National Capital Gift Planning Council

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Board Members

Effective June 2018

President

Elana F. Lippa

Director of Gift Planning

Charles E. Smith Life Communities

President

Elana F. Lippa

Elana F. 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.

President-Elect

Heather Sherman

Director, Gift Planning

AARP

President-Elect

Heather R. Sherman, JD

Heather Sherman

Heather Sherman is the Director of Gift Planning with AARP Foundation, whose mission is to end senior poverty by helping vulnerable older adults build economic opportunity and social connectedness. Heather manages a team of three gift planning officers who work with AARP members to create a lasting legacy for their families and charities through estate planning. She joined the AARP team in 2009 and has been in the field of gift planning and development for over 20 years.

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

Heather is an active member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council, where she serves as a Board member and past Chair of Planned Giving Days 2016.

Treasurer

Lars Etzkorn

Lawyer

Lars Etzkorn Law PLLC

Treasurer

Lars Etzkorn

Lars Etzkorn

Lars' legal practice focuses on estate planning and administration, charitable giving and nonprofit governance. He works with individuals and families, and with local and national cultural, education and health organizations.

He started his legal career as Counsel with the U.S. Senate Committee on Commerce, Science and Transportation, and was then Counselor to the Vice Chair at the Interstate Commerce Commission. Lars served also in senior and cabinet appointments for four mayors in two cities (Bosley and Harmon in St. Louis, MO; Williams and Fenty in Washington, DC).

In addition to practicing law, he is a member of the Board of Directors of the National Capital Gift Planning Council, is Chair of the Trustees of the Endowment at the Arts Club of Washington, is a Trustee and Treasurer of Olney Friends School, in Barnesville, OH, and is a member of the Alumni Board of Governors at Washington University in St. Louis. By mayoral appointment, he is a member of the DC Commission on National and Community Service (Serve DC), and was Vice Chair of the Saint Elizabeths East Advisory Board.

Lars is a cum laude graduate of Saint Louis University School of Law, where he was Editor in Chief of the Saint Louis University Public Law Review. He received his undergraduate degree in history from Washington University in St. Louis. Lars is licensed to practice law in the District of Columbia and the State of Missouri. He lives in DC with his husband, Gregory Hoss, the President of David M. Schwarz Architects, Inc., and their energetic dachshund, Ada.

Secretary

Mary Bet Dobson

Assistant Director of Individual Gifts

American Chemical Society

Secretary

Mary Bet Dobson

Mary Bet Dobson

Mary Bet Dobson is Assistant Director of Development at the American Chemical Society (ACS), the world's largest scientific society. She has directed its individual giving program since 2003, advancing and leading the organization's major, legacy, and annual fundraising. Mary Bet's career spans twenty-five years in the non-profit sector, to include managing development programs at colleges and universities, and six years in the private sector, selling securities and software. As a leader in the association fundraising community, she served on the Association Foundation Group (AFG) board and as AFG president from 2007 to 2008. Mary Bet is a graduate of the University of Virginia with a B.A. in French and General Linguistics, and a Chartered Advisor in Philanthropy®, CAP®.

Vice President for Membership

Nikki Peters

Associate Director of Gift Planning

The Nature Conservancy

Vice President for Membership

Nikki Peters

Nikki Peters

As an Associate Director of Gift Planning at The Nature Conservancy, Nikki builds strategic relationships with donors and advisors in order to enable gifts of significance. She serves as a philanthropic and technical partner in planning to TNC fundraisers seeking to raise outright, blended and deferred gifts funded with non-cash assets in support of TNC’s campaign goals and conservation mission. Nikki has been with TNC for eight years, most recently as a Gift Planning Officer on its Bequest and Annuities Team. Prior to joining TNC, Nikki worked at an investment bank focused on middle market companies and an advisory services and technology solutions firm. She has a B.A. in Political Science and Journalism and Mass Communication with a concentration in Public Relations from The University of North Carolina at Chapel Hill. Nikki has been a member of NCGPC since 2013 and served as Chair of its PG Days Conference in 2017.

Vice President of Programs

Kara Barnes

Director of Gift Planning

American University

Vice President of Programs

Kara Barnes

Kara Barnes

Kara Barnes is Director of Planned Giving at American University in Washington, DC. In this capacity, she directs a multichannel planned giving marketing program, manages a portfolio of donors, and facilitates collaboration with the university’s schools and units on planned gift strategies. She has over 15 years of experience in nonprofit fundraising with a focus on major gifts and planned giving and has worked at WAMU 88.5 American University Radio, the Atlas Performing Arts Center, National Public Radio, The John F. Kennedy Center for the Performing Arts, and the National Gallery of Art. Kara has a B.A. from Creighton University and a M.A. from Temple University's Tyler School of Art. She lives in Washington, D.C. with her husband and son.

PG Days Chair (ex-officio)

Heather Sherman

Director, Gift Planning

AARP

PG Days Chair (ex-officio)

Heather R. Sherman, JD

Heather Sherman

Heather Sherman is the Director of Gift Planning with AARP Foundation, whose mission is to end senior poverty by helping vulnerable older adults build economic opportunity and social connectedness. Heather manages a team of three gift planning officers who work with AARP members to create a lasting legacy for their families and charities through estate planning. She joined the AARP team in 2009 and has been in the field of gift planning and development for over 20 years.

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

Heather is an active member of the National Association of Charitable Gift Planners and the National Capital Gift Planning Council, where she serves as a Board member and past Chair of Planned Giving Days 2016.

Immediate Past President

Meg Roberts

Assistant Director of Individual Gifts

Impact Communications

Immediate Past 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 of the National Capital Gift Planning Council from 2009-2014 and rejoined in 2015, currently serving as President.

Contact Info:

735 8th Street SE
Washington, DC20003
202-543-7671

Board of Directors

Susan Feidelman

Principal Account Executive

The Stelter Company

First Term

Susan Feidelman

Board Member

Susan FeidelmanSusan brings more than 25 years of marketing, sales, and client management experience to The Stelter Company. She avidly counsels organizations regarding donor communication, cross-platform marketing, relationship building strategies and donor research. Prior to joining Stelter 5 years ago, Susan worked with an agency that supported non-profits and associations in their marketing efforts via design, digital and print communications.

Susan graduated from University of Maryland, College Park with degrees in Marketing from the Smith Business School and Honors English. Susan enjoys tennis, reading, traveling and cheering on the UMD Terps with fellow friends and alumni. She has two children, Rachel & Jake, and lives in Gaithersburg, MD with her husband, Michael.

Barbara Golden

General Counsel/Planned Giving Consultant

Supreme Council, 33rd Degree

Second 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.

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.

Ann Kolakowski, CAP

Senior Director of Planned Gifts and Gift Annuities

The Humane Society of the United States

First Term

Ann Kolakowski, CAP

Board Member

Ann Kolakowski

Ann Kolakowski, CAP®, is Senior Director of Planned Gifts and Gift Annuities at the Humane Society of the United States, the nation’s largest and most effective animal protection organization. In this role, she oversees the Charitable Gift Annuity program, secures bequest commitments from donors in the Mid-Atlantic, and administers a multichannel planned giving marketing program.

Ann joined the HSUS in 2014 after serving as Director of Major and Planned Gifts at Towson University, her undergraduate alma mater. Previous experience includes positions at The Johns Hopkins University, Goucher College, and the National Aquarium, as well as independent schools in Boston and Philadelphia.

In addition to a B.S. in Speech Communications from Towson, Ann earned a M.A. in Writing from The Johns Hopkins University and holds the Chartered Advisor in Philanthropy $reg; designation. She is the mother of two grown children and lives with her husband, two terriers, and two cats in Olney, MD.

Jane Kolson

Senior Planned Giving Advisor

The George Washington University

Second Term

Jane Kolson

Board Member

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.

Elissa Leif

CEO

MiniMatters Video + Marketing

First Term

Elissa Leif

Board Member

Elissa Leif

Elissa Leif is CEO of MiniMatters, a video production and marketing company she co-founded in 2009. At MiniMatters, Elissa has helped to pioneer the use of video storytelling for planned giving marketing and donor stewardship. Earlier in her career, Elissa served as a development director at media and arts nonprofit associations. She holds a Master's Degree in Education from the Harvard Graduate School of Education and a B.A. in history from Yale University. Elissa also serves on the board of Lumina Studio Theatre in Silver Spring, Maryland. She enjoys teaching about technology in a user-friendly way, and presents occasionally about video marketing and storytelling. Planned giving presentations have included the National Conference on Philanthropic Planning, PPGGNY, the Chesapeake Planned Giving Council, the Planned Giving Group of Connecticut, and NCGPC’s own PG Days.

Adam S. Lewis, CFRE

Senior Associate Director, Planned Giving

The George Washington University

Second Term

Adam S. Lewis, CFRE

Board Member

Adam Lewis

Adam Lewis is the Senior Associate Director of Planned Giving at the George Washington University. Adam, a Certified Fund Raising Executive, has more than a decade of development experience, with the last ten 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, and GW Hillel. 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.

Kay Malone Quillen, J.D.

Director of Planned Giving

American Humane

Second Term

Kay Malone Quillen

Board Member

Kay Malone

Kay Malone Quillen, JD, is the Director of Planned Giving for American Humane. Of her many years in fundraising and consulting, Kay is best known for her decade of service at World Wildlife Fund where she won significant board investment in gift planning. Under her leadership WWF’s planned giving revenue doubled to more than $20M, their future “pipeline” doubled to over $500M, and staff size tripled. A graduate of American University's Washington College of Law, she was a trial attorney 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 certified Master Teacher with the Association of Fundraising Professionals and has been a member of both AFP and the National Association of Charitable Gift Planners for many years.

 

Evelyn Morgner

Director, Planned Giving and Transformational Gift Services | Investor Relations

United Way Worldwide

First Term

Evelyn Morgner

Board Member

Evelyn Morgner is the Director, Planned Giving and Transformational Gift Services at United Way Worldwide. Evelyn is responsible for managing the delivery of Endowment and Planned Giving services to the national network including United Way's proprietary life insurance and charitable gift annuity programs, as well as estate administration and developing United Way's $10 Million Roundtable. She develops resources around endowment and anniversary campaigns. Evelyn both provides training to the network and communicates best practices to several groups in United Way's network as well as securing bequests and other planned gifts.

Evelyn has created new resources including Endowments Today and Tomorrow, Bequest and Legacy Giving Toolkit, the Endowment Investment Best Practices Toolkit, Endowment Campaign Resources, the Anniversary Campaign Guide, and the IRA Charitable Rollover Guide. She leads a nationwide group developing best practices for delivering successful endowment campaigns, and speaks at United Way and industry conferences.

She has served on both educational and arts nonprofit boards in D.C. and New York. Before joining United Way, Evelyn was a senior investment consultant and private banker in London, New York and Edinburgh. She graduated from Bryn Mawr College, and has a Master's in Economics from The London School of Economics and Political Science.

Thomas Perkins

Planned Giving Officer

Ocean Conservancy

First Term

Thomas Perkins

Board Member

Thomas Perkins

Thomas Perkins , CAP ®is currently Senior Manager, Planned Giving, at Ocean Conservancy. Thomas has worked in the planned giving field for over 6 years. In his current role he is in charge of a multi-channel marketing program, estate administration, database management and the annuities program. He also provided technical support to Ocean Conservancy's development team. Thomas earned his bachelor's degree in Political Science from St. Mary's College Maryland.

Joanne Pipkin

Director of Development

Greater Washington Community Foundation

First Term

Joanne Pipkin

Board Member

Joanne PipkinSince August 2016, Joanne has been serving as the Director of Development at the Greater Washington Community Foundation. With extensive experience in relationship management, Joanne focuses on building collaborative partnerships between donors, professional advisors and The Community Foundation. Joanne oversees The Community Foundation's planned giving program.

Prior to joining The Community Foundation, Joanne worked nearly 20 years as a Senior Relationship Manager and Team Leader in Charitable Asset Management at State Street Global Advisors. Joanne holds a Master of Administrative Science — Finance degree from Johns Hopkins University (JHU), and a BA in Political Science and Pre-Legal Studies from Goucher College. Joanne serves as a judge for the Johns Hopkins University Business Competition.

Pamela Valenzuela, CAE

Executive Director

NCGPC

JJ van Haelewyn

Director of Planned Giving

Smithsonian Institution

First Term

JJ van Haelewyn

Board Member

JJ van HaelewynWith 26 years of fundraising experience, JJ van Haelewyn currently works as Director of Planned Giving at the Smithsonian Institution, overseeing gift planning for 19 museums, 9 research centers and the National Zoo. Prior to that he worked for thirteen years at the National Geographic Society managing the planned giving program and overseeing annual giving. JJ also worked as a major gifts officer at the American Red Cross and the Salvation Army. He has a bachelor's degree from the University of Virginia and a master's degree from Johns Hopkins University. JJ lived oversees in Trinidad and Tobago, Algeria, Thailand, Kuwait and Haiti.

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