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William A. Albrecht, CFP®
Pathways Non-Profit Solutions

William Albrecht is a Senior Consultant at Pathways Non-Profit Solutions, a firm he founded in 2003 to specialize in Planned and Major Gift consulting. Prior to that he served as Director of Planned Giving at Regis University, and worked in planned and major gifts at The Children’s Hospital Foundation and National Jewish Hospital. In 1997, he became a Certified Financial Planner®, choosing this path to best position philanthropy within a donor’s overall financial plan.

Bill has spent the past 25 years in the nonprofit community and is also a graduate from Indiana University, holding a B.S. in Finance. Bill has served on numerous non-profit boards and committees, including six years on the board of the Colorado Planned Giving Roundtable, chairing its Resource Center, Marketing and Leave A Legacy ™ Committees. Bill has presented on numerous occasions, including at CPGR’s Summer Symposium and the Jesuit Advancement Association’s national conference, and at programs for the Association of Fundraising Professionals, the Rocky Mountain Philanthropy Institute, Community Resource Center, Metro Volunteers, CPGR’s Brown Bag Luncheon programs and to various boards of non-profit organizations.

 

Leslie Allen, Co-Founder 
Front Range Source

How lucky am I? I get to devote my professional life to fundraising for great causes here in Boulder and as far abroad as India and Africa. I am inspired by human rights activists in Africa, clean energy advocates in the Rockies, and the volunteers that cook hundreds of meals for the homeless here in our community. And that work isn’t possible without fundraisers like you and me. We are the work; making it possible for people to be part of the action!

From the beginning days of my first nonprofit job for a cultural exchange organization in New York City, I was completely sold on the nonprofit sector. I consider myself incredibly lucky to have served as staff, board member, or volunteer for dozens of amazing causes.

For 15 years I worked for Greenpeace – one of the most powerful brands in the world – and I learned how to communicate, inspire, and mobilize hundreds of thousands of donors through mail, phone, e-mail, social media, and good old face-to-face fundraising. I created a planned giving program that defied conventional wisdom and now raises millions each year.

I’ve taken the years of learning at large organizations and translated it to work for mid-sized and smaller grassroots organizations here and all over the world. I’ve learned to adapt best practices of fundraising, board effectiveness, and strategic planning to organizations in India, Mexico, and South Africa as well as here in the US, and in my own Colorado community. It’s been such a privilege to see so many organizations grow and thrive.

 

Rebecca Bibleheimer J.D. LLM, Senior Philanthropic Advisor and Vice President 
US Bank Charitable Services Group

 Rebecca works exclusively with tax exempt organizations and individuals with philanthropic intent and her specialty is planned giving. 

Prior to joining US Bank Charitable Services Group in 2005, Rebecca worked as a trusts and estates attorney for a tax boutique law firm in Portland, Oregon. She graduated cum laude with a Juris Doctorate from California Western School of Law and with a Legal Letters Master from the University of Florida, Levin School of Law. Rebecca is a member of the California State Bar and the Oregon State Bar. She served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on the Make A Wish Oregon Gift Council, Oregon Public Broadcasting’s Gift Planning Advisory Council, and Albertina Kerr’s finance committee, as well as other planned giving and investment related nonprofit committees.  She is the current President for the Northwest Planned Giving Roundtable and has served on their Executive Committee for eight years. 

Rebecca lives in Portland, Oregon with her husband and their two young daughters.

 

Jeff Comfort, Vice President of Principal Gifts and Gift Planning
OSU Foundation

A national leader in the field of gift planning, Jeff Comfort joined the OSU Foundation in January 2013 after a distinguished 18-year career at Georgetown University. There he oversaw university-wide gift planning efforts that resulted in more than $500 million in gift commitments and receipts during his tenure. Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the gift planning program for the National Jewish Medical and Research Center.

Comfort is active both nationally and locally in planned giving professional associations. As a volunteer leader of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning), he served as president, chair of the 10th National Conference on Planned Giving in New Orleans and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation. On the local level, he is a past president and board member of the National Capital Gift Planning Council of Greater Washington and was a founding board member for the Colorado Planned Giving Roundtable. Comfort has served 5 years as co-chair for an annual CASE Planned Giving Conference and was recently appointed to the editorial advisory board of Planned Giving Today, the professional newsletter for gift planners.

 

Jeremiah W. Doyle IV, Esq.
Senior Vice President, BNY Mellon Wealth Management

Jere Doyle is an estate planning strategist for BNY Mellon's Private Wealth Management group and a Senior Vice President of Bank of New York Mellon. He has been with the firm since 1981.  Jere provides high net worth individuals and families throughout the country with integrated wealth management advice on how to hold, manage and transfer their wealth in a tax efficient manner. 

Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit) and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, a contributing author of Drafting Irrevocable Trusts in Massachusetts all published by Massachusetts Continuing Legal Education, a reviewing editor of the 1041 Deskbook published by Practitioner’s Publishing Company  and a contributing columnist for Estate Planning Review – The Journal published by Commerce Clearing House.  Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law teaching courses in Exempt Organizations, Tax Aspects of Charitable Giving and Tax Aspects of Marital Dissolution. 

Jere received a LL.M. in banking law from Boston University Law School, a LL.M. in taxation from Boston University Law School, a Juris Doctor from Hamline University Law School and a BS in accounting from Providence College. He served as president of the Boston Estate Planning Council and as a member of its Executive Committee and was a 20-year member of the Executive Committee of the Essex County Bar Association. He is also a member of the steering committee for the American Institute of Certified Public Accountants Advanced Estate Planning Program. He was named as the “Estate Planner of the Year” in 2009 by the Boston Estate Planning Council. In 2011 he was elected to the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner® (Distinguished). He has spoken at numerous professional education programs throughout the country on various topics, been quoted in numerous business publications and has appeared on CNBC, MSNBC and CNN.

 

Kristen L. Dugdale, JD, Senior Relationship Manager
TIAA Kaspick

Kristen joined TIAA Kaspick in 2013 from the University of Colorado Foundation. Kristen’s career at the CU Foundation spans over thirteen years in a variety of positions. She served as General Counsel, Senior Director of Planned Giving, Associate Vice President of Planned Giving, and finally Vice President for Gift Planning. As Vice President for Gift Planning, Kristen was responsible for leading the development and integration of a comprehensive gift planning program into the overall development efforts of the University of Colorado’s four distinct campuses in Boulder, Denver, Aurora, and Colorado Springs. Prior to joining the University of Colorado Foundation, she worked as General Counsel for Sovereign Financial Services, a private equity firm, and as an associate at the Denver law firm of Holme, Roberts & Owen. Kristen received her BA in Political Science and her JD from the University of Wyoming.

 

Ann Goldman, Co-Founder
Front Range Source

 I didn’t set out to be a fundraiser.  Yet I landed squarely (and a little surprised) in the field of development when I decided that if I was going to work all day, I may as well use that time to change the world. I love to help people understand the power they have to make a real difference through the simple act of giving, and I relish every opportunity to facilitate the most effective use of that power.  I also really like the bottom-line nature of fundraising.  
At the end of the year, you know exactly what you accomplished!

I spent the first 16 years of my nonprofit career in Chicago and then moved to the foothills west of Boulder in 2006 in pursuit of a little more skiing and a lot more fresh air.  I have worked as a senior development staff member at some large institutions.  I’ve served as a board member at some small and mid-sized organizations.  As a consultant I’ve worked across the spectrum. In every case, fundraising success has come down to a cultural commitment to the donor.  Respect for the donor, for their values and for their need for real impact will yield dollars every time.

More than twenty years in, I’m delighted to be in fundraising.  It’s good, challenging work and I firmly believe we are changing the world – one gift at a time.

 

Sandra Henningsen, CGPA, Assistant Vice President 
Crescendo Interactive

 Sandra Henningsen, CGPA (Certified Gift Planning Associate), Assistant Vice President for Crescendo Interactive, oversees planned giving eMarketing services. She mentors nonprofits in establishing planned giving websites and marketing planned gifts using the Internet, eNewsletters, social media and royalty-free literature. She speaks and teaches seminars in the area of eMarketing and gift planning.

She has presented at AFP International, CASE International, AHP International, AFP DFW, ALDE, CLA and various Regional Conferences. Sandra has been part of the Crescendo staff for 25 years. Her Bachelor of Science degree in education is from South Dakota State University.

 

Michael Hutney, Director of Business Development 
The Stelter Company 

Michael relies on his extensive background in sales, communications and marketing to spearhead Stelter’s efforts to enhance donor engagement. Throughout his career with Stelter, Michael’s passion and curiosity has been heralded as the driving force behind the successful transformation of individual donor connections into valuable, long-term relationships. Michael continues to work directly with national and international organizations such as the U.S. Fund for UNICEF and the Memorial Sloan Kettering Cancer Center.

Before joining Stelter, Michael worked for the Hewlett-Packard Company, where he was the sales director for strategic accounts in the Midwestern United States. Prior to that, Michael worked for the Vignette Corporation, where, most recently, he served as a strategic client executive. During his tenure with both organizations, Michael worked closely with numerous enterprise-level organizations, including American Express and Ameriprise Financial, JP Morgan Chase, Fidelity Investments, AT&T, The U.S. Internal Revenue Service, Nissan-Renault, AVIVA PLC and The Principal Financial Group. Michael graduated from Texas A&M University in College Station, Texas, with a Bachelor of Arts in history with a minor concentration in French.

Michael recently served on the board of the National Capital Gift Planning Council based in Washington, DC and on the 2016 planning committee for the National Conference on Philanthropic Planning (NCPP). ;

 

Russell N. James III, J.D., Ph.D., CFP®, Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning
Texas Tech University

Russell James is a professor in the Department of Personal Financial Planning at Texas Tech University.  He directs the on-campus and online graduate program in Charitable Financial Planning.  Additionally, he teaches Charitable Gift Planning at the Texas Tech University School of Law.  He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.  
 
Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.
 
Dr. James has over 150 publications in academic journals, conference proceedings, and books. He has been quoted on charitable and financial issues in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

 

Scott Lumpkin, Principal
Scott R. Lumpkin & Associates LLC

Scott Lumpkin consults with nonprofit organizations and individuals on transformational philanthropic strategies, with a focus on planned, major and principal gifts. He works closely with advancement leaders, boards and staff to build a portfolio-focused, relationship-driven culture of securing gifts. Prior to launching his consulting firm in 2015, Scott had a 32-year advancement career at the University of Denver working primarily with high-net-worth donors to maximize their philanthropic impact. Scott led DU’s gift planning program for more than 25 years before serving five years as Vice Chancellor of University Advancement.

Under Scott’s leadership, the University of Denver successfully completed its comprehensive $488 million ASCEND Campaign in 2014, coinciding with DU’s 150th anniversary. During the ASCEND Campaign, Scott developed and directed an innovative $51 million endowed scholarship matching program that generated vital fundraising momentum following the 2007-2008 economic crash. He was also instrumental in DU’s previous $273 million campaign that transformed the campus in the 1990s. During his career at DU, Scott facilitated many of the University’s largest and most complex gifts, including a number of eight-figure gifts, reflecting his expertise in charitable gift planning and demonstrated ability to build strong relationships with donors, helping them achieve their philanthropic goals.

Scott is a nationally recognized expert in the field of charitable gift planning and the use of conversational, relationship-driven approaches to securing transformational gifts. He presents regularly to boards, fundraising teams, and professional conferences on a variety of topics related to building comprehensive fundraising programs. He is also a published author and serves on the editorial board of Planned Giving Today, the premier monthly resource serving the planned giving community with a readership of more than 6,000 subscribers.

Scott holds a Bachelor of Science in Mathematics and a Master of Business Administration from the University of Denver. 

 

Edie Matulka, Senior Consultant 
PG Calc

As a consultant, Edith (Edie) works with charitable organizations across the country, providing assistance on both gift-specific questions and issues relating to operation of their planned giving programs.  Edie also helps charities comply with state regulations for issuance of gift annuities and is a contributing author for Charitable Gift Annuities: The Complete Resource Manual.  Edie has spoken at American Council on Gift Annuities (ACGA) conferences, local planned giving councils, and to varying groups within charitable organizations (including Boards, staff, and donors).  She currently serves on the Board of ACGA.

A member of the Washington State Bar Association, Edie graduated from Northwestern School of Law at Lewis and Clark College in Portland, Oregon and earned a B.A. in Political Science from the University of Washington. Edie joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton, in 1997. PG Calc acquired Planned Giving Services in August, 2005.  In addition to the practice of law, Edie’s background includes work in government, public, and nonprofit settings.

 

Emily R. Neubert, CFP®, Senior Analyst, Wealth Strategies Group
Bernstein

Emily R. Neubert, CFP® works closely with high-net-worth clients and their professional advisors on complex planning issues such as pre-transaction planning, multigenerational wealth transfer, philanthropy, retirement planning and asset allocation. She joined Bernstein in 2012, as a private client associate in the firm’s Los Angeles office and in 2015, Emily joined the Wealth Planning and Analysis Group as an Analyst. Later in 2015, she relocated to the Denver office. Prior to joining the firm, she spent seven years in the Financial Services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University and she is a CERTIFIED FINANCIAL PLANNER™ professional since 2012.

 

Kelly Purdy, Deputy Vice President, The Philanthropic Services Group
The Denver Foundation

Kelly leads the Foundation’s planned giving program, works with donor-advised fund clients on their philanthropic goals, leads the Foundation’s arts and environmental affinity groups, and oversees strategic operations and systems efficiency within the fundraising department.

Prior to joining The Denver Foundation in 2012, Kelly served as Vice President of Global Greengrants Fund, leading development and communications activities for the Boulder-based international environmental and social justice organization. Kelly has a BA in Political Science and International Affairs from the University of Colorado, and received her Masters in Nonprofit Management from Regis University. She currently serves of the Board of Directors of the Colorado Planned Giving Roundtable.

She is active in her own community, as a volunteer at her children’s school, the Adams 12 school district, and with Girl Scouts of Colorado. She is also a former Peace Corps Volunteer, serving two years in Ukraine doing NGO development for an environmental group in Crimea.

 

Lynda Ricketson, Vice President of Philanthropic Services 
Community First Foundation

Lynda joined Community First Foundation in May 2016. There she leads the foundation’s philanthropic services department, helping donors to connect to their philanthropic passions and assisting nonprofits to build for their future through endowment. Prior to joining the Foundation, she served as Vice President of Philanthropy at The Women’s Foundation of Colorado and Director of Development and Alumni Giving at the University of Denver’s Graduate School of Social Work. She also served as a program officer and philanthropic advisor at Rose Community Foundation.

Lynda earned a Master of Arts in Liberal Studies with a writing concentration at the University of Denver and a Bachelor’s in English at Metropolitan State University of Denver. She received a Certified Fund Raising Executive designation by CFRE International in 2014.

She currently serves as Co-Vice President of the Board for Lighthouse Writer’s Workshop. .

 

Andrea Kushner Ross, J.D., LL.M., Director
Bernstein

Andrea Kushner Ross is a Senior Vice President and Director of the Wealth Strategies Group and is located in Bernstein’s Los Angeles office. She works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Before joining the firm in 2015, Andi was a shareholder at Weinstock Manion, ALC, and a partner at Karlin & Peebles LLP, advising high-net-worth clients on estate, tax and charitable planning. She is a member of the State Bar of California, by which she has been certified as a specialist in both taxation law and estate planning, trust and probate law. Andi was named a Southern California Rising Star and a Super Lawyer by Super Lawyers Magazine. She currently serves on the executive committee (trusts and estates section) of the Beverly Hills Bar Association and is a member of both the taxation and trusts and estates sections of the Los Angeles County Bar Association. She has also served on the executive committee (taxation section) of the State Bar of California and was a former chair of the taxation section of the Beverly Hills Bar Association. Andi holds a BA (cum laude) in political science from the University of California at Los Angeles; a JD from the University of Southern California at Los Angeles; and an LLM in taxation law from Loyola Law School of Los Angeles.

 

Gordon P. Smith, MBA, CFRE
Associate Vice President of Development, Planned Gifts
National Jewish Health

Gordon was born and raised in Denver, Colorado. Before going into planned giving, Gordon worked as a financial consultant, where he obtained experience in estate planning, business succession planning, insurance, and investment management. This provided a wonderful springboard to planned giving and the work he does for National Jewish Health where he has been since September of 1995. 

As the Associate Vice President for Development, Planned Gifts, Gordon is responsible for planned and major gifts. This includes cultivating relationships from marketing through stewardship with expertise in the areas of charitable trusts, gift annuities, bequests and gifts of complex assets and he works with supporters throughout the country. 

Gordon has been a long-time member of The Colorado Planned Giving Roundtable, serving first on the CPGR Board in 2001 and again in 2011. He was the Chair of the Membership Committee from 2001 to 2010, and has been important to the Mentor program, Technical Series and Outreach. He currently serves on Board for the National Association of Charitable Gift Planners and the Institute for Leaders in Development.

 

Anita Wesley, Philanthropy Advisor
Rose Community Foundation

Anita Wesley is philanthropy advisor at Rose Community Foundation. She helps individuals and families develop and carry out their philanthropic strategy. With twenty years of experience in Colorado’s nonprofit community, Ms. Wesley serves as a valuable connector for donors seeking strategic opportunities to invest their philanthropic resources to positively impact enduring issues facing our community.

Ms. Wesley previously served as project coordinator for the Colorado Blue Ribbon Commission for Health Care Reform. Prior to that, she was director of annual giving and major gifts at Denver Health Foundation. She has a dual bachelor’s degree in political science and honors interdisciplinary studies from the University of Missouri, and a master’s degree in international economics from the University of Denver.

 

Lynne M. Wester
Founder and Principal
Donor Relations Guru®

Lynne Wester is a frequent conference speaker and well known resource for donor relations and fundraising expertise. She has been featured in The Washington Post, CURRENTS magazine, The Chronicle of Philanthropy and other industry publications. Lynne also created the website and blog www.donorrelationsguru.com where she shares her expertise, opinions, and collections of samples on a variety of topics to the greater development world and hosts a monthly webinar series. It is her personal philosophy that the goal of any great fundraising operation is to use strategic communications and interactions to foster the relationship between the organization and its constituents and friends. If we are effective with that strategy, they will be engaged in a way that drives them ever closer to embracing the organization’s mission and values, they will give their money, time and talents and volunteer to spread that same message with others which will encourage their fellow peers to invest in a way that will enable the organization to further light the world.

Using her expertise and hands on approach, she works with many organizations to help them keep their focus donor driven, technologically savvy, strategic, and always with a splash of good humor. She received her undergraduate degrees from the University of South Carolina and is a loyal gamecock alumna, donor, and fan. 

 

Craig C. Wruck, University Advancement
Humboldt State University

Craig’s experience in charitable giving spans more than 30 years in both nonprofit and for-profit organizations. He is Vice President for University Advancement at Humboldt State University in California and has served as Director of Gift Planning for the University of Minnesota and Vice President of Development for The Saint Paul Community Foundation. In addition he has worked as Vice President at U.S. Trust Company, National Manager of Charitable and Nonprofit Services for US Bank, and Director of Client Development for Kaspick & Company a provider of planned giving services to charitable organizations nationwide.

He is past president of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) and has served as a member of its board of directors and as chair of its government relations committee. He was chair of the Sixth National Conference on Planned Giving. A founding member of the Editorial Advisory Board of the newsletter Planned Giving Today, he has also served on the Editorial Review Committee of The Journal of Gift Planning.
Craig is the author of Planned Giving in a Nutshell, a practical guide to planned giving for development generalists which is now in its fourth edition.

Craig earned his MBA from the University of St. Thomas and his bachelor's degree in journalism from the University of Utah.

Craig is a favorite here in Colorado and we are extremely excited to have him back for our 30th Annual Summer Symposium! 

Contact Us

PO Box 101208
Denver, CO 80250-1208

Tel: 303. 932. 2764

Email: cpgr@q.com

Our Mission

The Mission of the Colorado Planned Giving Roundtable is to inspire our community to increase the quantity and the quality of charitable planned gifts to nonprofit organizations.

We accomplish this through:

  • Quality Education
  • Increased Awareness
  • Networking Opportunities
Model Standards

These Model Standards of Practice for the Charitable Gift Planner have been created by the National Committee on Gift Planning to encourage responsible gift planning.

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