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 16 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 three meetings per year
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
Attorneys:
• Tom Lee, Committee Chairman (Gunster, Yoakley & Stewart)
• Charles Garris (Garris & Fegert, LLP)
• William Kirk (Gould, Cooksey & Fennell, P.A.)
• Ronald Lawn (Collins, Brown, Caldwell, Barkett & Garavaglia Chartered)
• Robin Lloyd (Robin A. Lloyd, Sr. & Associates)
• John Moore (Rossway, Moore & Taylor & Swan)
• Jim Schorner (James A. Schorner, P.A.)
• Bill Stewart (Stewart, Evans, Stewart & Emmons)
• Daniel Stump (Law Offices of Daniel C. Stump)
Financial Advisors:
• Dee Giannotti (Cypress Trust Company)
• Trent Leyda (Morgan Stanley Smith Barney)
• Sue Tompkins (Merrill Lynch)
CPAs:
• Kathryn Barton (Offutt & Barton)
• Debbie Crum, Vice Chairman (Harris, Cotherman, Jones, Price & Associates)
Trust Officers:
• Susan Chenault (Northern Trust Bank)
• Chris White (PNC Wealth Management)
Planned Giving Active Council Membership: 16
Revised: November 17, 2011
VNA Foundation Planned Giving Advisory Council
Attorneys: (55)
• David Albrecht
• Shannon Banitt
• John Banks
• Eric Barkett
• Lawrence Barkett
• Allison Bentley
• 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
• Patrick Farrah
• Todd Fennell
• Jonathan Fitzgerald
• George Glenn
• Gregory Gore
• Eric Granitur
• Andrew Grant
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• Glenn Grevengoed
• Anthony Guettler
• Troy Hafner
• David Hancock
• Ashley Hodson
• Darryl Jacobs
• Andreas Kulas
• Roger Lajoie
• Steven Lauer
• Lawrence Leonard
• Steven Long
• Steven Lulich
• Kevin MacWilliam
• Holly Mantle
• John McHugh
• Charles McKinnon
• Robert Naberhaus
• Michael O’Haire
• Claudette Pelletier
• Jennifer Peshke
• Frank Pilotte
• Charles Sanford
• Tiffany Starr
• Michael Swan
• Lisa Thompson
• Thomas Tierney
• Rene’ VanDeVoorde
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CPAs: (30)
• William Barhorst
• Ralph Beach
• Richard Beard
• Vince Boyle
• Reese Brackins
• Timothy Collins
• Ross Cotherman
• Timothy Dean
• Anthony Donini
• Charles Gould
• Joseph Hickey
• Gina Joyce
• Marllyn Justice
• Michael Kmetz
• Richard Leffew
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• Dominic Lettiere
• Eddie List
• Keith Morgan
• Harry Offutt
• Joan Paquette
• Dixie Powell
• Clay Price
• Gina Rall
• Scott Stradley
• Andrea Thurn
• Susan Thweatt
• Christopher Tompkins
• Michael Ward
• Virginia Wetherald
• Andrew Williams
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Financial Advisors: (45)
• Mark Ashdown (Merrill Lynch)
• Edward Bamberg (Morgan Stanley Smith Barney)
• Lawrence Brashears (Merrill Lynch)
• J. C. Britt (Morgan Stanley Smith Barney)
• Michael Burns (Wells Fargo Advisors, LLC)
• Todd Darress (Ameriprise Financial)
• Christine DelVecchio (U.S. Trust)
• Robert Dunkin (U.S. Trust)
• Ralph Femminella (Wells Fargo Advisors, LLC)
• Joseph Fessler (Merrill Lynch)
• Lynn Hall (Northwestern Mutual)
• Todd Heckman (Estate Planning Advisors, Inc.)
• Mike Kanner (Morgan Stanley Smith Barney)
• Dan Kross (Brown & Brown Insurance)
• Samuel LaFevers (Stifel Nicolaus)
• Lori Lazorik (UBS Financial Services, Inc.)
• Warren Lewis (Wells Fargo Advisors, LLC)
• Kenneth Ligon (Professional Advisory Services, Inc.)
• Paul Massey (Raymond James & Associates, Inc.)
• Ken Mettrock (SunTrust Investment Services)
• 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)
• David Osgood (J.P. Morgan - Private Wealth Management)
• Robert Ottesen (Wells Fargo Advisors, LLC)
• Lanse Padgett (Warren Capital Management)
• James Paige (Wells Fargo Advisors, LLC)
• Mark Parsons (Parsons Financial Group)
• Priscilla Reilly (Merrill Lynch)
• David Ross (Raymond James & Associates, Inc.)
• Thomas Segura (Merrill Lynch)
• Mark Scott (New York Life)
• Steven Springer (Merrill Lynch)
• Earl Spytek (Raymond James Financial Services, Inc.)
• Rosemarie Spytek (Raymond James Financial Services, Inc.)
• Rebecca Stafford (Parsons Financial Group)
• Karl Steene (Grand Bank & Trust of Florida)
• Michael Williams (Vero Financial Group, Inc.)
• Ted Zamerski (Treasure Coast Financial Planning)
• Martin Zickert (Legacies In Action, LLC) |
Trust Officers: (19)
• David Baer (Wells Fargo – Private Bank)
• Judi Beaumont (Northern Trust)
• Gregory Brown (Wachovia Bank, N.A.)
• Kevin Brown (Wilmington Trust)
• Jim Davis (SunTrust Bank, South Florida)
• Andrew Hartline (Northern Trust)
• William Helmly (PNC Wealth Management)
• Andrew Huber (U.S. Trust)
• Bonney Johnson (U.S. Trust)
• Mary Johnston (PNC Wealth Management)
• Candace Marshall (Wells Fargo – Private Bank)
• Michael McGee (U.S. Trust)
• Gloria Nicely (PNC Wealth Management)
• Russell O'Brien (PNC Wealth Management)
• William Penney (Marine Bank & Trust Company)
• Elizabeth Smith (Wilmington Trust)
• Charles Weir (Cypress Trust Company)
• Josephine Welch (SunTrust Bank, South Florida)
• Kathy Westbrook (Northern Trust)
Planned Giving Advisory Council Membership: 149
Note: Planned Giving Active Council Membership: 16
TOTAL PLANNED GIVING COMMITTEE MEMBERSHIP: 165 |
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