Gift Planning Council

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

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

Joylyn Ankeney
Aldrich Advisors

W. James Beatty
UBS Financial Services
Celilo Wealth Management

Steven Bell, JD
Stoel Rives

David Brauti
UBS Financial Services

Alex Bruemmer
Key Bank

George Caspar, M.D.
Emeritus Faculty, OHSU

Joe Curran
Macadam Forbes

Robert H. Depew, CFP
Retired, U.S. Bank Private Client Group

Alan Ford
Geffen Mesher

Jacqueline A. Gallo, JD, LLM Tax
The Gallo Group

Patrick J. Green, JD. LLM
truNorth Partners

Heather L. Guthrie, JD
Dunn Carney

Tonia J. Lindquist
Bank of America Private Wealth Management

M. Wakefield Mack, JD
Retired, Becker Capital Management, Inc.

Carolyn W. Miller, JD
Carolyn W. Miller, PC

Jenny Milligan
Premiere Property Group, LLC

James D. Pittman, CLU, CFP, CLTC
Insurance Consulting Services, Inc.

Marie Selby
First Republic Bank

Jeffrey C. Thede, JD
Thede Culpepper Moore Munro & Silliman LLP

Laurie Vizzini
Premiere Property Group, LLC

Novena Weaver, CPA, MST
McDonald Jacobs PC