PLANNED GIVING COMMITTEE
for Visiting Nurse Association and Hospice Foundation
The purpose of the Planned Giving Committee is to provide support to the VNA & Hospice Foundation in developing and promoting planned giving among donors and professional advisors in the community. The Planned Giving Committee consists of two councils:
(1) Planned Giving Active Council – which shall meet 3 to 4 times per year to provide support and advice on the Foundation’s Planned Giving Program and consists of 12 to 14 professional advisors from the various estate planning disciplines, including: Attorneys, CPAs, Trust Officers, Financial Planners (CFPs), Life Underwriters (CLUs & ChFCs) and Investment Counselors.
(2) Planned Giving Advisory Council – provides a function similar to the Active Council. The primary distinction is that it meets only one to two times per year, and is not limited in the number of members.
I. Planned Giving Active Council:
A. Recommend Professional Advisors for the PG Advisory Council
B.
Attend PG Committee Breakfast(s) (Both Councils)*
C. Help plan speakers, topics, guest lists and sponsors for:
1. PG Seminars for Donors (Two per Year)
2. PG Seminars for Advisors (Two per year for CE Credits)
D. Volunteer for PG Committee Speakers Bureau to speak on PG to community groups*
E. Author PG Articles for foundation publications and communication vehicles*
F. Volunteer for PG Donor Counseling Services*
G. Members are committed to being informed about VNA & Hospice services and current expansion plans*
H. Members are committed to being informed about VNA&HF planned giving programs and gift vehicles available*
I. Attend quarterly meetings
II. Planned Giving Advisory Council:
A. Attend one to two breakfast meetings per year
B. All members are invited to participate in the areas above with asterisks
VNA Foundation Planned Giving Active Council
• Tom Lee, Committee Chair (Gunster, Yoakley & Stewart)
• Debbie Crum (Harris, Cotherman, Jones, Price & Associates)
• Ford Fegert (Garris & Fegert)
• Giff Hampton, Foundation Board Member
• Ronald Lawn (Collins, Brown, Caldwell, Barkett & Garavaglia Chartered)
• Robin Lloyd (Robin A. Lloyd, Sr. & Associates)
• Ann Marie McCrystal, Foundation Board Chair
• Jim Schorner (James A. Schorner, P.A.)
• Bill Stewart (Stewart & Evans)
• Sue Tompkins (Merrill Lynch)
• Richard Johnson, Foundation Gift Planning Counselor
Planned Giving Active Council Membership: 11
Revised: February 10, 2010
VNA Foundation Planned Giving Advisory Council
Attorneys: (56)
• David Albrecht
• Shannon Banitt
• Eric Barkett
• Lawrence Barkett
• Robin Blanton
• Canda Brown
• William Caldwell
• John Campione
• Richard Candler
• Burney Carter
• Chester Clem
• Joe Collins
• Marie Conforti
• Stephen Connelly
• Byron Cooksey
• Susan Copeland
• Kristopher Duer
• Rebecca Emmons
• Ralph Evans
• Todd Fennell
• Charles Garris
• George Glenn
• Gregory Gore
• Eric Granitur
• Glenn Grevengoed
• Anthony Guettler
• Troy Hafner
• David Hancock
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• Kathleen Hendrickson
• Ashley Hodson
• Darryl Jacobs
• William Kirk
• Andreas Kulas
• Roger Lajoie
• Steven Lauer
• Lawrence Leonard
• Steven Long
• Steven Lulich
• Louis Lupin
• Kevin MacWilliam
• Holly Mantle
• John McHugh
• Charles McKinnon
• John Moore
• Robert Naberhaus
• Michael O’Haire
• Christopher Pegg
• Claudette Pelletier
• Jennifer Peshke
• Frank Pilotte
• Charles Sanford
• Daniel Stump
• Michael Swan
• Lisa Thompson
• Thomas Tierney
• Rene’ VanDeVoorde
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CPAs: (30)
• William Barhorst
• Kathryn Barton
• Ralph Beach
• Richard Beard
• Vince Boyle
• Reese Brackins
• Timothy Collins
• Rebecca Colton
• Ross Cotherman
• Timothy Dean
• Anthony Donini
• Charles Gould
• Joseph Hickey
• Marllyn Justice
• Michael Kmetz
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• Richard Leffew
• Dominic Lettiere
• Eddie List
• Keith Morgan
• Harry Offutt
• Joan Paquette
• Dixie Powell
• Clay Price
• Scott Stradley
• Andrea Thurn
• Susan Thweatt
• Christopher Tompkins
• Michael Ward
• Virginia Wetherald
• Gina Wisniewski |
Financial Advisors: (46)
• Mark Ashdown (Merrill Lynch)
• Lawrence Brashears (Merrill Lynch)
• J. C. Britt (UBS Financial Services, Inc.)
• Michael Burns (Wells Fargo Advisors, LLC)
• Joe Chiarella (Brown & Brown Insurance)
• Stanley Cichewicz (Wells Fargo Private Bank)
• Todd Darress (Ameriprise Financial)
• Ralph Femminella (Wells Fargo Advisors, LLC)
• Joseph Fessler (Merrill Lynch)
• Douglas Frye, (Northwestern Mutual)
• Dee Giannotti (Cypress Capital Group)
• Lynn Hall (Northwestern Mutual)
• Todd Heckman (Estate Planning Advisors, Inc.)
• Peter Heidt (Wells Fargo Advisors, LLC)
• Mike Kanner (Morgan Stanley Smith Barney)
• Dan Kross (Brown & Brown Insurance)
• Lori Lazorik (UBS Financial Services, Inc.)
• Warren Lewis (Wells Fargo Advisors, LLC)
• Trent Leyda (Morgan Stanley Smith Barney)
• Kenneth Ligon (Professional Advisory Services, Inc.)
• Paul Massey (Raymond James & Associates, Inc.)
• Jeff Meyer (Vero Insurance, Inc.)
• Andrew Molloy (Merrill Lynch)
• Kyle Morgan (Merrill Lynch)
• Scott Morton (Merrill Lynch)
• Stephen Navarro (Wachovia Wealth Management)
• Thomas Nelson (Merrill Lynch)
• Baerbel O’Haire (Merrill Lynch)
• John Orcutt (Stifel Nicolaus)
• Robert Ottesen (Wells Fargo Advisors, LLC)
• Lanse Padgett (Warren Capital Management)
• James Paige (Wells Fargo Advisors, LLC)
• William Pomeroy (eBridgebuilders Corp)
• Priscilla Reilly (Merrill Lynch)
• David Ross (Raymond James & Associates, Inc.)
• Shelly Rostosky (Cypress Capital Group)
• Thomas Segura (Merrill Lynch)
• Mark Scott (New York Life)
• Earl Spytek (Raymond James Financial Services, Inc.)
• Rosemarie Spytek (Raymond James Financial Services, Inc.)
• Tiffany Starr (Warren Capital Management)
• Karl Steene (Banking Consultant)
• Charles Weir (Cypress Capital Group)
• Michael Williams (Vero Financial Group, Inc.)
• Ted Zamerski (Treasure Coast Financial Planning)
• Martin Zickert (Legacies In Action, LLC)
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Trust Officers: (24)
• Judi Beaumont (Northern Trust)
• Warren Borsch (Riverside National Bank)
• Gregory Brown (Wachovia Bank, N.A.)
• Susan Chenault (Northern Trust)
• Sarah Cobb (Wilmington Trust)
• Jim Davis (Seacoast National Bank)
• Ann Freeman (Wachovia Trust)
• Dan Gaines (SunTrust Bank, South Florida)
• Andrew Hartline (Northern Trust)
• Andrew Huber (U.S. Trust)
• Bonney Johnson (U.S. Trust)
• Mary Johnston (PNC Wealth Management)
• Thomas Kiernan (PNC Wealth Management)
• Montie Labadie (Wachovia Trust)
• Gloria Nicely (PNC Wealth Management)
• Russell O'Brien (PNC Wealth Management)
• David Osgood (BNY Mellon / Wealth Management)
• Mark Parker (U.S. Trust)
• William Penney (Marine Bank & Trust Company)
• Elizabeth Smith (Wilmington Trust)
• Judy Villanova (Northern Trust)
• Josephine Welch (SunTrust Bank, South Florida)
• Kathy Westbrook (Northern Trust)
• Chris White (PNC Wealth Management)
Planned Giving Advisory Council Membership: 156
Note: Planned Giving Active Council Membership: 11
TOTAL PLANNED GIVING COMMITTEE MEMBERSHIP: 167 |
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