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Leadership

2014 Board of Directors

Board Officers

Name

Position

E-mail Address

Jay Steenhuysen Chair jay@steenhuysen.com
Greg Sharkey Chair Elect gsharkey@tnc.org
Melanie J. Norton Treasurer melanienorton@depauw.edu
Laura Hansen Dean, JD Secretary lhdean@austin.utexas.edu
Joseph E. Hancock Conference Chair Joe.Hancock@bftx.org
Michael Kenyon President and CEO mkenyon@pppnet.org

At-Large Board Members

Name

Position

E-mail Address

Thomas D. Armstrong Board Member tom_armstrong@ml.com
Alexandra Pia Brovey Board Member abrovey@nshs.edu
Joe Chickey Board Member joseph.chickey@sharpenet.com
Wendy Chou Board Member wwchou@siliconvalleycf.org
Steven T. Clark Board Member stclark@ncsu.edu.
Kirby Hughes Gould Board Member kgould@ccf.disciples.org
Johni Hays Board Member johni@ceplan.com
Christopher L. Kelly Board Member clkelly@comerica.com
Todd Mekelburg Board Member tmekelburg@llu.edu
Michael P. Romero Board Member mromero@bfok.org
Cathy Sheffield Board Member cathy.sheffield@baylorhealth.edu

chou  Thomas D. Armstrong, a native of Birmingham, holds a Bachelor of Arts degree from Samford University and a Masters degree in Education from the University of Virginia. Following 15 years of experience in counseling and healthcare administration, Mr. Armstrong received a Masters degree in Business Administration from the University Of Alabama. He joined Merrill Lynch in March, 1989 as a Financial Advisor and is currently Assistant Vice President, Investment Associate. Mr. Armstrong is active in the Birmingham community in a number of areas. He currently serves as a member of the board of the Alabama Planned Giving Council and has previously served as Council President, Program Chair, Membership Chair, and Leave a Legacy Committee Member. Mr. Armstrong has served as President of the National Alumni Association of Samford University, and Board President, Vice-President, Treasurer and Secretary of the Alabama Head Injury Foundation. At the 2009 National Philanthropy Day, Mr. Armstrong was named The Community Foundation of Greater Birmingham Outstanding Professional Advisor.



chou  Alexandra P. Broveyis the Senior Director of Gift Planning at the North Shore-LIJ Health System Foundation in Great Neck, New York. Alex has worked in fundraising for 14 years, holding progressively senior positions at three institutions (The Pennsylvania State University, Pace University and Stony Brook University) with campaigns ranging from $100 million to $1.3 billion, before joining North Shore-LIJ in 2008.

She is currently President of the Philanthropic Planning Group of Greater New York, in New York City. Alex is a member of the (Long Island, NY) Charitable Estate Planning Council and the Estate Planning Council of Nassau County (NY). She was formerly a member of the Pittsburgh (PA) Planned Giving Council, and a founding member and Vice President of the Central Pennsylvania Planned Giving Council.

Alex earned a B.A. from The Pennsylvania State University, a J.D. from Georgetown University Law Center, and an LL.M. in Estate Planning from the University of Miami School of Law. She is a member of the Delaware, Pennsylvania and New York bars.



chou  Joe Chickey is a Managing Consultant with The Sharpe Group. He has worked as a gift planner with the University of Illinois Foundation, St. Jude’s Research Hospital and Rush University Medical Center. Prior to joining Sharpe, he worked in the Endowments & Foundations Division of Regions Trust Group advising non-profits and individuals on charitable planning. Joe has a BA from Rhodes College and an MBA from the University of Illinois. Joe is a former Board member of the Chicago Planned Giving Council and a current Board member of the Nashville Planned Giving Council, serving as President in 2005-2006. He has been a frequent speaker to boards, associations and fundraisers.



chou  Wendy Chou joined Silicon Valley Community Foundation in 2011 as the director of planned giving and advisor relations. Her primary responsibilities are to establish mutually beneficial working relationships with professional advisors and to generate interest and provide education about creative ways to fulfill donors’ philanthropic objectives, especially in the area of planned gifts. Prior to arriving at the community foundation, Wendy worked as a relationship manager for Kaspick & Company. Before joining Kaspick, she worked at Boston College as the director of gift planning, and Santa Clara University, where she got her start in the planned giving field. Wendy has a BA from Tufts University and a JD from Santa Clara University.

In 2010, Wendy completed a four-year term as a member of the Board of Directors for the Planned Giving Group of New England. She is currently a member of the Northern California Planned Giving Council.



clark  Steven T. Clarkis the Assistant Vice Chancellor for University Development at North Carolina State University, a position he has held since October 2013. He previously served over 19 years in the gift planning program at Virginia Tech, serving most recently as its Assistant Vice President for Gift Planning. Prior to his career in philanthropic planning, he practiced law with firms in Richmond, VA and Abingdon, VA. He holds both a BA in government and economics and a JD from the University of Virginia. Steve is a former member of the Partnership for Philanthropic Planning of the Blue Ridge, where he served as Vice President for Programs and President, and the Virginia Gift Planning Council. He is a current member of the North Carolina Planned Giving Council.


dean  Laura Hansen Dean is executive director of gift planning at the University of Texas at Austin in Austin, Texas. For over 20 years she has assisted individuals and families in estate planning, incorporating charitable giving in financial and estate planning, the creation of charitable organizations and the selection of recipients of charitable grants. She is a frequent speaker to estate planning councils, professional advisor associations and national conferences on resource development. She served on the board of directors of the National Committee on Planed Giving from 1991 through 1993, authored the 1992 Gift Planner Profile, the 1995 Gift Planner Profile and was the 1993 Chair of the Education Committee. She served as the 1995-97 President of The Planned Giving Group of Indiana.

She serves on the editorial review committee for the Journal of Gift Planning and is a member of the board of directors of the Ball State University Foundation. She has served as associate director and legal counsel for the Ball State University Foundation, Senior Legal Counsel and Director of Gift Planning for the Central Indiana Community Foundation, Inc. and its affiliated foundations, and as President and CEO of the Community Foundation of Southern Indiana. She is a magna cum laude graduate of Indiana University School of Law at Indianapolis. She is a member of the Planned Giving Council of Central Texas.



Gould  Kirby Hughes Gould has been vice president of the North Central Zone of the Christian Church Foundation in Kansas City since 1997. She helps Christian Church (Disciples of Christ) congregations and individuals seek to be good stewards of their accumulated resources in a seven-state area, focusing on developing policies, choosing prudent investments, marketing endowments, and creating charitable estate plans. From 1984-1997 she was director of development for the Oklahoma Christian Home in Edmond, OK. She holds the designations of CFRE, CAP, ChFC, and CASL.

Kirby is on the board of the Mid-America Planned Giving Council and served as president in 2011 and vice-president for programs in 2010.



  Joe Hancock currently serves as trust counsel for Baptist Foundation of Texas and its subsidiary, Concord Trust Company, located in Dallas, Texas, having rejoined the Foundation staff in 2002 after three years as Trust Counsel at Children’s Medical Center of Dallas. He has practiced exclusively in the area of charitable gift planning for the past 15 years, focusing on technical issues related to the research, drafting and implementation of all types of charitable gifts.

Joe’s responsibilities include counseling with nonprofit organizations and prospective donors regarding matters of taxation, trust law, estate planning and administration, and charitable giving. Joe holds a BBA from Baylor University and MBA and JD degrees from the University of Arkansas and is admitted to practice in Texas and Arkansas. Joe is a member of the North Texas Chapter of the Partnership for Philanthropic Planning.



  Johni Hays joined Thompson & Associates as vice president in 2012. Prior to joining the firm Johni served as the senior gift planning consultant for The Stelter Company for 7 years. Johni also served as the executive director of the Greater Des Moines Community Foundation Planned Giving Institute. She is a frequent speaker and author of the book, Essentials of Annuities and co-author of the book, The Tools and Techniques of Charitable Planning. A cum laude graduate of Drake University School of Law, Johni is admitted to practice in Iowa and Florida. Johni is a current member of the Mid-Iowa Planned Giving Council and a member of PPP’s Leadership Institute.



kelly  Christopher L. Kelly is vice president and senior philanthropic advisor of the Comerica Charitable Services Group. In this capacity, Chris works with various nonprofit organizations nationally, focusing on the benefits of the planned giving infrastructure in meeting donor expectations. Prior to joining Comerica, Chris served as a vice president and senior philanthropic consultant with Merrill Lynch Trust Company and the Merrill Lynch Center for Philanthropy. During his tenure, Chris also managed the original Merrill Lynch Community Foundation Alliance. Prior to his work in philanthropic planning, Chris was a professional opera singer and has sung with opera companies and orchestras throughout the United States and in Europe.
Chris has served on the Board of the Planned Giving Roundtable of Southeast Michigan since 2001 and is the current council president.



  Michael Kenyon is president and CEO of the Partnership for Philanthropic Planning. For the past 11 years, Kenyon has been executive director of the Percussive Arts Society. At PAS, he lead an international music service organization that promotes percussion education, research, performance and appreciation, with 7,500+ members, 50 U.S. chapters and 28 international chapters. Among many successful initiatives at PAS, he led the organization through development of new facility for the Rhythm! Discovery Center, a museum and educational space that USA Today recently named one of the top places in the United States for hands-on music making.

Kenyon began his professional life as a musician before transitioning into nonprofit and arts administration. He has worked with St. Martin’s Hospitality Center for the homeless and Celebrate Youth, which was recognized by the Kellogg Foundation as an exemplary program in the development of young adults. He also served several years as executive director of the New Mexico Jazz Workshop.
 

  Todd Mekelburg has been involved in various aspects of charitable gift planning for the past 24 years; first as a trust auditor for the General Conference of Seventh-day Adventists in Silver Spring, Maryland, then as director of trust services for the Rocky Mountain Conference in Denver, Colorado followed by 15 years as director of leadership giving at Union College in Lincoln, Nebraska, his alma mater. He began his current position as director of planned giving for Loma Linda University, Medical Center and Children’s Hospital in April 2012. Prior to his California move, Todd was honored to serve on the board of the Nebraska Partnership for Philanthropic Planning as Vice President for Programming, President-elect and as President.



norton Melanie J. Norton Melanie Norton is the Vice President for Development and Alumni Engagement at DePauw University where she leads the campaign and fundraising efforts for the University and oversees a staff of 40 full-time development an alumni professionals. Prior to her current post, Melanie was a consultant with Johnson, Grossnickle and Associates, a full-service philanthropic consulting firm in Indianapolis. During her time at JGA, Melanie consulted on all phases of philanthropic work including feasibility studies, capital campaigns, quantitative and qualitative analyses, and major gift and development plan creation. Her previous work in development includes eleven years in leadership roles in gift planning and major gifts for DePauw and Franklin College. Melanie also served as an AVP in the Retail and Trust & Investment Advisors divisions of Fifth Third Bank for seven years.Melanie holds an M.B.A. from the Kelley School of Business at Indiana University and a B.A. from Franklin College. She is currently the Treasurer of the national board of the Partnership for Philanthropic Planning (PPP), the organization serving the more than 10,000 individuals across the nation whose work involves charitable gift planning. She is past president and board member of the Planned Giving Group of Indiana, the Rotary Club of Indianapolis – Sunrise, and previously served on the board of the Independent College Advancement Associates as well as several other volunteer and social service organizations.




  Michael P. Romero is vice president, trust counsel for The Baptist Foundation of Oklahoma. He came to the Foundation in 2001 from the tax and estate planning practice group of the Oklahoma City law firm of McAfee & Taft. For the Foundation, Mike counsels donors on planned giving and estate planning and advises the Foundation in the areas of trust administration, probate, governance and other legal matters. Mike received his Bachelor of Business Administration degree from Oklahoma Baptist University in 1992, with a dual emphasis in management and banking & finance. He is also a graduate of the University of Oklahoma College of Law and was admitted to the Oklahoma Bar in September 1998. Mike is currently the Vice President of the Oklahoma Planned Giving Council.



sharkey Greg Sharkey serves as senior philanthropy advisor for The Nature Conservancy. He assists donors in considering various gift plans to accomplish their philanthropic goals, and helps state-based fundraising teams with strategies for their donors. Greg also counsels donors on the features, benefits and limitations of charitable giving platforms like donor advised funds and private foundations.

Prior to joining The Nature Conservancy in January 2008, he served as director of planned giving/senior development officer at his alma mater, Denison University. Greg directed all aspects of Denison’s well-established planned giving program, and managed a traditional portfolio of major gift prospects as well. He was a trial lawyer and partner in the Philadelphia law firm of Sweeney, Sheehan and Spencer prior to his career in philanthropy. He is a graduate of Denison University (1984) and Villanova University School of Law (1987).



Steenhuysen Jay Steenhuysen is the founder of Steenhuysen Associates and co-founder of Covenant Calls, which have assisted numerous charitable organizations in soliciting hundreds of thousands of donors for bequest commitments. He has consulted with a variety of national charitable organizations, including The Nature Conservancy and the American Cancer Society, refining and refocusing their gift planning, major gift and marketing programs to meet the needs of donors at all wealth levels.

Jay developed Brown University’s philanthropic planning program within the principal gifts department. He served World Vision as private giving counsel, facilitating the philanthropic planning needs of its most significant donors. Prior to that role, he directed World Vision’s Gift Planning Program, including all aspects of marketing and solicitation of planned gifts. He also served as director of philanthropic services for myCFO, a wealth management firm. Jay holds a BA from Seattle Pacific University, an MA in theological studies from Gordon Conwell Theological Seminary and an MBA from Pepperdine.



Steenhuysen Cathy Sheffield is the Foundation Director with Baylor All Saints Health Foundation, where she administers the planned giving, major giving, prospect research, grants and annual giving/special events programs. Baylor All Saints Health Foundation exists to support the Baylor All Saints Medical Center at Fort Worth in serving all people through exemplary health care and education. Baylor All Saints Medical Center is part of the Baylor Healthcare System which is based in Dallas, Texas.

Prior to Baylor All Saints Health Foundation, Cathy worked at Texas Health Resources and the director of gift planning for the Systems two foundations: Texas Health Harris Methodist Foundation and Texas Health Presbyterian Foundation. Cathy has also worked at Cook Children’s Health Foundation, Texas Christian University, the University of Texas at Arlington and for United States Senator Byron L. Dorgan of North Dakota, in Washington, D.C. Cathy received a MBA from the Neeley School of Business at Texas Christian University and a Bachelor of Science from North Dakota State University. Cathy is a certified specialist in planned giving and a certified fundraising executive. Cathy is involved in numerous community volunteer roles and serves on several nonprofit advisory boards, is a current member and the past president of the Lone Star Council of PPP and a current member of the North Texas Chapter of PPP. Cathy and her husband, Scott, reside in Fort Worth, Texas.


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