Board of Directors
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President - William Strickland, JD, CSPG
Senior Development Officer
California Community Foundation
221 S. Figueroa Street, Suite 400
Los Angeles, CA 90012
213-452-6263
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Biography: William Strickland, JD, CSPG, strengthens the communities of Los Angeles through effective philanthropy and civic engagement by working with CPAs, business managers and non-profit organizations through his duties as Senior Development Officer for the California Community Foundation (CCF). Prior to joining CCF, William served as the Associate Director of Gift Planning for The Nature Conservancy. He brings a proven ability to work with varied organizations and communities from his successful careers in finance as Vice President of Trust Administration at Bank of America and in the performing arts as a professional dancer. William is a graduate of the UC Davis School of Law, for which he formerly served as a board member of the King Hall Alumni Association. William has previously served as the Chair of the PPP-LA Conference and Membership Committees. In closing, William loves to play a rousing game of Scrabble whenever he can round up willing participants.
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Biography: Serving as the Director of Braille Institute’s Planned Giving and Major Gifts Program, Suzanne Zolfo, CSPG, is responsible for leading a comprehensive planned giving, current major gifts and real estate gifts program with an annual revenue goal of approximately $12 million. With the help of a staff of five development professionals, Suzanne works closely with donors, volunteers and professional advisors to increase individual giving through effective gift planning. Suzanne has served in other development roles at Braille Institute since 2004, including as a grant writer for foundation and corporation gifts. Prior to entering the nonprofit world, Suzanne lived in New York City, Seattle and Anchorage working as an editor and journalist for newspapers, magazines and internet news outlets, and as a geologist for an engineering firm. A native New Yorker, Suzanne holds a B.A. in geology from Vassar College and an M.A. in journalism from New York University. She was previously on the PPP-LA Board as the Membership Chair and was an earlier member of the Membership Committee. Suzanne lives in Los Angeles with her husband and their two young children.
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Treasurer - David Moses
Director, Gift Planning
The ALS Association, National Office
27001 Agoura Road, Suite 250
Calabasas Hills, CA 91301-5104
818-587-2212
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Secretary - Bonnie Harris, Esq.
Director of Gift Planning
Junior Blind of America
5300 Angeles Vista Blvd.
Los Angeles, CA 90043
323-290-6294
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Biography: Bonnie Harris is the Director of Gift Planning at Junior Blind. After working as an estate attorney for several years, Bonnie began her professional career in non-profit with Junior Blind. She received her BA in Philosophy and Political Science from New York University and her JD from Southwestern School of Law here in Los Angeles. After graduating from college she established a memorial scholarship fund in honor of her grandparents. She is a member of the California State Bar and has been a member of PPP-LA for three years. Bonnie is also an artist and lives with her dogs in Downtown Los Angeles.
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Member at Large - Lambert G. Bittinger, CFRE
Director of Planned Giving
USC Office of Gift Planning
3551 Trousdale Parkway
AT&T Center, T2500
Los Angeles, CA 90089-0000
213-740-5624
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Biography: Lambert Bittinger has been a Director of Gift Planning at the University of Southern California for more than thirteen years. Prior to coming to USC he served as the Director of Planned Giving for the Little Company of Mary Hospital Foundation. Lambert began his career in the planned giving field with The Salvation Army in 1988, first as Director of Planned Giving for the Georgia Division and then with the Southern California Division. Lambert received his Bachelor of Arts degree from Montclair State University, New Jersey and became a Certified Fund Raising Executive in 1988. Lambert is a life-long member of The Salvation Army church and is an avid musician. He is a member of The Salvation Army Pasadena Tabernacle Band and has marched in the Tournament of Roses Parade with The Salvation Army Band on 24 occasions. Lambert and his wife Diana live in the Glendale area.
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Member at Large - Nicole Dunn
Associate Director
UCLA Office of Planned & Major Gifts
10920 Wilshire Boulevard, Suite 1400
Los Angeles, CA 90024
310-267-4063
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Biography: Nicole Dunn is Associate Director, Office of Planned and Major Gifts for the University of California, Los Angeles. She completed the Certified Specialist in Planned Giving program through the American Institute for Philanthropic Studies. She has extensive development experience both at UCLA, where she was the Director of Development for the Fowler Museum prior to her current position and other arts institutions in Los Angeles, notably the Natural History Museum of Los Angeles County where she managed the planned giving program. Nicole has a Masters of Art degree from the University of Texas at Austin specializing in pre-Columbian art and a Bachelors of Art degree from the University of California, Berkeley. She lives in West Los Angeles with her husband.
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Vice President, Programs - William H. Hranchak, CPA
Temo A. Arjani & Co., LLP
301 E. Colorado Boulevard, Suite 426
Pasadena, CA 91101
626-578-1978
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Biography: Bill Hranchak is a partner with Temo A. Arjani & Co. LLP which is located in Pasadena. He became involved with planned giving while working with hospitals and other healthcare organizations at Arthur Andersen & Co. in Chicago. He was a partner and member of Andersen’s National Healthcare Tax Practice and was the Southern California practice leader. Prior to joining Temo, he was a member of PricewaterhouseCoopers’ National Tax Exempt Organization Practice and was their West Coast practice leader. Currently, Bill works with public charities and private foundations of various sizes and types and individuals on planned giving strategies and other tax issues. He also assists with the annual update of the 5227TaxSystem software which is licensed to over 100 users who use it to prepare over 3,000 charitable remainder trust tax returns. Bill is on the faculty at the American Institute for Philanthropic Studies and teaches the income tax section of the Certified Specialist in Planned Giving program. He earned his B.S. in accounting from Indiana University, Bloomington and is a Certified Public Accountant.
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Conference Chair - Mary O'Hare
Philanthropy Advisor
P.O. Box 2609
Toluca Lake, CA 91610
818-414-6565
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Biography: Mary O'Hare serves as a philanthropy advisor to nonprofits, allied industries and high net worth donors providing strategic planning and plan implementation, one-to-one counseling and educational programs to promote effective fundraising and giving. She joined the planned giving community in 2004 as an outgrowth of her passion for nonprofits. Prior to that Ms. O'Hare enjoyed a career emphasizing strategic counseling and education in the government and private sectors, including as Senior Vice President, heading up the Business and Legal Affairs group that she formed for Sony Pictures Entertainments Digital Studios Division. Ms. O'Hare received her A.B. in communications from Stanford University and her J.D. from Stanford Law School. She has taught extensively at the undergraduate and graduate level, including Estate Planning at UCLAs School of Law. Her past volunteer activities have included leadership roles in a California State Bar Section and a Los Angeles professional organization related to intellectual property, and also in the Los Angeles area, in initiatives to preserve cultural sites, to improve neighborhood quality and to provide for the hungry.
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Legislative Chair - Kristen Schultz Jaarda, JD, LL.M.
Senior Vice President
Crescendo Interactive, Inc.
110 Camino Ruiz
Camarillo, CA 91362
800-858-9154
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Biography: As Crescendo's Senior Vice President, Kristen Schultz specializes in online marketing and social media for planned gifts. She is responsible for client education, and consultation for Crescendo's web services. She is a nationally recognized speaker, conducts seminars nationwide and is a principal faculty member of GiftCollege.
Kristen serves as a board member for the American Council on Gift Annuities (ACGA) and as a member of the ACGA Rates and State Regulations Committees, Editorial Advisory Board member for Planned Giving Today, Committee Member for the ABA Charitable Planning and Organization’s Group, Legislative Chair and a board member for the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), a member of the Ventura County Planned Giving Council and a committee member and volunteer for several local charities.
Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. and was Oversight Counsel to the U.S. House Committee on the Judiciary. Prior to that, she worked in a public affairs law practice. Kristen graduated from UCLA School of Law where she was Law Review Editor. She completed her Tax LL.M. with honors at Loyola School of Law. Kristen is a member of the California State Bar, D.C. Bar and the Maryland State Bar.
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Membership Chair - Jeanne Warlick
Director of Development
Mater Dolorosa Passionist Retreat Center
700 N. Sunnyside Avenue
Sierra Madre, CA 91024
626-355-7188 ext 103
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Biography: Jeanne Warlick is the Director of Development at Mater Dolorosa Passionist Retreat Center in Sierra Madre. After a long career in the banking industry, Jeanne made a career move to the nonprofit world - a natural transition after many years of volunteer service to various nonprofit organizations. Jeanne holds a Bachelor of Science in Business Administration and a Certificate in Nonprofit Management from California State University, Los Angeles, and a Certificate in Fundraising from UCLA Extension. She has been a member of PPP-LA and has served on the membership committee for two years.
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Marketing & Outreach Chair - Tena Yatroussis
Special Gifts Officer
New Roads School
3131 Olympic Boulevard
Santa Monica, CA 90404
310-828-6413
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Biography: Tena Yatroussis is a Special Gifts Officer at New Roads School in Santa Monica. Tena is building partnerships within and outside of the school community to support the growth of the Herb Alpert Educational Village and all three campuses of New Roads Pre-K-12 programs. Tena joined PPPLA while completing the UCLA Certificate Program in Fundraising and Institutional Development. She originated the Planned Giving mini-Round Table to guide those interested in starting new planned giving programs or charged with revitalizing existing ones. Prior to joining the New Roads community she was Director of Annual Giving and Planned Giving at the Center for Early Education where she developed and launched their Planned Giving program.
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Immediate Past President - Bonnie Hong
Financial Advisor, Chartered Advisor of Philanthropy
Morgan Stanley Smith Barney
787 West 5th Street, 35th Floor
Los Angeles, CA 90017
213-486-8860
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Biography: Bonnie Hong currently serves as a Chartered Advisor of Philanthropy at Morgan Stanley Smith Barney. She provides investment consulting services to endowments and foundations, charitable trusts and religious organizations. Bonnie assists mid size non profits develop or amend policy statements, review allocations, design investments, and monitor investment pools. She works with development officers and educates board members on fiduciary standards and planned giving programs for long-term sustainability. Bonnie also provides donor consulting and charitable gift planning for individuals to maximize the impact of their philanthropy.
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Administrator - Jerry Packer
PPP-LA
65 Enterprise
Aliso Viejo, CA 92656
949-715-5400
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Biography: Jerry Packer holds a Bachelor of Arts in business administration from California State University, Fullerton. Jerry is currently president of Sterling Strategic Management, an association management firm based in Laguna Beach, CA. Previously, Jerry was co-owner of EXHIBITCORP, a Los Angeles based company specializing in the design, manufacturing and logistics of exhibits and trade show displays worldwide.
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