Planned Giving Mentor's
National Board of Gift-Planning Consultants

• Susan Axelrod
• Gift Planning Consultant
• Rexford, New York
• slacfre@nycap.rr.com

• Karen L. Jackson
• Results in Giving, Ltd.
• Beachwood, Ohio

• Carol Kolmerten
• Charitable Development Consulting
• Frederick, Maryland
• kolmerten@charitabledevelopmentconsulting.com

• K. Gene Christian
• Charitable Estate Planning NW
• Ridgefield, Washington
• gene@cepn.intranets.com

• Kevin Johnson
• Retriever Development Counsel LLC
• Portland, Oregon
• www.retrieverdevelopment.com

• James E. Connell
• Connell & Associates
• Pinehurst, North Carolina
• www.connellandassoc.com

• Richard M. Lamport Jr.
• Gift Planning Associates
• San Francisco, California
• giftplanner@rcn.com

• Tom Cullinan
• Tom Cullinan Charitable Giving Counsel
• Omaha, Nebraska
• www.cullinan.to/give

• Jean McCord
• McCord and Associates
• Tacoma, Washington
• jean@mccordassociates.com

• John Elbare
• Florida Philanthropic Advisors LLC
• Lutz, Florida
• www.pgcoach.com

• Dan Mirgon
• Dan Mirgon & Associates Inc.
• Orange, California
• www.mirgonconsulting.com

• J. Richard Ely Jr.
• Strategic Fundraising Consultants
• Providence, Rhode Island
• www.planned-giving.com

• Phil Murphy
• Planned Giving Specialist
• San Anselmo, California
• www.plannedgivingcoach.com

• Ellen G. Estes
• Estes Associates
• Woodbridge, Connecticut
• www.ellenestes.com

• Diana S. Newman
• Philanthropic Resource Group
• Columbus, Ohio
• www.diananewman.com

• Vincent J. Fraumeni
• Fundraising Consultant
• Hacienda Heights, California
• www.fraumeni.com

• Dale E. Ross
• Dale E. Ross Consulting
• Lawton, Oklahoma
• rossconsulting@earthlink.net

• James E. Gillespie
• CommonWealth
• Indianapolis, Indiana
• CWealth795@aol.com

• Winton Smith
• Winton Smith & Associates
• Memphis, Tennessee
• www.wintonsmith.com

• Bill Zook
• Planned Giving Services
• Seattle, Washington
• www.plannedgivingservices.com

• Margaret M. Holman
• Holman Consulting, Inc.
• New York, New York
• www.holmanconsulting.com

• Steven L. Mourning
• Jerold Panas, Linzy & Partners
• slmourning@comcast.net