Elizabeth Aycock Vice President PNC Institutional Investments One East Pratt Street Baltimore, MD 21202 410-237-5887 elizabeth.aycock@pnc.com Kathleen Bacon Gift Planning Associate The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 kbacon@tnc.org Irene Ballenger Director of Planned Gifts The Humane Society of the United States 2100 L ST NW Washington, DC 20879 301-548-7782 iballenger@humanesociety.org Andrea Balzano Senior Development Research Analyst World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4167 andrea.balzano@wwfus.org Hilary Barbour Deputy Director, Gift Planning World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4676 Hilary.Barbour@wwfus.org 2014 PG Days Attendees Mary Katherine Barbour Donor Relations Manager for the Virginia Chapter The Nature Conservancy 4245 North Fairfax Drive Arlington, VA 22203 703-841-4163 mkbarbour@tnc.org Kara Barnes Director of Planned Giving American University 4400 Massachusetts Ave, NW Washington, DC 20016 202-885-8904 kbarnes@american.edu Rhonda Barnes-Kloth Sr. Director, Development - Eastern Region World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4470 Rhonda.barnes-kloth@wwfus.org Corrine Barr Gift Planning Manager Greenpeace 702 H Street, NW Washington, DC 20001 corrine.barr@greenpeace.org Cindy Barrington Associate Director, Gift Planning Children's Hospital Foundation 801 Roeder Road, Suite 300 Silver Spring, MD 20910 301-565-4968 cbarring@childrensnational.org May 30, 2014 Page 1 of 21 Donna Batcho Major Gifts Officer Share Our Strength 1030 15th St., NW, Suite 1100W Washington, DC 20005 202-715-1637 dbatcho@strength.org Fernanda Brown Sr. Coordinator, Gift Planning National Parks Conservation Association 777 6th Street NW, 7th Fl Washington, DC 20001 202-454-3351 fbrown@npca.org Amber Bayse Donor Relations Officer Calvert Memorial Hospital Foundation, Inc. PO Box 2127 Prince Frederick, MD 20678 410.414.4570 abayse@cmhlink.org Laura Brown Asst. Dean University of Maryland 1120 Francis Scott Key Hall College Park, MD 20742 301.405.6339 lwbrown@umd.edu Tanya Blue Director, Major Gifts and Planned Giving Prevent Cancer Foundation 1600 Duke Street Alexandria, VA 22314 703-837-3684 tanya.blue@preventcancer.org Rebecca Cairns Manager of Bequest Administration & Legacy Society National Geographic Society 1145 17th Street NW Washington, DC 20036 202-857-5896 rcairns@ngs.org Ariana Bowman Gift Planning Officer World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4560 Ariana.Bowman@wwfus.org Jade Bristol-Verity National Director of Legacy Gifts Muscular Dystrophy Association 4000 Montpelier Rd Rockville, MD 20853 301-575-6891 jverity@mdausa.org 2014 PG Days Attendees Leah Callovini Development Assistant U.S. Navy Memorial 701 PA Ave., NW, #123 Washington, DC 20004 202-380-0721 lcallovini@navymemorial.org Madeline Carretero Major Gifts Officer Greenpeace 702 H Street, NW Washington, DC 20001 202-319-2425 madeline.carretero@greenpeace.org May 30, 2014 Page 2 of 21 Julie Carter President Carter Consulting Group 2916 Dartmouth Road, Suite 200 Alexandria, VA 22314 703-956-0097 westies4fun@yahoo.com Caroline Cobb Senior Administrative Assistant, Gift Planning World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4192 Caroline.cobb@wwfus.org Brad Champlin Principal The Sharpe Group 855 Ridge Lake Boulevard Memphis, TN 38120 901-680-5302 maera.elkins@sharpenet.com Jennifer Coken Director of Development USAction 1825 K Street NW Suite 210 Washington, DC 20006 202-263-4554 jcoken@usaction.org Marissa Chiantella Gift Administration Specialist The Nature Conservancy 4245 N Fairfax Drive, STE 100 Arlington, VA 22203 703-841-8781 mChiantella@tnc.org Christina Cole 2431 N. Underwood Street Arlington, VA, VA 22205 703-963-5737 cghcole@yahoo.com Mari Chin Executive Assistant, Planned Giving The George Washington University 2100 M St NW Suite 310 Washington, DC 20052 202-994-8209 mchin@gwu.edu Jinene Christian Assoc. Dir. of Development The Potomac School 1301 Potomac School Road McLean, VA 22101 703-749-6326 jchristian@potomacschool.org 2014 PG Days Attendees Leslie Cook 6426 Potomac Avenue Alexandria, VA 22307 202-642-3410 lcookdc@aol.com Anne Tilson Coppola Director, Planned Giving Wolf Trap Foundation for the Performing Arts 1645 Trap Road Vienna, VA 22182 (703) 255-1930 anniec@wolftrap.org May 30, 2014 Page 3 of 21 Michelle Crosby Assistant Director, Corporate and Foundation Relations Children's Hospital Foundation 801 Roeder Road, Suite 300 Silver Spring, MD 20910 301-565-8503 microsby@childrensnational.org Sean Curran Principal State Street Global Advisors One Lincoln Street SFC24 Boston, MA 0 617-664-0623 sean_curran@ssga.com Edward D'Antoni Director Planned Giving Archdiocese of Washington 5001 Eastern Ave Hyattsville, MD 20872 301-853-4573 dantonie@adw.org Cindy Davis Director of Planned Giving Wesley Theological Seminary 4500 Massachusetts Avenue NW Washington, DC 20016 cdavis@wesleyseminary.edu B.J. Davisson Senior Associate Vice President George Washington University 2100 M Street, NW Washington, DC 20002 202-603-9109 bjdavisson@gwu.edu 2014 PG Days Attendees Kisbel De La Rosa Ocean Conservancy 1300 19th Street, NW, 8th Floor Washington, DC 20036 kisbeldelarosa@gmail.com Taryn Deaton Director of Development Baptist Joint Committee for Religious Liberty 200 Maryland Ave., NE Washington, DC 20002 202-544-4226 tdeaton@bjconline.org Alexandra DeGrandchamp Gift Planning Associate The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 adegrandchamp@tnc.org Mary Bet Dobson Assistant Director American Chemical Society 1155 Sixteenth St NW Washington, DC 20036 202-437-1081 m_dobson@acs.org Morgan Dodd Director of Gift Planning National Parks Conservation Association 777 6th Street, N.W., Suite 700 Washington, DC 20001 202-279-0100 mdodd@npca.org May 30, 2014 Page 4 of 21 Stephen Donahoe Major Gifts Officer Friends Committee on National Legislation 245 Second St. NE Washington, DC 20002 740-603-2885 stephen@fcnl.org Mary Downs Trusts and Estates Administrator World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4325 mary.downs@wwfus.org Rob Drucker Development Officer FNIH 9650 Rockville Pike Bethesda, MD 20817 202-236-2224 Rdrucker2@yahoo.com Kristina Dugan Leadership Giving Manager Doorways for Women and Families PO Box 100185 Arlington, VA 22210 703-504-9289 kdugan@doorwaysva.org Rachel Eichhorn Development Coordinator National Geographic Society 1145 17th Street NW Washington, DC 20036 202-529-5795 reichhor@ngs.org 2014 PG Days Attendees Jonathan Elefant AIPAC 251 H Street NW Washington, DC 20001 jelefant@aipac.org Debra Eliason Director, Planned Gifts WETA 3939 Campbell Avenue Arlington, VA 22203 deliason@weta.org Allison Elliott The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 aelliott@tnc.org Nicole Engdahl Dir. Gift Planning Marketing & Stewardship Special Olympics 1133 19th Street NW Washington, DC 20036 202-824-0276 nengdahl@specialolympics.org Richard Ensminger Director of Gift Planning American Institute for Cancer Research 1759 R Street NW Washington, DC 20009 202-328-7744 r.ensminger@aicr.org Lars Etzkorn Lars Etzkorn Law PLLC 1848 Kalorama Road, NW Washington, DC 20009 202.232.2112 lpe@LarsEtzkornLaw.com May 30, 2014 Page 5 of 21 Brian Falck Director of Major & Planned Giving Gettysburg College 300 N Washington Street Box 423 Gettysburg, PA 17325 717.337.6519 bfalck@gettysburg.edu Phyllis Freedman SmartGiving 1625 16th St. NW #401 Washington, DC 20009 202-265-1910 pfreedman@smart-giving.com Karen Gallardo Director of Gift Planning and Major Gifts AARP Foundation 601 E Street NW Washington, DC 20049 202-434-6225 kgallardo@aarp.org Susan Feidelman Marketing Consultant The Stelter Company 10435 New York Ave Des Moines, IA 50322 800-331-6881 susanf@stelter.com Jennifer Gambino Director of Philanthropic & Legislative Affairs Carroll Hospital Center Foundation 200 Memorial Avenue Westminster, MD 21157 410-871-6200 jgambino@carrollhospitalcenter.org Ann Felber Director of Gift Planning Defenders of Wildlife 1130 17th St., NW Washington, DC 20036 202-772-0201 afelber@defenders.org Elizabeth Fiencke Director, Gift Planning Strategy & Stewardship The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 efiencke@tnc.org Jeff Giannotto Solutionist MarketSmart 9658 Baltimore Ave College Park, MD 20740 301-289-3670 jgiannotto@imarketsmart.com Heather Foss Director, Development University of Maryland 6131 McKeldin Library College Park, MD 20742 301.314.2579 hfoss@umd.edu Brian Gilreath Senior Business Development Consultant Kaspick & Company 211 N. Broadway, Suite 1000 Saint Louis, MO 63102 803-740-1854 bgilreath@kaspick.com 2014 PG Days Attendees May 30, 2014 Page 6 of 21 Rebecca Girvin-Argon Senior Consultant Marts & Lundy 37 N. Oakland Arlington, VA 22203 312.286.9368 girvin-argon@martsandlundy.com Barbara Golden General Counsel/Planned Giving Consultant Supreme Council, 33 (the "Masons") 1733 16th Street, NW Washington, DC 20009 202-777-3163 bgolden@scottishrite.org Nicholas Gould Assistant Director, Special Gifts Gallaudet University 800 Florida Ave, NE Washington, DC 20002 202-651-5006 felicia.davis@gallaudet.edu Connie Grandmason Director, Bequests & Estate Gifts Special Olympics International 6113 Martha's Glen Rd Columbia, SC 29209 202-536-5541 cgrandmason@specialolympics.org Kelly Grassi Lead Gift Planning Associate The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 kgrassi@tnc.org 2014 PG Days Attendees Florence Grazi Gift Planning Associate Greenpeace 702 H Street, NW Washington, DC 20001 florence.grazi@greenpeace.org Sharman Greber Gift Planning Officer AARP Foundation 601 E Street NW Washington, DC 20049 sgreber@aarp.org Kendra Green Associate Director of Development for the Kogod School of Business American University 4400 Massachusetts Avenue, NW Washington, DC 20016 202-885-1923 KGreen@american.edu Jonathan Gudema Principal Planned Giving Advisors, LLC 12 Bradford Pl. Passaic, NJ 7055 973-732-2455 jonathan@plannedgivingadvisors.com Kirsten Haalboom Director of Philanthropy National Lutheran Communities & Services 9701 Veirs Dr. Rockville, MD 20850 khaalboom@thevillageatrockville.org May 30, 2014 Page 7 of 21 Paul Haley Director of Planned Giving U.S. Navy Memorial 701 PA Ave., NW, #123 Washington, DC 20004 703-740-6238 phaley@navymemorial.org Barbara Haupt President MiniMatters Video + Marketing 1 Research Court, Ste. 450 Rockville, MD 20850 301-339-0339 barbara@minimatters.com Rosalyn Ham Gift Planning Officer American Red Cross 2020 East West Hwy Silver Spring, MD 20910 202-340-8315 Missy.Ham@redcross.org Robert Heffelfinger Development Coordinator Supreme Council, 33 (the "Masons") 1733 16th Street, NW Washington, DC 20009 202-777-3111 rheffelfinger@scottishrite.org Erica Hamann Gift Administration Officer World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4386 Erica.hamann@wwfus.org Alex Held Marketing & Communications Specialist Arlington Street People's Assistance Network 2708-B S. Nelson St. Arlington, VA 22206 703-820-4357 aheld@a-span.org Carrie Harrison Senior Development Asssociate American Institute for Cancer Research 1759 R Street NW Washington, DC 20009 202-328-7744 c.harrison@aicr.org Dan Hendry Dev Assoc & Telecommunication Manager American Institute for Cancer Research 1759 R Street NW Washington, DC 20009 202-328-7744 d.hendry@aicr.org Cheryl Harrison Director, Office of Gift Planning University of Maryland, Office of Gift Planning 4143 Samuel Riggs IV Alumni Center College Park, MD 20742 301.405.4630 ckharris@umd.edu Jennifer Henke Planned Giving Officer National Wildlife Federation 11100 Wildlife Center Drive Reston, VA 20190 703-438-6029 henkej@nwf.org 2014 PG Days Attendees May 30, 2014 Page 8 of 21 DeAndra Hicks Managing Director, Development Operations Ocean Conservancy 1300 19th St, NW, 8th Floor Washington, DC 20036 202.351.0484 dhicks@oceanconservancy.org David Hohler Investment Officer BNY Mellon 201 Washington Street Boston, MA 2108 617-722-3967 david.hohler@bnymellon.com Leslie Hill Foundation Director Ginger Cove 4000 River Crescent Drive Annapolis, MD 21401 410-224-8105 foundation@gingercove.com Marla Hurwitz Endowment Associate United Jewish Endowment Fund 6101 Montrose Road Rockville, MD 20852 301-348-7357 marla.hurwitz@shalomdc.org Kate Hillas Diretor, Planned Giving Programs Navy-Marine Corps Relief Society 875 N. Randolph St, #225 Arlington, VA 22203 703-696-7481 kate.hillas@nmcrs.org Michael Hutney Director of Product Strategy & Innovation The Stelter Company 10435 New York Ave Des Moines, IA 50322 800-331-6881 michaelh@stelter.com Kim Hirose Share Our Strength 1030 15th St. NW, 1100W Washington, DC 20005 301-461-7273 kimhirose@gmail.com Arthur Hyland Director of Development GW School of Medicine 2030 M Street, NW Suite 4054 Washington, DC 20036 202-994-7058 ahyland@email.gwu.edu Amanda Hoehn Sr. Project Associate PBS 2100 Crystal Drive Arlington, VA 22202 703-739-5114 ajhoehn@pbs.org 2014 PG Days Attendees Lynn Ierardi Director of Gift Planning The University of Pennsylvania 3535 Market St., Suite 500 Philadelphia, PA 19104 lierardi@upenn.edu May 30, 2014 Page 9 of 21 Vikki Ismael Senior Associate Director, Gift Planning Children's Hospital Foundation 801 Roeder Road, Suite 300 Silver Spring, MD 20910 301-565-8562 vismael@chldrensnational.org Melanie Jarratt Wolfe MJW Consulting 9819 Brightlea Dr. Vienna, VA 22181 571-217-5271 demjwolfe@aol.com John Jensen, CPF Senior Vice President The Sharpe Group 5509 N. 10th Street Arlington, VA 22205 703-534-4363 john.jensen@sharpenet.com Caroline Jones Doorways for Women and Families PO Box 100185 Arlington, VA 22210 703-504-9290 cjones@doorwaysva.org Paul Juergensen Senior Vice President Merrill Lynch 1152 15th Street NW, Suite 6000 Washington, DC 20005 202-434-4712 paul_juergensen@ml.com 2014 PG Days Attendees Patricia Kauffman Director of Bequests The Humane Society of the United States 2100 L ST NW Washington, DC 20878 pkauffman@humanesociety.org Dana Kaufman National Geographic 1145 17th Street, NW Washington, DC 20036 dkaufman@ngs.org John Kendrick George Washington University 2100 M Street NW Suite 310 Washington, DC 20052 202-994-6131 jbk01@gwu.edu Kelli Knox Deputy Director, Development CSPI 1220 L Street, NW, Suite 300 Washington, DC 20005 kknox@cspinet.org Jodi Kurtis AIPAC 251 H Street NW Washington, DC 20001 jkurtis@aipac.org Emily LaClair Associate Director of Planned Giving American University 4400 Massachusetts Avenue NW Washington, DC 0 202-885-5941 laclair@american.edu May 30, 2014 Page 10 of 21 Tamara Lane-Wilson Market Development Consultant Sharpe Group MD-DC-VA Area Office - 2303 Haddon Place Bowie, MD 20716 301-346-6264 tamara.lane@sharpenet.com Alyssa Lins Southeast Integrated Marketing Specialist Crescendo Interactive, Inc. 110 Camino Ruiz Camarillo, CA 93012 800-858-9154 Alyssa@cresmail.com Elissa Leif CEO MiniMatters Video + Marketing 1 Research Court, Ste. 450 Rockville, MD 0 301-339-0339 elissa@minimatters.com Elana Lippa Director of Gift Planning Charles E. Smith Life Communities 6121 Montrose Rd Rockville, MD 20852 301-770-8342 lippa@hebrew-home.org Arina Levchenko Marketing Director MarketSmart 9658 Baltimore Ave College Park, MD 20740 301-289-3670 alevchenko@imarketsmart.com Trudy Loo Senior Manager for Development United Board for Christian Higher Education in Asia 475 Riverside Drive New York, NY 10115 tloo@unitedboard.org Adam Lewis Associate Director of Planned Giving The George Washington University 2100 M Street, NW, Suite 310 Washington, DC 20052 aslewis@gwu.edu Jim Luerssen Associate Director, Gift Planning Defenders of Wildlife 1130 17th St., NW Washington, DC 20036 202-772-0260 jluerssen@defenders.org Jessica Lindenfelser Legacy Giving Associate African Wildlife Foundation 1400 Sixteenth St. NW Washington, DC 20036 202-939-3322 jlindenfelser@awf.org 2014 PG Days Attendees Bob Lyon Development Research Specialist World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-5453 Bob.Lyon@wwfus.org May 30, 2014 Page 11 of 21 Chase Magnuson George Washington University 2100 M Street NW Suite 310 Washington, DC 20052 202-994-9392 amcclish@gwu.edu Jean Marie Martin Director of Business Development Virtual Giving Inc./plannedgiving.com 1288 Valley Ford Road, Suite 82 Phoenixville, PA 19460 484-680-7802 jeanmarie@plannedgiving.com D. Kay Malone Senior Director, Gift Planning World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4109 kay.malone@wwfus.org Karl Mattison Executive Director Peer Network 1924 Grace Church Road Silver Spring, MD 20910 240-429-5789 kmattison@peernetwork.org Paula Manczuk Director of Development Navy Marine Coast Guard Residence Foundation 6251 Old Dominion Dr McLean, VA 22101 703-538-3068 paulam@vinsonhall.org Steve Maughan Senior Director of Planned Gifts and Estates The Humane Society of the United States 2100 L ST NW Washington, DC 20878 301-258-3004 smaughan@humanesociety.org Steven Marcus Director of Development CARE 1825 I Street NW #301 Washington, DC 20006 202-609-6349 smarcus@care.org Amanda McClish Executive Associate, Planned GIving The George Washington University 2100 M Street NW Suite 310 Washington, DC 20052 amcclish@gwu.edu Bruce W. Martin Director, Office of Gift Planning University of Maryland, Office of Gift Planning 4141 Samuel Riggs IV Alumni Center College Park, MD 20742 301.405.4963 bwmartin@umd.edu 2014 PG Days Attendees Debbie McCullough Director, Planned Giving National Wildlife Federation 11100 Wildlife Center Drive Reston, VA 20190 703-438-6037 mcculloughd@nwf.org May 30, 2014 Page 12 of 21 Chris McGurn SVP, Planned Giving Services PNC Bank N.A. One East Pratt Street, 5th Floor West Baltimore, MD 21202 410-237-5938 christopher.mcgurn@pnc.com Charlotte Meyer Director, Planned Giving Ocean Conservancy 5050 White Marsh Road Oxford, MD 21654 301-520-5439 cmeyer@oceanconservancy.org E. John McKee Executive Director University of Maryland, Office of Gift Planning 4145 Samuel Riggs IV Alumni Center College Park, MD 20742 301.405.0320 jmckee@umd.edu Laura Mikolajko Director, Development University of Maryland 1249 Architecture Building College Park, MD 20742 301.405.8628 lcoco@umd.edu Kathleen McLaughlin Associate Director of Development U.S. Committee for Refugees and Immigrants 2231 Crystal Drive, Suite 350 Arlington, VA 22202 703-310-1130 kmclaughlin@uscridc.org Dixie Miller Director Calvert Memorial Hospital Foundation, Inc. PO Box 2127 Prince Frederick, MD 20678 410.535.8178 dmiller@cmhlink.org Amanda Meister-Lugo Marketing Coordinator, Gift Planning World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4462 amanda.meister@wwfus.org Julie Miller Senior Vice President Development World Wildlife Fund 1250 24th ST NW Washington, DC 20037 (202) 495-4682 Julie.Miller@wwfus.org Philip Melberg Consultant 7121 Copperwood Court Rockville, MD 20855 301-526-9658 melbergpe@aol.com Wendy Minor Executive Assistant American Institute for Cancer Research 1759 R Street NW Washington, DC 20009 202-328-7744 w.minor@aicr.org 2014 PG Days Attendees May 30, 2014 Page 13 of 21 Stephen Mohyla Steve Mohyla Executive Retirement and Estate Planning 10560 Main St Ste PH-15 Fairfax, VA 22030 571-321-0150 steve@stevemohyla.com Heather Narvaez Gift Planning Officer AARP Foundation 601 E Street NW Washington, DC 20049 202-434-6120 hnarvaez@aarp.org Pamela Moodie Gift Planning Marketing Consultant Pentera, Inc 8650 Commerce Park Place, Suite G Indianapolis, IN 46268 317-875-0910 info@pentera.com Nancy Nye Director of Donor Stewardship ANERA 1111 14th Street NW, #400 Washington, DC 20005 202-266-9720 nnye@anera.org Evelyn Morgner Manager, Planned Giving Services United Way Worldwide 701 N Fairfax Street Alexandria, VA 22314 703-836-7100 evelyn.morgner@uww.unitedway.org W. Dudley Oakes Director of Philanthropic Engagement National Lutheran Communities & Services 320 Westside Station Dr. Winchester, VA 22601 woakes@thevillageatorchardridge.org Claudia Morris Individual Giving/Planned Gifts Capital Area Food Bank 4900 Puerto Rico NE Washington, DC 20017 202-644-9859 cmorris@capitalareafoodbank.org Beth Murdock Associate Development Officer - Eastern Region World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4758 Beth.murdock@wwfus.org 2014 PG Days Attendees Shira Oler Director of Major Gifts and Gift Planning Jewish Social Service Agency 200 Wood Hill Road Rockville, MD 20850 301-610-8344 soler@jssa.org Tim Oliver Executive Director Naval Submarine League 5025D Backlick Road Annandale, VA 22003 703-256-0891 timoliver@navalsubleague.com May 30, 2014 Page 14 of 21 Heather O'Malley Development Director Doorways for Women and Families PO Box 100185 Arlington, VA 22210 703-504-9290 homalley@doorwaysva.org Elizabeth Pitts Trust Officer PNC One East Pratt St - 5th fl W Baltimore, MD 21202 410-237-5654 elizabeth.pitts@pnc.com Karen Osborne Founder The Osborne Group, Inc. 100 South Bedford Road Suite 340 Mount Kisco, NY 10549 914-645-2185 karen@theosbornegroup.com Linda Platt Director, Development & Alumni Relations University of Maryland 2110E Marie Mount Hall College Park, MD 20742 301.405.6851 lplatt@umd.edu Melinda Patrician Director AGC Education and Research Foundation 2300 Wilson Blvd. Suite 300 Arlington, VA 22201 703-837-5342 patricianm@agc.org Stacy Raine Gift Strategy and Stewardship Manager The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 sraine@tnc.org Thomas Perkins Planned Giving Officer Ocean Conservancy 1300 19th Street, NW, 8th Floor Washington, DC 20036 202-351-0471 tperkins@oceanconservancy.org Nikki Peters Gift Planning Officer The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 npeters@tnc.org 2014 PG Days Attendees David Reekers Major Gifts Officer Gallaudet University 800 Florida Ave, NE Washington, DC 20002 202-651-5006 felicia.davis@gallaudet.edu Nancy Rehman Vice President, Gift and Estate Planning National Geographic Society 1145 17th Street NW Washington, DC 20036 202-828-6670 nrehman@ngs.org May 30, 2014 Page 15 of 21 Richard Reider Program Manager American Red Cross 431 18th Street, NW Washington, DC 20006 richard.reider@redcross.org Victoria Renard Director of Special Programs US English Foundation 2000 L Street, NW, #702 Washington, DC 20006 202-833-0103 vrenard@usenglish.org Rachael Ripps Donor Relations Manager AIPAC 251 H Street NW Washington, DC 20001 rbinning@aipac.org Meg Roberts Director, Planned Giving The George Washington University 2100 M Street, NW Suite 310 Washington, DC 20052 202-994-3818 mroberts@gwu.edu Winnie Robinson Folger Shakespeare Library 201 East Capitol Street, SE Washington, DC 20003 wrobinson@folger.edu 2014 PG Days Attendees David Robinson-Slemp Associate Director University of Maryland 3800 Clarice Smith Performing Arts Center College Park, MD 20742 301.405.3378 drslemp1@umd.edu Carla Rosati Executive Director SEC Historical Society 1101 Pennsylvania Avenue NW, Suite 600 Washington, DC 20004 202-756-5015 c.rosati@sechistorical.org Madeline Ruffin-Thomas Sr. Account Executive BKV 3390 Peachtree Rd Atlanta, GA 30326 404-233-0332 madeline.ruffin@bkv.com Mary Rustic Assoc Regional Director National Jewish Health 901 North Washington Street Alexandria, VA 22314 703-519-5760 rusticm@njhealth.org Reed Sandridge Director, Regional Philanthropy World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4776 reed.sandridge@wwfus.org May 30, 2014 Page 16 of 21 Eliza Saunders 1205 North Pitt Street, #3B Alexandria, VA 22314 703-549-3584 elizasaunders@comcast.net Jennifer Scher Senior Philanthropic Officer/ Create A Jewish Lega The Jewish Federation of Greater Washington 3950 Bradwater Street Fairfax, VA 22031 703-286-1039 jennifer.scher@shalomdc.org Emily Schneider Major Gifts Officer Bread for the City 1525 7th Street NW Washington, DC 20001 202-480-8908 eschneider@breadforthecity.org Marna Schoen B'nai B'rith International 2020 K Street, NW 7th Fl Washington, DC 20006 mschoen@bnaibrith.org Catherine Schultheis Director, Planned Giving and Special Gifts The New York Avenue Presbyterian Church 1313 New York Avenue, NW Washington, DC 20005 ceks12601@yahoo.com 2014 PG Days Attendees Charlie Sheerin Strategic Philanthropy World Wildlife Fund 1250 24th ST NW Washington, DC 20037 (202) 495-4639 Charlie.Sheerin@wwfus.org Susan Shillinglaw National Geographic 1145 17th Street, NW Washington, DC 0 sshillin@ngs.org Anna Simmonds Director, Bequests & Annuities The Nature Conservancy 4245 N. Fairfax Drive Arlington, VA 22203 a_simmonds@tnc.org Christine Singer Vice President Individual Giving World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4547 Christine.singer@wwfus.org Terry Sites President EDS 921 E. 86th Street, Suite 100 Indianapolis, IN 46240 317.542.9829 tsites@endowdevelop.com May 30, 2014 Page 17 of 21 Heather Slack-Ratiu 1731 King Street Alexandria, VA 22314 hslackratiu@nationalhospicefoundation.org Angela Smith Gift Planning Associate Defenders of Wildlife 1130 17th St., NW Washington, DC 20036 202-772-0278 asmith@defenders.org Cindy Smith Team Coordinator, Gift Planning World Wildlife Fund 1250 24th ST NW Washington, DC 20037 (202)495-4557 Cindy.Smith@wwfus.org Bradley Snowden Senior Director of Advancement Shenandoah University 6148 Winchester Pike Inwood, WV 25428 540-665-5455 bsnowden@su.edu Jake Sokol Development Officer - Eastern Region World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4787 Jake.sokol@wwfus.org 2014 PG Days Attendees Pamela Spears Sr. Dir. Resource Development & Marketing Aplastic Anemia & MDS International Foundation 100 Park Ave. Suite 108 Rockville, MD 20850 301-279-7202 spears@aamds.org Laura Spellings Gift Planning Officer World Wildlife Fund 1250 24th ST NW Washington, DC 20037 202-495-4542 laura.spellings@wwfus.org Seth Speyer Assistant Vice President of Development American University 4400 Massachussetts Avenue, NW Washington, DC 0 202-885-3411 speyer@american.edu Barbara Spitzer Senior Gift Planning Officer BrightFocus Foundation 7709 Fawn Court Rockville, MD 20855 240-506-1197 bspitzer@brightfocus.org Byron Steenhuysen Principal Steenhuysen Associates 1539 Fall River Ave. Seekonk, MA 2771 508-336-4544 jay@steenhuysen.com May 30, 2014 Page 18 of 21 Craig Stevens Partner Aronson LLC 805 King Farm Blvd Rockville, MD 20850 301-231-6200 cstevens@aronsonllc.com Richelle Tucker Associate Director of Philanthropic Planning National Trust for Historic Preservation 2600 Virginia Avenue, Suite 1000 Washington, DC 20037 202-588-6040 rtucker@savingplaces.org Rachael Strang Account Executive BKV 3390 Peachtree Rd Atlanta, GA 30326 rachael.strang@bkv.com Joseph Tumolo Principal Gift Planning Development, LLC 1104 Harrogate Way, Suite 550 Ambler, PA 19002 610-653-7906 joe@giftplanningdevelopment.com Avery Sudow Endowment Marketing Manager AIPAC 251 H Street NW Washington, DC 20001 abudman@aipac.org Kathy Swayze President and Creative Director Impact Communications 906 Pennsylvania Ave SE washington, DC 20003 202-543-7671 kswayze@impactdc.com Crystal Thompkins BNY Mellon 301 N Elm Street Greensboro, NC 27401 336-478-3430 crystal.thompkins@bnymellon.com 2014 PG Days Attendees Matt Tumolo Virtual Giving Inc./plannedgiving.com 1288 Valley Ford Road, Suite 82 Phoenixville, PA 19460 matt@plannedgiving.com Marilyn Turner Food and Friends 1420 N St NW, Apt 707 Washington, DC 20005 202-494-9427 mturner@foodandfriends.org Sean Twomey Planned Giving Associate The Wilderness Society 1615 M Street NW Washington, DC 20036 202-429-2614 sean_twomey@tws.org May 30, 2014 Page 19 of 21 Elizabeth Ulmer Planned Giving Advisor 3526 Ordway Street NW Washington, DC 20016 202-276-4830 ebuDC@aol.com Patricia Wang Director, Gift Planning & Estate Administration University of Maryland, Office of Gift Planning 4146 Samuel Riggs IV Alumni Center College Park, MD 20742 301-405-7764 pwang1@umd.edu Gayle Union Manager, Planned Giving Marine Corps Heritage Foundation 3900 Yuma Street, NW Washington, DC 20016 703-586-7463 union@marineheritage.org Gregory Warner President, CEO MarketSmart 9658 Baltimore Ave College Park, MD 20740 301-289-3670 gwarner@imarketsmart.com Justine Van Wie Senior Associate Director of Planned Giving George Washington University 2100 M Street, NW, Suite 310 Washington, DC 20052 (202) 994-9525 justinev@gwu.edu Barbara Washington Vice President U.S. Trust 1300 Merrill Lynch Drive Pennington, NJ 8534 609-274-2604 barbara.washington@ustrust.com Emily VanderWoude Director of Individual Giving National Building Museum 401 F Street NW Washington, DC 20001 202.272.2448 evanderwoude@nbm.org Keisha Watkins Planned Giving Coordinator U.S. Naval Academy Foundation 291 Wood Road, Beach Hall Annapolis, MD 21402 410-295-4186 keisha.watkins@usna.com Christopher Walter Asst. Director of Gift Planning University of Maryland, Office of Gift Planning 4139 Samuel Riggs IV Alumni Center College Park, MD 20742 301.405.5356 cwal@umd.edu 2014 PG Days Attendees Maya Weil Senior Associate The John F. Kennedy Center for the Performing Arts 2700 F St. NW Washington, DC 20566 202-416-8070 mweil@kennedy-center.org May 30, 2014 Page 20 of 21 Elizabeth Weiland Solutionist MarketSmart 9658 Baltimore Ave College Park, MD 20740 301-289-3670 lweiland@imarketsmart.com Mohammad Zaidi Director of Gift Planning American Civil Liberties Union 125 Broad St., 18th Fl. New York, NY 10004 212-549-2511 mzaidi@aclu.org Jeffrey Wilklow Vice President Campbell & Company 1776 I Street NW, Suite 900 Washington, DC 20006 202-374-7388 jeff.wilklow@campbellcompany.com Lisa Zuba Director, Leadership Giving Center for Public Integrity 910 17th St., NW Washington, DC 20006 202-481-1223 lzuba@publicintegrity.org Dave Wolfe Director of Sales PG Calc 129 Mount Auburn St. Cambridge, MA 2138 888-497-4970 dwolfe@pgcalc.com 2014 PG Days Attendees May 30, 2014 Page 21 of 21