MAY 31 - JUNE 2, 2017


Patience Boudreaux
Patience Boudreaux is a Philanthropic Advisor at the University of Redlands, a role which includes solicitation for both major and planned gifts as a part of the institution’s comprehensive campaign. Her career has been focused on higher education, particularly private liberal arts institutions. Prior to Redlands, Patience was at Trinity University, overseeing a reimagining of the annual giving effort. She also spent six years at Pomona College. Patience earned her BA at Johns Hopkins University, her MBA from the Drucker School at Claremont Graduate University, and is a certified specialist in planned giving.

Elizabeth Bawden
Elizabeth focuses her practice on estate planning, planned giving and tax-exempt organizations. As a partner in the US Trust, Estate and Charitable Planning Group at Withers Worldwide, she represents clients in matters related to family wealth transfers for large estates,sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. She is certified by the California Board of Legal. Specialization as a legal specialist in Estate Planning, Trust and Probate Law, and a fellow in the American College of Trust and Estate Counsel (ACTEC).

Reynolds Cafferata
Reynolds T. Cafferata is a partner at a tax law firm, Rodriguez, Horii, Choi & Cafferata LLP, and represents charitable organizations and donors on a wide range of issues related to charitable giving, governance, charitable trust litigation, tax, and regulatory compliance.  Mr. Cafferata’s clients include universities, hospitals, community foundations, private foundations and other large non-profits as well as banks, trust companies and philanthropists.  Mr. Cafferata is a frequent speaker and writer on charitable topics, adjunct professor at the USC Gould School of Law, a member of the USC Tax Institute Planning Committee, member of the American College of Trust and Estate Counsel, past board member of the National Committee on Planned Giving, and past chair of the National Conference on Planned Giving.

Chris Clarkson
Mr. Clarkson is a Senior Vice President and a Director in Bernstein’s Wealth Planning and Analysis Group. He has expertise in a variety of complex investment planning issues, including charitable giving, selling a business, retirement planning, multigenerational wealth transfer, and diversification of concentrated stock and option portfolios. Mr. Clarkson is a frequent lecturer to groups of tax and legal professionals and charitable organizations throughout the western United States. He has given educational seminars for the USC Tax Institute, Colorado Society of CPAs, Estate Planning Council of San Diego, Hawaii Tax Institute, Seattle Children's Hospital Foundation, and Silicon Valley Community Foundation. Mr. Clarkson joined the firm in 1995 and has been a member of the Wealth Planning and Analysis Group since 1998. He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.

Philip Golden JD, LLM
Phil is an Associate Director of Planned Giving at Stanford University. Prior to his current position, Phil practiced estate planning, probate and trust law in Northern California from 1985 until 2011. Phil’s bachelor’s degree is from Stanford University; his law degree from the Santa Clara University; and his LL.M. in Estate Planning from the University of Miami.

Marguerite Griffin
Marguerite H. Griffin is a Senior Vice President at The Northern Trust Company, Chicago. As National Director of Philanthropic Services, Marguerite is responsible for the delivery and growth of Northern Trust's philanthropic services to Wealth Management clients. She specializes in administering charitable trusts, private foundations and other tax-exempt entities, and counsels clients regarding charitable giving strategies, nonprofit compliance and risk management, family succession planning, impact investing and international philanthropy. Prior to joining Northern Trust as a Vice President in November 1999, Marguerite was a Vice President and Trust Administrator within the Private Clients Division of First Chicago, Bank One. Before joining First Chicago, Bank One, she practiced law as an Associate with Vedder, Price, Kaufman & Kammholz where she specialized in estate planning, tax-exempt organizations, charitable trusts and private foundations. Marguerite received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council. Marguerite is admitted to practice before the Illinois Supreme Court. She is a frequent speaker at industry events, addressing topics such as impact investing, nonprofit board governance, strategic giving and trends in philanthropy. Marguerite is an active volunteer, advisor and board member with several civic and cultural institutions, including Aeris, the Art Institute of Chicago, Audubon Great Lakes, The Chicago Community Trust, Forefront, The Ravinia Festival and WTTW/WFMT.

Jay Harvill
Jay A. Harvill Jay is the director of gift planning at Methodist Hospital Foundation and has been leading the organization's gift and estates program since 2005. He came to the non-profit world from a career in banking and has been enjoying his service in the charitable field for the past 20 years. Prior to his current role, Jay was director of gift planning at Braille Institute,where he served for seven years. Jay has been an active member with PPP-LA since 1996. Jay has served on the board, and later as president. Over the years, Jay continued to participate in his field through various committees in both the Western Regional Planned Giving Conference and National Philanthropy Day. Jay has also served on the boards of Arcadia Rotary Club, San Gabriel Valley Habitat for Humanity, and as a member of the Fiduciary Round Table and the San Gabriel Valley Estate Planning Council. He particularly enjoyed joining Habitat on a mission trip to Nepal to build homes for the underprivileged in Pokhara. When not working, Jay enjoys peak bagging in the California mountains and woodworking in his man cave with his son, but his greatest joy is his faith and family.

Lee Hausner PhD
Dr. Lee Hausner is an internationally recognized clinical psychologist focusing on the challenges of wealth in multigenerational families as well as issues related to family businesses.  She served as the senior psychologist for the Beverly Hills Unified School District for 17 years in addition to establishing a reputation as a sought after keynote speaker , seminar leader and highly rated resource for organizations such as Young President’s Organization (YPO), World President’s Organization (WPO)  and  Entrepreneurial Organization (EO). For the past 6 years Dr Hausner and her partner Douglas Freeman helped to develop and deliver the consulting services for First Foundation Bank and remain as consultants for this institution.

Lindsey Jacobs
Lindsey Jacobs is the manager of legacy planning at Chapman University. She works with donors to create their Chapman legacy. Lindsey also works with two affiliate groups on campus: the Charles C. Chapman Heritage Society, a legacy donor recognition group, and the Endowment Council, a group of professionals within the community who serve as advocates for the university. Additionally, she is responsible for the development of marketing pieces and social media strategies.

Bill Knox
Bill Knox has worked in the tax field focusing on charities and charitable giving for over 13 years. He has been the Director of Planned Gifts and Technical Consulting at Kaspick & Company since 2012. He provides expert tax and technical advice to Kaspick and its client charities in all aspects of planned giving and gift administration. He regularly presents on a variety of tax and charitable giving topics at both regional and national events. Bill has a BA from the California State University, Chico. He received his JD from the Columbus School of Law at the Catholic University of America in Washington, D.C. and his LL.M in Tax from Loyola Law

Steven Koblik
Pending (I Will Add)

Frank Minton
Frank Minton is a thoroughly accomplished planned giving expert. Frank founded Planned Giving Services, a consulting firm that built an exceptional national reputation and was acquired by PG Calc in August 2005, a company with which he continued to be affiliated until last year.  Now he continues his consulting practice through Frank Minton Consulting, LLC. He is a frequent speaker at seminars and conferences and has authored many booklets and articles on planned giving topics. He is the principal author of Charitable Gift Annuities: The Complete Resource Manual. In addition to his work in the United States, Dr. Minton has played a critical role in the development of planned giving in Canada.  He founded and for nearly ten years served as director of the planned/major gifts course in Banff, now sponsored by CAGP.  He also co-authored with Lorna Somers Planned Giving for Canadians, and he continues to update this publication each year.  In 1997 he was a recipient of the “Friend of Canadian Association of Gift Planners” Award, and recently received the CAGP’s lifetime achievement award.

David Moore
David Moore is the assistant vice president for legacy planning at Chapman University. He’s worked in higher education advancement since 1994 and has been with Chapman since 2004. Chapman was recognized in 2012 by Crescendo Interactive, Inc. for having the Best Gift Legacy Website: In 2013, Chapman University secured more than $100 million in new bequest commitments and was featured in the June 2014 issue of Planned Giving Today. Also in 2014, Crescendo named David the E-Marketer of the Year.

David Wheeler Newman
David Newman chairs the Charitable Sector Practice Group at the Los Angeles law firm of Mitchell Silberberg & Knupp LLP. For what seems to him like forever he has advised families and individuals concerning their foundations and other philanthropy, as well as charitable organizations and their donors on the legal and tax aspects of planned giving. He also advises these organizations on transactional and governance matters. David is a former board member of both the National Committee on Planned Giving and the American Council on Gift Annuities.
David received the Dana Latham Award from the Los Angeles County Bar Tax Section, for lifetime achievement in the field of taxation, and he volunteers for the Los Angeles Regional Food Bank, because it makes him crazy that hundreds of thousands of residents of a wealthy metropolis lack food security. He serves on the board of the California Community Foundation.

Chris Reynolds
Chris Reynolds has been a private investigator in California since 1979, specializing in civil,criminal and workplace investigations. Mr. Reynolds has been featured in numerous publications, including PBS' Frontline for his work exonerating a physician wrongly accused of killing his wife. Mr. Reynolds is four time President of the California Association of Licensed Investigator, the largest statewide association in the country, and he is a regular presenter to private investigators in California.

Raymond Rotolo
After 14 years in the life insurance and financial planning field, with a 2-year time-out while he and his wife served as volunteers with the American Baptist Church in Thailand, Ray moved into planned giving as the Director of Planned Giving at George Fox University in Newberg, Oregon in 1990. He became the Assistant Dr. of PG in 1995 at his alma mater Claremont McKenna College (’76, P’14), becoming the Dir. of PG in 2008. The College, only 70-years old and with only 600+ alumni over age 70, is in a unique position for a college, in that 95% of the donors to the PG program are non-alumni. Ray lives in Upland, CA, with his wife Diane, 3 fun-loving dogs, and a large tortoise who puts in an occasional appearance. Together, they raised 5 sons, all of whom are Eagle Scouts.

Andrea Kushner Ross
Andrea Kushner Ross is a Vice President and Director of the Wealth Planning and Analysis Group and is located in Bernstein’s Los Angeles office. She works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Before joining the firm in 2015, Ross was a shareholder at Weinstock Manion, ALC, and a partner at Karlin & Peebles LLP, advising high-net-worth clients on estate, tax and charitable planning. She is a member of the State Bar of California, by which she has been certified as a specialist in both taxation law and estate planning, trust and probate law. Ross was named a Southern California Rising Star and a Super Lawyer by Super Lawyers Magazine. She currently serves on the executive committee (trusts and estates section) of the Beverly Hills Bar Association and is a member of both the taxation and trusts and estates sections of the Los Angeles County Bar Association. She has also served on the executive committee (taxation section) of the State Bar of California and was a former chair of the taxation section of the Beverly Hills Bar Association. Ross holds a BA (cum laude) in political science from the University of California at Los Angeles; a JD from the University of Southern California at Los Angeles; and an LLM in taxation law from Loyola Law School of Los Angeles.

Lani Starkey
Lani Starkey is a principal with Fifty Rock Consulting and a nationally-recognized philanthropic planning expert. He is an accomplished consultant, fundraiser, tax attorney, accountant, and presenter. Lani is also an Adjunct Professor at University of Hawaii. Previously, Lani was Associate Vice President at University of Hawaii Foundation where he led the Principal Gifts and Estate and Gift Planning departments. At UHF, he was a lead gift strategist and regularly partnered with a large team of development staff, academic leadership, and professional advisors. Lani earned his LL.M. in Tax from University of Florida and his J.D. from Pepperdine University.

Jay Steenhuysen
Jay Steenhuysen, creator of Strategic Gifts Training, is widely recognized as a dynamic and inspiring consultant, coach, and major gifts and gift planning expert. Jay has more than 25 years of experience advising national and international nonprofit and charitable organizations including World Vision, The Nature Conservancy, Harvard University, World Wildlife Fund, and AARP Foundation. Jay has helped these organizations and others effectively refine their gift planning, major gift, and marketing programs to meet the needs of high net worth donors. His work in gauging donor potential and developing customized strategies and tactics is well known and highly regarded by development leaders in many diverse non-profit and charitable sectors. Jay’s unique expertise in understanding, applying, and teaching the principles and action steps that motivate philanthropic giving is based on his extensive work with high net worth donors. Jay has been cited by Worth magazine as one of the nation’s top resources for high net worth families seeking assistance with philanthropy.

John Trybus
John D. Trybus, APR Managing Director & Adjunct Professor Georgetown University's Center for Social Impact Communication John Trybus is a social strategist on a mission to help impact organizations embrace the blur--between sectors, functions, departments and human strengths--for good. He leads and manages Georgetown University's Center for Social Impact Communication, a renowned research and action center working to ignite the power of responsible marketers, communicators, fundraisers, and journalists to combine their strengths within an organization in order to drive societal change. He has served as the personal advisor to world-famous chimpanzee expert Dr. Jane Goodall where he traveled with her on a perpetual 300-day-per-year global advocacy tour, as a strategy lead within the British Embassy, and as a social innovation consultant to Tiffany & Co., L'Oreal Paris, Coca-Cola, Women for Women International and other clients at Waggener Edstrom Worldwide. John is also a professor of social impact and nonprofit management at Georgetown University and the proud father of a hairless cat named Penelope.

Tim Voorhees, JD, MBA, AEP®.
Throughout his 38-year career as an estate planning lawyer and investment adviser, Tim’s planning teams have raised tens of millions of dollars of current gifts and billions of deferred gifts for charity.  Tim equips CPAs, lawyers, and other types of financial advisers with resources to implement advanced planning solutions summarized in his books at,, and To see a full bio, please visit  To schedule a consultation about charitable giving strategies, please call Tim at 877-447-7090.

Michael Wagschal
Michael is a Senior Vice President and Philanthropic Specialist for the West Coast for U.S. Trust Philanthropic Solutions. His role is to assist the firm and its advisors when establishing business relationships with endowments and foundations.  He also works with the firm’s high net worth clients on their philanthropy.  Michael’s 30 years in the philanthropic sector has extended from being Director of Development at the American Heart Association, Maryland Division to Vice Chancellor for the Endowment at the University System of Maryland Foundation. He has worked at such nationally recognized institutions as the American Cancer Society, the YMCA of San Diego County and Scripps Foundation for Medicine and Science. Throughout his career Michael has held leadership positions in the philanthropic arena. He has served as president of the Planned Giving Roundtable of San Diego County and served as a board member for such organizations as the American Cancer Society, The Jewish Community Center, OneOC and Heritage Point home. He is a founding board member of HALO, a nonprofit providing scholarships for speech therapy for autistic children.
Michael is a frequent speaker on philanthropic trends and issues presenting at such conferences as the Western Regional Planned Giving Conference, the Northern California Philanthropic Symposium, The Jewish Federations of North America's General Assembly and The Stanford University Summit on Philanthropy. He has been quoted in the Chronicle of Philanthropy, The Washington Post, The LA Times and the Orange County Business Journal. Michael holds his BA from the University of Maryland.

Craig Wruck
Craig Wruck is Vice President for University Advancement at Humboldt State University in Arcata California. He has served at the University of Minnesota, Minnesota State University, the St. Paul Community Foundation, and Hazelden Foundation. In addition he has worked for U.S. Trust Company, U.S. Bank, and Kaspick & Company. He is the author of Planned Giving in a Nutshell, a practical guide to planned giving for fund raising professionals and is past president of the National Committee on Planned Giving. Wruck holds an MBA from the University of St. Thomas and a bachelor's degree in journalism from the University of Utah.

Karl Zensmeister
Karl Zensmeister oversees all magazine, book, and Web publishing at The Philanthropy Roundtable in Washington, D.C. His most recent book, What Comes Next? How private givers can rescue America in an era of political frustration, offers a vision for constructive culture change, working around electoral gridlock. His 2016 creation, The Almanac of American Philanthropy, is the 1,342-page culmination of a multiyear effort to create the authoritative reference on America's fascinating and culturally seminal tradition of solving public problems with private resources. He also founded and advises the Roundtable's program on philanthropy for veterans and service members. Karl has authored 12 books, including two different works of embedded reporting on the Iraq war, a book on charter schools, a storytelling cookbook, even a graphic novel published by Marvel Comics. He has also made a PBS feature film and written hundreds of articles for publications ranging from the Atlantic to the Wall Street Journal. Earlier in his career he was a Senate aide to Daniel Patrick Moynihan, the J. B. Fuqua Fellow at the American Enterprise Institute, and editor in chief for nearly 13 years of The American Enterprise magazine. From 2006 to 2009 Karl served in the West Wing as the President's chief domestic policy adviser and director of the White House Domestic Policy Council. He is a graduate of Yale University and also studied at Trinity College Dublin.