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 and Jeff Thede. (* = 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
[email protected]
Joylyn Ankeney
Aldrich Advisors
[email protected]
W. James Beatty
UBS Financial Services
Celilo Wealth Management
[email protected]
Steven Bell, JD
Stoel Rives
[email protected]
David Brauti
UBS Financial Services
Alex Bruemmer
Key Bank
[email protected]
George Caspar, M.D.
Emeritus Faculty, OHSU
Joe Curran
Macadam Forbes
[email protected]
Robert H. Depew, CFP
Retired, U.S. Bank Private Client Group
Alan Ford
Geffen Mesher
Jacqueline A. Gallo, JD, LLM Tax
The Gallo Group
[email protected]
Patrick J. Green, JD. LLM
Principal
truNorth Partners
Heather L. Guthrie, JD
Dunn Carney
[email protected]
Tonia J. Lindquist
Bank of America Private Wealth Management
[email protected]
M. Wakefield Mack, JD
Retired, Becker Capital Management, Inc.
Carolyn W. Miller, JD
Carolyn W. Miller, PC
[email protected]
Jenny Milligan
Premiere Property Group, LLC
[email protected]
James D. Pittman, CLU, CFP, CLTC
Insurance Consulting Services, Inc.
[email protected]
Marie Selby
J.P. Morgan Wealth Management
[email protected]
Jeffrey C. Thede, JD
Thede Culpepper Moore Munro & Silliman LLP
[email protected]
Laurie Vizzini
Premiere Property Group, LLC
[email protected]