Gift Planning Council
From left: Pat Green, Wake Mack, Joe Curran, George Caspar, Margaret Tuchmann, Jeff Thede, Matt Petrone, Jacki Gallo, Mary Lago, Pete Sommerfeld*, Alan Jensen, Jenny Milligan, Tim Coffey*, Ann Barden*, Bob Depew, Ken Davis, Carolyn Miller, David Brauti, Michelle Young*, Joylyn Ankeny. Not pictured: Steven Bell, Alex Bruemmer, Alan Ford, Amy Kutzkey, Tonia Lindquist, Jim Pittman, Marie Selby and Laurie Vizzini, Novena Weaver. (* = OHSUF/DCHF Gift Planning staff)
The Gift Planning Council of the OHSU Foundation and Doernbecher Foundation provides advice and counsel to the gift planning program, especially concerning deferred gift opportunities and real property gift transactions. Members of the council are a representative group drawn from the community, including attorneys, financial planners, life insurance agents, trust officers, real estate brokers/agents, stock brokers, accountants and tax professionals. These community leaders give generously of their time and skill. The foundations thank them for sharing their time and talents to further our mission.
Joylyn Ankeney
Aldrich Advisors
jankaney@aldrichadvisors.com
Steven Bell
Stoel Rives
steven.bell@stoel.com
David Brauti
UBS Financial Services
Alex Bruemmer
Key Bank
alexander_m_bruemmer@keybank.com
George Caspar, M.D.
Emeritus Faculty, OHSU
Joe Curran
Macadam Forbes
jcurran@macadamforbes.com
I. Kenneth Davis, JD
Dunn Carney Allen Higgins & Tongue LLP
ikd@dunn-carney.com
Robert H. Depew, CFP
Retired, U.S. Bank Private Client Group
Alan Ford
Financial Consultant
Jacqueline A. Gallo, JD, LLM Tax
The Gallo Group
jacki@jackigallo.com
Patrick J. Green, JD, LLM Tax
Davis Wright Tremaine LLP
patgreen@dwt.com
Amy Kutzkey, CPA
Oak Hill Tax and Accounting
amy@oakhilltax.com
Mary E. Lago, CFP, CTFA
Ferguson Wellman Capital Management
lago@fergwell.com
Tonia J. Lindquist, CTFA
U.S. Trust Bank of America Private Wealth Management
tonia.j.lindquist@ustrust.com
M. Wakefield Mack, JD
Retired, Becker Capital Management, Inc.
Carolyn W. Miller, JD
Carolyn W. Miller, PC
carolyn@cwmillerpc.com
Jenny Milligan
Premiere Property Group, LLC
jenny@teammilliganpdx.com
Matthew Petrone, RICP
LPL Financial
matthew.petrone@lpl.com
James D. Pittman, CLU, CFP
Insurance Consulting Services, Inc.
jim@icspdx.com
Marie Selby
First Republic Bank
mselby@firstrepublic.com
Jeffrey C. Thede, JD
Thede Culpepper Moore Munro & Silliman LLP
jeff.thede@thede-culpepper.com
Laurie Vizzini
Premiere Property Group, LLC
laurie@teammilliganpdx.com
Novena Weaver, CPA, MST
McDonald Jacobs PC
novena@mcdonaldjacobs.com