Gift Planning Council
From left: Don Maltase, Margaret Tuchmann, Matt Petrone, Mary Lago, Alan Jensen, George Caspar, Jim Pittman, Pat Green, Sally Coulsey*, Bob Depew, Kate McGinn*, Drew Hunsinger*, Pete Sommerfeld*, Sarah Schwarz*, Carolyn Miller, Wake Mack, Ann Barden*, Gretchen Bradley*, Jeff Thede, Ken Davis, Jenny Milligan. Not pictured: Roy Abramowitz, Sharon Heth, Dennis Johnson, Tonia Lindquist, and Conrad Pearson. (* = gift planning team)
The Gift Planning Council of the OHSU Foundation and Doernbecher Foundation provides advice and counsel to the gift planning program, especially concerning deferred gift opportunities and real property gift transactions. Members of the council are a representative group drawn from the community, including attorneys, financial planners, life insurance agents, trust officers, real estate brokers/agents, stock brokers, accountants and tax professionals. These community leaders give generously of their time and skill. The foundations thank them for sharing their time and talents to further our mission.
Roy Abramowitz, CPA, CFP
Perkins & Company, PC
rabramowitz@perkinsaccounting.com
I. Kenneth Davis, JD
Dunn Carney LLP
ikd@dunn-carney.com
Robert H. Depew, CFP, CTFA
U.S. Bank Private Client Group
robert.depew@usbank.com
Patrick J. Green, JD, LLM
Davis Wright Tremaine LLP
patgreen@dwt.com
Sharon O. Heth, JD
Allen Trust Company
sharon@allentrust.com
J. Alan Jensen, JD
Holland & Knight LLP
alan.jensen@hklaw.com
Dennis C. Johnson, CPA
McDonald Jacobs PC
dennis@mcdonaldjacobs.com
Mary E. Lago, CTFA
Washington Trust Bank
mlago@watrust.com
Tonia J. Lindquist, CTFA
U.S. Trust
tonia.j.lindquist@ustrust.com
M. Wakefield Mack, JD
Allen Trust Company
wake@allentrust.com
Don Maltase
Don Maltase Real Estate
donmaltase@comcast.net
Carolyn W. Miller, JD (Council Chair)
Carolyn W. Miller, PC
carolyn@cwmillerpc.com
Jenny Milligan
RE/MAX Equity Group
jmilligan@remax.net
Conrad Pearson, CFS
Pearson Financial Group
cpearson@pearsonfinancial.com
Matthew Petrone
AXA Advisors, LLC
Matthew.petrone@axa-advisors.com
James D. Pittman, CLU, CFP
Insurance Consulting Services, Inc.
jim@icspdx.com
Jeffrey C. Thede, JD
Thede Culpepper LLC
Jeff.thede@thede-culpepper.com
Margaret R. Tuchmann
Morgan Stanley
Margaret.tuchmann@morganstanley.com
