President, Academy of Gift Planning, LLC
Tom Cullinan Charitable Giving Counsel, Inc., Omaha, Nebraska

     Tom Cullinan is a gift planning specialist who consults with national and regional charitable organizations and donors across the US. Since 1992 he has worked with over 1,000 donors and dozens of organizations serving missions in higher education, human services, healthcare, arts, and religion.

     Tom teaches planned giving principles through the Academy of Gift Planning, a comprehensive series of training seminars serving charity development staff as well as estate planning professionals working in law and financial services. He was selected by the late Bob Sharpe, Sr. to succeed him as director of the National Planned Giving Institute, which he did for more than three years, and was a member of that faculty for 11 years.

     Recently elected to the national board of the National Committee on Planned Giving Tom has been a member of local planned giving councils in Houston, Washington DC, Baltimore, Nebraska, and Virginia. He is the author of the monograph Charitable Bequests: Why They Top the List of Planned Gifts. He serves on the editorial advisory board for the monthly newsletter Planned Giving Today and the national board of consultants for its sister publication Planned Giving Mentor.
Tom holds degrees in business and law from the University of Nebraska-Lincoln.
 

Director of Planned Giving
The Ohio State University, Columbus, Ohio
National Committee on Planned Giving 2005 Chair

     Joe Bull is director of planned giving for The Ohio State University in Columbus, Ohio and previously served as director of OSU's Campaign for Alumni House. Joe was director of gift planning and assistant university counsel for North Carolina State University, and assistant director of gift planning for Duke University.

     Joe served as chairman on the board of the National Committee on Planned Giving for 2005 and is a member of the Central Ohio Planned Giving Council where he co-chaired the LEAVE A LEGACY^® program that became a national model used today in more than 100 markets. He is a member of the editorial advisory board for the monthly newsletter Planned Giving Today and on the board of the web-based Planned Giving Design Center, and has served on the boards of Charitable Accord and the American Council on Gift Annuities.

     Joe holds M.A. and J.D. degrees from The Ohio State University and is admitted to the Bar in Ohio and North Carolina.
 

Director of Planned Giving
University of Cincinnati Foundation, Cincinnati, Ohio
National Committee on Planned Giving 2004 Chair

     Shari Fox is director of gift planning for The University of Cincinnati Foundation in Cincinnati, Ohio. Prior to joining UC, Shari was president of Beech Acres Foundation in Cincinnati, a child-focused family service agency. She also served as Endowment Specialist with Jewish Federation of Cincinnati and as a trust officer at Fifth Third Bank.

     Shari served as chair of the National Committee on Planned Giving for 2004 and is a past president of the Greater Cincinnati Planned Giving Council. She serves on the boards of Cincinnati Therapeutic Riding and Horsemanship and the Community Resource Center. She is a member of the Editorial Advisory Board for the monthly newsletter Planned Giving Today.

     Shari received her Bachelor of Science in Business Administration with a major in finance from Miami University in 1985 and her M.B.A. with a concentration in management from Xavier University in 1989.
 

Associate Vice Chancellor
University of Denver, Denver, Colorado

     Scott Lumpkin is the associate vice chancellor for the University of Denver where he directs all facets of the university's planned and principal gifts program and provides senior-level leadership within the Office of University Advancement.

     Scott is a past board member of the National Committee on Planned Giving as well as a founding member and Past President of the Colorado Planned Giving Roundtable. Scott has directed national research projects focused on planned giving and speaks and writes regularly about charitable tax and estate planning techniques. Most recently he served as a member of the task force that developed NCPG's Valuation Standards for Planned Gifts.

     He earned his MBA from the University of Denver.
 

President
Faith Matters, Inc., Toronto, Ontario and Palm Desert, California

     Michael O'Hurley-Pitts is the president of Faith Matters, Inc., a fundraising consulting firm serving parishes, colleges, universities and other not-for-profit organizations. Previously Michael was a development officer for St. Patrick's Old Cathedral in the Archdiocese of New York and legislative assistant and counsel to members of the United States House of Representatives in Washington, DC.

     Michael is a member of the Canadian Association of Gift Planners and the International Catholic Stewardship Council. He provided expert testimony to the US House Committee on Ways and Means on welfare reform and the marriage tax penalty.

     Michael is a published author who holds a J.D. from Alexandria College of Law, Certificate in nonprofit management and leadership from the University of Wisconsin, and a Ph.D. in aesthetic theology from St. John's University in Springfield, Louisiana.
 

Executive Director of Development
Massachusetts General Hospital, Boston, Massachusetts

     Katelyn Quynn is executive director of development for the Massachusetts General Hospital in Boston, Massachusetts and director of planned giving for the Partners Healthcare System where she acts as a consultant to the system's eight hospital affiliates.

     Katelyn co-authored Planned Giving: Management, Marketing and Law, winning awards from both AFP and CASE in 2000 and co-authored three other books (Invest in Charity, A Donor's Guide to Charitable Giving, Planned Giving for the Small Nonprofit, and Planned Giving Workbook). She is a former national board member of the National Committee on Planned Giving, one of the founders of the NCPG's Journal of Gift Planning, and past president of the Planned Giving Group of New England.

     She is a board member of Charitable Gift Planning News and Charitable Accord, provided testimony to the US Congress helping to secure passage of the Philanthropy Protection Act of 1995, and was named planned giving professional of the year by Planned Giving Today in 1996. She serves on the Medici Committee for the School for the Museum of Fine Arts in Boston.

     Katelyn is a graduate of Tufts University and earned a J.D. from the Boston University School of Law.
 

Associate
Washburn & McGoldrick, Inc., New York, New York

     Cindy Sterling is a consultant with the comprehensive development consulting firm of Washburn & McGoldrick, Inc. in New York City. Her specialty is gift planning, major gifts, and women's philanthropy. Previously, she was director of gift planning at Vassar College.

     Cindy has conducted research on women's philanthropy and published "Gender Difference in Planned Giving: The Way Women Give" in the December 2000 issue of Planned Giving Today.

     Cindy earned a B.A. in economics and an M.S. in psychological services from the University of Pennsylvania, and is certified as a Chartered Financial Consultant.