Annual Meeting and Funder Panel
 Friday, December 13, 2024
12:00 - 1:00 pm
Virtual on Zoom
Topic: The Role of Donor Advised Funds (DAF) and Wealth Managers in Philanthropy.
Join us for this virtual fireside chat as we explore the impact of Donor Advised Funds (DAFs) on philanthropic giving and examine the unique role that wealth managers play as intermediaries between high-capacity donors and nonprofits.
This program has been approved for 1 CFRE point.
Attendance is free for members and non-members, however donations are suggested.
Moderator
Adriana Viteri
Senior Philanthropic Advisor
The Chicago Community Trust
LinkedIn | View bio
Speakers
 Lisa Barr, CAP®
Senior Director, Head of U.S. West
National Philanthropic Trust
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 Sepora Badower
Vice President, Wealth Advisor
Bernstein Private Wealth Management
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Presenter
 Carlos A. Trejo, CFRE
Director of Individual Giving
Latino Policy Forum
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The Slate of 2025 Officers and Directors
The members of the 2024 Committee on Directorship are pleased to present the following slate of 2025 Officers and Directors for election. Terms of office are for one year and begin January 1, 2025.
Executive Committee
President: Sarah Danahy, CFRE
President-Elect: Kelsey Nelson
Secretary: Susan M. Zellner
Treasurer: Christopher Chantson
Immediate Past President &
Interim Vice President Inclusion, Diversity, Equity & Access: Carlos A. Trejo, CFRE
Vice President Continuous Learning Council: George Rattin
Vice President Resource: Courtney Labetti, MSM, CFRE, CAP®
Vice President Member Engagement Committee: Derek Lambert
AT LARGE Board of Directors 2025 (bold notates new member)
Jeanelle Chang, MA
Judith Coleman, CFRE
Raynard Crosland, MBA, CFRE, CAP®
Joe Donohue, MBA
Jaye Hobart
Amy Funk
Tula Gogolak, CFRE
Dottie B.B. Gordon
Ann Grant
Anedra Kerr
Joseph Like, CFRE
LaKesha Lockett, CFRE
William Nalley
Jessica Rodriguez
Rachel Solomon, CFRE
Amy Tinucci, CFRE
Chris Toft
Additional nominations may be submitted in writing if signed by 15% of the membership and received by the Secretary no later than ten days before the Annual Meeting.
Thank You to our Presenting Sponsor:
Thank You to our Sponsor:
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