The Legacy Giving Advisory Board provides guidance to Legacy Giving on the content and design of its materials, and offers suggestions for making its programs and services available to a wide variety of charitable organizations.
The Board includes a diverse group of individuals whose knowledge of the non-profit sector, experience serving charities, and belief in creating mission-based sustainability strengthens and informs Legacy Giving and its offerings.
Karen Bilowith is the President and CEO of the Community Foundation for the Greater Capital Region in Albany, New York.
Karen joined the Community Foundation in May 2008 as the Senior Director of Philanthropic Services, and was appointed to her current role as leader of the Foundation in February 2009.
Ms. Bilowith previously held the position of President of United Way of the Greater Capital Region after leading a successful effort to merge the United Ways of Schenectady County and Northeastern New York in July 2007. Prior to the consolidation, Karen served as President and CEO of UWSC for six years.
Her broad experience in community-building and fundraising was garnered during her tenure in Washington, D.C., where Ms. Bilowith served as the senior program officer for the National AIDS Fund and also in prior positions with both the American Red Cross and the Denver Zoological Foundation.
Ms. Bilowith currently serves on the Board of Directors for United Way of New York State and is a founding board member of the Women's Fund of the Capital Region. She is a frequent speaker on the subject of the impact of the Transfer of Wealth on our region and advocates for securing the future well-being of our community by capturing a percentage of the transfer of wealth in community endowments.
Bilowith holds a master's degree in public administration from the University of Colorado and a bachelor's degree in economics from Boston College.
She resides in Saratoga Springs, New York with her husband and two dogs.
Charles B. Gordy, J.D. is the Director of Planned Giving at Harvard Law School.
Prior to joining Harvard Law School, he managed planned giving services for The Bank of New York, and was the Director of Planned Giving at Yale University and at Tufts University.
He is on the board of the American Council on Gift Annuities and sits on its Rates Committee and State Regulations Committee. Gordy has recently joined the editorial advisory board of Planned Giving Today. He has served on the boards of the National Committee on Planned Giving, the Planned Giving Group of Greater New York, and the Planned Giving Group of New England. He is a frequent speaker nationally and regionally on topics related to planned giving.
He received his undergraduate degree with Distinction in English from Colby College, Waterville, Maine, and his law degree with a focus on business law and tax from George Washington University Law School, Washington, D.C.
He resides in Concord, Massachusetts, with his wife and family.
David Cunningham, CFRE, is the Director of Planned Giving and Assistant Vice President for Advancement for the University of San Francisco. He has been with the university for fifteen years.
He completed a full term as a member of the board of Trustees of the Northern California Planned Giving Council a few years ago. He served as chair of the Basic Planned Giving Program committee and the PG Primer program. David is a frequent speaker on planned giving topics. His more recent presentations included "e-Marketing Planned Giving Programs", "An Assessment of a Planned Giving Marketing Program," and "Beginning and Continuing Conversations with Planned Gift Prospects."
He has been a regular instructor for the Northern California Planned Giving Council's Basic Planned Giving Program. He has served on a variety of non-profit boards including the Piedmont Children's Choir and St. Paul's School of Oakland. His career in fund raising spans 30 years and in that time he has been a grant writer, a Director of Development, a capital campaign consultant and a partner in a planned giving consulting firm. He earned a Bachelor's degree with honors from the University of Georgia and a Master's degree from San Francisco State University.
Greg is Director of Gift Planning at the University of Pennsylvania where he helps donors integrate gift plans with their tax, estate, and financial plans; and works with major gift officers in facilitating gifts of complex assets utilizing planned giving vehicles such as wills, trusts, and current and deferred gift annuities.
Prior to joining Penn Greg was Senior Vice President for Development at the Delaware Community Foundation. He's worked closely with legal and financial advisors and their clients in charitable estate and trust planning, life-income and tax-wise giving methods, and charitable planning for families. He also held development positions with the Widener University School of Law, University of Delaware, Delaware State University, and Wilmington Christian School.
He holds a Master of Public Administration in Financial Management and a Certificate in Financial Planning from the University of Delaware.
Caleb Rick's expertise is informed by over twenty years of service in the nonprofit sector. An adjunct Professor of nonprofit management at Vermont Law School, Caleb has counseled over 100 organizations over the last twelve years on legacy and endowment giving, and resource development strategies. Prior to beginning his consulting practice, he served as the national Director of Planned Giving and Charitable Gift Counsel for the 750,000 member Sierra Club where he created an innovative legacy giving marketing and educational effort, directed a multi-million dollar charitable giving program, and provided counsel and training to staff, board members, and leadership volunteers. Caleb also directed the planned giving programs for the University of California - San Francisco and UC Medical Center; and the annual giving programs for Dartmouth Medical School and Dartmouth Hitchcock Medical Center. Prior to his work in the non-profit sector, he served on the staff of the New York State Lieutenant Governor.
An early proponent of outcomes-based legacy giving programs, Caleb is a highly regarded speaker and has spoken at numerous conferences on legacy giving, endowments, resource development and non-profit management. A former board member of the Northern California Planned Giving Council and the Upper Valley Planned Giving Council, Caleb also served on the Conference Committee for the National Committee on Planned Giving. He is a member of the Partnership for Philanthropic Planning, the New England Association for Healthcare Philanthropy, the Association of Fundraising Professionals, the Northern California Planned Giving Council, the Upper Valley Planned Giving Council, the Association of Development Officers and the New England Museum Association.
A fundholder and corporator for the Vermont Community Foundation and a former member of the development committee for the Upper Valley Community Foundation, Caleb is a graduate of Middlebury College; holds a Juris Doctorate degree from Vermont Law School; a Certificate from the Coro Foundation's City Focus Program; and is a member of the California Bar Association.
Trish Rick is a Founding Member and Administrative Director of North Common Associates. Prior to founding North Common Associates, Trish devoted more than twenty years working with non-profit organizations providing management and direction in support of all areas of fundraising, including planned giving.
Throughout her career, she was responsible for oversight, implementation, maintenance and customization of numerous administrative information systems for the University of Hartford, University of California, San Francisco, Thetford Academy, and Dartmouth Hitchcock Medical Center. At UCSF she directed a twenty-three member advancement services team; automated the acceptance process for over $100 million in annual private support; and, redefined the department's organizational structure to achieve greater efficiencies. She also worked with the Chancellor's office in facilitating the consolidation of over 30 separate support organizations.
Trish received her M.S. in Organizational Development from the University of Hartford in Connecticut and her B.A. in Sociology at Central Connecticut State University. She is a current member of CASE, AFPNNE and AFP of Massachusetts. She is a speaker at various professional meetings and is the founder of the Central Vermont Raiser's Edge Users Group.
Trish has served a wide variety of non-profit clients in the educational, healthcare, arts, conservation and human service sectors. She has provided on-site, tailored, beginner, intermediary and advanced training classes in the use and management of the Raiser's Edge software along with assisting these organizations to establish best practices for database and gift and records management.
Greg Lassonde, CFRE, has been working as a Planned Giving Specialist since 1992 and started a consulting business in 2007.
His fundraising experience since 1982 has covered the full spectrum, from direct mail to planned giving and most everything in between. He started working fulltime in planned giving in 1997. He has worked in a variety of nonprofits from KPFA radio to his most recent past position at the San Francisco Symphony. He is a current board member Northern California Planned Giving Council (NCPGC) and was chair of its 2008 annual conference, and will chair again in 2009.
He is also a board member of the Oakland Zoo Foundation, and the Treasurer of the Association of Fundraising Professionals, Golden Gate Chapter. In 1994 the Corporation for Public Broadcasting presented Greg an award for a model planned giving program he designed for Pacifica Foundation.
Jeff Clarke is Vice President of the Rasmuson Foundation, a private family foundation located in Anchorage, Alaska. He is active in the philanthropic community where he serves on the boards of the Pacific Northwest's regional association, Philanthropy Northwest and the PRI Makers Network.
Prior to joining the Foundation, Jeff consulted in strategy, business process, technology and performance measurement. He was a member of a small consulting team that designed, developed and rolled out a Fortune 5 firm's proprietary six sigma methodology, credited with significant improvement to customer-focused service and innovation, product quality, productivity and profitability. He also led operations for a business unit of an international information technology services company.
Clarke holds a BA in History from Middlebury College, an MBA from the F.W. Olin Graduate School of Business at Babson College, and an MA in Organizational Management from Fielding Graduate University.
For the past five years Kevin T. Crilly, J.D., has been the Director of Gift Planning for the University of California, Berkeley. In that role he leads a team of 12. During that time the team has brought in more than $261 million in outright, estate and life income gifts. Kevin also has headed the planned giving efforts for The Nature Conservancy’s California program, the San Francisco Ballet and Children’s Hospital Los Angeles.
Kevin, a graduate of The George Washington University, Washington, DC and the University of Maine School of Law, has been in the field of gift planning for more than 16 years. After law school he served four years in the U.S. Navy Judge Advocate General's Corps. Although a member of the California Bar, he considers himself a recovering attorney.
Deborah Flateman, CFRE, is the Chief Executive Officer of the Maryland Food Bank where she manages 70 employees with an operating budget of $30 million. Previously she served as Chief Executive Officer of the Vermont Foodbank, Chief Development Officer for the Vermont Historical Society, Executive Director of the Helen Day Art Center, Chief Development Officer for Marathon House, Event Specialist for Roger Williams Park, and as a staff consultant for The Support Center in Providence, RI. Prior to beginning her career in the nonprofit sector, she was the food editor and feature writer for Rhode Island Monthly magazine.
Currently she serves on the national board of directors of Feeding America, the sixth largest not-for-profit in the nation, based in Chicago. She is a member of the City of Baltimore’s Food Policy Task Force; the Governor’s Partnership to End Childhood Hunger; and the Maryland Community Food Coalition. She formerly served as president of the Association of the Eastern Regional Affiliates and on the National Council for Feeding America. Recognized nationally for her advocacy and public policy work, including her Community Kitchen Program, Deborah was recently honored by The Weinberg Foundation for her work on hunger issues.
She is a member of the Association of Fundraising Professionals, holds CFRE accreditation, and earned The Certificate in Nonprofit Management from the Center for Management Development at Bryant College in Smithfield, Rhode Island. Deborah lives in Baltimore, Maryland, and uses her Bachelor of Science degree in music as a professional jazz vocalist and private instructor of piano and voice.
Mark Woroby is the Executive Director of the Wildwood Foundation, the fundraising arm of Wildwood Programs. In 1999, Mark began his professional fundraising career at Rensselaer Polytechnic Institute, where he served as Assistant Director of Individual Gifts and Gift Planning.
Before entering the fundraising profession, he was a financial planner for ten years. Mark worked for a number of financial services firms, including the Ayco Company, L.P., a Goldman Sachs Company. Prior to his work in financial services, Mark also gained professional marketing and sales experience in the pharmaceutical and medical equipment industries.
Mr. Woroby currently serves as the president of the board of the Gift Planning Group of Northeastern New York, a local council of the Partnership for Philanthropic Planning. Mark’s memberships in other professional organizations include the Association of Fundraising Professionals, the International Association of Advisors in Philanthropy, and the Estate Planning Council of Eastern New York. He is currently a member of the Dean’s Advisory Council for the School of Business at Siena College, and also serves as a member of the Advisory Board of the Stakeholders Foundation, based in New York’s Capital District.
Over the course of his career, Mark has conducted presentations on topics ranging from financial and retirement planning to charitable giving and non-profit management. In addition to speaking to corporate audiences, he has lectured at a number of academic institutions, including New York Medical College, Albany Medical College and Rockefeller College of Public Affairs and Policy, University at Albany.
Mark holds a bachelor’s degree in marketing and management from Siena College. A Certified Financial Planner®, he also completed the Certified Specialist in Planned GivingCM program, offered through the California State University at Long Beach.
Mark and his wife reside in Albany, New York. Both enjoy watching professional and college sports, especially Siena College basketball.