National Capital Gift Planning Council

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Board Members

Effective September 27, 2016

President

Meg Roberts

DSenior Director of Planned Giving

Impact Communications, Inc.

President

Meg Roberts

Meg Roberts

Meg joined Impact Communications in January 2015 to lead a new division of gift planning consulting. She served as Director of Planned Giving at the George Washington University from 2009-2014. A Certified Fund Raising Executive (CFRE), Meg has more than 15 years of fundraising experience, including 12 years focusing on planned giving. She served for 7 years as the Director of Major and Planned Gifts at Capital Hospice. She has also worked with major gifts, annual giving, foundation and corporate grants, and sponsorships for a variety of chapter affiliates of national organizations and a small, community based social service agency. Meg served on the board member of the National Capital Gift Planning Council from 2009-2014 and rejoined in 2015, currently serving as President.

Contact Info:

906 Pennsylvania Avenue, SE, Suite 200
Washington, DC 20003

President-Elect

Elana F. Lippa

Director of Gift Planning

Charles E. Smith Life Communities

President-Elect

Elana F. Lippa

Elana Lippa

Elana F. Lippa is currently Director, Gift Planning, at Charles E. Smith Life Communities in Rockville, Maryland. Prior to serving in this capacity, Elana was Director of Gift Planning at Montgomery College, Planned and Major Gifts Officer at National Foundation for Cancer Research, and Planned Giving Associate and Major Gifts Assistant at the Smithsonian Institution. This is Elana’s thirteenth year working in planned giving and fifteenth in development. She holds a Bachelor of Arts from Virginia Commonwealth University and a Master of Arts from American University. She has been involved with the National Capital Gift Planning Council for many years and is excited to again sit on the Board.

Treasurer

Stevens Craig

CPA

Aronson LLC

Treasurer

Stevens Craig

Stevens Craig

Bio coming soon.

Secretary

Jane Kolson

Senior Planned Giving Advisor

The George Washington University

Secretary

Jane Kolson

Jane Kolson

Jane B. Kolson is Senior Planned Giving Advisor at The George Washington University, where she has worked since September 2005. Her current responsibilities focus on planned giving, with an emphasis on gifts of real estate, and fundraising for the University’s Luther W. Brady Art Gallery.

Jane has more than 35 years of fundraising experience at institutions including Case Western Reserve University, the Folger Shakespeare Library, and Washington National Cathedral. She is a cum laude graduate of Allegheny College and holds an M.P.A. from Kent State University. She is a licensed real estate agent in the Commonwealth of Virginia.

Vice President for Membership

Adam S. Lewis, CFRE

Senior Associate Director, Planned Giving

The George Washington University

Vice President for Membership

Adam S. Lewis, CFRE

Adam Lewis

Adam Lewis is the Senior Associate Director of Planned Giving at the George Washington University. He has nine years of fundraising experience, with the last eight years primarily focused on planned giving. Adam joined GWU from Charles E. Smith Life Communities in Rockville, MD. In his role at GW, his responsibilities include serving as the planned giving liaison for the university’s School of Medicine and Health Sciences, Graduate School of Education and Human Development, College of Professional Studies, School of Media and Public Affairs, and the Milken Institute School of Public Health. Adam earned a bachelor’s degree in journalism with honors from the University of Maryland, College Park, and a master’s degree in higher education administration from the George Washington University.

Vice President of Programs

Heather R. Narvaez, JD

Legacy Programs Manager

AARP Foundation

Vice President of Programs

Heather R. Narvaez, JD

Heather R. Narvaez

Heather Narvaez is the Legacy Programs Manager with AARP Foundation, the charitable arm of AARP, whose mission is to win back opportunity for struggling older Americans by being a force for change on the most serious issues they face today: housing, hunger, income, and isolation.

Before joining AARP Foundation, Heather worked for other regional and national nonprofits in the Washington, DC area, such as Daughters of the American Revolution, the Girl Scout Council of the Nation’s Capital, and the Cultural Landscape Foundation.

Heather has a BA in English/Communications from DeSales University, an MA in Philanthropy & Development from St. Mary’s University of MN, and a JD from Concord Law School.

Immediate Past President

Patricia G. Wang

Director of Gift Planning & Estate Administration

University of Maryland

Immediate Past President

Patricia G. Wang

Patty Wang

Patty Wang is currently the director of gift planning and estate administration at the University of Maryland. She has been a member of University Relations’ development team through both of the university's comprehensive campaigns, Bold Vision Bright Future and the Great Expectations Campaign for Maryland. Her previous positions at Maryland include major gifts, donor relations and stewardship, corporate and foundation relations, alumni relations and annual giving.

Patty joined NCGPC in 2006 when she transitioned from major gifts to gift planning and was the 2012 conference chair for the 20th Anniversary Planned Giving Days Annual Conference. She has also served on the boards of ACE's Women in Maryland Higher Education, CASE, Community Crisis Services in Prince Georges County, MD, among others.

Board of Directors

Steve Mohyla Jr., CFP

Managing Member

Second Term

Steve Mohyla Jr., CFP

Board Member

Steve Mohyla Jr.

As an independent Certified Financial Planning Practitioner, Steve is in his twentieth year helping individuals, private businesses, and charities with complex financial issues. He specializes in keeping families together with their money. Steve also serves on the Boards of the Central Fairfax Chamber of Commerce and the Northern Virginia Estate Planning Council. Among his civic and church-related activities, Steve is a soccer and basketball official in Northern Virginia.

 

Contact Info:

10560 Main St Ste PH-15
Fairfax, VA 22030-7115

p. (571) 321-0150
steve@stevemohyla.com

Vikki Ismael, CGPA

Director of Gift Planning

University of Maryland

Second Term

Vikki Ismael

Board Member

Vikki Ismael

Vikki Ismael is Director of Gift Planning at the University of Maryland. She has 25 years of development experience and has held planned giving and major gift positions at Children's Hospital, the Washington National Cathedral, Arena Stage, The Kennedy Center, the Pittsburgh Ballet Theatre and Central Park Conservancy in New York City. She is most proud of launching Arena's current gift planning program.

Vikki served on the PG Days Conference committees 2010-2014 and currently serves as NCGPC's Ethics Corner Chair. She holds a BS from Syracuse University and a MAM (Master of Arts Management) from Carnegie Mellon University. She is a Certified Gift Planning Associate.

Nicole Engdahl

Vice President, Planned Giving

National Park Foundation

Second Term

Nicole Engdahl

Board Member

Nicole Engdahl

Nicole Engdahl is the Vice President of Planned Giving at the National Park Foundation. She has 18 years of fundraising experience with the last 10 years primarily focused on planned giving. Nicole joined NPF from Special Olympics International where she helped the organization create and grow its national planned giving program. Prior to Special Olympics, Nicole was a Planned Giving Officer for the National Geographic Society where she directed the planned giving marketing program as well as managed a portfolio of donors. In addition, Nicole has served as the Director of Development for the Tuberous Sclerosis Alliance, the Associate Director of Annual Giving for St. Olaf College and the Associate Executive Director of the Cystic Fibrosis Foundation – Wisconsin Chapter. Nicole has an M.A. from Northern Illinois University and a B.A. from Luther College. She lives in Washington, D.C.

D. Kay Malone, J.D.

Senior Director of Gift Planning

World Wildlife Fund

First Term

Kay Malone

Board Member

Kay Malone

D. Kay Malone, J.D. is the Senior Director of Gift Planning with World Wildlife Fund. She was a trial attorney for 6 years before becoming Director of Major Gifts and Planned Giving for Project HOPE, and later Director of Major Gifts at American Farmland Trust. Kay is a longstanding freelance writer/consultant for The Stelter Company and an AFP certified Master Teacher.

Phyllis Freedman

President

SmartGiving

Second Term

Phyllis Freedman

Board Member

Phyllis Freedman

Phyllis Freedman is President of SmartGiving, a consultancy providing planned giving marketing advice and counsel to organizations such as City of Hope, Special Olympics, Defenders of Wildlife, Earthjustice and Easter Seals.

Previously, Phyllis was Managing Director of Epsilon's nonprofit group. She also served as Associate Executive Director of Paralyzed Veterans of America and as Vice President, Marketing & Development for Special Olympics International.

Phyllis is a frequent speaker on planned giving and stewardship. She is The Planned Giving Blogger. You can read or sign up for her posts at www.plannedgivingblogger.net.

Elissa Leif

CEO

MiniMatters Video + Marketing

First Term

Elissa Leif

Board Member

Elissa Leif

Elissa Leif is CEO and co-founder of MiniMatters, LLC, a video production and marketing company serving nonprofit organizations, foundations, and associations–with a specialty in videos about planned giving. In addition to video production, she helps clients leverage their video investments with smart distribution through the web, email, and social media. A former development director with more than 20 years of fundraising and business experience, she is happy to work with the other members of the National Capital Gift Planning Council to support the gift planning field. Elissa holds a Master's Degree in Education from the Harvard Graduate School of Education and a B.A. in history from Yale University.

Michael Hutney

Director of Product Strategy and Innovation

The Stelter Company

Second Term

Michael Hutney

Board Member

Michael Hutney

Michael Hutney is the Director of Product Strategy and Innovation at The Stelter Company, a leading source for gift planning marketing for the nonprofit community. With more than 15 years of sales, communications and marketing experience, Michael manages Stelter's client relationships within the East and Mid-Atlantic region and provides key counsel regarding their marketing needs.

Before joining The Stelter Company, Michael worked for the Hewlett-Packard Company where he was Regional Sales Manager for strategic accounts. Prior to that, he worked for the Vignette Corporation where he served in a variety of sales and marketing roles.

Michael's unceasing commitment to philanthropy and his expertise in marketing strategies makes him an invaluable resource for growing successful development programs. He avidly counsels organizations of all sizes about marketing on multimedia platforms, relationship building strategies, and cutting-edge donor and fundraising research.

Michael currently sits on the Board of Directors for the National Capital Gift Planning Council (NCGPC) in Washington, DC. Michael graduated from Texas A&M University in College Station, TX, with a Bachelor of Arts degree in history with minor concentrations in French and business management.

Nikki Peters

Gift Planning Officer

The Nature Conservancy

First Term

Gayle Union, CFRE

Manager, Planned Giving

Marine Corps Heritage Foundation

Second Term

Gayle Union, CFRE

Board Member

Gayle Union

Ms. Union is the Manager, Planned Giving, Marine Corps Heritage Foundation, where, in addition to planned giving responsibilities, she manages a portfolio of major gift prospects. She is also the Senior Consultant for Legacy Programs, Advantage Consulting, where she manages the gift planning component for a telephone outreach program. She has spent 30+ years in fundraising, with the last 18 primarily focused on gift planning. She has started and managed regional and national gift planning programs for the American Cancer Society, the Smithsonian's National Air and Space Museum, the Navy-Marine Corps Relief Society, and the Marine Corps Heritage Foundation. Ms. Union is a past president of the National Capital Gift Planning Council (NCGPC). She is also a former board member of the local AFP chapter.

Ms. Union has created gift planning marketing materials for plannedgiving.com and for several non-profits. She has presented at local, regional and national conferences, e.g., NCGPC, the Planned Giving Group of New England, the Direct Marketing Fundraisers Association, AFP, and the Association of Science-Technology Centers.

She has a B.A. from the University of Wisconsin, Madison, and an M.A. in special education from George Washington University.

Barbara Golden

General Counsel/Planned Giving Consultant

Supreme Council, 33rd Degree

First Term

Barbara Golden

Board Member

Barbara GoldenBarbara Golden is a seasoned attorney and development professional licensed to practice law in DC and MD. She currently serves as General Counsel to a national masonic fraternal organization, The Supreme Council, and its affiliated charities. In her role as general counsel, Barbara not only works on contracts and transactions, but she also works with the organization's gift officers, donors and donors' advisors to plan and close complex planned gifts and major gifts to the organization's charities. Prior to becoming general counsel, Barbara was Director of Development and Director of Planned Giving for the same organization. Before joining The Supreme Council, Barbara was managing attorney for the Pro Bono Program for the Bar Foundation of Montgomery County, MD. There, in addition to handling fundraising, grants and programs, Barbara helped to establish a pro se division in the Circuit Court for people of limited means. Barbara was born in Washington, DC and raised in Maryland, where she now resides. She dreams of winning the lottery and splitting her time between a beach paradise and Italy.

Pamela Valenzuela, CAE

Executive Director

NCGPG

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