CONFERENCE SPEAKERS (In alphabetical order by last name)
Plenary Panel:
Richard M. Levy, PhD
Philanthropist,
Former Chairman of Varian Medical Systems
Richard “Dick” M. Levy spent his professional career supplying ultra- high-tech devices to the healthcare industry. Under his leadership, Silicon Valley tech firm Varian Medical Systems revolutionized cancer treatment with its linear accelerators, which use high doses of precisely targeted radiation to destroy tumors while sparing healthy tissue. Dick led Varian’s medical business from 1999 to 2006 and served as board chairman until 2014. He has served as board chairman of Sutter Health and has spent the years since retirement involved in multiple programs to improve the cost and quality of healthcare. Dick holds a PhD in nuclear chemistry from the University of California, Berkeley.
READ HIS STORY HERE
Richard M. Levy, PhD
Philanthropist,
Former Chairman of Varian Medical Systems
Richard “Dick” M. Levy spent his professional career supplying ultra- high-tech devices to the healthcare industry. Under his leadership, Silicon Valley tech firm Varian Medical Systems revolutionized cancer treatment with its linear accelerators, which use high doses of precisely targeted radiation to destroy tumors while sparing healthy tissue. Dick led Varian’s medical business from 1999 to 2006 and served as board chairman until 2014. He has served as board chairman of Sutter Health and has spent the years since retirement involved in multiple programs to improve the cost and quality of healthcare. Dick holds a PhD in nuclear chemistry from the University of California, Berkeley.
READ HIS STORY HERE
Peter Ro, MD
Medical Director of Advances in Primary Care,
Palo Alto Medical Foundation Group
Peter is a physician leader passionate about designing patient centric care systems with superior patient outcomes and clinician wellness. With the goal of innovating and designing the ideal primary care practice of the future, he supported the successful launch of the PAFMG Innovation Challenge to inspire, engage, and empower clinician innovators. Prior to his current role, he served as the Department Chair of Palo Alto Family Medicine. He also serves as Volunteer Assistant Clinical Professor of UCSF Department of Family and Community Medicine. Peter received his medical doctorate from the University of California, San Francisco, and completed his training in family and community medicine at UCSF-Natividad FMRP in Monterey County.
Medical Director of Advances in Primary Care,
Palo Alto Medical Foundation Group
Peter is a physician leader passionate about designing patient centric care systems with superior patient outcomes and clinician wellness. With the goal of innovating and designing the ideal primary care practice of the future, he supported the successful launch of the PAFMG Innovation Challenge to inspire, engage, and empower clinician innovators. Prior to his current role, he served as the Department Chair of Palo Alto Family Medicine. He also serves as Volunteer Assistant Clinical Professor of UCSF Department of Family and Community Medicine. Peter received his medical doctorate from the University of California, San Francisco, and completed his training in family and community medicine at UCSF-Natividad FMRP in Monterey County.
Elizabeth Vilardo, MD, MBA
Chief Medical Officer, Strategic & Philanthropic Initiatives,
Sutter Health
Elizabeth received her Doctorate of Medicine at UCSF in 1985, and completed residency in Internal Medicine at UCLA in 1988. She returned to the Bay Area to work at the then Sunnyvale Medical Clinic. She has been a practicing Physician and Physician leader for over 30 years. She served in leadership positions in the medical group including chairing the Board of Directors for 7 years. During that time, she received her MBA from Pepperdine University. She served as President and CEO of Palo Alto Medical Foundation, then Sutter Bay Medical Foundation prior to assuming her current role in Strategy and Philanthropy. In addition, she has served on many nonprofit-boards including the Board of Sutter Health from 2003-2012. She has been recognized for her community service by Pepperdine University, YMCA Silicon Valley and the SF Business Times.
Chief Medical Officer, Strategic & Philanthropic Initiatives,
Sutter Health
Elizabeth received her Doctorate of Medicine at UCSF in 1985, and completed residency in Internal Medicine at UCLA in 1988. She returned to the Bay Area to work at the then Sunnyvale Medical Clinic. She has been a practicing Physician and Physician leader for over 30 years. She served in leadership positions in the medical group including chairing the Board of Directors for 7 years. During that time, she received her MBA from Pepperdine University. She served as President and CEO of Palo Alto Medical Foundation, then Sutter Bay Medical Foundation prior to assuming her current role in Strategy and Philanthropy. In addition, she has served on many nonprofit-boards including the Board of Sutter Health from 2003-2012. She has been recognized for her community service by Pepperdine University, YMCA Silicon Valley and the SF Business Times.
Keynote Speaker:
Nathan Chappell, MBA, MNA, CFRE
Senior Vice President
DonorSearch AI
Nathan Chappell is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. He serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for some of the nation’s largest nonprofit organizations.
In 2021, Nathan founded Fundraising.Ai as a member-centric collaboration of nonprofit professionals with a focus on data ethics, data equality, privacy and security, sustainability.
Nathan is a member of the Forbes Technology Council and holds a Masters in Nonprofit Administration from University of Notre Dame, an MBA from University of Redlands, a certificate in International Economics from University of Cambridge and a certificate in Artificial Intelligence from MIT.
VIEW VIDEO HERE
Nathan Chappell, MBA, MNA, CFRE
Senior Vice President
DonorSearch AI
Nathan Chappell is one of the world’s foremost experts on the intersection between Artificial Intelligence and philanthropy. He serves as Senior Vice President of DonorSearch AI, where he leads AI deployments for some of the nation’s largest nonprofit organizations.
In 2021, Nathan founded Fundraising.Ai as a member-centric collaboration of nonprofit professionals with a focus on data ethics, data equality, privacy and security, sustainability.
Nathan is a member of the Forbes Technology Council and holds a Masters in Nonprofit Administration from University of Notre Dame, an MBA from University of Redlands, a certificate in International Economics from University of Cambridge and a certificate in Artificial Intelligence from MIT.
VIEW VIDEO HERE
Hal J. Abrams, J.D., LL.M.
Principal
Hal J. Abrams Planned Giving Consultant
Hal left his estate planning law practice in San Francisco in 1996 to enter the world of fundraising where he worked in the planned giving offices at City of Hope National Medical Center, UC Berkeley and the University of Oregon. He then led major gift and broader development teams at the University of Oregon Athletics Dept., Lewis & Clark College and Clark College. Hal uses his experience from leading planned giving teams and overall development programs to help nonprofits raise more money efficiently. Hal is currently an adjunct faculty for The Fundraising School at Indiana University.
Principal
Hal J. Abrams Planned Giving Consultant
Hal left his estate planning law practice in San Francisco in 1996 to enter the world of fundraising where he worked in the planned giving offices at City of Hope National Medical Center, UC Berkeley and the University of Oregon. He then led major gift and broader development teams at the University of Oregon Athletics Dept., Lewis & Clark College and Clark College. Hal uses his experience from leading planned giving teams and overall development programs to help nonprofits raise more money efficiently. Hal is currently an adjunct faculty for The Fundraising School at Indiana University.
Aviva Boedecker
Consultant
Aviva Shiff Boedecker is an attorney and a nationally recognized gift planner with over 40 years of experience as a director of planned giving and as a resource on philanthropy for professional advisors and individual donors.
Her experience includes serving as Director of Planned Giving at the University of California, Berkeley, and as Director of Gift Planning for the Marin Community Foundation. She started San Francisco Ballet’s planned giving program, and before that was in the private practice of law. Since 2009 Aviva has provided planned giving consulting services and training both independently and as a senior consultant for Sharpe Group.
Aviva has served on the board of the National Association of Charitable Gift Planners and is a past President of the Northern California Planned Giving Council and of the Marin County Estate Planning Council. She has been recognized for her professional accomplishments and contributions to the planned giving community with the Northern California Planned Giving Council’s Phil Hoffmire Service Award. Aviva has been a member of Planned Giving Today’s Editorial Advisory Board, writes for many planned giving publications, and is a frequent lecturer on planned giving.
Consultant
Aviva Shiff Boedecker is an attorney and a nationally recognized gift planner with over 40 years of experience as a director of planned giving and as a resource on philanthropy for professional advisors and individual donors.
Her experience includes serving as Director of Planned Giving at the University of California, Berkeley, and as Director of Gift Planning for the Marin Community Foundation. She started San Francisco Ballet’s planned giving program, and before that was in the private practice of law. Since 2009 Aviva has provided planned giving consulting services and training both independently and as a senior consultant for Sharpe Group.
Aviva has served on the board of the National Association of Charitable Gift Planners and is a past President of the Northern California Planned Giving Council and of the Marin County Estate Planning Council. She has been recognized for her professional accomplishments and contributions to the planned giving community with the Northern California Planned Giving Council’s Phil Hoffmire Service Award. Aviva has been a member of Planned Giving Today’s Editorial Advisory Board, writes for many planned giving publications, and is a frequent lecturer on planned giving.
Jade Bristol, J.D.
Chief Development Officer
Giving Docs
An attorney who began her career focused on Trusts & Estates, Jade also brings 15+ years of nonprofit experience. She served as Director of Estate Planning at Human Rights Campaign and National Vice President of Individual Giving at Muscular Dystrophy Association. Jade earned her JD from Georgetown University and a BA from Humboldt State University. She serves as Board President for the National Capital Gift Planning Council.
Jade Bristol serves as Chief Development Officer of Giving Docs. She is also the current President of the National Capital Gift Planning Council, serves on the DEI committee of the National Association of Charitable Gift Planners, and has co-authored extensive research on the impact of DEI initiatives in planned giving.
Chief Development Officer
Giving Docs
An attorney who began her career focused on Trusts & Estates, Jade also brings 15+ years of nonprofit experience. She served as Director of Estate Planning at Human Rights Campaign and National Vice President of Individual Giving at Muscular Dystrophy Association. Jade earned her JD from Georgetown University and a BA from Humboldt State University. She serves as Board President for the National Capital Gift Planning Council.
Jade Bristol serves as Chief Development Officer of Giving Docs. She is also the current President of the National Capital Gift Planning Council, serves on the DEI committee of the National Association of Charitable Gift Planners, and has co-authored extensive research on the impact of DEI initiatives in planned giving.
Jennifer Callahan
Director of Gift Planning
University of San Francisco
Born and raised in San Francisco, Jennifer joined USF in 2019 and is honored to assist alumni, faculty, staff, friends and their advisors to plan their philanthropic legacies while achieving financial and estate planning goals. Her prior experience includes gift planning at the American Red Cross, Raphael House, and California Pacific Medical Center. Jennifer started her career as a tax accountant at Ernst & Young LLP and earned her CPA license during that time. Jennifer is a member and past board member of the Northern California Planned Giving Council and has volunteered in fundraising for multiple nonprofit organizations. A graduate of the University of California, Los Angeles, Jennifer is the proud parent of a current USF student and is the daughter of a Lone Mountain alumna.
Director of Gift Planning
University of San Francisco
Born and raised in San Francisco, Jennifer joined USF in 2019 and is honored to assist alumni, faculty, staff, friends and their advisors to plan their philanthropic legacies while achieving financial and estate planning goals. Her prior experience includes gift planning at the American Red Cross, Raphael House, and California Pacific Medical Center. Jennifer started her career as a tax accountant at Ernst & Young LLP and earned her CPA license during that time. Jennifer is a member and past board member of the Northern California Planned Giving Council and has volunteered in fundraising for multiple nonprofit organizations. A graduate of the University of California, Los Angeles, Jennifer is the proud parent of a current USF student and is the daughter of a Lone Mountain alumna.
Kelly Ciotti, MPA, CFRE
Vice President
CCS Fundraising
Kelly has led campaigns and major gift initiatives raising hundreds of millions of dollars for a cross-section of nonprofits. She helps nonprofits grow philanthropic gifts and operate at highest efficiency to maximize donors’ ROI.
Kelly has served as a major gifts officer (soliciting and closing more than a hundred 6-, 7-, and 8-figure gifts, as well as dozens of planned gifts), a chief development officer (recruiting, training, and leading high-impact teams), and a fundraising consultant (designing, planning, and executing the largest fundraising initiatives in partner organizations’ histories).
Kelly received an MPA from the University of Washington and a BA from the University of Kansas and is a Certified Fund Raising Executive (CFRE). She lived and worked for three years in Germany and two years in Guatemala. She lives in Seattle, WA.
READ MORE HERE
Vice President
CCS Fundraising
Kelly has led campaigns and major gift initiatives raising hundreds of millions of dollars for a cross-section of nonprofits. She helps nonprofits grow philanthropic gifts and operate at highest efficiency to maximize donors’ ROI.
Kelly has served as a major gifts officer (soliciting and closing more than a hundred 6-, 7-, and 8-figure gifts, as well as dozens of planned gifts), a chief development officer (recruiting, training, and leading high-impact teams), and a fundraising consultant (designing, planning, and executing the largest fundraising initiatives in partner organizations’ histories).
Kelly received an MPA from the University of Washington and a BA from the University of Kansas and is a Certified Fund Raising Executive (CFRE). She lived and worked for three years in Germany and two years in Guatemala. She lives in Seattle, WA.
READ MORE HERE
Jeffrey Davine
Attorney/Partner
Mitchell Silberberg & Knupp LLP
A former Special Assistant U.S. Attorney for the IRS, Jeffrey advises both nonprofit and for-profit entities in various tax matters including matters that involve complex planned gifts.
Jeff specializes in taxation, with an emphasis on tax controversy with the IRS, California Franchise Tax Board, California Employment Development Department, and other state and local taxing authorities. Representation of non-profit entities and charitable gift planning.
He was recognized by Best Lawyers in America© in Trusts and Estates (2019), “Top 5% of lawyers in Southern California,” Southern California Super Lawyers (2004-2006, 2009-2018), and AV® Preeminent™ Rating, Martindale-Hubbell.
Attorney/Partner
Mitchell Silberberg & Knupp LLP
A former Special Assistant U.S. Attorney for the IRS, Jeffrey advises both nonprofit and for-profit entities in various tax matters including matters that involve complex planned gifts.
Jeff specializes in taxation, with an emphasis on tax controversy with the IRS, California Franchise Tax Board, California Employment Development Department, and other state and local taxing authorities. Representation of non-profit entities and charitable gift planning.
He was recognized by Best Lawyers in America© in Trusts and Estates (2019), “Top 5% of lawyers in Southern California,” Southern California Super Lawyers (2004-2006, 2009-2018), and AV® Preeminent™ Rating, Martindale-Hubbell.
Steve Daughters, CPA, MBA
Managing Director
BPM
Steve Daughters is a Managing Director at BPM, specializing in forensic accounting. With over 30 years of financial accounting experience, Steve is well versed in the litigation and dispute advisory fields, serving as both a forensic accountant and an experienced expert witness / testifier across many industries. His primary areas of concentration include complex commercial damages, licensing/royalty disputes, lost earnings, business interruption claims, and fraud investigations.
Prior to working at BPM, Steve assisted three firms in developing their Bay Area litigation and forensic accounting practices. Steve has extensive Big Four experience, and brings industry experience across the financial services, healthcare, technology, real estate, and energy verticals. Notable past work includes assisting boards with corporate investigations related to retroactive pricing of stock options, earnings management, revenue recognition, and tax issues.
Stephen Daughters holds an active CPA license in California.
Managing Director
BPM
Steve Daughters is a Managing Director at BPM, specializing in forensic accounting. With over 30 years of financial accounting experience, Steve is well versed in the litigation and dispute advisory fields, serving as both a forensic accountant and an experienced expert witness / testifier across many industries. His primary areas of concentration include complex commercial damages, licensing/royalty disputes, lost earnings, business interruption claims, and fraud investigations.
Prior to working at BPM, Steve assisted three firms in developing their Bay Area litigation and forensic accounting practices. Steve has extensive Big Four experience, and brings industry experience across the financial services, healthcare, technology, real estate, and energy verticals. Notable past work includes assisting boards with corporate investigations related to retroactive pricing of stock options, earnings management, revenue recognition, and tax issues.
Stephen Daughters holds an active CPA license in California.
Rebecca E. Dupras, Esq .
Planned Giving Professional
Charitable Solutions & RISD
Rebecca received her J.D. from Suffolk University Law School in 2006, and has been an estate planning attorney committed to demystifying the process with an accessible, holistic, and compassionate approach ever since. Serving both Rhode Island and Massachusetts, she works with her clients to craft plans that meet their goals, whether it be Estate Planning (i.e., Wills, Trusts, Powers of Attorney, etc.) or estate administration following the loss of a loved one. Rebecca can provide advice on legacy creation, business succession planning, generational wealth transfers or tax and Medicaid planning.
Rebecca’s professional experience also includes charitable planning for individuals and nonprofits. She has worked with and consulted for a variety of charities and donors such as the Rhode Island Foundation and the Silicon Valley Community Foundation. She is personally committed to her community and volunteers her time, which includes board service for the RI Women’s Bar Association and the Nowell Leadership Academy. Her passion includes enabling greater access to legal services and diverse and inclusionary space in the legal field. As such, she is the Chair of the DEI Committee through the RI Women’s Bar Association and has served on the RI Bar Association’s DEI Task force since 2020.
Rebecca works in planned giving at RISD and is a consultant with Charitable Solutions, LLC. She has expertise with gifts of complex assets and establishing long-term charitable legacy plans.
Planned Giving Professional
Charitable Solutions & RISD
Rebecca received her J.D. from Suffolk University Law School in 2006, and has been an estate planning attorney committed to demystifying the process with an accessible, holistic, and compassionate approach ever since. Serving both Rhode Island and Massachusetts, she works with her clients to craft plans that meet their goals, whether it be Estate Planning (i.e., Wills, Trusts, Powers of Attorney, etc.) or estate administration following the loss of a loved one. Rebecca can provide advice on legacy creation, business succession planning, generational wealth transfers or tax and Medicaid planning.
Rebecca’s professional experience also includes charitable planning for individuals and nonprofits. She has worked with and consulted for a variety of charities and donors such as the Rhode Island Foundation and the Silicon Valley Community Foundation. She is personally committed to her community and volunteers her time, which includes board service for the RI Women’s Bar Association and the Nowell Leadership Academy. Her passion includes enabling greater access to legal services and diverse and inclusionary space in the legal field. As such, she is the Chair of the DEI Committee through the RI Women’s Bar Association and has served on the RI Bar Association’s DEI Task force since 2020.
Rebecca works in planned giving at RISD and is a consultant with Charitable Solutions, LLC. She has expertise with gifts of complex assets and establishing long-term charitable legacy plans.
Aydée Ferguson, CAP®
Senior Director of Pla nned Giving
UC Davis
Aydée is a Senior Director of Planned Giving. She has been with UC Davis since 2018 and has been in the planned giving field for 15 years after a career in financial services. She is a graduate of Cal Poly San Luis Obispo where she majored in Business Administration. Aydee serves on the Sacramento Estate Planning Council Board and leads fundraising efforts for her son's high school ski team. She is an avid runner, cyclist, and novice sailor.
Senior Director of Pla nned Giving
UC Davis
Aydée is a Senior Director of Planned Giving. She has been with UC Davis since 2018 and has been in the planned giving field for 15 years after a career in financial services. She is a graduate of Cal Poly San Luis Obispo where she majored in Business Administration. Aydee serves on the Sacramento Estate Planning Council Board and leads fundraising efforts for her son's high school ski team. She is an avid runner, cyclist, and novice sailor.
Liza Hanks
Director, Gift Planning
Silicon Valley Community Foundation
Liza Hanks is the Director of Gift Planning at Silicon Valley Community Foundation. Prior to joining SVCF, she was an estate planning attorney specializing in estate planning, trust administration and probate law for more than 20 years. She is also the author of “Every Californian's Guide to Estate Planning” and “The Trustee's Legal Companion.” A graduate of Stanford Law School, Hanks often says that her secret job title is "Generosity Consultant” because of the profound joy she feels when helping people create meaningful legacies.
Director, Gift Planning
Silicon Valley Community Foundation
Liza Hanks is the Director of Gift Planning at Silicon Valley Community Foundation. Prior to joining SVCF, she was an estate planning attorney specializing in estate planning, trust administration and probate law for more than 20 years. She is also the author of “Every Californian's Guide to Estate Planning” and “The Trustee's Legal Companion.” A graduate of Stanford Law School, Hanks often says that her secret job title is "Generosity Consultant” because of the profound joy she feels when helping people create meaningful legacies.
Eric P. Joranson, JD
Senior Manager, Charitable Strategies Group
Schwab Charitable™
Eric Joranson facilitates gifts of non-cash assets and educates advisors and donors on issues related to tax, mergers, and acquisitions. He has 17 years of experience in philanthropic planning and law. Subject matter expert in facilitating charitable transfers of non-cash assets such as closely held business interests, real estate, restricted stock, private equity interests, and cryptocurrency for HNW and UHNW clients.
Senior Manager, Charitable Strategies Group
Schwab Charitable™
Eric Joranson facilitates gifts of non-cash assets and educates advisors and donors on issues related to tax, mergers, and acquisitions. He has 17 years of experience in philanthropic planning and law. Subject matter expert in facilitating charitable transfers of non-cash assets such as closely held business interests, real estate, restricted stock, private equity interests, and cryptocurrency for HNW and UHNW clients.
Tracy Malloy-Curtis, JD
Vice President, Legacy Giving
Mal Warwick Donordigital
Tracy Malloy-Curtis has worked in planned and major gifts for 25 years. She launched the legacy gifts marketing division at MWD in 2018. She helps organizations in the social justice, advocacy, environmental and healthcare sectors create and grow their gift planning programs. She builds strategic legacy gift marketing plans and campaigns that reach across fundraising silos and channels. She is also experienced in leadership/major giving, gift officer development, program administration and compliance. A regular speaker at local and national conferences., she brings to the table deep theoretical knowledge and years of experience in testing and implementing knowledge in the real world with voracious curiosity and intellectual humility.
Vice President, Legacy Giving
Mal Warwick Donordigital
Tracy Malloy-Curtis has worked in planned and major gifts for 25 years. She launched the legacy gifts marketing division at MWD in 2018. She helps organizations in the social justice, advocacy, environmental and healthcare sectors create and grow their gift planning programs. She builds strategic legacy gift marketing plans and campaigns that reach across fundraising silos and channels. She is also experienced in leadership/major giving, gift officer development, program administration and compliance. A regular speaker at local and national conferences., she brings to the table deep theoretical knowledge and years of experience in testing and implementing knowledge in the real world with voracious curiosity and intellectual humility.
Christine Lim
Senior Manager, Charitable Consulting
Schwab Charitable™
Christine serves independent investment advisors, family offices, and donors for the Northwest. She provides innovative solutions to incorporate charitable planning into wealth management strategies to maximize charitable impact.
Senior Manager, Charitable Consulting
Schwab Charitable™
Christine serves independent investment advisors, family offices, and donors for the Northwest. She provides innovative solutions to incorporate charitable planning into wealth management strategies to maximize charitable impact.
- Strong knowledge in the design of effective and efficient strategic client service and retention programs for clients.
- Proven strengths include meeting goals and producing bottom-line results through excellent interpersonal, motivational and communication skills.
- Bringing a wealth of diverse experience as a community leader with an entrepreneurial, yet collaborative approach in hopes of bringing people together for change.
Susan M. Looney, CTFA
Senior Client Relationship Manager
Vice President
BNY Mellon Wealth Management
Susan is a senior client relationship manager for BNY Mellon Wealth Management’s Planned Giving group. In this role, she works directly with not-for-profit institutions to manage the complex needs of their planned giving programs. She oversees all aspects of the gift management process and provides solutions to help her clients grow their planned giving programs.
Susan joined the firm in 1987 and has more than 30 years of experience in trust administration and client service including over 20 years of planned giving experience. Prior to joining the Planned Giving group in 2001, she was a client relationship manager in the Wholesale Trust group where she was responsible for the delivery of client service to the client’s trustee bank, trust donors and beneficiaries. She was also responsible for all facets of trust account administration.
Susan received a bachelor’s degree from Wheaton College and is a Certified Trust and Fiduciary Advisor. She is a graduate of the New England School of Banking Trust School, the National Trust School and the National Graduate Trust School. Susan is member of the Planned Giving Group of New England and has served on their Executive Board.
Senior Client Relationship Manager
Vice President
BNY Mellon Wealth Management
Susan is a senior client relationship manager for BNY Mellon Wealth Management’s Planned Giving group. In this role, she works directly with not-for-profit institutions to manage the complex needs of their planned giving programs. She oversees all aspects of the gift management process and provides solutions to help her clients grow their planned giving programs.
Susan joined the firm in 1987 and has more than 30 years of experience in trust administration and client service including over 20 years of planned giving experience. Prior to joining the Planned Giving group in 2001, she was a client relationship manager in the Wholesale Trust group where she was responsible for the delivery of client service to the client’s trustee bank, trust donors and beneficiaries. She was also responsible for all facets of trust account administration.
Susan received a bachelor’s degree from Wheaton College and is a Certified Trust and Fiduciary Advisor. She is a graduate of the New England School of Banking Trust School, the National Trust School and the National Graduate Trust School. Susan is member of the Planned Giving Group of New England and has served on their Executive Board.
Lisa L Masters, MBA, CFRE
Senior Director
CCS Fundraising
Lisa has more than 22 years of fundraising experience in major gifts, comprehensive campaigns, fundraising strategy, development projects, gift planning, and strategy. Her experience also includes annual fund, corporate giving, grant-writing, events, board and staff development and training, meaningful stewardship, and more.
The bulk of her experience is in major gifts, campaigns, and gift planning including blended proposals where she has secured significant gifts across the gambit of giving vehicles in a variety of nonprofit sectors.
Lisa is a member of the St. Louis Council of Charitable Gift Planners and has served on the board of the St. Louis Chapter of AFP. She earned her MBA at Saint Louis University and B.S., Business Administration at Southwest Baptist University.
Senior Director
CCS Fundraising
Lisa has more than 22 years of fundraising experience in major gifts, comprehensive campaigns, fundraising strategy, development projects, gift planning, and strategy. Her experience also includes annual fund, corporate giving, grant-writing, events, board and staff development and training, meaningful stewardship, and more.
The bulk of her experience is in major gifts, campaigns, and gift planning including blended proposals where she has secured significant gifts across the gambit of giving vehicles in a variety of nonprofit sectors.
Lisa is a member of the St. Louis Council of Charitable Gift Planners and has served on the board of the St. Louis Chapter of AFP. She earned her MBA at Saint Louis University and B.S., Business Administration at Southwest Baptist University.
Karl Mill
Attorney
Mill Law Center
Karl is an attorney serving charities, foundations, and philanthropists throughout California, specializing in charitable giving, social enterprise, and private foundations. Prior to founding Mill Law Center, Karl Mill was a partner at a boutique law firm serving non-profits and their donors. Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country. Karl’s philosophy is to apply his years as a lawyer and educator to provide clear, actionable legal advice and support to non-profits. Karl’s areas of expertise include private foundations, public charities, impact investment, social enterprise, and charitable gift planning. Karl graduated from Columbia Law School in 2013, and practiced trust, estate, and tax law for several years at DLA Piper.
Attorney
Mill Law Center
Karl is an attorney serving charities, foundations, and philanthropists throughout California, specializing in charitable giving, social enterprise, and private foundations. Prior to founding Mill Law Center, Karl Mill was a partner at a boutique law firm serving non-profits and their donors. Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country. Karl’s philosophy is to apply his years as a lawyer and educator to provide clear, actionable legal advice and support to non-profits. Karl’s areas of expertise include private foundations, public charities, impact investment, social enterprise, and charitable gift planning. Karl graduated from Columbia Law School in 2013, and practiced trust, estate, and tax law for several years at DLA Piper.
Nicole Medeiros
Client Relationship Team Lead, Planned Giving
BNY Mellon Wealth Management
Nicole is the client relationship team lead for BNY Mellon Wealth Management’s Planned Giving group responsible for leading the client relationship team. With 20 years of experience in finance and banking, including over 15 years of planned giving experience, Nicole works directly with not-for-profit institutions to manage the complex needs of the institutions planned giving programs. She monitors and oversees all aspects of the gift management process, provides strategic solutions to help her clients grow their planned giving program, analyses programmatic risks and delivers insight into industry trends.
Prior to joining the firm, Nicole was at Bank Rhode Island where she was a senior retail sales associate. In this role, she was responsible for maintaining client relationships through supervising client banking activity and other bank employees.
Client Relationship Team Lead, Planned Giving
BNY Mellon Wealth Management
Nicole is the client relationship team lead for BNY Mellon Wealth Management’s Planned Giving group responsible for leading the client relationship team. With 20 years of experience in finance and banking, including over 15 years of planned giving experience, Nicole works directly with not-for-profit institutions to manage the complex needs of the institutions planned giving programs. She monitors and oversees all aspects of the gift management process, provides strategic solutions to help her clients grow their planned giving program, analyses programmatic risks and delivers insight into industry trends.
Prior to joining the firm, Nicole was at Bank Rhode Island where she was a senior retail sales associate. In this role, she was responsible for maintaining client relationships through supervising client banking activity and other bank employees.
Matt Petroski
Partner
Armanino LLP
Matt is a nonprofit tax specialist with extensive industry experience. He works with exempt organizations in a variety of capacities, including consulting on formation, board governance and other tax consulting, and as an outside service provider of comprehensive tax compliance services.
Partner in Armanino LLP’s nonprofit tax practice with over 20 years of experience providing tax consulting and compliance services. His practice focuses on higher education, healthcare institutions, other public charities and private foundations, including IRS audit support, executive compensation and employee fringe benefits, intermediate sanctions, operation of for-profit subsidiaries, mergers and acquisitions, unrelated business income tax, state and local tax, and Form 990 compliance.
Matt received his B.S. from the University of Maryland, where he was enrolled in the University Honors Program. He also received his J.D./MBA and LL.M. in taxation from Villanova University. Matt is a licensed member of the Pennsylvania and New Jersey bars and is a member of the American Bar Association Section of Taxation.
Partner
Armanino LLP
Matt is a nonprofit tax specialist with extensive industry experience. He works with exempt organizations in a variety of capacities, including consulting on formation, board governance and other tax consulting, and as an outside service provider of comprehensive tax compliance services.
Partner in Armanino LLP’s nonprofit tax practice with over 20 years of experience providing tax consulting and compliance services. His practice focuses on higher education, healthcare institutions, other public charities and private foundations, including IRS audit support, executive compensation and employee fringe benefits, intermediate sanctions, operation of for-profit subsidiaries, mergers and acquisitions, unrelated business income tax, state and local tax, and Form 990 compliance.
Matt received his B.S. from the University of Maryland, where he was enrolled in the University Honors Program. He also received his J.D./MBA and LL.M. in taxation from Villanova University. Matt is a licensed member of the Pennsylvania and New Jersey bars and is a member of the American Bar Association Section of Taxation.
Sandra Price
Partner
Sideman & Bancroft LLP
Sandra has practiced exclusively in the trust and estate law for more than 25 years. Her practice includes traditional estate planning for individuals and extended families as well as advising trustees, executors and beneficiaries on all aspects of estate and trust administration. She counsels clients in the areas of estate, gift and generation-skipping transfer tax planning, charitable planning and pre- and post-marital planning to ensure that clients’ tax and non-tax objectives for themselves, their families and their charitable interests are achieved.
Sandra has particular expertise in post-death administration, both in court-supervised probate proceedings and where court supervision has been avoided through use of a revocable trust arrangement. Prior to joining Sideman & Bancroft, Ms. Price was a Special Counsel at Cooley Godward Kronish LLP in San Francisco.
She is a member of the California Pacific Medical Center Foundation’s Planned Giving Committee, and is on the board of directors of Housing and Economic Rights Advocates.
She was listed in Northern California Super Lawyers®: 2004-2023, selected as one of the Top Women Attorneys in Northern California by Super Lawyers: 2013, and recipient of the Spirit of CEB Award: 2010.
Partner
Sideman & Bancroft LLP
Sandra has practiced exclusively in the trust and estate law for more than 25 years. Her practice includes traditional estate planning for individuals and extended families as well as advising trustees, executors and beneficiaries on all aspects of estate and trust administration. She counsels clients in the areas of estate, gift and generation-skipping transfer tax planning, charitable planning and pre- and post-marital planning to ensure that clients’ tax and non-tax objectives for themselves, their families and their charitable interests are achieved.
Sandra has particular expertise in post-death administration, both in court-supervised probate proceedings and where court supervision has been avoided through use of a revocable trust arrangement. Prior to joining Sideman & Bancroft, Ms. Price was a Special Counsel at Cooley Godward Kronish LLP in San Francisco.
She is a member of the California Pacific Medical Center Foundation’s Planned Giving Committee, and is on the board of directors of Housing and Economic Rights Advocates.
She was listed in Northern California Super Lawyers®: 2004-2023, selected as one of the Top Women Attorneys in Northern California by Super Lawyers: 2013, and recipient of the Spirit of CEB Award: 2010.
Tami Wallenstein
Senior Philanthropic Trust Advisory Specialist, Executive Director,
Wells Fargo Bank, N.A.
Tami is a Senior Philanthropic Trust Advisory Specialist and Executive Director with Wells Fargo Bank within the Wealth & Investment Management division. She serves the following areas in the Western division: Northern California and Reno, NV. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Wallenstein works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Tami collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Prior to joining Wells Fargo Bank, Ms. Wallenstein was the associate endowment director at Jewish Family and Children’s Services and planned giving officer for the San Francisco Jewish Federation. Prior to that, she worked as an estate planning attorney in New York. Ms. Wallenstein earned a Bachelor of Arts from Barnard College, Columbia University, and her Juris Doctor from Brooklyn Law School (not currently practicing). She previously served as the Secretary of the Northern California Planned Giving Council and held membership on the East Bay Estate Planning Council.
Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
© 2024 Wells Fargo. PM-11142025-6622814.1.2
Senior Philanthropic Trust Advisory Specialist, Executive Director,
Wells Fargo Bank, N.A.
Tami is a Senior Philanthropic Trust Advisory Specialist and Executive Director with Wells Fargo Bank within the Wealth & Investment Management division. She serves the following areas in the Western division: Northern California and Reno, NV. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.
Ms. Wallenstein works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Tami collaborates with her clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.
Prior to joining Wells Fargo Bank, Ms. Wallenstein was the associate endowment director at Jewish Family and Children’s Services and planned giving officer for the San Francisco Jewish Federation. Prior to that, she worked as an estate planning attorney in New York. Ms. Wallenstein earned a Bachelor of Arts from Barnard College, Columbia University, and her Juris Doctor from Brooklyn Law School (not currently practicing). She previously served as the Secretary of the Northern California Planned Giving Council and held membership on the East Bay Estate Planning Council.
Wealth & Investment Management offers financial products and services through affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
© 2024 Wells Fargo. PM-11142025-6622814.1.2
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