Planned Giving Days Speakers

Brantley Boyett

Brantley BoyettBrantley is the Co-founder and President of Giving Docs. He is a former (recovering) attorney, having practiced for more than a decade before starting Giving Docs in 2015 in Austin, Texas. In 2017, Brantley moved to Durham, NC, when Giving Docs partnered with Dan Ariely’s behavioral science lab, the Center for Advanced Hindsight at Duke University, which seeks to use behavioral science to make the world happier, healthier, and wealthier.

Brantley received his JD and BFA at the University of Texas in Austin. He also currently teaches Law and Entrepreneurship at Duke University School of Law.

Jade Bristol

Jade BristolJade Bristol is Chief Development Officer at Giving Docs, where she leads the creation and development of partnerships with planned giving leaders across the U.S. An attorney who began her career with a focus on trusts and estates, Jade has more 15 years of experience in the nonprofit sector, where she served as Director of Estate Planning at the Human Rights Campaign, National Vice President of Individual Giving at the Muscular Dystrophy Association, and Founder/Executive Director of KidzCare USA.

Jade is a member of the National Capital Gift Planning Council Board of Directors and also has also served on boards and committees for StandUp For Kids, the Children's Inn at NIH, Delta Phi Epsilon Sorority, and Montgomery County Coalition for the Homeless.

Alexandra Brovey

Alexandra BroveyAlexandra P. Brovey, JD, LLM, is Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, NY. She previously worked at Pennsylvania State University, Pace University, and Stony Brook University during comprehensive campaigns. Earlier in her career she focused on estate planning as a member of the Delaware, Pennsylvania, and New York bars.

Alex is a President Emeritus of the Philanthropic Planning Group of Greater New York. She also served as Board member and Treasurer of the National Association of Charitable Gift Planners and as Chair of its Leadership Institute. She is a member of the Estate Planning Council of Nassau County and also serves on the editorial board of Planned Giving Today.

Alex earned a BA from The Pennsylvania State University, Phi Beta Kappa; a JD from Georgetown University Law Center, and an LLM from the University of Miami School of Law. Alex has a published trilogy on Zen and the Art of Fundraising.

Joe Bull

Joe Bull currently serves as Vice President and Chief Advancement at Wilmington College and is the founder and principal of Philanthropy Advisory Council, LLC. With 37 years of experience in the philanthropic arena, he has held senior advancement leadership positions at Carnegie Mellon University, The Nature Conservancy, and the Columbus Zoo and Aquarium. Joe provided 16 years of service to his alma mater, The Ohio State University, primarily as Director of Planned Giving, and has held gift planning positions at Duke and North Carolina State universities.

He is the President of the American Council on Gift Annuities and was the 2005 Board Chair of the National Association of Charitable Gift Planners. As such, he is only the second person ever to have held the top leadership position at both of charitable gift planning’s professional organizations. Joe was a member of the Planned Giving Today Editorial Advisory Board for 15 years. He is admitted to the Ohio and North Carolina bars.

Stephen Clarke

Stephen ClarkeStephen Clarke is Director of Charitable Gifting Strategies at Eaton Vance Distributors, Inc., (now part of Morgan Stanley Investment Management) where he is also a Managing Director. He is responsible for institutional business development working with not-for-profits in custom series planned giving vehicles. He joined Eaton Vance in 2011. Stephen began his career in the investment management industry in 1986. Stephen earned a BA cum laude from the University of Massachusetts and an MBA from the Wharton School at the University of Pennsylvania.

Valerie Cushman

Valerie CushmanValerie Cushman serves as the Senior Director of Alumni Engagement & Inclusion Initiatives at William & Mary. In this role, she is charged with growing the engagement, leadership, and philanthropy of W&M alumni through the lens of five intersectional identities–women, Black/African descent, Asian Pacific Islander, Latinx and LGBTQ+. Outcomes of that work have included the creation of a comprehensive regional engagement program, W&M Women’s Weekend attracting 500 registrants in the first year and the first-ever Black Alumni Reunion. She and her team have also created volunteer leadership structures within and across these identity communities resulting in the significant growth of underrepresented volunteers in leadership roles throughout campus. She also established the Alumnae Initiatives Endowment that has grown to $4.7 million in just 5 short years and expendable operating funds for each of the identity-based communities.

She earned a BS from SUNY Cortland, an MS from East Stroudsburg University, and a PhD from Syracuse University.

Michael Degenhart

Michael DegenhartMichael Degenhart is Assistant Vice President at The Pennsylvania State University, where he is responsible for the development and implementation of university-wide planned giving efforts for Penn State’s 24 campuses. Michael served as the Assistant Vice President at Syracuse University and spent seven years in the Office of Trust, Estates & Gift Planning at Cornell University.

Michael has been a Consulting Vice President for Grenzebach Glier and Associates (GG+A) since 2010. He earned a BS from the University of Wisconsin, Madison, and an MBA from the University of Rochester’s Simon School of Business. He holds the credentials of Certified Fund Raising Executive, Accredited Estate Planner, and Chartered Advisor in Philanthropy®.

Beth Delaney

Beth DelaneyBeth Delaney is a Director of Gift Planning at the University of Pennsylvania. She has more than 13 years of experience soliciting and closing planned and outright gifts for scholarships, professorships and other university priorities, assisting donors using securities and the Qualified Charitable Distribution (IRA Charitable Rollover).

Beth created and manages an extensive planned giving program for all 14 undergraduate reunion classes and alumni in non-reunion years, as well as Penn’s graduate School of Social Policy and Practice. She has an additional 20+ years of experience as a frontline fundraiser and as a grant writer for several of the region’s nonprofits and continues a successful consulting practice.

She earned an MS from the University of Pennsylvania, an MSW from Temple University, and a BA from Villanova University. She serves as a Trustee at Waldron Mercy Academy in Merion, PA, and as a committee member for the 21st Ward in Philadelphia. She volunteers regularly with homeless shelters, food banks, and in her parish.

Nicole Engdahl

Nicole EngdahlNicole Engdahl is the Senior Vice President of Planned and Annual Giving for the National Park Foundation. Nicole started the foundation’s formalized planned giving department in 2015, leading estate giving efforts as part of the organization’s $550 million Centennial Campaign for America’s National Parks. With more than 25 years of fundraising experience, today Nicole leads three departments at the organization: direct response, mid-level giving, and charitable gift planning.

Before joining the NPF, Nicole worked as the Director of Gift Planning Marketing at Special Olympics International and was a Planned Giving Officer for the National Geographic Society. Nicole is a Chartered Advisor in Philanthropy® and a current board member of the National Association of Charitable Gift Planners. She lives in Washington, DC.

Chip Giese

Chip GieseChip Giese is a senior relationship manager in PNC Institutional Asset Management’s® Planned Giving Group. He is responsible for coordinating the delivery of life-income gift servicing to endowment and foundation clients across PNC’s national footprint. He also provides product specialization and support to PNC regional leaders and business development teams.

In his capacity as the relationship officer overseeing administration, Chip meets with clients to confirm that their needs are being met. He assumed his current position in 2005, after spending two years as the Director of Planned Gifts at The Gilman School in Baltimore. His industry experience extends back to 1994.

Chip is an alum of Towson University. He is a current member of the National Association of Charitable Gift Planners, the American Council on Gift Annuities and is a past board member of the Chesapeake Planned Giving Council.

Kate Kaming

Kate KamingKate Kaming is Senior Director for Cancer Development at Northwell Health, the largest hospital network in New York State. Kate is the lead fundraiser for the Northwell Health Cancer Institute where she has implemented a multi-channel philanthropic program including, grateful patient fundraising, a major and principal gift program, and a third-party fundraising platform.

Kate has extensive experience in a variety of fundraising positions, most recently at Stony Brook Cancer Center (SBCC). In 2013, she was hired as the inaugural Director of Development and was promoted to Senior Director of Development and External Relations for the SBCC in 2016.

Kate received her BA from the University of California, Berkeley. Kate is a founding member of the Diversity, Equity and Inclusion Committee at the Northwell Health Foundation and is active in the National Association of Cancer Center Development Officers, where she co-chairs the principal and major gift affinity group. A yogi and 500-hour certified yoga teacher, Kate is also a fundraising/strategic planning volunteer for The Give Back Yoga Foundation–Y12SR Program.

Tracy Malloy-Curtis

Tracy Malloy-CurtisTracy Malloy-Curtis, JD, is Legacy Director for Mal Warwick Donordigital. With a primary focus on legacy giving and major gifts, Tracy has more than 23 years of experience in fundraising for advocacy and social justice organizations that include the ACLU, Citizen Action, International Rescue Committee, and other national and international organizations. She currently directs campaigns for City of Hope, Ocean Conservancy, Special Olympics, Anti-Defamation League, International Planned Parenthood Federation, and others.

Tracy received her JD cum laude from Case Western Reserve School of Law, where she was the publisher of the Law Review.

Tom Malstrom

Tom MalstromAs Director of Major Gifts and Planned Giving at the Calvert Hall College High School in Towson, MD, Tom Malstrom has led the growth of the institution’s 1845 Legacy Society and has helped to secure six- and seven-figure commitments to the school’s largest-ever comprehensive campaign, launched in celebration of Calvert Hall’s 175th Anniversary.

Tom began a 25-plus-year career in development at Calvert Hall in the 1990s, eventually serving as a senior development director at John Hopkins University, the University of Maryland Medical System’s Greenbaum Cancer Center, and the University of Florida’s McKnight Brain Institute. He is a graduate of Towson University.

Adam Martel

Adam MartelAdam Martel is the leading entrepreneurial voice in artificial intelligence for the social good sector. In his current role as founder and CEO of Givzey, the sector's first 'Give Now, Pay Later' AI-enabled fintech solution, Adam and his team are developing technology to empower nonprofits to offer their donors new and more flexible giving options. Already named one of Boston’s hottest technology startups, Givzey is on a path to revolutionize credit on demand and micro loans for donors using the most advanced and innovative artificial intelligence technology.

Prior to Givzey, Adam was the co-founder and CEO of Gravyty, the first and leading artificial intelligence company focused solely on social good. At Gravyty, Adam and his team invented the first set of AI products specifically developed for nonprofit fundraising.

Before his time at Gravyty, Adam was a seasoned major gifts officer. His deep understanding of the personal challenges that organizations face while raising funds to execute their missions gave him his vision for AI tools for fundraiser enablement that change behaviors and improve results for frontline fundraisers.

John McKee

John McKeeJohn McKee has worked in planned giving since 1999, when he was hired by Gallaudet University during their first capital campaign. John subsequently joined the gift planning office at University of Maryland College Park, rising to the role of Executive Director of Gift Planning and working on planned gifts during three campaigns. In 2018 John moved to the Office of Philanthropy at the University of Maryland Baltimore, where he currently serves as the Associate VP for Philanthropy, raising funds for the Schools of Medicine, Dentistry, Law, Nursing, Pharmacy, Social Work, and Graduate Studies.

Prior to his philanthropy career, John was the Executive Director of the Saratoga Springs History Museum and curator at the Shaker Museum and Library. He earned a BA from Yale University and an MA from the University of Delaware Winterthur Program.

Sabrina Naylor

Sabrina NaylorSabrina Naylor, Senior Account Executive, Mal Warwick Donordigital, has nearly 20 years of fundraising experience with a focus on planned giving and direct response. At Mal Warwick Donordigital, she has worked with organizations including Earthjustice, PETA, the National Alliance on Mental Illness (NAMI), and more.

Sabrina earned an MBA from the University of Cincinnati and an MA in Arts Administration from the University of Cincinnati, College-Conservatory of Music. She currently serves on the Board of the National Capital Planned Giving Council.

R. Sylvester Owens

R. Sylvester OwensR. Sylvester Owens is an accomplished fundraising professional with nearly two decades of experience in the profession. A South Carolina native, he obtained his undergraduate and graduate degrees from Winthrop University. At Winthrop, Sylvester held positions in both development and alumni relations and later joined the development team of The George Washington University in Washington, DC. Sylvester then joined the Human Rights Campaign, the largest LGBTQ+ civil rights organization in the U.S., where he currently serves as Director of Estate Planning.

Sylvester is a member of the Association of Fundraising Professionals (AFP)–African-American Affinity Group and the National Capital Gift Planning Council and is past Vice President of the Ira Dorsey Scholarship Endowment Fund, Inc.

Andrew Palmer

Andrew PalmerAndrew Palmer, Director of Marketing Services, PG Calc, joined PG Calc in 2013 to launch the Marketing Services division, and apply his “for-profit” marketing successes to the non-profit world. Andrew’s experience is diverse, and his knowledge of today's online media marketplace—including email, direct mail, and social campaigns—is one-of-a-kind.

Andrew manages the PG Calc's Marketing Services, a customizable and scalable solution that offers charities large and small the ideal combination of traditional and online marketing initiatives. A member of the State Bar of California, Andrew earned both JD and LLM degrees from the University of the Pacific, McGeorge School of Law.

Alexis Sabloff

Alexis Sabloff is Associate Director, Gift Planning Marketing Strategy at The Nature Conservancy. Alexis has a deep background in developing data-driven marketing strategies, marrying targeted analytics with compelling multichannel creative techniques.

Prior to joining TNC in 2020, Alexis spent nearly two decades of experience serving a variety of nonprofits through marketing and fundraising agencies, focusing primarily on donor acquisition, retention, and membership/annual giving. She also founded Forman Sabloff Consulting, working with nonprofits on strategic planning, content development and assessment for giving programs across multiple channels.

Alexis is a graduate of Smith College and holds a MA from Columbia University. She has spoken at numerous industry conferences and received four Direct Marketing Association of Washington MAXI awards.

Jeannie Infante Sager

As Director of the Women’s Philanthropy Institute at the Indiana University Lilly Family School of Philanthropy, Jeannie Infante Sager leads WPI’s efforts to translate research to practice, works closely with WPI’s national advisory council, and serves on the school’s executive leadership team.

She has been quoted in a wide array of national media outlets including The New York Times, the Washington Post, and Fortune Magazine and is an active speaker on a range of topics related to women’s philanthropy. She serves as an associate professor with the Lilly Family School of Philanthropy and teaches with The Fundraising School.

Jeannie has more than 25 years of non-profit executive experience in health care, higher education, and independent school leadership. Nationally, she serves as chair-elect for the Indiana University Alumni Association’s board of managers and on the advisory council for Women of Color in Fundraising and Philanthropy. In service to women and girls, Jeannie is on the board of directors for Girls Inc. of Greater Indianapolis and Women for Change Indiana.

She earned her master's degree from Indiana University and a bachelor's degree from Rollins College.

Nathan Stelter

Nathan StelterNathan Stelter is the president of The Stelter Company, a leading source for gift planning marketing solutions for the nonprofit community.

During Nathan’s 20-year career in planned giving, he’s been fortunate to speak at more than 150 national and regional industry meetings on gift planning marketing trends and cutting-edge donor and fundraising research. He’s been quoted in numerous trade publications and currently authors the highly successful Stelter Insights blog. Nathan is a past board member of the NCGPC, current member of the Mid-Iowa Planned Giving Council, chair-elect for the board of the National Association of Charitable Gift Planners, as well as co-chair of the National Standards for Gift Planning Success (NSGPS) task force.

Nathan is a two-time graduate of the University of Iowa, where he earned a bachelor’s degree and an Executive MBA.

Ted Sudol

Ted SudolIn a career that began in the 1970s, Ted Sudol has established a reputation for imagination, creativity, and resilience in all aspects of philanthropy. In every engagement, he taps professional experiences as a consultant, practitioner, lawyer, and executive within the voluntary, public and private sectors. As Managing Director at Carter Global, Ted draws on roles in secondary and higher education, arts and culture, healthcare, human services, and the law at the national, regional, and local levels for an unparalleled perspective on the challenges and opportunities in philanthropy facing clients today. Ted provides counsel for Boards of Directors, CEOs, senior executives, staff, and volunteers in all aspects of philanthropy, from campaigns to gift planning, principal and major gifts, and strategic marketing. He frequently engages in start-up ventures and turn-around situations.

In crafting simple solutions for complex matters to attain desired outcomes, Ted balances an appreciation for the lofty aspirations that inspire the pursuit of philanthropic support with pragmatic realities. A graduate of Georgetown and Temple Law School, he spent 15 years with United Way at the national, regional, and local levels, in roles ranging from intern to chief executive officer.

Akshata Tare

Akshata TareAkshata is a customer-focused Programmer Business Analyst responsible for transforming The Nature Conservancy’s extensive global data resources into timely and actionable insights. She uses business process knowledge, predictive modeling, and lots of creativity to engineer analytics solutions that the staff across the organization can leverage to make strategic decisions.

For the past three years, she has been supporting more than seven departments from Conservation to Finance and Marketing by developing unique solutions in form of Power BI dashboards, BBCRM reports, and custom SQL analysis list. Akshata is a Base SAS-certified programmer with more than nine years of IT experience involving requirement analysis, data warehouse maintenance, and data visualization using multiple tools.

Doug White

Doug WhiteDoug White, a long-time leader in the nation's philanthropic community, is the former director of the Master of Science in Fundraising Management program at Columbia University and is an adjunct faculty member at the Valdry Center for Philanthropy at Southern University, where he continues to teach board governance, ethics, and fundraising.

He is the author of several books, including Abusing Donor Intent, which chronicles the historic lawsuit brought by a donor’s heirs against Princeton University, and Wounded Charity, which examines the leadership crisis in 2016 at the veterans’ charity Wounded Warrior Project.

Doug is a past member of the board of directors of the National Association for Charitable Gift Planners (formerly the National Committee on Planned Giving), where he founded the national initiative of Leave A Legacy and chaired the NCPG Ethics Committee. He is a past president of the Planned Giving Group of New England and a past president of the New Hampshire/Vermont chapter of the Association of Fundraising Professionals. He writes the ethics column for NCGPC, which in 2002 presented Doug with its Distinguished Service Award.