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Planned Giving Advisory Council

Advisory Council Member Overview
The Carter Center's Gift Planning Advisory Council looks at long-term industry trends and provides a "testing ground" for concept implementation.

To that end, The Carter Center seeks up to 20 experts in various aspects of gift planning from attorneys, financial advisors, and legal academicians, to trust officers and CPAs.

Advisory Council members will meet twice each year to discuss and analyze the next gift planning paradigm, why that is likely, how will the not-for-profit and the for-profit communities prepare, what should local, state, and federal governments consider, and what recommendations should be forthcoming.

The Carter Center will publish the Council's findings and suggestions and distribute them to interested parties.

Advisory Council Members


GregoryProfessor Gregory S. Alexander
Professor Gregory S. Alexander, an internationally renowned expert in property law and theory, has taught at Cornell Law School since 1985. Following his graduation from Northwestern University School of Law, he clerked on the U.S. Court of Appeals for the Sixth Circuit. After a year as a Bigelow Fellow at the University of Chicago Law School, Alexander became a professor at the University of Georgia School of Law, where he remained until coming to Cornell. Professor Alexander has been a Fellow at the Center for Advanced Study in the Behavioral Science, in Palo Alto, California and at the Max-Planck-Institutes for Comparative Law, in Hamburg and Heidelberg, Germany. He has taught at UCLA, Virginia, and Harvard Law Schools, and was the Herbert Smith Distinguished Visiting Fellow at Cambridge University. Mr. Alexander is a prolific and recognized writer, the winner of the American Publishers Association's 1997 Best Book of the Year in Law award for his work, Commodity and Propriety. His other books include The Global Debate Over Constitutional Property: Lessons for American Takings Jurisprudence (Chicago), Community & Property (with Eduardo Peñalver) (Oxford), and Properties of Property (with Hanoch Dagan) (Aspen). His most recent book is An Introduction to Property Theory (with Eduardo Peñalver) (Cambridge).


Patricia M. AngusPatricia M. Angus
Patricia M. Angus, JD, MIA, TEP, is the founder and CEO of Angus Advisory Group LLC, a philanthropy and family governance consulting and education firm, and an Adjunct Professor at Columbia University Business School. A thought leader in the field of family governance and multi-generational wealth, she works with select families with family businesses, trusts, and charitable foundations that last more than a generation. She helps families live and give more productively through strategic planning, critical analysis, and compassionate guidance. She is the author of the Building Bridges column on www.wealthmanagement.com.

For more than two decades Ms. Angus has worked exclusively with families of substantial wealth, as a lawyer, consultant, and wealth advisor. She practiced law at trusts and estates boutique Hughes and Whitaker (now Day Pitney), and Coudert Brothers international law firm (now Baker & McKenzie). She was a Principal and Chief Wealth Advisory Officer of Shelterwood Financial Services LLC, and Family Wealth Advisor at GenSpring and JP Morgan Private Bank.

Ms. Angus created and teaches the Family Enterprise and Wealth course at Columbia University Business School, and is an active speaker at industry and family events. She is a member of the Editorial Advisory Board of Trusts & Estates, the Planned Giving Advisory Council of the Carter Center, and several professional associations. She is the author of numerous articles on topics including family wealth, businesses, trusts, estate planning, and women's issues. She has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager; a member of the "Top 100 North American Wealth Advisers," "Leaders List" and "Power Women" by City Wealth; and a "Rising Star" by Private Asset Management. She received a B.A. cum laude from Amherst College, a Masters in International Affairs from Columbia University School of International and Public Affairs, and a J.D. from George Washington University Law School.


PhilPhilip B. Cubeta, CLU, ChFC, MSFS, CAP
Phil is the Sallie B. and William B. Wallace Chair in Philanthropy at the American College of financial services. In that role, he develops curricula for the Chartered Advisor in Philanthropy (CAP® ) designation. Prior to joining the American College, Phil was Chief of Staff for The Nautilus Group, a service of New York Life, located in Dallas, Texas, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.

Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil.

Phil's essays on philanthropy have appeared in Tracy Gary's Inspired Legacies (Wiley and Sons: 2008); H. Peter Karoff, The World We Want (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York Times, Lifestyles Magazine, Town and Country, The Journal of Gift Planning, Financial Planning, The Financial Times, and Nonprofit Quarterly.

Phil serves on the Board of Interfaith Worker Justice. A member of Partnership of Philanthropic Planning's Leadership Institute, he is a Past-President of the Dallas Council of PPP. He is the 2012 Power of the Purse (Advisor) for Dallas Women's Foundation. In 2012 he shared the Advisors in Philanthropy Fithian Leadership Award with Charles Collier, Senior Philanthropic Consultant at Harvard.


DavisWilliam Davis
Mr. Davis is a partner in Calvo Fisher & Jacob's Dallas, Texas office. His law practice focuses on sophisticated income tax and estate tax planning, trust planning, asset protection, charitable planning and probate. He also has extensive experience in tax controversy matters, handling federal and state taxpayer examinations, appeals, civil and criminal tax litigation, and other contested tax matters in state and federal courts. He is a frequent speaker at various national and international institutes, seminars and meetings on estate and trust planning, domestic and international tax controversy, and tax compliance matters, including multinational filing requirements (FBAR filing requirements), international audit representation and administrative law matters.

Mr. Davis graduated from Culver Military Academy, received his Bachelor of Arts degree from Vanderbilt University, attended Vanderbilt University Law School his senior year at Vanderbilt University, and received his Juris Doctor degree from SMU Dedman School of Law in Dallas. The Martindale-Hubbell peer review ratings system recognizes Mr. Davis as an AV Preeminent Rated attorney which means that his peers rank him at the highest level of professional excellence and integrity.


TracyTracy Gary 
Tracy Gary is donor and philanthropic advisor with 40 years of experience in transformational giving, donor, legacy and nonprofit leadership. She is the author of "Inspired Philanthropy: Creating a Giving Plan and Leaving a Legacy," a workbook for donors and advisors that has become a classic for change makers. Tracy has worked directly with over 4000 donors and families, and addressed two hundred thousand new and experienced philanthropists and their families and advisors, in all fifty states and 14 countries. She helps develop the philanthropic and legacy advising field, women's funds, and social justice foundations and networks, and is regarded as a mentor and catalyst for innovation. Her latest for profit is Wholehearted Generosity, her own consultancy practice, and she is an advisor to the Triskeles Foundation where she guides donors with donor advised funds and family foundations as well as a nonprofit project called Unleashing Generosity, which is creating a hub for donor networks and youth philanthropy world-wide. Tracy lives in Tiburon, CA and is a member of Women Moving Millions, The Women's Donors Network, Edge Funders Alliance, and International Advisors in Philanthropy. She has founded over 23 nonprofits and has been on 33 boards and is a tireless advocate for hope through generosity and community collaboration.


GibsonRoger C. Gibson, CFA 
Roger C. Gibson, CFA is best known as the author of the investment classic, Asset Allocation: Balancing Financial Risk (McGraw-Hill). First published in 1989 and released in its fourth edition in 2008, it remains a best-selling book on asset allocation. Investment Advisor magazine awarded Gibson the Dow Jones Portfolio Management Award in the category of book publication for this work. The award is given to individuals who have "contributed significantly to the art and science of portfolio management." The book has also been published in German, Japanese, Korean, Chinese, and Indian editions.

Internationally recognized as an expert on asset allocation and investment portfolio design, Gibson has been a frequent speaker at national educational conferences for investment professionals for 25 years. He is frequently quoted in major financial publications, including The Wall Street Journal, Forbes, Money, Fortune, The New York Times, and U.S. News and World Report. Gibson is a recipient of the "Financial Writer's Award" from Financial Planning magazine, who also recognized him in 2003 as one of the "movers and shakers" of the financial services industry. He is also listed in Who's Who in the World, Who's Who in Finance and Industry, and was named by both Money magazine and Worth magazine as one of the top financial advisors in America.

Gibson holds the professional designation of Chartered Financial Analyst (CFA) and earned his Masters of Science in Industrial Administration from Carnegie Mellon University. He is the founder and Chief Investment Officer of Gibson Capital, LLC, located in Wexford, Pennsylvania. The firm is an SEC Registered Investment Advisor providing investment management services for high net worth individuals and institutional clients nationwide.

Gibson is co-founder and former co-director of the Center for Fiduciary Studies (now fi360), established in 1999 to provide the investment profession with the first full-time training and research facility focused exclusively on investment fiduciary responsibility and portfolio management. He currently serves on the Committee for the Fiduciary Standard, a group of leading financial advisors working to uphold stricter standards for all of those who provide investment advice.


GreeneDonald J. Greene 
Donald J. Greene is the National Strategy & Product Executive with Bank of America's Institutional Investment & Philanthropic Services group. Mr. Greene brings more than 20 years of philanthropic and nonprofit management experience to the Bank's philanthropic team. Mr. Greene's experience includes work with public charities as well as independent, corporate, community and family foundations. His experience also includes conducting grant making for several public charities as well as directing grant making for Massachusetts' regional association of grant makers. A social entrepreneur, Mr. Greene has directed the start-up of several successful not for profit and for profit enterprises in the fields of community development, healthcare, and education.

Mr. Greene holds a graduate degree from Northwestern University's Kellogg Graduate School of Management in Nonprofit Management, and an undergraduate degree in Celtic Studies from Harvard University.

In addition, Mr. Greene currently serves on a variety of public charity boards and serves as president of the Clipper Ship Foundation. He currently resides in Massachusetts with his wife, son and daughter.


DONT FORGET AN ALT TAGJane Beaumont Hall 
As an attorney in private practice in Santa Monica, with an emphasis on Estate planning, Wills, Trusts and Mediation, Jane has over 30 years experience as an attorney & mediator. Dedicated to the highest level of service to her clients, she brings experience as a business and a "high asset" family law litigator to her estate planning practice. She handles a variety of complex estate planning issues. As a mediator, having handled hundreds of mediations, her negotiation skills assist families to settle their estate and asset issues.

Licensed to practice in CA, OR, HI and the US Supreme Court, she is a member of Wealth Counsel, Pepnet, Santa Monica Rotary, and Malibu Chamber of Commerce and is a Board Member of the Santa Monica Red Cross.


HartnettSteve Hartnett 
Steve brings a broad range of educational and professional experiences to the Carter Center's Planned Giving Advisory Council. Steve has practiced estate planning in a large law firm, managed a closely-held business, and taught law in both academic and professional settings. Currently, he applies this breadth and depth of understanding in mentoring member attorneys of the American Academy of Estate Planning Attorneys as its Associate Director of Education. Steve has presented on dozens of topics related to Planned Giving, Estate Planning, and Elder Law at national conferences. Steve has been quoted widely on matters relating to Estate Planning in Money, Smart Money, the Chicago Tribune, the Los Angeles Times, the New York Times, the San Francisco Chronicle, CNNMoney.com, MarketWatch.com, and other publications and media. Steve has been published in Estate Planning magazine, the Journal of Practical Estate Planning, and other professional publications.

Steve served as law clerk to Judge Warren Welliver of the Supreme Court of Missouri. He managed a closely-held family business for a number of years, gaining first-hand experience and understanding of the difficulties and needs of family businesses and their succession issues.

Immediately prior to joining the American Academy of Estate Planning Attorneys, Steve practiced in a large law firm where he counseled individuals and formulated and implemented estate & gift, generation-skipping, and income tax plans. This counsel included Planned Giving and advanced planning such as charitable remainder trusts, charitable lead trusts, private foundations, family limited partnerships, and other specialized planning.

Steve has taught law courses at Saint Louis University and business management courses at Maryville University. Steve is admitted to practice in California, Illinois, Missouri, and the District of Columbia and is a California Certified Specialist in Estate Planning, Trust and Probate Law.

Steve Hartnett earned a Bachelors of Arts degree from Grinnell College and a Juris Doctorate from the Catholic University of America, where he was awarded the American Jurisprudence Award in Estate Planning. Steve earned his Masters of Laws (LL.M.) in Taxation from New York University.


Larry C. JohnsonLarry C. Johnson
Larry believes in the power of relationships, in the power of philanthropy, to create a better place and transform lives. His mission is to give nonprofits and philanthropists alike the opportunity to achieve their shared visions.

Larry knows that financial sustainability and scalability is possible for any nonprofit organization or charitable cause and is dependent neither on size or resources but instead with the commitment to create a shared vision.

Larry is the author of the award-wining book, The Eight Principles of Sustainable Fundraising. He was selected Outstanding Development Executive by the Association of Fundraising Professionals in 2010. The Wall Street Business Network ranks him in the Top 15 Fundraising Consultants in the United States. He holds the CFRE distinction.

With three decades of experience in charitable fundraising and philanthropy, Larry’s career spans Fortune 100 project management, service to four colleges and universities as chief advancement officer and as coach to hundreds of staff members, board members and volunteers of nonprofit organizations. He is a graduate of Yale University.

Larry and his wife, Connie, live near Boise Idaho. They enjoy hiking, backcountry horseback riding, and Nordic skiing in the Rockies. He hits the open road on his Harley as often as time permits and is an amateur photographer of the West. You can also find him in his tree house at home simply reading a good book.


Stephen JohnsonStephen Johnson
Of his 25+ years in philanthropy, 13 of Stephen P. Johnson’s happiest were spent with TPI. While he has worked extensively with community and corporate foundations, his principal interest and expertise is in family philanthropy. His work has embraced foundation start-ups, strategic planning, governance, trustee succession, next generation training, program design and implementation, and countless other issues.

Since 2012 Steve has been the Executive Director of the Phyllis and Jerome Lyle Rappaport Foundation. He has served as the managing trustee of The Kelsey Trust, his own family’s foundation, since 1998. He continues to consult with and/or serve as a standing advisor to other family foundations around the globe.

A principal author of the Code of Ethics for U.S. philanthropy advisors, in his years with TPI Steve worked to advance the scope and quality of philanthropy in the U.S. and abroad. For more than a decade he spearheaded TPI’s work to study, understand, and improve the philanthropy-related practice of legal and financial advisors. His interest in philanthropic field-building is ongoing, and he continues to write and speak on strategic philanthropy and other topics.

Prior to his work in philanthropy, Steve spent 20 years in law, public policy, education, and long-range planning. As a lawyer he worked in corporate law, as counsel to the U.S. Senate, in government relations, and with justice reform efforts around the country. He has taught both undergraduate and law students and has written and spoken extensively on public policy and the future of the justice system and the legal profession.

Steve is a graduate of the University of Pennsylvania (BA, magna cum laude, 1974) and the University of Virginia School of Law (JD, 1979). He has served on numerous non-profit and municipal government boards. He and his wife Paula, also a philanthropy professional, have three grown children. They live in Lincoln, Massachusetts.


KarrEmily Karr
Emily Karr is a partner at Stoel Rives LLP and head of the Private Client Group at Stoel Rives. She practices in the areas of estate planning, international tax planning and the administration of estates and trusts. Her practice includes advice related to estate and gift taxes, the income taxation of estates, trusts and beneficiaries, business succession planning and issues concerning charitable giving and tax exempt organizations

Emily is a Fellow of The American College of Trust and Estate Counsel (serving on the International Estate Planning Committee), a past president of the Estate Planning Council of Portland and a frequent speaker on estate planning and administration and international tax topics.

Emily currently serves as Chair of the Library Foundation, Inc. Board and as Vice Chair of the Board of Northwest Academy. Her past board service includes Business for Culture and the Arts, Oregon Ballet Theatre and Northwest Earth Institute. She is a graduate of Duke University School of Law and Northwestern University. Emily and her husband, Townsend Hyatt, live in Northeast Portland with their sons Pearce (14) and Philip (11).


KilroyKenneth Ross Kilroy 
Mr. Kenneth Ross Kilroy is the Chief Executive Officer and Managing Director of Unity Investment Partners, LLC, which specializes in connecting high net worth family investors with private middle-market direct investment opportunities. Mr. Kilroy is also the Chief Executive Officer of Trailhead Advisors, Inc., which provides family office consulting services to high net worth families. Mr. Kilroy was with Marvin Davis from 1982 to 2006, serving as the head of the family office and President of Davis Companies.

Ken was ranked as the #13 most influential person in the wealth management industry by Private Asset Management magazine in 2012. Mr. Kilroy has notable advisory and investment experience which includes transactions such as Twentieth Century Fox, Fox Plaza, Aspen Skiing Company, the Pebble Beach Company, Wetzel's Pretzels, the Beverly Hills Hotel, Red Mango, Spyglass Hill, Spanish Bay, Davis Petroleum, Davis Entertainment, the Sports Club/LA, WebTV, Pasta Pomodoro, United Airlines, Northwest Airlines, and many other trophy real estate transactions.

Mr. Kilroy has served as a board member of Davis Petroleum Corporation, Vatican Observatory Foundation, Los Angeles Food Bank, Marymount High School, and the St. Paul the Apostle School Foundation. He holds a J.D. from the University of Akron, Law School and a B.S. from the University of Akron. Mr. Kilroy has been licensed to practice law for 39 years.


JanneJane Moretz Edmisten 
Ms. Edmisten practices in the estate planning field in Washington, DC. She is a member of the North Carolina, Washington, D.C., and Maryland Bars.

Prior to entering private practice in 1981, Ms. Edmisten was an appellate litigator in the Tax Division at the U.S. Department of Justice, where she represented the government in a variety of tax cases in every circuit, as well as being a counsel of record in one case on the merits in the U.S. Supreme Court; she was counsel to the Government National Mortgage Association at the Department of Housing and Urban Development from 1977-1979; and served as deputy general counsel to the Merit Systems Protection Board at its inception, having been asked to structure that agency's litigation process after the major reforms of 1980 went into effect.

She is the author of a Bureau of National Affairs Portfolio on the Taxation of Trusts and Estates and was the 1980 winner of the Tom C. Clark Award for Outstanding Career Federal Service.


Steven L. MeyersSteven L. Meyers, PhD 
Even before founding the Center for Personalized Philanthropy at the American Committee for the Weizmann Institute of Science, Steven Meyers had achieved national recognition as a pioneer and champion of a new kind of gift practice that goes beyond planned giving: donor-focused giving built upon the mantra, "the right gift, at the right time, for the right purpose, for the right donor."

Now, Steve is bringing Personalized Philanthropy coaching and consulting to a wider audience — including gift officers and advisors, as well as the professionals, board members and thought leaders who support charitable organizations and, especially, donors themselves. Previously, Steve served as a vice president and member of the management team at the Weizmann Institute’s American Committee for 21 years. He holds a Masters Degree in Organization and Management from Antioch University and a Ph.D. from the University of Buffalo.

With field-tested and proven models of Personalized Philanthropy, Steve shows you how donors and advisors are creating lasting legacies — but these are legacies with a difference. These are “grail” gifts where impact and recognition begin right now. Beyond merely "servicing" institutional campaigns with contributions, donors can mesh their most compelling interests with the most compelling needs. They can truly serve the organizations they care most about. This is philanthropy to create a gift of moment.

If you are a gift officer, estate or financial advisor or a philanthropist, Steve’s book, "Personalized Philanthropy: Crash the Fundraising Matrix" can help you refocus and rebalance your practice. Your ROI is a powerful and valuable collaborative skill set — to help donors and advisors create larger gifts with greater impact sooner. Perhaps even more important, Personalized Philanthropy can bring restored creativity, effectiveness — and even joy — to your life of practice.

The Chronicle of Philanthropy cited Personalized Philanthropy, comparing it to personalized medicine, in a major article about Weizmann’s sustainable fundraising. Steve’s work has also been published in The Journal of Gift Planning, Advancing Philanthropy and Investments and Wealth Monitor of the Investment Consultants Management Association (IMCA). He speaks frequently on donor-focused topics and planned giving in the big picture for national and regional councils and for estate and financial professionals, including the National Conference on Philanthropic Planning (PPP), Association of Fundraising Professionals (AFP), and the Investment Management Consultants Association (IMCA). He is a contributing author for the Planned Giving Design Center, as well as for the Elite Advisor Forum of CEG Worldwide. He’s served on philanthropy councils in New York and Connecticut, as well as on two major national task forces recommending guidelines for counting and reporting charitable gifts and metrics of fundraising effectiveness.

Steve strongly believes in building a culture of teamwork and collaboration and is passionate about helping donors make miracles happen at the organizations closest to their hearts. He is the author of the book, Personalized Philanthropy: Crash the Fundraising Matrix, and its companion for donors, Personalized Philanthropy and the Four Donors: Parables for Radically Rethinking Your Philanthropy: A New Conversation for donors, gift officers, and advisors.


Martin O'TooleMartin O'Toole







Jeffrey Pennell 
Professor Pennell is the Richard H. Clark Professor of Law at Emory University School of Law in Atlanta. A member of the American Law Institute, he was an Adviser for the Restatements (Third) of Property (Wills and Other Donative Transfers), and the Restatement (Third) of Trusts, a former member of the Council of the Real Property, Trust & Estate Section of the American Bar Association, an Academic Fellow and Former Regent of the American College of Trust and Estate Counsel, and an Academician of The International Academy of Estate and Trust Law. His various publications include student and practitioner texts, Tax Management portfolios, articles, institute chapters, and he is the successor author of Casner & Pennell on Estate Planning (8th ed.).


Debra Rahmin SilbersteinDebra Rahmin Silberstein
Attorney Silberstein specializes in trusts and estates, tax related matters and elder law. Ms. Silberstein is a Phi Beta Kappa graduate of Syracuse University (B.A., Economics, 1981). She obtained her J.D. from Hofstra University School of Law in 1984 after studying at both Boston University School of Law and Hofstra University School of Law. Ms. Silberstein obtained a Ph.D. in Social Policy from the Heller School, Brandeis University in August 2009. She brings over twenty-five (25) years of legal experience to her practice and great pride in the individualized attention she is able to provide to her clients. Ms. Silberstein is an active member of the Massachusetts Bar Association (MBA), currently serving as a Probate Law Section Council member. Ms. Silberstein is also a well-known member of her local bar, the Lawrence Bar Association, and the National Association of Elder Law Attorneys (NAELA). In January 2011, Ms. Silberstein attended the Heckerling Institute, the premiere national estate planning conference well-attended by prominent estate planning attorneys.

Ms. Silberstein is a trustee of the Lawrence General Hospital, currently serving as Chair of the Development Committee. A long-time advocate for public education, Ms. Silberstein is a trustee of ACE (Andover's Coalition for Education), Ms. Silberstein is a Director of TAVAH, a 501(c)(3) organization providing support for senior citizens to stay in their homes. She is also a member of the Advisory Council, a local education foundation for Bipolar Research at the Massachusetts General Hospital, a consultant to the Sillerman Center for the Advancement of Philanthropy at the Heller School, Brandeis University, a member of the New England Regional Board for the Anti-Defamation League, and a member of the Latino-Jewish roundtable. Ms. Silberstein was recently elected to the Heller School Alumni Board.

In March 2010, Ms. Silberstein completed her second three-year term, serving half the time as Chair of the Andover School Committee. Ms. Silberstein has served as a director of Shed Inc. (1994-2000), Vice-chair of the Merrimack Valley Community Foundation (2001-2004), member of the Andover Finance Committee (2000-2004), a Trustee of Essex County Community Foundation (2004-2008), the Long-Term Financial Planning Subcommittee for Governor Deval Patrick's Education Readiness Project. She is a past director of the Legal Access Project of the Women's Resource Center, which provided legal services to victims of domestic violence. In 2010, Ms. Silberstein was a candidate fin the Democratic Party for the 2nd Essex/Middlesex Senate Seat.

Ms. Silberstein has written and published on estate planning and tax policy matters, namely; "Conceptions of Fair Tax Policy", Brandeis University Graduate Student Journal, 2004; "Reform, Don't Appeal the Estate Tax", NAELA News, Vol 15, issue 2, March, 2003; and "History of the Death Tax", American Bar Association Probate and Property Journal , Vol 17, No. 3, May/June 2003. Ms. Silberstein also served as a research fellow to Professor Anita Hill, Brandeis University, on a project assessing education "adequacy" litigation. (2003-2005). In 2009, Ms. Silberstein successfully completed her dissertation study, The Changing Nature of Philanthropy: A Study of Giving Between Generations within Jewish American Families.


NeeliNeeli Shah 
Ms. Shah focuses her practice in the areas of estate planning and wealth protection, including personal tax planning for highly compensated individuals, all aspects of estate administration and corporate matters for publicly and privately held companies. Prior to joining Smith, Gambrell & Russell, Ms. Shah was a Tax Associate at Adams & Reese LLP in Birmingham, Alabama. Ms. Shah also worked in the banking industry as a Credit Analyst for BBVA Compass in Birmingham, Alabama prior to going to law school.

Ms. Shah received her B.A. in Economics from Vanderbilt University in 2003. She earned her J.D. from Cumberland School of Law, Samford University in 2008 and received her LL.M in Taxation from University of Florida Levine College of Law in 2009. Ms. Shah is a member of the Alabama and the Georgia Bars. She is fluent in Hindi and Gujarati.


CalderCalder Sinclair
Calder P. Sinclair is founder and president of the Atlanta-based fund raising consulting firm Sinclair, Townes & Company. With more than thirty years of fund raising experience, he has consulted with non-profit institutions and organizations throughout the country on capital campaigns, planned giving, annual giving, and comprehensive development counseling.

As both an attorney and as the former Director of the Estate Planning Program for Emory University, Calder has extensive "hands-on" experience in major gifts and planned giving. He was directly involved in The Campaign for Emory which raised more than $220 million for the university in the early 1980's. Calder's background also includes serving as a Trust Officer for The First National Bank of Atlanta (now Wells Fargo).

A Phi Beta Kappa graduate of Emory University, Calder received his J.D. from the Emory Law School. He is a member of the State Bar of Georgia and The Florida Bar.

An Atlanta resident since 1968, Calder most recently served as national president for the Omicron Delta Kappa Foundation, the college and university leadership honorary. He also serves on the Board of Councilors for The Carter Center and the Advisory Board of the Cobb Community Foundation.


John Warnick
John ("John A") Warnick is the founder of the Purposeful Planning Institute and Family Wealth Transitions & Solutions

John A balances his enthusiasm for tax savings with in-depth discovery and purposeful questions to ensure the planning is congruent with his client's core values.  He delivers workshops across the nation for estate planning attorneys and financial planners sharing the six paradigms of Purposeful Planning and the Seven Keys of the Purposeful Trust.

He spends a considerable amount of his time facilitating family retreats and providing wealth counseling, fiduciary and philanthropic consulting services. He finds immense fulfillment in educating and training children, adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.

He was the author of two BNA (Bureau of National Affairs) Tax Management portfolios. He co-authored "Selecting a Trust Situs in the 21st Century" which was published in the March/April 2002 issue of Probate and Property. He is currently serving as co-editor of a book on best practices for trusts and is also working on two other books entitled The Gift of You and The Purposeful Trust Handbook.

Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.

Prior to launching his own business, John A was a partner in the Denver office of Holme Roberts & Owen LLP for almost eleven years after practicing in Nevada and Wyoming previously.


Barbara YeagerBarbara Yeager
Barbara Yeager is Director of Operations for the Partnership of Philanthropic Planning, a national organization serving charitable planners in the nonprofit and for-profit sectors. She manages PPP's research program, including partnership with the Nonprofit Research Collaborative, and develops services to connect planners across sectors and build their charitable planning skills. As staff manager for the PPP Leadership Institute, she works with top planners to anticipate challenges and opportunities facing philanthropists and charitable organizations. Barbara is completing coursework toward the Chartered Advisor in Philanthropy designation. She has a master’s degree in library and information science and worked as a public librarian and systems analyst before joining the PPP staff. In her community, she is a Girl Scout leader, a community gardener and a volunteer costumer for community theater groups.

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