Anne T. Melvin (Keynote Speaker)

Deputy Director of Gift Planning, Harvard University

Anne has worked as both a volunteer and a professional in the field of development for the past 18 years. For the past 12 years, Anne has specialized in planned giving, negotiating and closing gifts for various schools at Harvard, creating and implementing planned giving marketing programs, and working with a variety of donors around the country to maximize their giving potential. Currently, Anne is the Deputy Director of Gift Planning at Harvard's Faculty of Arts and Sciences. She is a member of the Planned Giving Group of New England and Partners in Philanthropic Planning. Anne speaks about planned giving around the country to development professionals, specializing in marketing, development techniques, and negotiation. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

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Jim Gallaher, JD

Vice President and Trust & Fiduciary Specialist, Wells Fargo Center for Planned Giving, Winston-Salem, NC

(Jim) joined Wells Fargo in 1998. Through the years his responsibilities have included the administration of corporate, community and private foundations, administering charitable remainder trusts, charitable lead trusts, gift annuity programs, and pooled income funds. Jim has experience supporting institutions in their planned giving program including providing assistance with their gift planning for donors. Prior to joining Wells Fargo, Jim was an attorney in private practice for 12 years and served as Director of Planned Giving and Development for United Way and The Moravian Retirement Community establishing planned and deferred gift programs. In addition, Jim has served on Boards of several nonprofits and the Board of Directors of the National Society of Fundraising Professionals – Triad Chapter.

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Erich Hamm

Senior Philanthropic Relationship Manager, Bank of America's Philanthropic Management Group

North Carolina Planned Giving Council, Inc. Board of Directors – President-Elect

Erich has over 17 years of experience in the investment and planned giving industry. During this time, Erich has been personally responsible for the oversight of more than $10 billion in various trust, investment, and planned giving programs. Erich is a graduate of Appalachian State University, American Bankers Association's National Graduate Trust School at Northwestern University, American Bankers Association's Trust Operations program, and Florida State University's Financial Planner program. He also holds a Certified Trust and Financial Advisor designation. Erich has served on various planned giving advisory boards and as a guest speaker at philanthropic conferences, councils, and continuing education events for CPAs and Attorneys. He currently serves on the board of directors for the Greensboro Estate Planning Council, North Carolina Planned Giving Council, and the North Carolina Children's Home Society Foundation.

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Audrey Johnson, MA

Vice President and Trust & Fiduciary Specialist, Wells Fargo Center for Planned Giving, Winston-Salem, NC

Audrey's responsibility is to manage institutional planned giving relationships and provide consultative services for not for profit trust clients. This includes the administration and investments of charitable remainder trusts, charitable lead trusts, charitable gift annuities and pooled income funds. In addition, she engages in public speaking, staff and board training and philanthropic research on topics of interest to the nonprofit sector. Audrey joined Wells Fargo in 2004. She received her B.A. degree in Communication and a B.A. in Spanish from Wake Forest University. She also received her M.A. in Communication from Wake Forest University.

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Tom Lawson

Senior Philanthropic Advisor, US Trust, Bank of America, Philanthropic Management

Tom is a Senior Philanthropic Advisor with US Trust Philanthropic Management. He has over nine years experience marketing and providing philanthropic investment management and administrative services to institutions and high net worth individuals and over 28 years experience serving non-profit organizations. Previously, Mr. Lawson served as Senior Vice President for Donor Services for the Winston-Salem Foundation, Associate Vice Chancellor for Development for Appalachian State University and Director of Development for the School of Design, North Carolina State University. Mr. Lawson serves on the Board of Visitors of Appalachian State University, the Troop Committee for Boy Scout Troop 920 and the Board of Directors for Central Forsyth American Legion Baseball. Mr. Lawson also is the Past President of the North Carolina Planned Giving Council. Mr. Lawson earned his bachelors and masters degrees from Appalachian State University. Mr. Lawson is married to the former Megan Carrier of Baton Rouge, Louisiana and they have two sons, Will (19) and Charlie (15).

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Nancy Mahler

Relationship Manager, Kaspick & Company, Boston, MA

Nancy has have over 12years of planned giving experience working for and with non-profits to help close planned gifts that are beneficial to both the donor and the organization. Ms. Mahler joined Kaspick & Company in 2010 from State Street Global Advisors' Charitable Asset Management Group where she was Vice President and Manager of Customer Service. Prior to that, she was the Senior Gift Planning Officer at Tufts University. Before joining Tufts, Ms. Mahler practiced law with firms in Philadelphia and Boston. Ms. Mahler earned her BA with high honors from Tufts University and her JD from Boston University School of Law. She served on the board of the Planned Giving Group of New England from 2004–2008.

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Patton McDowell, CFRE, MBA

President, Patton McDowell & Associates, Charlotte, NC

Patton has enjoyed a successful career in fundraising, public speaking, strategic planning, and organizational development. His consulting experience has allowed him to work with a diverse set of nonprofit organizations across various sectors including education, arts and culture, healthcare, family services, special populations and the environment. Previously, Patton served six years as Vice President for University Advancement at Queens University of Charlotte where he was responsible for leading, planning and implementing all fundraising, communication and alumni programs for the university. Prior to his tenure at Queens, Patton served four years as Vice Chancellor for University Advancement at the University of North Carolina at Wilmington, where he was the youngest vice chancellor in the 16-campus UNC system. He previously served as Program Director for Special Olympics North Carolina in Raleigh for seven years, following two years with Special Olympics International in Washington D.C. McDowell received a BA in English Education from UNC Chapel Hill, where he was a Morehead Scholar. He also completed the executive MBA program of the McColl School of Business at Queens University of Charlotte.

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Claire Meyerhoff

Director, Creative Services, The Planned Giving Agency, Easton, Maryland and Alexandria, Virginia

Claire is a nonprofit marketing consultant specializing in planned giving. She helps small and large organizations with their fundraising marketing, whether it's an entire marketing plan or creating a single magazine ad. Claire blogs for Nonprofit Marketing Guide.com and is Editorial Director at the Planned Giving Company. Claire has presented at NC AFP conferences and NC United Way Leadership Conference. She has been an on-air fundraiser for UNC-TV since 2006. Claire is a producer and reporter for Tony Martignetti Nonprofit Radio, serving as a field reporter for NY's Philanthropy Days and the 2011 PPP conference. She co-hosts webinars for Nonprofit Marketing Guide and is co-host of Magic Keys Radio with her colleague Kivi Leroux Miller. In her previous career, Claire was a broadcast journalist in Washington, DC where she covered many stories related to nonprofits

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Alexandra Mitchell

Internet Marketing Specialist, Crescendo Interactive, Inc., Camarillo, CA

Alexandra is Crescendo's Internet Marketing Specialist for the Southeast Region. She provides client education and marketing consultation for the Gift Legacy eMarketing System. Alexandra teaches marketing seminars where she shares best practices for internet and planned gifts marketing and speaks at regional planned gifts conferences. Alexandra earned a Bachelor of Arts degree from California State University, Channel Islands.

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Timothy J. Prosser, MPA, JD

Relationship Manager / Sr. Consultant, Gift Planning, Kaspick & Company, LLC, St. Louis, MO

Tim joined KASPICK & COMPANY in 2009 with nearly 20 years of experience in legal practice and financial services. Prior to joining TIAA-CREF Trust Company in 2000, Mr. Prosser practiced law in the areas of estate planning, estate and trust administration, charitable giving, and business succession planning with the firms of Sonnenschein Nath & Rosenthal and Armstrong Teasdale Schlafly & Davis in St. Louis, MO. Mr. Prosser is on the board of the Partnership for Philanthropic Planning (formerly NCPG) and is a board member and past president of the Saint Louis Planned Giving Council. He is a frequent speaker on charitable and estate planning topics. Mr. Prosser received his JD degree and MA degree in Public Administration from St. Louis University in December 1990 and his BA in Russian Area Studies in 1987 from Loyola University, New Orleans.

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Larry G. Raff, MPH

President, Copley Raff, Inc., Newton, MA

Larry is President of Copley Raff, Inc., one of the nation's leading comprehensive philanthropy and campaign consulting, leadership mail and executive search firms utilizing the talents of 10 consultants and technical specialists. Prior to Copley Raff, Larry served as Director of Development and acting Executive Director of the Oregon Food Bank; President and CEO of the Emanuel Medical Center Foundation in Portland, Oregon; and directed the Juvenile Diabetes Research Foundation's $200 million "The Only Remedy is a Cure" campaign for the northeastern US. He is also served as president of the Autoimmune Disease Research Foundation. While with Copley Raff, Larry has partnered with organizations of all sizes, advising on a full spectrum of philanthropy, campaign and development issues. He is the creator and co- principal and instructor of the Philanthropy Leadership Advancement Nexus, an organization devoted to developing and promoting Master Gift Officers. Larry's clients include four of New England's largest multi-hospital systems and the largest multihospital system in the mid-west; performing arts, higher education and human services organizations; and regional and national organizations including the National Consumer Law Center, US FIRST, National Partnership for Food Safety Education, Massachusetts Medical Society and the American Optometric Association.

Larry is an active and engaged participant in the philanthropic community. He is a regular presenter at industry conferences as well as private sector initiatives including the Merrill Lynch Global Philanthropic Consulting Group Congress and Citizens Bank Non-Profit Advisors Seminars. He has served on the boards of numerous organizations and is currently the President of the Friday Forum, a thought-leadership organization of senior development officers in Boston.

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David Routh

Private Client Advisor, US Trust, Bank of America Private Wealth Management

David is a Private Client Advisor with US Trust, Bank of America Private Wealth Management. His responsibilities include active management of client relationships covering the full range of investment, fiduciary, lending, financial planning and banking services. He leads a team of professionals in the Raleigh office dedicated to those clients. Prior to returning to U.S. Trust in 2009, Routh served as the Director of Planned Giving at the University of North Carolina at Chapel Hill. In that role, he worked with individuals and families on a variety of complex financial and estate planning matters – and with UNC Management Company to oversee the trust investment program at the university. Prior to joining UNC in 2006, Routh worked at U.S. Trust from 1996 to 2006 – both in North Carolina and New York. During that period, he worked with individual clients in North Carolina, colleges and universities nationwide, and also managed institutional client service teams in New York.

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