Gift Planning Council
First Row: Alan Ford, Carolyn Miller, Mary Lago, Rochelle Makela-Goodman*, Joylyn Ankeney. Second Row: Bob Depew, Steve Bell, Marie Selby, Jenny Milligan, Laurie Vizzini. Third Row: Dave Brauti, Joe Curran, George Caspar, M.D., Pat Green, Jim Pittman. Not pictured: James Beatty, Alex Bruemmer, Jacki Gallo, Heather Guthrie, Tonia Lindquist, Wake Mack, Jeff Thede, and Novena Weaver. (* = OHSUF Gift Planning staff)
The Gift Planning Council of the OHSU 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.
W. James Beatty Named to OHSU Foundation Gift Planning Council
OHSU Foundation is pleased to add James Beatty to its Gift Planning Council. The Gift Planning Council, comprised of estate planning professionals who give their time and expertise to OHSU, provides advice and counsel to the OHSU Foundation Gift Planning team to help it achieve its goals.
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Mary E. Lago, CFP, CTFA
Chair, OHSUF GP Council
Ferguson Wellman Capital Management
lago@fergwell.com
Joylyn Ankeney
Aldrich Advisors
jankaney@aldrichadvisors.com
W. James Beatty
UBS Financial Services
Celilo Wealth Management
james.beatty@ubs.com
Steven Bell, JD
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
Robert H. Depew, CFP
Retired, U.S. Bank Private Client Group
Alan Ford
Geffen Mesher
Jacqueline A. Gallo, JD, LLM Tax
The Gallo Group
jacki@jackigallo.com
Patrick J. Green, JD. LLM
Principal
truNorth Partners
Heather L. Guthrie, JD
Dunn Carney
hguthrie@dunncarney.com
Tonia J. Lindquist
Bank of America Private Wealth Management
tonia.j.lindquist@bofa.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
James D. Pittman, CLU, CFP, CLTC
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