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Leadership
2009 Board
of Directors
2010 Board of Directors-elect
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Robert F. (Rob) Buchheit is assistant vice president for gift planning at
the University of North Texas in Denton, Texas. Previously, he was
the senior divisional planned giving director at The Salvation Army,
Texas Division. He has a BBA in marketing from the University of
Texas at Arlington. Mr. Buchheit has spent 27 years in gift
planning, eight of those at The Salvation Army. His prior employment
includes work at the Florida Hospital Foundation and the Christian
Broadcasting Network. Mr. Buchheit has served as a board member of
the North Texas Chapter of the Partnership for Philanthropic
Planning for nine years, including a term as chapter president. He
is the former LEAVE A LEGACY Program Chair for his council. Mr.
Buchheit is also a member of the Association of Fundraising
Professionals (AFP) and the National Association of Estate Planners
and Councils (NAEPC).
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Bryan K. Clontz is president of Charitable Solutions, LLC.
He holds a BS in Business Administration from the College of
Charleston, a Masters of Science in Risk Management and Insurance
from Georgia State University, a Masters of Science in Financial
Services from American College, and he has completed Ph.D.
coursework in Consumer Economics at the University of Georgia. Mr. Clontz has spent 13 years in gift planning, three at his current
position. He has served as vice president of advancement at The
Community Foundation for Greater Atlanta, as director of planned
giving at the National Office of the Boys & Girls Clubs of America,
as director of planned giving at the United Way of Metropolitan
Atlanta, and as a planned giving consulting and charitable planning
specialist at RE Baxter & Associates. He has served as secretary,
membership chair, and LEAVE A LEGACY chair of the
Georgia Planned Giving Council. His other board positions have
included: the Advancement Network Steering Committee, Community
Foundations; National Southeastern Council on Foundations Increasing
Philanthropy Committee; Regional Planned Giving Design Center
Editorial Board; American Colleges Chartered Advisor in
Philanthropy Advisory Board; Merrill Lynch Community Charitable Fund
National Marketing Committee Chair; and the American Funds/Community
Foundation Alliance National Steering Committee.
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Karen R. Cooper
(treasurer) is the regional representative, planned and major gifts
(New England and New Jersey), for the Christian Childrens Fund.
Prior to working for CCF, she directed major and planned gifts for
the Roman Catholic Diocese of Providence. Cooper began her career in
development as the director of alumni and parent affairs at her alma
mater, Salve Regina University in Newport, Rhode Island, and as the
director of annual giving at Bridgewater State College in
Bridgewater, Massachusetts. Cooper served on the board of the
Planned Giving Council of Rhode Island for five years, including
service as president. She has served as a mentor for Women in
Development of Greater Boston and is a member of the Planned Giving
Group of New England.
Cooper has presented on a variety of planned giving topics
regionally and nationally. Her speaking engagements include the
International Catholic Stewardship Council (ICSC) and the National
Conference on Planned Giving. Ms. Cooper is a member of the St.
Theresa Parish Finance Council, the St. Philomena School Parents
Association, the CASE Conference Committee in Boston, the
International Catholic Stewardship Council Advisory Team for Gift
Planning, and the International Catholic Stewardship Council
Foundations Conference Planning Committee.
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Margaret May
Damen is president and founder of the Institute for Women and
Wealth, Lake Worth, Florida. Her thirty-year career in finance,
fundraising and public relations began as a vice-president for
development and fundraising for the Boston University School of Fine
and Applied Arts. She also served as public relations director for
the New England Conservatory of Music, executive director of
Arts/Boston, and manager of the Handel and Haydn Society. She had a
successful 18-year career as a senior financial advisor specializing
in estate and philanthropic planning with American Express Financial
Advisors. She received her Bachelor and Masters degrees from Boston
University. Damen is a member of the treasure Coast Planned Giving Council where
she is past president. She has presented at several NCPG Conferences
on Planned Giving.
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Erik D. Dryburgh
is a principal partner at Adler & Colvin. He had previously worked at
Moerschbaecher & Dryburgh, trucker, Moerschbaecher, Huss & Klamm,
McCutchen, Doyle, Brown & Enersen, and Arthur Andersen. Mr. Dryburgh
graduated from the Boalt Hall School of Law at the University of
California, Berkeley. He also holds a degree in finance from the
University of Wisconsin. He has spent 20 years in gift planning,
including 14 at his current position. He holds memberships in the
American and California Bar Associations. He is a past member of the
board of directors of the San Francisco Estate Planning Council, and
is a Planned Giving Committee member for KQED-TV. Mr. Dryburgh is a
past member of the board of the Northern California Planned Giving
Council, which awarded him the Phil Hoffmire Service Award. He is a
Fellow of The American College of trusts and Estates. He has
authored numerous articles on planned giving for publications
including The Journal of Gift Planning, the Journal of
Taxation of Exempt Organizations, and is co-editor of The
Charitable Gift Planning News.
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Shari M. Fox
is assistant vice president for development at the
University of Michigan, in Ann Arbor, Michigan. Previously, she was
director of gift planning for the University of Cincinnati
Foundation in Cincinnati, OH. Prior to joining UC, she was president
of Beech Acres Foundation and also served as endowment specialist
with the Jewish Federation of Cincinnati. Fox is a former chair of
the board of directors of the National Committee on Planned Giving
(predecessor to the Partnership) and is a member of the Washtenaw
Estate Planning Council. She has served on the boards of directors
of Cincinnati Therapeutic Riding and Horsemanship and the Community
Resource Center in Cincinnati, and she is a past member of the
editorial advisory board for the monthly newsletter Planned
Giving Today.
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Jackie W.
Franey is director, gift planning and donor relations for the
Communities Foundation of Texas, in Dallas. Over the past seventeen
years she has also held gift planning positions with Childrens
Medical Center Dallas, the national office of the American Heart
Association and St. Jude Childrens Research Hospital. Franey
received her BA in Education from LeTourneau University and holds
the Certified Specialist in Planned Giving designation from the
American Institute for Philanthropic Studies. She is a current
member of the Planned Giving Today Editorial Advisory Board.
Franey is a member of the North Texas Chapter of NCPG where she has
served as president of the Board of Directors, as program chair, and
as a delegate to the NCPG Assembly. She is a past member of the Lone
Star Chapter of NCPG.
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Suzanne Iler is vice president of planned giving for the YMCA of
Middle Tennessee, in Nashville. Prior to her current position, she
was vice president for major gifts and planned giving at Centerstone,
the largest behavioral healthcare provider in Tennessee and the
ninth largest in the nation. She previously worked in development at
Belle Meade Plantation, also in Nashville. Suzanne holds a BA in
Business Administration from Belmont University.
Iler is a member of the Planned Giving Council of Middle Tennessee,
where she has served as president, program chair, and delegate to
the NCPG Assembly. She has also served on the NCPG Conference
Program Committee.
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Heidi B. Jark (chair-elect)
is vice president
and manager of The Foundation Office at Fifth Third Bank in
Cincinnati, Ohio, where she is responsible for overseeing the
administration and investment management of corporate and family
foundations. For the past five years, she was Fifth Thirds planned
giving manager, overseeing the day-to-day administration and
investment of planned gifts. Jark is a graduate of Valparaiso
University and its School of Law and served as its planned giving
manager after retiring from the practice of law. Jark is a member
and past president of the Greater Cincinnati Planned Giving Council.
Jark's community involvement includes board service to her local
American Cancer Society chapter, the Ohio Grantmakers Forum, the
Greater Cincinnati YWCA, and the WAVE Foundation. She is currently
the President of the Valparaiso University Alumni Association and
serves on the Universitys Board of Directors. She has served in
various leadership capacities at Ascension Lutheran Church and the
Fine Arts Fund of Cincinnati.
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John W. Jensen is senior vice president for The Sharpe Group,
based in the Washington, D.C. area. He was formerly the development
vice president at The Nature Conservancy and at the National
Wildlife Federation. John served four years in the Maine House of
Representatives. Jensen has a BA in Political Science from the
University of Southern Maine and is a Certified Financial Planner.
He is a current member of the Editorial Advisory Board of Planned
Giving Mentor and a former planned giving columnist for the NonProfit Times.
Jensen is a member of the National Capital Gift Planning Council,
where he has served on the Board of Directors, as vice president for
programming, and as a delegate to the NCPG Leadership Assembly.
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Tanya Howe Johnson is president and CEO of the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving). During her 17 year tenure the Partnership for Philanthropic Planning has developed the award-winning publication, The Journal of Gift Planning; launched LEAVE A LEGACY®, a national award-winning donor education campaign; and created numerous industry standards and best practice models for charitable gift planning. In addition to other honors, The NonProfit Times named Johnson to both its 2007 and 2008 national "Nonprofit Power and Influence Top 50". She has received the Distinguished Alumni Award from her alma mater, Columbia College (Missouri), and was selected as the 2004 national honor initiate for Sigma Kappa Sorority. As a charitable giving advocate, she has met with President George W. Bush and numerous members of Congress, and has been quoted in publications such as The Wall Street Journal and the Washington Post.
As a management consultant, Tanya has worked with more than 100 nonprofit organizations. She holds the Certified Association Executive designation, a certification held by less than five percent of association management professionals. She currently sits on the American Society of Association Executives' Key Philanthropic Organizations Committee.
Johnson actively supports philanthropy in her local community, serving on the board of directors of the Indianapolis Affiliate of Komen for the Cure and as the chair of the Noblesville First United Methodist Church Foundation.
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Michael Kateman is executive director of development, alumni and public relations at Columbia College in Columbia, Missouri, and manages all aspects of fundraising, including planned giving, the annual fund, donor relations and campaigns. His works also includes overseeing alumni relations and public relations. Previously, he spent 19 years at the University of Missouri-Columbia working in all areas of institutional advancement. His diverse marketing, public relations and fundraising background includes healthcare, the arts, human services and higher education. Kateman is a nationally recognized speaker on marketing and advertising planned giving techniques. He served as NCPG Education Chair for two years, and is a member of the Mid-America Planned Giving Council. Kateman is a graduate of the University of Missouri-Columbia, with an MA from the School of Journalism and a BS in Business Administration―Marketing. He attended the Universidad Iberoamericana in Mexico City.
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Thomas P. Lockerby
is Vice President for Development at
Boston
College, where he also
serves as Campaign Director. In these roles, he directs a comprehensive campaign which was
launched in October, 2008, with a goal of 1.5 billion. In addition, Thom oversees BC's Capital Giving, School
Development, and Organizational Giving areas.
Thom has spent his entire career working in or consulting
with charities, primarily focusing on major and planned gift fund
raising. His expertise
is advising donors and families about strategies to effectively
maximize their philanthropy in concert with overall financial,
estate planning, and wealth transfer goals.
Prior to joining BC,
Thom served as Director
of Gift Planning at Dartmouth College. Previously, he
was Relationship Manager
at Kaspick & Company, an
investment firm
specializing in
charitable trusts and
endowments; Vice
President at PG Calc
Incorporated, a
development software
company; and Director of
Development Relations at
Harvard Business School. Thom has made
presentations to
regional and national
conference audiences and
his articles have
appeared in
Planned Giving Today
and the
Journal of Gift Planning.
He serves on the
board of the Partnership
for Philanthropic
Planning (formerly
NCPG), is a past
President of the Planned
Giving Group of New
England, and is a
graduate of Harvard College.
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Bruce B.
Makous, is principal with Bruce Makous & Associates,
Consultants in Philanthropy in Philadelphia, PA. Recently he was vice
president for development at Multiple Sclerosis Association of
America, and has been a professional fundraiser for over twenty-six
years. Previously, he served as major gifts
and planned giving officer for the
American Association for Cancer Research,
Philadelphia; assistant vice president for major and
planned gifts with Drexel
University; and director of planned
giving with The American College in
Bryn Mawr, Pennsylvania.
Makous has served on the faculty of the Chartered Advisor in
Philanthropy (CAP) program at The American College.
He has been
granted the Certified Fundraising Executive (CFRE) status by the
International CFRE Board and the Chartered Advisor in Philanthropy
by The American College. He has an MA in Nonprofit Cultural
Administration from New York University,
and a BA in English from
Oberlin
College.
Makous is
immediate past president of the Planned Giving Council of Greater
Philadelphia, has chaired the council's LEAVE A LEGACY campaign, and
served as a member of NCPG's national Gift Planner Profile 5 Task
Force. He is a former member and officer of the national Board of
Directors of the Association of Fundraising Professionals.
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Gary
Pforzheimer (chair) is the founder of PG Calc, which he
formed in 1985. He has been involved in planned giving for more than
20 years, first with Harvard University's planned giving office. In
May of 1995, Mr. Pforzheimer became the seventh recipient of the
David M. Donaldson Distinguished Service Award, an award given by
the Planned Giving Group of New England (PGGNE) to individuals for
outstanding contributions and distinguished service to the planned
giving community. He has served as vice president for programming,
treasurer and director of communications for PGGNE.
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Timothy J. Prosser is vice president, institutional trust
consulting, for TIAA-CREF Trust Company, St Louis, Missouri, where he
directs the delivery of planned giving technical consulting services
to the companys institutional clients. Prior to joining TIAA-CREF,
he practiced law, assisting high net worth clients in estate
planning, charitable giving and business succession planning,
advised fiduciaries in administration of estates and trusts and
represented parties in complex litigation. Prosser received his JD
degree and MA degree in Public Administration from St. Louis
University and his BA in Russian Area Studies from Loyola
University.
Prosser is past president of the St Louis Planned Giving Council,
and currently serves on the board as vice president of education. He has also served the council as program chair, past chair of LEAVE A
LEGACY St. Louis, and delegate to the NCPG Leadership Assembly.
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Brian M. Sagrestano
is the President and founder of Gift Planning Development,
LLC, a full-service gift planning consulting firm providing gift
planning assessments, strategic planning, marketing, training
seminars and executive search. Sagrestano is also co-creator of the
Legacy Giving Building Blocks program, which helps small and
mid-sized charities embark on new gift planning programs. Prior to
starting GPD, he worked as a charitable gift planner, directing the
gift planning efforts for the University of Pennsylvania, Middlebury
College and Meridian Health Affiliated Foundations. He has also
worked in gift planning at Hamilton College and Clarkson University.
Sagrestano is a nationally known speaker on gift planning topics,
having presented over 150 educational and training sessions in his
gift planning career. He serves on the editorial boards of Planned
Giving Mentor and the Journal of Gift Planning and has been
published and cited in several national publications. He is a former
board member of the Gift Planning Council of New Jersey and the
Planned Giving Council of Greater Philadelphia. His service to the
Partnership has included attendance at the Leadership Assembly since
2006, and participation on the 2009 Conference Planning Task Force,
2007 Gift Planner Profile Task Force and the 2006 Conference
Committee. An honors graduate of Cornell University and Notre Dame
Law School, Brian lives with his wife and three daughters in the
foothills of the Adirondacks in New Hartford, New York.
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William D. Samers
(secretary) is vice president of planned
giving and endowments for UJA-Federation of New York, the largest
local not-for-profit in the country, where he leads a 20 person gift
planning department. For the past nine years he worked for the
American Committee for the Weizmann Institute of Science (ACWIS)
most recently as the vice president of gift development and
compliance. He recently completed his two year term as president of
the Planned Giving Group of Greater New York (PGGGNY) and currently
sits as one of sixteen members of the board of directors of National
Committee on Planned Giving. He is a former member of the faculty of
the New York University Center for Philanthropy and Fundraising.
Samers has published in the The Journal of Gift Planning and
has presented to the National Conference on Planned Giving, and the
Planned Giving Councils of New York, San Francisco, Houston, New
England and Connecticut, as well as to the Association of Fund
Raising Professionals (AFP). Samers is also a co-developer of tools
for measuring fundraising effectiveness and managing campaigns.
Before joining ACWIS, Samers was affiliated with the American
Society for the Technion. Previously he was an associate at Heidell,
Pittoni, Murphy & Bach, P.C. He is a graduate of the University of
Pennsylvania and received his J.D. degree from Boston University Law
School.
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Patricia M. Shanahan
is the director of gift planning at the Chicago Botanic Garden. She
holds a BA in Economics from Carleton College. She has worked in
charitable gift planning for almost 10 years, including five in
her current position. Ms. Shanahan has also served as director of
planned giving for Lake Forest College, in Lake Forest, Illinois.
She has been a member of the Greater North Shore Estate and
Financial Planning Council since 2003. She is a member of the
Chicago Council on Planned Giving, where she has served on the board
of directors, as president, and as chair of the Nominating and
Membership Committees. Ms. Shanahan is currently serving on the NCPG
Conference Program Committee. She is a member of the Friends of Jens
Jensen Park Steering Committee, and served on the Northfield,
Minnesota Area United Way Board of Directors.
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Craig C. Wruck is vice president, University Advancement at St. Cloud State University in St. Cloud, MN. Previously, he was senior vice president of development and alumni relations for Hazelden in Minneapolis, Minnesota, and was associate vice president of development & director of gift planning at University of Minnesota Medical Foundation. Wruck is a
former director of client
development for Kaspick & Company, has served as director of gft
planning for the University of Minnesota and vice president of
development for The Saint Paul Community Foundation, as well as vice
president for U. S. trust Company and national manager of Charitable
and Nonprofit Services for U.S. Bank, where his work focused on the
needs of individual donors and charitable organizations. His career
in development also includes experience at William Mitchell College
of Law in Minnesota, and Claremont University Center in California.
Wruck is past chair of the National Committee on Planned Giving (NCPG)
and currently chairs its Government Relations Committee. In 1993 he
was chair of the Sixth National Conference on Planned Giving and is
a frequent speaker and writer on planned giving topics.
In the fall of 2002 he was presented with a Distinguished Service
Award from the National Committee on Planned Giving in recognition
of his work in the field. In 1999 he was recognized with a David M.
Donaldson Distinguished Service Award presented by the Planned
Giving Group of New England.
He is past president of the Minnesota Planned Giving Council and was
a founding member of the Editorial Advisory Board of the newsletter
Planned Giving Today. Beyond his professional involvement,
Wruck
serves as a member of the Board of Education for South Washington
County Schools in Minnesota.
Wruck holds an MBA from the University of St. Thomas and a
bachelor's degree in journalism from the University of Utah.
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Chris Yates is director of
Stanford University's Office of Planned Giving. He earned his J.D.
from the University of Chicago, and then joined the law firm of
Morrison and Foerster, where he practiced for three years. Yates
joined Stanford in 1989 as associate director of undergraduate
admission. Prior to leading the Planned Giving team, he served as
associate director of Planned Giving at Stanford and as director of
gift and estate planning for the California Institute of Technology.
Yates is a past chair of NCPG.
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