Ann Barden
Director of Gift Planning
Oregon Health & Science University Foundation
Ann Barden serves as Director of Gift Planning at Oregon Health & Science University Foundation. She joined OHSU Foundation in 2006.
Ann headed the planned giving departments at The San Francisco Foundation, Guide Dogs for the Blind and California Pacific Medical Center Foundation and has 30 years’ experience in gift planning.
Ann completed a three year term on the board of the National Association of Charitable Gift Planners, formerly the National Committee on Planned Giving, where she participated on the Congressional advisory task force. She is the past president of the Northern California Planned Giving Council and past interim president of the Golden Gate Chapter of Association of Fundraising Professionals. She is the 2006 recipient of NCPGC’s Phil Hoffmire Lifetime Service Award and is a member of the National Association of Charitable Gift Planners’ Leadership Institute. In 2016 Ann was awarded the Northwest Planned Giving Roundtable’s Distinguished Service Award. Ann served on many boards including Pets Unlimited, The Animal Cancer Foundation and American Composers Forum.
A frequent speaker at conferences and seminars, Ann has appeared as a philanthropic expert on NPR and has been quoted in The Wall Street Journal, The Chronicle of Philanthropy, The Oregonian, The Sacramento Bee and The San Francisco Chronicle.
A proud Oregon State University graduate, Ann lives in Portland with her sister and cats and dog. She enjoys reading and piano.
Steven G. Bell, JD
Associate
Stoel Rives LLP
Steven Bell focuses his practice on the creation and administration of complex trusts to meet business succession planning, tax planning, and family needs, and in charitable gift planning for both individual donors and for tax-exempt entities. Through his practice, Steve helps clients create customized structures to preserve and perpetuate closely held businesses and to meet diverse objectives. Steve brings innovative solutions to multifaceted issues that can arise in the administration of irrevocable trusts, estate, charitable giving structures, and for private foundations. Steve’s passion lies in developing creative solutions to help clients meet their goals in a tax efficient manner, whether in crafting a new estate plan, facilitating charitable giving, administering complex estates, modifying and restructuring irrevocable trusts, or developing trust structures to meet business objectives.
Rebecca Bibleheimer, JD, LLM
Senior Philanthropic Advisor,
Oregon Community Foundation
Rebecca Bibleheimer is a Senior Philanthropic Advisor with the Oregon Community Foundation. She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as an internal technical consultant to all philanthropic advisors throughout the state. Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for US Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has almost twenty years of experience in these fields. Rebecca is a member of the California State Bar and the Oregon State Bar and holds a Legal Letters Master (LLM) in tax law from the University of Florida, Levin School of Law.
Rebecca served on the Board of Trustees for the Oregon Humane Society for 6 years and currently serves on a number of planned giving and investment related nonprofit committees in Portland, Oregon where she lives. She is the past President for the Northwest Planned Giving Roundtable and has served on their executive committee for ten years and currently serves on the National Association of Charitable Gift Planners board of directors.
Michael Davis, MBA, CTFA
Senior Philanthropic Advisor,
The Charitable Services Group, U.S. Bank
As a Senior Philanthropic Advisor, Michael works exclusively with nonprofit organizations, families and businesses to help maximize the impact of their charitable goals. He advises public charities in the areas of governance, management, fundraising and gift planning. For individuals and business owners, he focuses on developing and implementing strategies that help work towards their philanthropic objectives through a customized approach, which includes donor advised funds, private foundations, charitable trusts and other complex giving techniques.
Michael began his career in the charitable services industry in 2007. Prior to joining U.S. Bank Private Wealth Management, Michael worked as an Associate Vice President for Major Gifts and Gift Planning at Lewis & Clark College. His professional background includes overseeing the gift planning program for Lewis & Clark College, including the development of institutional best practices, gift acceptance policies and comprehensive staff training. Specialties include charitable estate planning and gift planning program development.
Michael is an active member of his community, and currently serves as President of the Northwest Planned Giving Roundtable. He also volunteers his time at Kenyon College Alumni Association as well as his daughter’s school.
Michael resides in Portland. When he is not at work, he enjoys cooking, long-distance running and spending time with family and friends.
Lon P. Dufek, CPA, CFP
Senior Director, Office of Gift Planning
Providence Health & Services Foundations
Lon P. Dufek is a Certified Public Accountant and Certified Financial Planner who began his planned giving career with an Arizona Foundation. During his tenure of 13 years with the Foundation, his positions included controller, trust officer and planned giving director. From 1990-1999, he was Executive Vice President of Crescendo Interactive, Inc., the publishers of Crescendo Planned Giving Software.
His work with Crescendo involved providing planned giving expertise to the 3000+ software subscribers around the United States. Subscribers include planned giving and development officers of charities, attorneys, CPAs, investment advisors and financial planners. In addition, he taught 25+ Crescendo seminars per year covering topics in the area of planned giving, estate planning and taxation. He has written articles for national publications including Planned Giving Today and has spoken at national development conferences.
Since April, 2000, he has served as the Senior Director, Office of Gift Planning with the Providence Health & Services Foundations in the Oregon region. He works primarily with major donors and speaks frequently on the topic of charitable estate planning to financial professionals.
He holds a Bachelor of Science degree from Grand Canyon University in Phoenix, Arizona, with additional accounting and taxation specialization studies at Arizona State University. He is a member of the Estate Planning Council of Portland and Northwest Planned Giving Roundtable.
Jon Feldhammer, JD
Jon Feldhammer is a former IRS senior trial attorney. Mr. Feldhammer works on complex tax controversies for clients before the IRS, California Franchise Tax Board (FTB) and other state agencies. Mr. Feldhammer represents clients at every stage of a tax dispute, including Examination, Appeals and in litigation. Mr. Feldhammer advises clients on tax compliance issues and assists corporations, partnerships and individuals in navigating the challenging tax environments involving income, estate and gift, employment and international tax issues.
Mr. Feldhammer advises on international and domestic tax controversies. He also advises clients on complying with new tax rules and on correcting mistakes and other issues after they have been discovered, utilizing his first-hand knowledge of how the IRS works. When proactive compliance measures are not possible, Jon litigates matters before the U.S. District Court, U.S. Tax Court and California Superior Court.
Mike Macnab
Michael S. Macnab received a Bachelor of Science degree in Agricultural and Resource Economics from Oregon State University and graduated from the Pacific Coast Banking School at the University of Washington. Upon graduation he began his professional career with the National Association of Wheat Growers in Washington, D.C. and ended at the Community Foundation for SW Washington in Vancouver, Washington.
He spent 30 some years in trust administration starting at The Northern Trust Company in Chicago and working for First Interstate/Wells Fargo, West Coast Trust/Columbia Trust and First Independent Bank. He served in gift planning positions over 10 years at the OSU Foundation, OHSU Foundation and the Community Foundation for SW Washington. His fiduciary experience provided a catalyst for being involved in charitable gift planning. His proudest moment was being part of the OHSU Foundation’s Knight Cancer Challenge.
To compliment his career he was active in many nonprofit organizations serving as president. Among the groups they include NW Planned Giving Roundtable, Estate Planning Council for SW Washington, OSU Alumni Association, and Oregon 4-H Foundation. He was inducted into the Oregon State University College of Agricultural Sciences Hall of Fame. In 2019, Mike received the Northwest Planned Giving Roundtable Distiguished Service Award for his exceptional commitment and dedication to the planned giving effort and community.
Katie McEvilly, JD
Katie McEvilly focuses on U.S. federal income tax matters. She advises clients on mergers and acquisitions, joint ventures, securities offerings, and transactions involving consolidated groups, master limited partnerships, and S corporations. She also advocates on behalf of large companies and high net worth individuals in tax controversy matters nationwide.
Jennifer Milburn
Senior Director of Development, Gift Planning
Oregon State University Foundation
Jennifer Milburn began her 25-year development career as Director of Annual Giving in Intercollegiate Athletics, and progressed to major gift and capital campaign work first in Athletics then academics. After ten years serving as Director of Development for the Colleges of Agricultural Sciences and Veterinary Medicine during OSU’s highly successful $1 billion campaign, she joined the OSU Foundation’s Gift Planning Office and found her calling. Jennifer leads a team of four front-line gift planning officers, each with a donor portfolio and annual metrics. She also has oversight of gift planning marketing, probate administration, realized bequests, and trusts and contracts.
Richard Ramirez, JD
Richard handles all aspects of estate planning and estate administration for high net worth individuals, representation of fiduciaries and beneficiaries in estate and trust administration, and representation of charities. He primarily focuses on preparation of wills and trusts, lifetime transfers of assets, and restructuring family owned businesses. His practice emphasizes the implementation of advanced asset transfer strategies that preserve estates by minimizing federal gift and estate taxes, as well as strategies to transition ownership of family businesses and legacy properties from one generation to the next.
Kathy Saitas, JD
Advancement Counsel and Senior Director of Gift Planning
Reed College
Pete Sommerfeld, CSPG
Senior Philanthropic Advisor
Oregon Health & Science University Foundation
Pete Sommerfeld joined the gift planning team at Oregon Health & Science University Foundation in October 1996. In December, 2010, he was named the Foundation’s first Senior Philanthropic Advisor, having previously served as its Senior Director of Gift Planning. In total, he has over twenty-five years of experience in the field. During his tenure with OHSU Foundation, he has collaborated with donors and their advisors to design and close a variety of gifts in support of all aspects of OHSU’s mission. Pete came to OHSU Foundation from United Cerebral Palsy of Oregon and Southwest Washington, where he served as Director of Planned Giving. He began his development career at the same organization as Special Projects Director. His professional background also includes experience in the corporate office of PayLess Drug Stores, Portland television station KATU, and campus ministry in several locations around the US. Pete is a former Board member of the Northwest Planned Giving Roundtable, and holds membership in the National Association of Charitable Gift Planners, and its Leadership Institute. In 2015 Pete received the Distinguished Service Award from the Roundtable in recognition of his contributions to the organization. In 2001 he earned designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies at California State University, Long Beach.
Rena Whittaker
Executive Director
Emanuel Medical Center Foundation & Good Samaritan Foundation
Rena Whittaker is an executive coach, guiding leaders and teams to traverse through the work of discarding guilt, shame, and resentment and moving forward with positive visioning, team agreements, and authentic communication to achieve their best vision.
Additionally, Rena Whittaker has enjoyed over twenty years as a philanthropy executive and community change maker. Her expertise in “restarting” foundations and community coalition development, has empowered leaders and teams to think unconventionally and collectively.
Rena’s commitment to coaching and mentoring throughout her career has helped transform herself and others through her passionate belief that “anything is truly possible.”
Rena is the president and founder of Polallie, LLC, and www.beingtribal.com. She is an author of BeingTribal, Practicing Life in One-Degree Shifts, an expert in building personal and corporate tribes.
Rena was recently recognized by the League of Minority Voters with the 2020 Liberty and Hope Award.