PAMELA JONES DAVIDSON, J.D.

President – Davidson Gift Design

Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, Indianapolis, Indiana. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel.

Ms. Davidson has made countless presentations throughout the state of Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about planned giving and charitable giving techniques.

SHARI M. FOX

Assistant Vice President and Director of Gift Planning, University of Michigan

Before joining the University of Michigan as Assistant Vice President and Director of Gift Planning in December 2006, Shari was Director of Gift Planning with The University of Cincinnati Foundation for almost four years. Prior to joining UC, Shari led all development and community relations efforts for Beech Acres, a 154-year old child-focused family service agency in Cincinnati, for more than five years. Shari has also served as Endowment Specialist with Jewish Federation of Cincinnati and spent the first nine years of her career at Fifth Third Bank, most recently as Assistant Vice President and Trust Officer in Foundation and Endowment Services.

Shari is a past chair and current board member of the National Committee on Planned Giving and a past president of the Greater Cincinnati Planned Giving Council. She currently serves as a member of the Editorial Advisory Board for the monthly newsletter Planned Giving Today, and she is an active member of the Planned Giving Roundtable of Southeast Michigan and the Washtenaw County Estate Planning Council. Shari previously served on the Boards of Directors of Cincinnati Therapeutic Riding and Horsemanship, and the Community Resource Center in Cincinnati.

Gregory A. Schupra

Vice President and Group Manager, Comerica Charitable Services Group

Gregory A. Schupra brings an uncommon, if not unique, combination of experience, capabilities and values to his role as Vice President of Comerica Bank and Group Manager of the expanding Comerica Charitable Services Group.

Comerica currently manages nationally over 1,600 charitable accounts including charitable remainder and lead trusts, charitable gift annuity programs, pooled income funds, endowment investment management and charitable foundations. During the past 8 years the Group helped create charitable gift plans having a combined asset value of more than $3 billion. Comerica serves as trustee in all 50 states and is the trust services provider for UBS Financial Services, RBC DainRauscher, Smith Barney/CitiGroup, Ryan Beck, Robert W Baird, Sanford Bernstein and other investment firms.

Before joining Comerica in 1999, Mr. Schupra served as vice president, donor relations for one of the top community foundations in the country. While at the community foundation he orchestrated a fund raising academy to help 39 charitable organizations raise more than $50 million through an endowment challenge program initiated by The Kresge Foundation.

Prior to his work at the community foundation, Mr. Schupra held positions as director of development and director of planned giving at three colleges and universities. In addition to his 28 years of experience as a charitable gift planning professional, Mr. Schupra has served as a governing board member of several for-profit corporations and national and regional nonprofit organizations.

Brian D. Wodar, Bernstein Global Wealth Management

Director—Wealth Management Group

Mr. Wodar provides customized consultative advice on complex financial issues facing high-net-worth investors and their professional advisors. With expertise in advanced asset allocation, concentrated single-stock exposure, stock option exercise planning, multigenerational and philanthropic issues, and pre-transaction planning, he has been a contributor to Bernstein’s published research on these topics. A founding member of the Wealth Management Group, Mr. Wodar joined the firm in 1997 and directed the creation and implementation of Bernstein’s Wealth Forecasting System, the firm’s largest private client research effort to date. He earned an MBA in finance and an MA in literature from New York University. Formerly based in New York, Mr. Wodar relocated to Chicago in 2005.

HEATHER G. TANGUAY, Bernstein Global Wealth Management

Senior Investment Planning Analyst

Ms. Tanguay, a Senior Investment Planning Analyst, works closely with the Bernstein’s private clients and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, philanthropy, and diversification planning for holders of concentrated portfolios.  After joining the firm in August 2001 as a Private Client Associate, Ms. Tanguay was named Senior Associate in April 2003. She assumed the role of Investment Planning Analyst in January 2005 and was promoted to her current role as Senior Analyst in August 2006.  Ms. Tanguay earned a BA in French, Spanish, and Japanese from St. Lawrence University and is a Certified Financial Planner ^®.

Richard E. Meyers, Bernstein Global Wealth Management

Managing Director – Chicago

Mr. Meyers joined the firm in 2001 as a Vice President and financial advisor with a practice focus in non-profit organizations and wealthy families. He was named a Principal of the firm in 2005, and Managing Director of the Chicago office in 2006. Before joining Bernstein, he was an Investment Officer with The Northern Trust Company and as a strategy consultant with Marakon Associates working on CFO-led engagements with four Fortune 50 companies. Mr. Meyers is active in the community serving currently as Finance Chair of the Cotter Boys and Girls Club following his three year term as Cotter Club President. Additionally, he is on the Finance Committee and head of the Investment Policy Statement Task Force for the Boys and Girls Club of Chicago. Mr. Meyers earned a B.A. in Psychology from Hamilton College and an MBA from the Kellogg Graduate School of Management at Northwestern University.

ROBIN D. FERRIBY - Vice President

The Community Foundation for Southeast Michigan

Robin D. Ferriby is the Vice President, Donor Relations for the Community Foundation for Southeastern Michigan. He is a past shareholder of Berry Moorman P.C. and a former senior associate at Clark Hill PLC. Mr. Ferriby graduated from the University of Detroit School of Law and Michigan State University.

Mr. Ferriby serves on the Legislative and Legal Action Committee of the Council on Foundations Community Foundation Leadership Team. He is a member of the Planned Giving Roundtable of Southeast Michigan, the Financial and Estate Planning Council of Metropolitan Detroit, and the Association of Fundraising Professionals.

Mr. Ferriby is a member of the Council of the Probate and Estate Planning Section of the State Bar of Michigan. He is also a member of the Taxation and Business Law Sections of the State Bar of Michigan and the Real Property, Probate and Trust Law and Taxation Sections of the American Bar Association. He is a frequent lecturer and author on the topics of estate planning, estate and gift tax planning, charitable organizations and planned giving and is a co-editor of Trust Administration in Michigan.

Margaret May Damen CFP®, CLU, ChFC, CDFA
Founder and President, The Institute for Women and Wealth

Margaret May Damen, CFP®, CLU, ChFC, CDFA, empowers women to create their public and private wealth legacy unique to their passion and purpose to make a difference in the world.

She began her focus on women's financial issues in 1990 with the publication of her book, Money$ense for Women. Today, her renowned workshop series, “The Life You Live is the Legacy You Leave,” transcends traditional estate planning and empowers women to resolve existing psychological or emotional barriers that inhibit meaningful individual and family philanthropic giving.

Ms. Damen retired as a Senior Financial Advisor and Managing principal with American Express Financial Advisors after a successful 18 year career. Her career in finance began in the mid-70s when she was a Vice-President for Development and Fundraising for Boston University. She received her Bachelor and Masters Degrees from Boston University. She was an instructor in investment and money management at Florida Atlantic University's continuing education department and is Past President of the Treasure Coast Planned Giving Council. Ms. Damen is a member of the Stuart/Martin County Estate Planning Council, the Institute of Certified Financial Planners, Advisors in Philanthropy and Community Foundation for Palm Beach and Martin Counties Estate Planning Core Group.