Our Partners In Gift Planning

We extend our gratitude to the following advisors who have supported our gift planning efforts. These partners in philanthropy help provide a brighter, healthier future for children.

Nicole Aron
Realtor
Alain Pinel Realtors
 
Helen B. Baumann
Attorney
Practice Limited to Estate Planning, Probate & Trust Administration
 
Janet L. Brewer
Attorney
 
John Brunello
Financial Advisor
UBS Financial Services, Inc., Alpha+ Group
 
Lisa I. Caputo
Attorney
Ferrari Ottoboni Caputo & Wunderling LLP
 
Carol Carnevale
Realtor
Alain Pinel Realtors
 
Jan F. Cummins
Attorney
 
Jill S. Dodd
Attorney
Manatt Phelps & Phillips LLP
 
Darin H. Donovan
Attorney
Hopkins & Carley, A Law Corporation
 
Erik Dryburgh
Attorney
Adler & Colvin
 
John L. Elman, J.D., CLU
Financial Representative
Northwestern Mutual Financial Network
 
Mariia Eroshin, CFA, CFP
Senior VP & Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
 
Imelda Ferrer
Assistant VP & Trust Officer
Bank of the West Wealth Management
 
Kelly S. Fong
Financial Advisor
Wellspring Consulting
 
Janice W. Fox
Attorney
Hoge Fenton Jones & Appel
 
Mary B. Garrison
VP & Wealth Management Advisor
Merrill Lynch Wealth Management
 
Georgie Gleim
Estate Jewelry Expert
Gleim the Jeweler
 
Judith V. Gordon
Attorney
Grant & Gordon
 
C. Bruce Hamilton
Attorney
 
Scott C. Hayes
Senior VP & Director of Marketing
Sandalwood Securities, Inc.
 
Julia Hoitt
PP Appraiser
Hoitt's Appraisals
 
Theodore S. Jablonski
Wealth Management Advisor
Merrill Lynch Wealth Management
 
Lawrence M. Kelly
Attorney
 
Robert Kresek
Financial Advisor
Founders Financial Network
 
Debra P. Lepold
VP & Senior Trust Officer
Union Bank
 
Johnpaul LoNardo
Financial Advisor
Stanford Federal Credit Union
 
Alex MacBride, CFA
Morgan Stanley Smith Barney LLC
 
Grant Matthews, CFP
Executive Director & Financial Advisor
The Matthews Group, Morgan Stanley Wealth Management
 
John McAfee
Agent
State Farm Insurance
 
Megan McNealy
VP - Wealth Management Advisor
Merrill Lynch Wealth Management
 
Jane Brindle Miller
Attorney
 
Lorraine Monick, CFA
Financial Advisor
 
Jackson A. Morris III
Attorney
 
Joanna Chan Mui
Senior Financial Advisor
Merrill Lynch Wealth Management
 
Rebecca Matteson Nelson
Senior VP, Wealth Management
TechCU
 
Amy N. Oliver
Second VP & Financial Advisor
The Matthews Group, Morgan Stanley Wealth Management
 
David B. Pastor
Attorney
 
Jeffrey Quijano
Senior Trust Officer
U.S. Trust, Bank of America Private Wealth Management
 
William P. Roehl
Attorney
Roehl & Roehl, P.S.
 
Tina Rosado
Director
Harris myCFO, LLC
 
Paul H. Roskoph
Attorney
Paul H. Roskoph Professional Corporation
 
Grace Lowe Russak
Senior Wealth Director
BNY Mellon Wealth Management
 
Claudia B. Sangster
Director, Philanthropy, Estate & Trust Services
Harris myCFO, LLC
 
Thomas J. Sayeg
Attorney
Karnopp Petersen LLP
 
Andrea Gregory-Schoen, CFP
Senior VP & Wealth Advisor
Wells Fargo Private Bank
 
Tony Steuer, CLU, LA
Author, Speaker & Life Insurance Expert
Director, United Policyholders
 
Scott A. Swain
Attorney
McDonald Carano Wilson LLP
 
K. Esther Szabo, CFP
Principal
KK Wealth Advisors, LLC
 
Roger Toguchi II
Financial Advisor
 
Betty Chambers Toguchi
Financial Advisor
 
Roger Toguchi
Financial Advisor
 
Todd Tweedy
Senior Investment Advisor
Harris myCFO, LLC
 
Curt Weil, CFP
President
The Lasecke Weil Wealth Advisory Group, LLC
 
Mary P. White
Attorney
White Law PC
 
Margaret Wold
VP of Marketing & Business Development
Stanford Federal Credit Union
 
Michael Thomas Yochum, CFP, CRPS
First VP - Wealth Management
UBS Financial Services, Inc., Alpha+ Group