CONFERENCE SPEAKERS (In alphabetical order by last name)
Rehana Abbas
Chief Philanthropy Officer at the San Francisco Foundation
Rehana brings more than 15 years of nonprofit experience to her role as San Francisco Foundation’s Chief Philanthropy Officer. At the Foundation, she utilizes her expertise in fundraising and nonprofit strategy to raise funds and engage donors in the Foundation’s commitment to racial equity and economic inclusion throughout the Bay Area. Before joining the Foundation, she served as the Chief Philanthropy Officer at the Oakland Museum of California, where she successfully led their $85 million campaign and worked to center anti-racist fundraising principles in the Museum’s fund development. Previously, she was SFMOMA’s Senior Director of Individual Giving during its $650 million campaign and reopening in 2016. She is on the board of the Children’s Council of San Francisco, and volunteers as an IDEA Fellowship Mentor, a program to retain and mentor diverse nonprofit professionals, for the Association of Fundraising Professionals.
Chief Philanthropy Officer at the San Francisco Foundation
Rehana brings more than 15 years of nonprofit experience to her role as San Francisco Foundation’s Chief Philanthropy Officer. At the Foundation, she utilizes her expertise in fundraising and nonprofit strategy to raise funds and engage donors in the Foundation’s commitment to racial equity and economic inclusion throughout the Bay Area. Before joining the Foundation, she served as the Chief Philanthropy Officer at the Oakland Museum of California, where she successfully led their $85 million campaign and worked to center anti-racist fundraising principles in the Museum’s fund development. Previously, she was SFMOMA’s Senior Director of Individual Giving during its $650 million campaign and reopening in 2016. She is on the board of the Children’s Council of San Francisco, and volunteers as an IDEA Fellowship Mentor, a program to retain and mentor diverse nonprofit professionals, for the Association of Fundraising Professionals.
Megan Barber Allende
President/Chief Executive Officer at The Community Foundation of Mendocino County
Megan Barber Allende, CAP®, MBA, is the President/CEO of the Community Foundation of Mendocino County, an under-resourced rural county two hours north of San Francisco. Megan manages planned, deferred, and complex gifts while simultaneously implementing the strategic vision of the organization and upholding the highest standards of donor service, financial accountability, and community responsiveness. She has raised and leveraged over $12M in disaster resources (in response to five wildfires, two storms, and the COVID-19 pandemic), doubled the Foundation’s assets, and increased the number of planned gifts in the pipeline by 90% during her six and half year tenure.
President/Chief Executive Officer at The Community Foundation of Mendocino County
Megan Barber Allende, CAP®, MBA, is the President/CEO of the Community Foundation of Mendocino County, an under-resourced rural county two hours north of San Francisco. Megan manages planned, deferred, and complex gifts while simultaneously implementing the strategic vision of the organization and upholding the highest standards of donor service, financial accountability, and community responsiveness. She has raised and leveraged over $12M in disaster resources (in response to five wildfires, two storms, and the COVID-19 pandemic), doubled the Foundation’s assets, and increased the number of planned gifts in the pipeline by 90% during her six and half year tenure.
Hal Abrams
Principal/Owner, 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 now serves as a fundraising consultant and represents nonprofit clients in social services, art, music, health care and education. Hal works with nonprofits to craft inspiring and compelling messages and to create effective fundraising systems. Hal is an adjunct professor for the Lilly School of Philanthropy at IUPUI. Hal has presented to the national conference for CGP. He lives in Portland, OR and has three children who are in college or are recent graduates.
Principal/Owner, 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 now serves as a fundraising consultant and represents nonprofit clients in social services, art, music, health care and education. Hal works with nonprofits to craft inspiring and compelling messages and to create effective fundraising systems. Hal is an adjunct professor for the Lilly School of Philanthropy at IUPUI. Hal has presented to the national conference for CGP. He lives in Portland, OR and has three children who are in college or are recent graduates.
Stuart C. Burden
Managing Director, First Republic Private Wealth Management
Stuart Burden is a Managing Director at First Republic. He serves on the Family Engagement & Governance team within the Private Wealth Management group.
Managing Director, First Republic Private Wealth Management
Stuart Burden is a Managing Director at First Republic. He serves on the Family Engagement & Governance team within the Private Wealth Management group.
Jeffrey Davine
Partner, Mitchell Silberberg & Knupp LLP
Former Special Assistant U.S. Attorney for the IRS. Jeffrey has been a member of the tax department of Mitchell Silberberg & Knupp LLP for 27 years. His practice involves advising both nonprofit and for-profit entities in tax matters, including matters involving planned gifts.
Partner, Mitchell Silberberg & Knupp LLP
Former Special Assistant U.S. Attorney for the IRS. Jeffrey has been a member of the tax department of Mitchell Silberberg & Knupp LLP for 27 years. His practice involves advising both nonprofit and for-profit entities in tax matters, including matters involving planned gifts.
Michael Davis
Senior Philanthropic Advisor, U.S. Bank
As a Senior Philanthropic Advisor, Michael works exclusively with nonprofit organizations, families and businesses to help maximize the impact of their philanthropic or charitable initiatives. He focuses on developing and implementing strategies that achieve their philanthropic objectives through a customized approach including donor advised funds, private foundations, charitable trusts and other techniques. He also advises public charities in the areas of governance, management, fundraising and gift planning.
Michael began his career in the charitable services industry in 2007. Prior to joining U.S. Bank Private Wealth Management, Michael worked as an Associate Vice President for Major Gifts and Gift Planning at Lewis & Clark College. His professional background includes overseeing the gift planning program for Lewis & Clark College, including the development of institutional best practices, gift acceptance policies and comprehensive staff training. Specialties include charitable estate planning and gift planning program development.
Michael is an active member of his community, previously serving as the President of the Northwest Planned Giving Roundtable. He also volunteers his time at Kenyon College Alumni Association as well as his daughter’s school.
Michael resides in Portland. When he is not at work, he enjoys cooking, long-distance running and spending time with family and friends.
Senior Philanthropic Advisor, U.S. Bank
As a Senior Philanthropic Advisor, Michael works exclusively with nonprofit organizations, families and businesses to help maximize the impact of their philanthropic or charitable initiatives. He focuses on developing and implementing strategies that achieve their philanthropic objectives through a customized approach including donor advised funds, private foundations, charitable trusts and other techniques. He also advises public charities in the areas of governance, management, fundraising and gift planning.
Michael began his career in the charitable services industry in 2007. Prior to joining U.S. Bank Private Wealth Management, Michael worked as an Associate Vice President for Major Gifts and Gift Planning at Lewis & Clark College. His professional background includes overseeing the gift planning program for Lewis & Clark College, including the development of institutional best practices, gift acceptance policies and comprehensive staff training. Specialties include charitable estate planning and gift planning program development.
Michael is an active member of his community, previously serving as the President of the Northwest Planned Giving Roundtable. He also volunteers his time at Kenyon College Alumni Association as well as his daughter’s school.
Michael resides in Portland. When he is not at work, he enjoys cooking, long-distance running and spending time with family and friends.
Claudine Donikian
CEO, Pentera
Claudine A. Donikian, JD, MBA, has been the president/CEO and chief marketing officer of Pentera, Inc. since 2010 and is the first woman CEO in the planned giving marketing industry. Regarded as a top expert in the field, Claudine is a sought-after speaker and keynote speaker on the planned giving and AFP circuits and has presented new research studies at numerous national conferences as well as at the AFP International conference. As the chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera’s clients on their marketing strategy and execution. One of Claudine’s professional areas of expertise is women in philanthropy, and she served as a member of the advisory board for the prestigious Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy for seven years and is also a recent member of the board of directors of the National Association of Charitable Gift Planners (CGP).
Claudine oversees all aspects of Pentera’s business and marketing strategies as well as new-product development, with an emphasis on digital marketing, and she served on the Direct Marketing Association’s Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500%.
Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves as a governor-appointed member on the board of directors of the Massachusetts Children’s Trust Fund (a child abuse prevention agency) and has served on the boards of directors for the Brookview House (which provides housing for homeless women and children) and of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.
CEO, Pentera
Claudine A. Donikian, JD, MBA, has been the president/CEO and chief marketing officer of Pentera, Inc. since 2010 and is the first woman CEO in the planned giving marketing industry. Regarded as a top expert in the field, Claudine is a sought-after speaker and keynote speaker on the planned giving and AFP circuits and has presented new research studies at numerous national conferences as well as at the AFP International conference. As the chief marketing officer, she is the editor-in-chief for client marketing content and personally consults with a select group of Pentera’s clients on their marketing strategy and execution. One of Claudine’s professional areas of expertise is women in philanthropy, and she served as a member of the advisory board for the prestigious Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy for seven years and is also a recent member of the board of directors of the National Association of Charitable Gift Planners (CGP).
Claudine oversees all aspects of Pentera’s business and marketing strategies as well as new-product development, with an emphasis on digital marketing, and she served on the Direct Marketing Association’s Digital Innovation Committee. Under her leadership, the interactive department and client base has increased by 500%.
Claudine graduated Phi Beta Kappa and with highest distinction from Indiana University, received an MA in French from New York University, and holds a JD and an MBA from Boston College. She serves as a governor-appointed member on the board of directors of the Massachusetts Children’s Trust Fund (a child abuse prevention agency) and has served on the boards of directors for the Brookview House (which provides housing for homeless women and children) and of the Philanthropic Planning Group of Greater New York in Manhattan (PPGGNY). She is an active member of CGP, PGGNE, and PPGGNY. Fluent in French, Claudine has also taught French for colleges, corporations, and adult education centers, where she was regarded as one of the top motivating teachers.
Kimberly Jetton, MNM, CFRE
Founder and President of Pleiades Nonprofit Advisors, LLC
Kimberly is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. Kimberly excels in developing and executing strategic plans that have exceeded goals every year at each agency on which she has served.
Recently, she has returned to the consulting world as President of Pleiades Nonprofit Advisors, where she helps her clients navigate and excel in gift planning and other fundraising initiatives.
Kimberly served as President and Executive Director of the Orange Catholic Foundation and led the foundation into a new era of fundraising and programs. Prior to Kimberly’s time at OCF, she worked in development for the Archdiocese of Los Angeles and the Archdiocese Denver.
During Kimberly’s tenure at the Archdiocese of Los Angeles, she designed and implemented a flagship program for Estate Planning Seminars, which greatly benefited the parishes and schools. In the first 5 years, ths program has helped raise over $110 million for these ministries.
Founder and President of Pleiades Nonprofit Advisors, LLC
Kimberly is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. Kimberly excels in developing and executing strategic plans that have exceeded goals every year at each agency on which she has served.
Recently, she has returned to the consulting world as President of Pleiades Nonprofit Advisors, where she helps her clients navigate and excel in gift planning and other fundraising initiatives.
Kimberly served as President and Executive Director of the Orange Catholic Foundation and led the foundation into a new era of fundraising and programs. Prior to Kimberly’s time at OCF, she worked in development for the Archdiocese of Los Angeles and the Archdiocese Denver.
During Kimberly’s tenure at the Archdiocese of Los Angeles, she designed and implemented a flagship program for Estate Planning Seminars, which greatly benefited the parishes and schools. In the first 5 years, ths program has helped raise over $110 million for these ministries.
Melanie Keilholtz, CSPG
Associate Director of Gift Planning, UC Berkeley
Melanie worked for Bay Area nonprofits and was the marketing director of ANG Newspapers (Oakland Tribune, San Mateo County Times, and The Tri-Valley Herald to name a few) prior to coming to UC Berkeley in 2006. Since then, she has had the opportunity to work with Berkeley alumni and friends, and their advisors on a wide range of gifts funded with assets including real estate, securities, cash and, occasionally, works of art. She is a Certified Specialist in Planned Giving and has raised over $200 Million in planned gifts.
Associate Director of Gift Planning, UC Berkeley
Melanie worked for Bay Area nonprofits and was the marketing director of ANG Newspapers (Oakland Tribune, San Mateo County Times, and The Tri-Valley Herald to name a few) prior to coming to UC Berkeley in 2006. Since then, she has had the opportunity to work with Berkeley alumni and friends, and their advisors on a wide range of gifts funded with assets including real estate, securities, cash and, occasionally, works of art. She is a Certified Specialist in Planned Giving and has raised over $200 Million in planned gifts.
Tracy Malloy-Curtis, JD
Vice President, Mal Warwick Donordigital
Tracy Malloy-Curtis, JD is Vice President, Legacy Giving at Mal Warwick Donordigital. Tracy has 20+ years of experience in fundraising for advocacy and social justice organizations, with a primary focus on planned giving and leadership gifts. She has a JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. In addition to consulting for numerous national and regional organizations, including Special Olympics, Ocean Conservancy, Sempervirens Fund, KQED and PETA, Tracy is a sought-after speaker nationally, known for bringing new, data-driven approaches to the gift planning field.
Vice President, Mal Warwick Donordigital
Tracy Malloy-Curtis, JD is Vice President, Legacy Giving at Mal Warwick Donordigital. Tracy has 20+ years of experience in fundraising for advocacy and social justice organizations, with a primary focus on planned giving and leadership gifts. She has a JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review. In addition to consulting for numerous national and regional organizations, including Special Olympics, Ocean Conservancy, Sempervirens Fund, KQED and PETA, Tracy is a sought-after speaker nationally, known for bringing new, data-driven approaches to the gift planning field.
Charles J. McLucas, Jr., CPA/PFS
President, Charitable Trust Administrators, Inc.
Chuck McLucas is a CPA and former Revenue Agent. He has been providing planned giving administration services to the firm’s clients since 1980. His firm provides Charitable Trust Administration for any and all planned giving vehicles. He was a teacher in the Certified Specialist in Planned Giving sponsored by Long Beach State for over 10 years.
President, Charitable Trust Administrators, Inc.
Chuck McLucas is a CPA and former Revenue Agent. He has been providing planned giving administration services to the firm’s clients since 1980. His firm provides Charitable Trust Administration for any and all planned giving vehicles. He was a teacher in the Certified Specialist in Planned Giving sponsored by Long Beach State for over 10 years.
Karl Mill
Founder, Mill Law Center
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.
Founder, Mill Law Center
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.
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®
Partner and National Director of Wealth Planning, Evercore Wealth Management, LLC
Managing Director, Evercore Trust Company, N.A.
Justin is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, Justin is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. He received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
Partner and National Director of Wealth Planning, Evercore Wealth Management, LLC
Managing Director, Evercore Trust Company, N.A.
Justin is a Partner and National Director of Wealth Planning at Evercore Wealth Management and a Managing Director at Evercore Trust Company. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, Justin is a frequent speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. He received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.
Abigail Oduol
Senior Development Officer, Earthjustice
Abigail Oduol, CFRE is a Senior Development Officer, Planned Gifts at Earthjustice. Abigail’s work experience includes 3 years in Kenya and Ethiopia in refugee resettlement, work as an autism behavior therapist and a graduate degree in Transformational Urban Leadership. Since joining Earthjustice in 2019, Abigail has lead initiatives such as a Black employee affinity group, a parenting support group and launching an organization wide initiative to retain Black staff. Abigail is a global council co-chair for Community Centric Fundraising and a local PTA Board Treasurer.
Senior Development Officer, Earthjustice
Abigail Oduol, CFRE is a Senior Development Officer, Planned Gifts at Earthjustice. Abigail’s work experience includes 3 years in Kenya and Ethiopia in refugee resettlement, work as an autism behavior therapist and a graduate degree in Transformational Urban Leadership. Since joining Earthjustice in 2019, Abigail has lead initiatives such as a Black employee affinity group, a parenting support group and launching an organization wide initiative to retain Black staff. Abigail is a global council co-chair for Community Centric Fundraising and a local PTA Board Treasurer.
Kendra Onishi
Vice President of Development, Philanthropic Partnerships
Silicon Valley Community Foundation
Kendra Onishi serves Silicon Valley Community Foundation as the Vice President of Development. At the foundation she leads philanthropic partnership development efforts, providing customized strategy and guidance to individual donors, foundations, and corporate partners to help turn their philanthropic goals into transformational impact. She is responsible for expanding and refining the foundation's philanthropic service offerings, building partnerships and raising capital to multiply the foundation's reach and impact, and elevating the visibility of SVCF as a comprehensive, world-class philanthropic enterprise and social change leader. A trusted advisor to changemakers and mission-driven institutions, Onishi previously provided consulting services to foundations, nonprofits, and higher education institutions across a diverse range of service offerings, including organizational strategy, operational efficiency, program evaluation, financial management and compliance, and grant administration and design.
Vice President of Development, Philanthropic Partnerships
Silicon Valley Community Foundation
Kendra Onishi serves Silicon Valley Community Foundation as the Vice President of Development. At the foundation she leads philanthropic partnership development efforts, providing customized strategy and guidance to individual donors, foundations, and corporate partners to help turn their philanthropic goals into transformational impact. She is responsible for expanding and refining the foundation's philanthropic service offerings, building partnerships and raising capital to multiply the foundation's reach and impact, and elevating the visibility of SVCF as a comprehensive, world-class philanthropic enterprise and social change leader. A trusted advisor to changemakers and mission-driven institutions, Onishi previously provided consulting services to foundations, nonprofits, and higher education institutions across a diverse range of service offerings, including organizational strategy, operational efficiency, program evaluation, financial management and compliance, and grant administration and design.
Andy Ragone, CGPP
Integrated Marketing, Crescendo Interactive
Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies for Crescendo Interactive. Through his guidance and leadership, Andy advises on specialized marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve.
Integrated Marketing, Crescendo Interactive
Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies for Crescendo Interactive. Through his guidance and leadership, Andy advises on specialized marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve.
Dr. Scott Sampson
Executive Director and William R. and Gretchen B. Kimball Chair, California Academy of Sciences
Dr. Scott D. Sampson is the Executive Director and William R. and Gretchen B. Kimball Chair of the California Academy of Sciences, where he leads the institution’s world-class museum as well as its programs of scientific research, sustainability, and education. A renowned paleontologist, passionate science communicator, and seasoned museum leader, Sampson joined the Academy in September 2019.
To some, namely preschoolers and their parents, Sampson may be best known as “Dr. Scott the Paleontologist,” the on-air host for the Emmy-nominated PBS KIDS television series Dinosaur Train. Outside of this enthusiastic audience, however, Sampson is better known for his many other contributions to scientific research and public engagement. Among his peers in the scientific community, Sampson is highly regarded for his expertise on Late Cretaceous dinosaurs, from theropods in Madagascar to horned dinosaurs in North America. And in the museum community, Sampson is celebrated as a skilled organizational leader, a passionate advocate for connecting people to nature, and a champion for the critical role that collections-based scientific institutions like the Academy play in global efforts to understand and sustain life on Earth. Read More Here.
Executive Director and William R. and Gretchen B. Kimball Chair, California Academy of Sciences
Dr. Scott D. Sampson is the Executive Director and William R. and Gretchen B. Kimball Chair of the California Academy of Sciences, where he leads the institution’s world-class museum as well as its programs of scientific research, sustainability, and education. A renowned paleontologist, passionate science communicator, and seasoned museum leader, Sampson joined the Academy in September 2019.
To some, namely preschoolers and their parents, Sampson may be best known as “Dr. Scott the Paleontologist,” the on-air host for the Emmy-nominated PBS KIDS television series Dinosaur Train. Outside of this enthusiastic audience, however, Sampson is better known for his many other contributions to scientific research and public engagement. Among his peers in the scientific community, Sampson is highly regarded for his expertise on Late Cretaceous dinosaurs, from theropods in Madagascar to horned dinosaurs in North America. And in the museum community, Sampson is celebrated as a skilled organizational leader, a passionate advocate for connecting people to nature, and a champion for the critical role that collections-based scientific institutions like the Academy play in global efforts to understand and sustain life on Earth. Read More Here.
This event is made possible by the generous support of these sponsors.
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