Associate Members
The following are our current Associate Members. Associate membership is offered to professionals whose primary activity is advising individuals about their financial and philanthropic goals

If you know someone who might be interested in associate membership, please contact Margo Gray.

Betsy Brill, Strategic Philanthroopy, Ltd.
Jean Butzen, Nonprofit Strategist
Carole A. Cederstrom, Financial Controllers, Inc.
Lisa Claybon, Fleishman-Hillard, Inc.
Elizabeth Dietel, Turning Point Associates
P. Kevin Donahue, Bernstein Global Wealth Management
Joan E. Emery, Robert T. Napier and Associates
Merri Ex, Philanthropic Solutions, Inc.
Marguerite H. Griffin, The Northern Trust Company
Anne Gross, KPMG LLP, Global Grants
Kirk Hoopingarner, Wildman, Harrold, Allen & Dixon LLP
Elizabeth Karabatsos, Harris N.A.
Iris J. Krieg, Iris Krieg & Associates, Inc.
Marc J. Lane, The Law Offices of Marc J. Lane
Susan Lloyd, Lloyd Consulting, Inc.

Associate Members
Karl J. Maurer, Merrill Lynch Global Wealth Management
Margaret McCreary, JP Morgan
Stuart J. Miller, Crowe Chizek and Company LLC
Lee Morava, Gresham Partners LLC
Bill Moucka, Blue Haven Capital LLC
Kathryn L. Schaeffer, Kathy Schaeffer & Associates Inc.
Lesley D. Slavitt, Strategic Philanthropy, Ltd.
Joan Steel, Capital Guardian Trust Company
Linda J. Stephans, Merrill Lynch
Beverly Tomasiewicz, RSM McGladrey Inc
Mary Lee Turk , McDermott Will & Emery
Elizabeth A. Vaccariello, Varey & Vaccariello
Kristina Van Liew, Merrill Lynch
Downey R. Varey, Varey & Vaccariello
Sally Venverloh, NGE Philanthropic Advisors, LLC
Nancy S. Yawitz, JP Morgan Chase Bank, N.A.

Current as of 4/08

Upcoming Programs
Associate Members are invited to attend any Member program. See a complete list of upcoming programs.

Resources
Talking Philanthropy to the Next Generation (pdf, 10/05)
In this article from the Journal of Practical Estate Planning, Associate Member Betsy Brill discusses how to build next generation client relationships by incorporating philanthropy into client planning.

The Value of Evaluation
Associate Member Betsy Brill writes for Alliance magazine about how evaluation provides grantmakers with valuable information on the effectiveness of an initiative and can build the capacity of grantee partners.

The Toolkit for Giving
Published by the Donors Forum of Chicago, this guide is designed to help financial advisors better understand the value of charitable planning for their clients.

A World of Philanthropic Opportunity: A Global Perspective on Giving (pdf, 3/04)
From the Journal of Practical Estate Planning, Associate Member Betsy Brill writes about opportunities available in international philanthropy and summarizes the necessary steps to incorporate these efforts with tax efficiency.

Top 10 Reasons to Discuss Philanthropy with Your Clients (pdf)
Learn how advising your clients about their giving options can help your business.

The Best of Both Worlds: Responsible Social and Financial Investment (pdf, 8/03)
In this issue of Journal of Practical Estate Planning, Associate Member Betsy Brill writes about the importance and implication of socially responsible investing.

Preparing for the Intergenerational Transfer of Wealth: Opportunities and Strategies for Advisors (pdf, 9/02)
Betsy Brill 's article in the Fall 2002 issues of the Journal of Practical Estate Planning aims to help philanthropy advisors and their clients make sound decisions when dealing with these assets.

Millionaire and the Millennium (pdf, 10/99)
This study finds that the growth of material resources for charitable giving has exceeded expectations and that financial planning has increased the commitment of funding to charitable organizations.

Shaking the Foundations
INC. magazine talks about new philanthropy, Foundation Source and Social Ventures Partners.

Glossary of Terms in Philanthropy (pdf)
Need some clarification on term you've run across? Download the Donors Forum of Chicago's 12-page guide to the meanings of the more common expressions used in philanthropy.

Planned Giving Design Center
An archive of daily news concerning charitable taxation, discussions of gift vehicles and assets, and analysis of IRS changes, court decisions and legislation.

Incorporating Philanthropic Planning (pdf, 2002)
Associate Member Betsy Brill wrote an article in the Journal of Practical Estate Planning on adding value to a financial planning practice by incorporating philanthropy.