy Gift Specialists
,

Richard Walker, III

Managing Director
ORR Associates, Inc.
Washington, DC 20007

Gary Poling, MBA

Branch Manager
Raymond James Financial /True North Capital Group
Lakewood, CO 80401

Timothy Logan, ACFRE

Vice President, Senior Consultant Planned Giving S
RuffaloCODY
Reston, VA 20191

Phil Melberg

Consultant
CNP
Derwood, MD 20855-2540

Laura Malone

Director of Gift Planning
American Endowment Foundation
Hudson, OH 44236

Flynn E. Auxt

IAR/Financial Planner
Auxt Wealth Management, LLC
,

Stephen Dunegan

Attorney
Leave a Legacy Central Florida
Orlando, FL 32801

Gary N. Wagner

Gift Planning Director
Fraser
,

Maria Semple

Owner
TheProspectFinder LLC
,

Kimm Dodaro

Manager - ECC Foundation
Elgin Community College
Elgin, IL 60123

Jerry Haralson

The Haralson Group
Orlando, FL 32804

Donald Martin

Keuka College
Hamilton, NY 13346

Charles Wolfe

Development Consultant
Charles S. Wolfe and Associates, Inc.
Pompano Beach, FL 33069

C. Reddrick

Fruition
Brooklyn, NY 11238

Angela White

Senior Consultant
Johnson, Grossnickle & Associates
Greenwood, IN 46143

Diane Thomas

Gift Planning Consultant
Consultant
Rancho Murieta, CA 95683

William Sturtevant

Fundraising Consultant
Sturtevant Fundraising
Mahomet, IL 61853

Jane Nober

Special Consultant
Council on Foundations
Fort Worth, TX 76109

Heather Narvaez

Gift Planning Consultant
Covenant Calls, LLC
Fort Washington, MD 20744

John Murry

Gift Planning Consultant
John D. Murry, CFP
University City, MO 63130

Doug McGaughey

Consultant
Doug McGaughey Planned Giving Services
League City, TX 77573-4599

Michael McGarry

Consultant
Midfield Associates
Colonia, NJ 7067

Richard Mannisto

Senior Consultant
McDonald Schaefer Group
Milwaukee, WI 53202

Leah Macomber

Vice President
Independent Fundraising Consultant
Barrington, RI 2806

Michael Laudick

Senior Consultant
Laudick/Brown & Associates
Indianapolis, IN 46202

Beth Kraszewski

Development Consultant
Donor Motivation Program
Chicago, IL 60657

Jim Kennedy

Donor Motivation Consultant
Donor Motivation Program
Eastland, TX 76448

Susan Kean

Gift Planning Consultant
Kean and Associates
Redlands, CA 92374

John Jenkins

President
Donor Motivation San Diego
San Diego, CA 92122-1042

Jeff Jacobs

Consultant
Northville, MI 48167

Margaret Jackson

Consultant
Schultz & Williams
Princeton, NJ 8540

Dianne Hennes

Founding Partner & Principal
HBH Consultants
Shoreview, MN 55126

Mark Friedman

Consultant
Mark E. Friedman Associates
Los Angeles, CA 90036

Robin Ellis

Planned Giving Consultant
Robin F. Ellis Fund Raising Counsel
Cazenovia, NY 13035

Cindy Devoe

Consultant
Devoe Consulting
Lincoln, NE 68516

James Dargusch

President
Planned Giving Consultants
Sewell, NJ 8080

Charles Cunningham

Consultant
Nonprofit Management, Philanthropy and Development
Carl Junction, MO 64834-9707

Janice Burrill

Senior Vice President & Charitable Consultant
Wells Fargo Bank
Los Angeles, CA 90071

Donna Brown

Planned Giving Consultant
D Brown Associates
De Kalb, IL 60115

Cindy Boyd

Nonprofit Management Consultant
CBQ Nonprofit
Fort Worth, TX 76109

Kathryn Bates

Development Consultant
CFRE
Zeeland, MI 49464

John Adams

Planned Giving Consultant
John Adams Consulting
Pittsburgh, PA 15219

Raleigh Vachek

Financial Advisor
Rathbone McReynolds & Daly Investment Consulting
Boise, ID 83702

Andi Tilmann

President
Tri-Unity Consulting
Hillsborough, NC 27278

Judith Smith

Principal Consultant
Funding Services Now
Saint Louis, MO 63163

Alisa Smallwood

President
Smallwood Consulting
Memphis, TN 38177

Timothy Prosser

Relationship Manager / Sr. Consultant, Gift Planni
Kaspick & Company
Saint Louis, MO 63102-2733

Carol Pollock

President
Planning & Endowment Consulting
Oakland, CA 94618

Thomas Norwood

President
Davidson Consulting Group
Davidson, NC 28036

Cynthia NeSmith

Principal
C.M. NeSmith Consulting, LLC
Lugoff, SC 29078

G. Miyakawa

Owner
M Consulting Group
Mililani, HI 96789-0676

Kristine Miller

Founder
Kristine Miller Consulting
Novi, MI 48374

Steve Meyerson

President
Meyerson & Associates, LLC
Arlington, VA 22207

Carol Levenberg

President
Levenberg Consulting Group
Deerfield, IL 60015

Wilson Lea

Financial Planner
Sagemark Consulting
Irvine, CA 92612

Bill Lappin

President
Lappin Capital Consulting, Inc.
Cary, NC 27511

Russell LaGreca

Vice President
Graystone Consulting
Baltimore, MD 21202

Carol Kolmerten

Founding Partner
Charitable Development Consulting
Frederick, MD 21702

William Kimball

Principal
Kimball Consulting, LLC
Twinsburg, OH 44087

Beth Kernan

President
Kernan Consulting
Alpharetta, GA 30022

Yezdyar Kaoosji

Principal
YSK Consulting
Fresno, CA 93720

Krista Johnson

President
KZ Nonprofit Consulting
Rancho Palos Verdes, CA 90275

Edward Higgins

Principal
Ashwood Consulting, LLC
Saint Louis, MO 63119

Lee Hendelman

Consultant
Fundraising and General Management Consulting
Baltimore, MD 21224

Elisa Heath

Principal
ESH Consulting
Pawtucket, RI 2860

Peggy Harris

Consultant
Peggy Harris Consulting LLC
Basking Ridge, NJ 07920-2442

Sheila Hard

Principal
Sheila Hard Planned Gift Consulting
Sacramento, CA 95838

Charles Gilbert

President
Gilbert Consulting Group, LLC
Kansas City, MO 64112

Peter Giersch

Managing Director
Cathedral Consulting Group, LLC
Milwaukee, WI 53202

Mari Gewecke

Principal
Lane Gewecke Consulting
Lincoln, NE 68506-0852

Marjorie Everitt

Fund Raising Consultant
Philanthropic Consulting Services, LLC
Ocean Grove, NJ 07756

Michael Engel

Institutional Consulting Director
East West Group at Graystone Consulting
Washington, DC 20036

Pamela Doherty

Principal
Pamela Doherty Consulting
Tucson, AZ 85751

Leslie Carlisle

Principal
Carlisle & Associates: Philanthropy Consulting
Birmingham, AL 35222

Jason Carthen

President & CEO
Redeemed Management & Consulting
Aurora, OH 44202

Timothy Callahan

Executive Vice President
The Monroe Vos Consulting Group
Birmingham, AL 35209

Elaine Bedel

President
Bedel Financial Consulting, Inc.
Indianapolis, IN 46240

James Beaverson

President and CEO
Compass Pointe Philanthropic Consulting
Maumee, OH 43537

Ellen Arnold

Principal
The Franklin Consulting Group
East Berlin, PA 17316

Ralph Adamo

Founder
Institute for Family Wealth Consulting
Newport Beach, CA 92660

Dee Vandeventer

Partner
ME&V Fundraising Advisors
Cedar Falls, IA 50613

Marilyn Bancel

Principal
The Oram Group
San Francisco, CA 94131

Hank Goldstein

Principal
The Oram Group
New York City, NY 10012

Helen Arnold

President
Arnold Olson Associates
Las Vegas, NV 89102

Carla Cataldo

Principal
Proposals, Etc.
Medway, MA 2053

Karen Eber Davis

Principal
Karen Eber Davis Consulting
Sarasota, FL 34277

Veronica Robbins

Owner
Creative Resources and Research
Woodland, CA 95695

Anita Robertson

Principal
The Grants Goddess
Woonsocket, RI 02895

Meggie Chapman

Principal
Meggie Chapman & Associates
Maricopa, AZ 85139

Mara Perez

Principal
Mara Perez Development and Planning Services
Larkspur, CA 94977

Katherine Kelmscott

President
Copy & Consulting
Ithaca, NY 14850

Darcy Lee

Principal & CEO
Alden Charles Associates
Plymouth, MA 2360

Missy Gale

President
M. Gale & Associates, LLC
Fort Worth, TX 76102

Vicki Lester

President
Huntsinger & Jeffer
Richmond, VA 23227

Carol O'Brien

President
Carol O'Brien Associates
Durham, NC 27707

Barbara Ciconte

Senior Vice President
Donor Strategies
Chevy Chase, MD 20815

Kathy Cole

President
West Wind Consulting Strategies in Fund Raising
Ithaca, NY 14850

Richard Miller

Miller Calhoun and Company
Founder and Principal
Ft Lauderdale, FL 33308-2753

Peggy Calhoun

Senior Principal
Miller, Calhoun & Company
Ft Lauderdale, FL 33308-2753

Lee Draper

President
Draper Consulting Group
Santa Monica, CA 90404

Amy Rome

The Rome Group
Founder and Principal
St. Louis, MO 63108

Craig Hightower

Vice President
Campbell & Company
Laguna Beach, CA 92651

Jeffrey Wilklow

Vice President
Campbell & Company
Washington, D.C. 20006

Tom Wilson

Vice President and Western Regional Manager
Campbell & Company
Portland, OR 97229

William Hausman

Senior Vice President
Campbell & Company
Rockport, MA 01966

Christopher Looney

Operational Vice President
CCS Southern California
Irvine, CA 92618

John O'Gorman

Regional Vice President
CCS St. Louis
St. Louis, MO 63105

Brian Nevins

Sr. Vice President and Managing Director
CCS Boston
Boston, MA 02110

Frederic Happy

Sr. Vice President and Managing Director
Community Counseling Service Co., LLC
Seattle, WA 98104

Peter Hoskow

Vice President, Managing Director
CCS Chicago
Chicago, IL 60606

Joseph Lee

COO
Community Counseling Service Co., LLC
New York, NY 10017

Jeffrey Rodman

President
Here-4-You
Front Royal, VA 22630

Melanie Norton

Associate Director of Gift Planning
Johnson Grossnickle and Associates
Greenwood, IN 46143

Ted Grossnickle

Senior Managing Consultant
Johnson Grossnickle and Associates
Greenwood, IN 46143

Jennifer McDonough

Partner
Bentz Whaley Flessner Consultants
Minneapolis, MN 55439

Jamie Hunte

Project Associate
Bentz Whaley Flessner Consultants
Minneapolis, MN 55439

Laurel Jones

Senior Associate
Bentz Whaley Flessner Consultants
Arlington, VA 22202-3878

Bruce Flessner

Principal
Bentz Whaley Flessner Consultants
Arlington, VA 22202

Scott Schultz

President
Schultz & Williams
Philadelphia, PA 19106

Jane Williams

Principal
Schultz & Williams
Philadelphia, PA 19106

Bruce Matthews

Vice President
Campbell & Company
Chicago, IL 60601

Michele Bignardi

Senior Vice President
Netzel Grigsby Associates, Inc.
Orange, CA 92868

Rebecca Merrell

Senior Vice President
Netzel Grigsby Associates, Inc.
Santa Barbara, CA 93101-2283

Jay Grigsby

Principal & CEO
Netzel Grigsby Associates, Inc.
Culver City, CA 90232-2737

Ralph Savoy

President/Owner
Consult Savoy, Inc.
Cedar Rapids, IA 52411

Sharon Ferguson

Senior Consultant
Benefactor Group
Columbus, OH 43212

Lisa Buckley

Senior Consultant
Benefactor Group
Columbus, OH 43212

Jason McNeal

Partner
Gonser Gerber Tinker Stuhr
Naperville, IL 60563

Jane Eaves

Partner
Gonser Gerber Tinker Stuhr
Naperville, IL 60563

Judith Snyder

Senior Consultant
JSM Consulting Group, Ltd
Canton, OH 44707

Susan Carsen

President
Carsen Consulting
Palo Alto, CA 94303

Susan Kern

Principal
Susan's Fundraising & Public Relations Consulting
Allentown, PA 18103-5336

Michelle Cramer

President
Cramer and Associates
Dublin, OH 43017

Alice Ferris

Principal
GoalBusters Consulting, LLC
Flagstaff, AZ 89001

Willi Baer

President
Unlimited Solutions
Pahrump, NV 89048

Linda Lysakowski

President/CEO
Capital Venture
Las Vegas, NV 89183

Jeffrey Wilt

Principal
The Monument Group
Richmond, VA 23221

Alan Hutson

Principal
The Monument Group
Richmond, VA 23221

Russell Hodge

President
The Hodge Group
Dublin, OH 43017

Julia McGuire

Vice President
Campbell & Company
San Jose, CA 95126-5006

Susan Holt

President
Vision Philanthropy Group
Nashville, TN 37205

Theresa Shubeck

Executive Vice President
Ruotolo Associates Inc.
Cresskill, NJ 07626

George Ruotolo, Jr., CFRE

Chairman & CEO
Ruotolo Associates Inc.
Cresskill, NJ 07626-2135

Lona Farr

President
Farr Associates Consulting LLC
Macungie, PA 18062

Douglas Leonard

Consultant
Abbey Group
Milwaukee, WI 53207

John Foster

Abington, PA 19001

Ronald Streitz

Consultant
Comprehensive Advancement Services
Oakland, CA 94606

Larry Gloss

Gloss & Company
Parker, CO 80134

Bernard Anderson

President
Anderson Financial Solutions, Inc.
Atlanta, GA 30339

Cris Arnold, CFP, CLU

Nashville, TN 37204

Harry Arrowood

Certified Financial Planner
Sunamerica Securities, Inc.
Dallas, GA 30132

Diane Baker

Attorney at Law
Baker & Stalzer, LLC
Roswell, GA 30076

Donald Baker

The Baker Group
Southfield, MI 48034

Terry Balko

Charitable Resource Associates, LLC
Marietta, GA 30064

Christopher Ballar

Attorney at Law
Charles A. Tingles, Jr., PC
Lawrenceville, GA 30045

Howard Baron

Principal
Baron Financial Services, Inc.
Atlanta, GA 30328

John Barringer

Vice Chairman
Cumberland Trust & Investments
Nashville, TN 37215

Robert Bayersdorfer

Operational Vice President
Community Counseling Service Co., LLC
Seattle, WA 98104

Mark Biernath

Attorney
Law Offices of Mark E. Biernath, P.C.
Atlanta, GA 30340

Wesley Bigler, CEO

Financial Network Corp.
Atlanta, GA 30342

Joshua Birkholz

Principal
Bentz Whaley Flessner Consultants
Minneapolis, MN 55439

Hugh Blake-Thomas

UBS Michigan Branch
Bloomfield Hill, MI 48304

Jim Bowers

First Allied Securities
Athens, GA 30606

Daniel Boyce

CFP
Center for Financial Planning
Southfield, MI 48034

Lynn Boyle

Wealth and Charitable Gift Advisor
The Private Client Group
Lafayette, LA 70505

Preston Branaugh, Esq.

Branaugh Law Offices
Lakewood, CO 80401

Cassady Brewer

Partner, Tax Group
Morris Manning & Martin, L.L.P.
Atlanta, GA 30326-1044

Tony Brocchi

Planned Giving Plus
Marlton, NJ 08053

Nancy Brown

President, MBA, ACFRE, CAE
Designs in Development, Inc.
St. Petersburg, FL 33733

Joseph Caporale, CFRE

President & COO
Ruotolo Associates Inc.
Andover, MA 01810

Donald Capretz

Lafayette, LA 70505-3509

Joe Chikey

AmSouth Bank
Nashville, TN 37237

Bill Childers

Childers Financial Planning
Bridgeport, WV 26330

Adam Cohen CPA, LLC

West Hartford, CT 06107

Thomas Conway

President
Conway Company, LLC
Cincinnati, OH 45202

David Cowan, CRP, CSA, CEA

Legacy Retirement Group, LLC
North Haven, CT 06473

David Coyne, CFRE

Vice President
Sheriden Group
Silver Spring, MD 20902

Jennifer Cupp

Liberty Mutual (Financial Planning)
Williamsburg, VA 23185

Thomas Curtis

Diversified Trust Co.
Nashville, TN 37203

Keith Curtis

President & CEO
The Curtis Group
Virginia Beach, VA 23454

Steve Dalton, CRPC

AAMS Financial Advisor
Brophy Wealth Management
Bedford, NH 03110

John Dankovich

Mackey Komara & Dankovich LLC
Auburn Hills, MI 48326

Melanie Dean

Dean Financial
Brentwood, TN 37027

Ann Dotson, CFP

Accredited Investment Fiduciary
Franklin, TN 37069

Robert Eddy

Owner
The Pinnacle Group
Lafayette, LA 70503

Mark Feldman

GenSpring Family Services
Phoenix, AZ 85016

Nancy Fellinger, CFP, CAP

Vice President
Coburn & Meredith, Inc.
Simsbury, CT 06070

Charles Fellows

Sequoia Wealth Counsel, LLC.
Cincinnati, OH 45209

Jay Fleisher

Jay Fleisher, Esq.
Palm Beach Gardens, FL 33410

David Fowler

US Bank Private Client Group
Portsmouth, OH 45662

Susan Fox

San Francisco, CA 94118

Barbara Gill, CLU, ChFC

Seymour Gill Financial
Southfield, MI 48034

Lois Gomez, CFRE

Senior Vice President
Netzel Associates, Inc.
Culver City, CA 90232

Steve Griggs

Smith Barney
Williamsburg, VA 23185

Doug Gross

Raymond James Financial Services
Saline, MI 48176

Robert Gruber, CLU, CHFC

Gruber and Associates, Ltd.
Williamsburg, VA 23185

Daniel Guillen

North Wealth Insurance Agency, Inc
La Jolla, CA 92037

Robert Hartsook

Chairman and CEO
Hartsook Companies, Inc.
Wichita, KS 67278-2890

Michelle Hazlett

Morgan Stanley Smith Barney
New York, NY 10036

Richard Hobson

Hobson Strategic Vision LLC
Cary, NC 27513

Abraham Hoffman

Attorney at Law
Trumbull, CT 06611-3563

Karen Jennings

Nowlin & Associates
Alexander City, AL 35010

Andrew Johnson

The Johnson Law Firm LLC
Denver, CO 80237

Dennis Bidwell

Real Estate Consulting/Real Estate Gift Planning
Bidwell Advisors
Northampton, MA 01060

William Kline, CLU CHF

Nashville, TN 37215-1408

Jayme Koszyn

President
Koszyn and Company
New York, NY 10003

Edward Laity

CEO North America
DVA Navion
Atlanta, GA 30345

Bernadette Lane

Sr. Vice President and Managing Director
Community Counseling Service Co., LLC
Southfield, MI 48075

Greg Lassonde

Greg Lassonde: Legacy Giving Specialist
Oakland, CA 94602

Maura LaVay

Branch Manager
Davenport & Co. LLC
Williamsburg, VA 23018

Mark Lichterman

Senior Consultant
Myerberg Shain & Associates
Huntington Woods, MI 48070

Jeffrey Lobach, Esq.

Barley Snyder LLC
York, PA 17401

Paul Lutz, Esq.

Griffith Strickler Lerman Solymos & Calkins Law Of
York, PA 17402

Vicky Lyttle

Williamsburg Financial Group
Williamsburg, VA 23188

Chase Magnuson

President
Real Estate For Charities
Albuquerque, NM 87122

John Marshall

ALCOS, Inc.
Sterling Heights, MI 48311-8029

Tony Martignetti, Esq.

Managing Director
Martignetti Planned Giving Advisors, LLC
New York, NY 10034

Andrew Martin

Registered Principal
Girard Securities, Inc.
Nashville, TN 37203

Daniel McGarry, Jr.

Financial Representative
Northwestern Mutual Financial Network
York, PA 17401

William McKee

A&F Financial Advisors LLC
Charleston, WV 25701

Chuck McLucas

President
Charitable Trust Administrators, Inc.
Tustin, CA 92780

Erin Miller, Esq.

Stock and Leader
York, PA 17401

Frank Milton

President
PG Calc
Seattle, WA 98102

Joseph Montgomery

CFP
Optimal Service Group of Wachovia Securities
Williamsburg, VA 23185

Stephen Moore, Jr.

CPA
Lafayette, LA 70505-1901

Bill Moran

President
The Moran Company
Kansas City, MO 64111

Robin Morris

WesBanco Trust and Investment Services
Wheeling, WV 26003

Will Morrissey

Mystic Shore Financial Group
Old Mystic, CT 06372

Larry Nault

Nault Financial Group, LLC
Englewood, CO 80111

Keith Newcomb CMT, AIF, CFP

Full Life Financial LLC
Nashville, TN 37205

Thomas Norwood, Jr., CFRE

Partner
Capstone Advancement Partners
Charlotte, NC 28203

Michael Occhipinti

President
Occhipinti Group
Mission Viejo, CA 92692

Lucy Owen, CLU

Owen Financial Services
Nashville, TN 37215

Tracey Pearson, CFM

Merrill Lynch
Nashville, TN 37219

Tamara Peters

President
Tammy Peters and Associates
Albany, NY 12205

Suzy Peters, CFRE

President
Susan Peters Associates
Geneva, IL 60134

Pamela Potter, PSC

Ashland, KY 41105-2591

Clare Price

Family Wealth Consultants
Troy, MI 48084

Trudy Quinto

Chesapeake Investment Group
Williamsburg, VA 23188

Sandy Rees, CFRE

Sandy Rees Consulting
Loudon, TN 37774

Steve Renner

Steve Renner & Associates
Nashville, TN 37027

David Rhame Traynor

Traynor Investment Advisors
Chester Springs, PA 19425

Robert Rice

Sr. Vice President and Managing Director
Community Counseling Services Co., LLC
Towson, MD 21204

Mark Riley, CLU

New York Life Insurance Company
Williamsburg, VA 23185

Gregory Ring

President & CFO
Philanthrocorp, Inc.
Colorado Springs, CO 80903

Jeffrey Roberts

Vice President
Sheriden Group
Midlothian, VA 23112

Dixie Roberts, CFP, CFPC

Ameriprise Financial Services, Inc.
Cheyenne, WY 82001

Jeff Rogers

CLSA, CEP
Stewardship Advisory Group
Ocoee, FL 34761

Brad Romine

Dalton-Cole & Associates
Indianapolis, IN 46230

Joe Sabella

Director of Sales
PG Calc
Cambridge, MA 02138

Howard Safer, CPA, PFS

Argent Trust Co. of Tn.
Nashville, TN 37203

Laine Schoneberger

Campbell, Schoneberger & Associates, Ltd.
Tempe, AZ 85284

Beth Scott Clayton

Capital Financial Group, LLC
Nashville, TN 37214

Barry Shain

Partner
Myerberg Shain & Associates
Honolulu, HI 96821

Frank Smith

CEO
Sphinx Financial Group
Williamsburg, VA 23185

Maureen Stewart

Consultant
Chesapeake Planned Giving Council
Baltimore, MD 21236

Kay Thomas

Nowlin & Associates
Alexander City, AL 35010

Robert Thompson

Sage Financial Design, Inc.
Simsbury, CT 06070

Chris Toler

Toler & Toler Insurance Services, LLC
Gallipolis, OH 45631

Robert Topping, CFP, MBA

Covenant Wealth Advisors, LLC
Williamsburg, VA 23185

Peter Trottier

Branch Manger
Hickok & Boardman Retirement Planning
Burlington, VT 05402

Jack Turner

Jack B. Turner & Associates
Clarksville, TN 37040

Tom Wall, CPA

Franklin, TN 37067

Jennefer Walsh, CFP

President & Owner
Walsh Financial Services LLC
Lakewood, CO 80401

Scott Webb

Webb Financial Group LLC
Zanesville, OH 43701

Charles Whelan, Jr.

President
Whelan Group, Inc.
New York, NY 10011

Peter White

The White Planning Group
Charleston, WV 25301

Seth Worby

The Legacy Companies
Hingham, MA 02043

Diane Remin

President
Major Donors
Cambridge, MA 02139

Lynda L Sands (Moerschbaecher)

Consultant
Asset Sentry, a Legal Corporation
San Diego, CA 92117

Jeffrey Byrne

Jeffrey Byrne & Associates, Inc.
,

Geoffrey Close

First Vice President/Wealth Advisor
Morgan Stanley
Morristown, NJ 07060

Richard D. Rogers

Wealth Advisor
Ab Financial Services
Newtown, PA 18940

Christopher Jones CFP, CHFC, CLU

Managing Director
Center for Wealth Preservation
Syosset, NY 11791

Gaelen Canning

Independent Non-Profit Org Management
Westport, MA 02790

Harvey Friedrich

Consultant
Huntingdon Valley, PA 19006

Marsha Scott

SONSHIP, INC.
Baton Rouge, LA 70805

Jason Zinsmeister

Financial Consultant
Principal Financial Group
,

Paul Keefe

Co-Founder
Philanthropia
Pompano Beach, FL 33069

Judi Cantor

Jtcantor.com LLC
Westwood, MA 02090-3011

David Halpern

Senior Development Manager
Exceptional Organizations
Miami, FL 33179

Fred

Principal/Owner
Humanics Consulting, LLC
,

Gail Meltzer

Principals
Core Strategies for Nonprofits Inc.
Miami, Florida 33163

Tony Beall

President
Mister Non-Profit
Fort Lauderdale, Florida 33304