These nationally known experts will put decades of experience at your fingertips. No other program offers the same breadth and depth of hands-on planned giving experience.

  • Jerad Beltz, JD., Freeman, Freeman and Smiley
  • Elizabeth Bawden, JD., Withers Bergman
  • Cynthia D. Brittain, JD., LL.M., Karlin and Peebles
  • Stephanie Buckley, JD., LL.M., Wells Fargo
  • Reynolds T. Cafferata, JD., Rodriguez, Horii, Choi & Cafferata
  • Steven Chidester, Esq.,Withers, Bergman
  • John Lansing, Esq., Elder Law Attorney
  • Michael Losquadro, CSPG, Practicum Faculty Advisor, American Institute for Philanthropic Studies, Sr. Advisor (Retired), Campus Advancement, University Relations & Advancement, California State University, Office of the Chancellor
  • James F. Normandin*, Consultant, James Normandin and Associates
  • Philip M. Purcell, CFRE, MPA/JD, Director of Planned Giving, Salvation Army- Central Territory, Consultant for Philanthropy, LLC, Adjunct Faculty, Indiana University Maurer School of Law and Lilly School of Philanthropy
  • Juan Ros, CFP, AEP, CSPG, CEPA, CVGA, Financial Advisor, Forum Financial Management
  • Lynda L. Sands*, JD, MBA, Asset Sentry
  • Claudia B. Sangster, JD., President & Founder, C. Sangster, LLC
  • Cathy R. Sheffield, CAP, CSPG, CFRE, FCEP, Chielf Advancement Officer, Lean Pope, Founder,  ThinkGiving
  • Craig Wruck, Consultant, Charitable Gift Planning, FTE Services