2022 Speaker Biographies

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Keynote Speaker

Jim NormandinJames F. Normandin
Principal Consultant
Normandin & Associates

Prior to launching his consulting practice in 2016, Jim spent 32 years with Memorial Medical Center Foundation and the last 10 years as President. He has extensive experience in the design, implementation, and management of wealth transfer planning, from simple to complex, designed to meet the financial, estate and philanthropic goals and objectives of the client. His frequent seminars and speaking engagements to professional audiences across the country have earned him a reputation as one of the leading specialists in the Charitable Gift and Tax Planning field. He has served as an expert witness involving intervivos and testamentary charitable planning. Jim counsels individuals, families, and their advisers on the best method to optimize income, minimize taxation, facilitate meaningful wealth transfer and meet their philanthropic objectives.

For Non-Profit Organizations he assists with the design, implementation, and management of all aspects of a successful major and planned giving program. Jim is co-founder and faculty of The American Institute for Philanthropic Studies, an independent, public educational foundation devoted to increasing awareness, training, and participation of planned giving professionals and the legal, tax, and financial communities in charitable giving. Successful completion of the course curriculum, presented in six modules, and submission of a Practicum leads to a professional designation of “Certified Specialist in Planned Giving” (CSPG).

An Eagle Scout and graduate of California State University Long Beach, he published and co-edited “The Charitable Alternative” newsletter for planning professionals and is a member of the Orange Coast Estate Planning and Trust Council, National Association of Charitable Gift Planners and Planned Giving Roundtable of Orange County. Currently, Jim, serves on the boards of Orange Catholic Foundation, California State University Long Beach 49er Foundation and Farmers and Merchants Trust Company.

Jim resides with his wife, Peggy, in Costa Mesa, CA, where they raised their three sons.

Conference Co-Chairs

Audrey AndersonAudrey Anderson
Director of Development, Gift Planning
Oregon State University Foundation

Audrey Anderson has over a decade of experience working in higher ed fundraising primarily in gift planning. She is currently a Director of Development in Gift Planning at the Oregon State University Foundation (OSUF) where she works directly with donors to fulfill their philanthropic plans. Prior to OSUF, Audrey worked in gift planning at Reed College and Loyola University Chicago. She has an MBA and BA in Political Science from Loyola University Chicago. With her leisure time, Audrey enjoys volunteering with Portland Parks & Recreation and spending time with her friends, family, and pets.

Stephanie ZainoStephanie Shenigo Zaino, JD
Director of Development II, Gift Planning
Oregon State University Foundation

Stephanie Shenigo Zaino is Director of Development II, Gift Planning at the Oregon State University Foundation, a position she has held for four years. In her time at OSUF, she has raised over $14.6 million in current and deferred gifts and also directs the OSUF Gift Planning marketing program. She has a B.A. from UNC-Chapel Hill and a J.D. from the University of Notre Dame Law School. After law school, Stephanie worked in gift planning for the University of Notre Dame and UNC Chapel-Hill. She is a member of the National Association of Charitable Gift Planners, the Northwest Planned Giving Roundtable (NWPGRT), and serves as the Co-Chair for the 2022 NWPGRT Annual Conference. She can be frequently found hiking with her husband and son or attempting to grow vegetables in her garden.

Conference Speakers

Hal AbramsHal Abrams, JD, LLM
Hal J. Abrams Planned Giving Consultant

Hal Abrams is a planned giving consultant, based in Portland, OR with clients throughout the West Coast. Hal began his career as an estate planning attorney in San Francisco. He first moved into the nonprofit sector in 1996 and gained experience in the planned giving departments at City of Hope and UC Berkeley. This experience enabled him to lead the gift planning office at the University of Oregon. Hal has spent the past 14 years in advancement leadership. at Oregon Athletics, Lewis & Clark and most recently at Clark College Foundation. In his leadership capacity, Hal has helped teams of major gift fundraisers apply gift planning skills to raise major gifts more efficiently.

Hal has a law degree from University of San Francisco, a master’s in taxation law from Golden State University and a bachelor’s from University of California, Los Angeles. He has served on numerous planned giving boards, including the Northwest Planned Giving Roundtable and the NCPG Council board. He is a sports enthusiast with three children in college.

Liz ArringtonLiz Arrington, CSPG
Senior Director of Development
Oregon Health & Science University Foundation

Liz Arrington has more than 10 years of fundraising experience for both private and public institutions of higher education. She joined the Oregon Health & Science University Foundation in 2015 where she serves as Senior Director of Development. Liz collaborates with donors and their professional advisors to design customized gift plans that make a meaningful impact today as well as leave a lasting philanthropic legacy. She holds a B.A. from Willamette University and in 2020, she earned the designation as a Certified Specialist in Planned Giving (CSPG) from the American Institute of Philanthropic Studies. In her free time, Liz enjoys traveling with her husband, Michael, and baking.

Rebecca Bibleheimer, JD, LLMRebecca Bibleheimer, JD, LLM
Senior Complex Gifts Officer
Oregon Community Foundation

Rebecca Bibleheimer is the Senior Complex Gifts Officer for the Oregon Community Foundation. She provides gift planning assistance to donors who are interested in supporting charitable initiatives throughout Oregon and serves as a subject matter expert on all types of giving vehicles and funding charitable donations with non-cash assets. Rebecca is a public speaker who enjoys educating, empowering, and supporting others in their work in the fields of gift and charitable planning. Prior to joining OCF, Rebecca worked as a philanthropic advisor and planned giving consultant for U.S. Bank Charitable Services Group and as a trusts and estates attorney for a tax boutique law firm. She has almost 20 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 six years and currently serves on a number of planned giving and investment related nonprofit committees in Portland, OR, where she lives with her family. She is the Past President for the Northwest Planned Giving Roundtable and has served on their executive committee for over 10 years. Rebecca is also currently serving on the Board of Directors for the National Association of Charitable Gift Planners and as their conference chair for 2022.

Katherine FoxKatherine Fox, CFP®, CAP®
Philanthropic Advisor

With a focus on aligning personal values across investment and philanthropic portfolios, Katherine’s work helps individuals and families understand their wealth and how it can allow them to realize greater satisfaction and fulfillment while creating positive impact. Her passion is helping donors increase their satisfaction with philanthropic giving and build stronger connections with non-profit partners.

Kevin HarveyKevin Harvey
Associate Vice President for Finance
Oregon State University Foundation

As Associate Vice President for Finance at the OSU Foundation, Kevin Harvey gives leadership to fiscal and cash management operations along with building the capacity of the finance department staff. The finance team oversees the real estate portfolio, financial reporting and transactions related to accepting donations. Mr. Harvey joined the OSU Foundation in 2012 after 17 years at Washington State University Foundation, as the associate vice president for finance.

He is a CPA and previously worked with accounting firm McFarland and Alton, based in Spokane, WA, where he specialized in not-for-profit accounting. He earned a bachelor’s degree in business with an emphasis in accounting from Washington State University.

Kathy HostetlerKathy Hostetler
Hostetler Group LLC

Kathy Hostetler, Hostetler Group LLC, is a consultant who is passionate about healthcare for all and strengthening not-for-profits. She has worked in philanthropy for 30+ years, both in Oregon and in Washington, DC, in the arts, education, and healthcare fields. Kathy served as Director of Major and Planned Giving with Providence Health & Services, Director of Planned Giving with Legacy Health foundations, and Executive Director of Randall Children’s Hospital Foundation before shifting to consulting in 2020. Her practice spans start-up programs to capital campaigns across medical, arts, and social service organizations. She has been on the boards of the Washington, DC, and Oregon & Southwest Washington chapters of the Association of Fundraising Professionals.

Tiffany HouseTiffany House, CAP®, CEPA, FCEP
Vice President, Thompson & Associates
President of Tax & Estate Strategy and the Gift Planning Institute

Tiffany House, CAP®, CEPA, FCEP, is a tax, estate and charitable strategist. She works as a consultant with families and helps guide them through intricate and essential situations including transitioning a business, planning philanthropy, values-based estate planning and tax concerns. She works as a liaison with the advisory team to enhance efficiency, provide a comprehensive overview of opportunities and to ensure that the clients’ best interests are always first. Tiffany is a Vice President at Thompson & Associates and President of Tax & Estate Strategy and the Gift Planning Institute.

Tiffany uses her experiences as an entrepreneur, wealth advisor, business strategist and fundraiser to help her clients and donors achieve optimal outcomes for their unique circumstances. She is a very active member of the community and has served on many boards and is the President of Check for a Lump!, and past president of the Planned Giving Round Table of Arizona (PGRT).

Tiffany has three lovely daughters with an amazing and supportive husband. Training horses is her passion. She also enjoys sharing her life with a wide variety of animals such as ducks, chickens, dogs, cats, bunnies and her horses.

Kimberely JettonKimberly Jetton, MNM, CFRE
Pleiades Nonprofit Advisors

Kimberly is a national award-winning leader in fund development and gift planning. She has a proven ability to develop outstanding relationships with donors, committees, board members, and volunteers. Kimberly excels in developing and executing strategic plans that have exceeded goals every year at each agency on which she has served.

Recently, she has returned to the consulting world as President of Pleiades Nonprofit Advisors, where she helps her clients navigate and excel in gift planning and other fundraising initiatives. From 2020 to 2022, Kimberly served as President and Executive Director of the Orange Catholic Foundation and lead the foundation into a new era of fundraising and programs. Prior to Kimberly’s time at OCF, she worked in development for the Archdiocese of Los Angeles and the Archdiocese Denver. During Kimberly’s tenure at the Archdiocese of Los Angeles, she designed and implemented a flagship program for Estate Planning Seminars which greatly benefited the parishes and schools. In the first five years, this program has helped raise over $110 million for these ministries.

Kimberly holds a CFRE certification, a Masters in Nonprofit Management from Regis University and a BA in Political Science from the University of Arizona. Kimberly also served in the Colorado Army National Guard. She currently serves on several nonprofit boards in Los Angeles.

Rochelle Makela-GoodmanRochelle Makela-Goodman
Assistant Vice President, Gift Planning
Oregon Health & Science University Foundation

Rochelle leads the strategy for deferred, life income, and estate gifts that advance the mission of OHSU. In her previous positions at Princeton University, Lehigh University, and Centenary University, Rochelle led and oversaw the strategy and execution for comprehensive fundraising campaigns, major and planned gifts, and grants. She is an experienced principal gifts officer with a passion for matching a donor’s philanthropic goals with university priorities in ways that advance education, research, and the human condition. She has held previous positions as director of Corporate & Foundation relations at Centenary College in NJ and as director of Foundation Relations at Lehigh University where she led task forces to develop novel solutions to address societal needs.

Jennifer MilburnJennifer Milburn
Senior Director, Gift Planning
Oregon State University Foundation

Jennifer Milburn is Senior Director, Gift Planning, at Oregon State University Foundation, and serves as part of the OSU Foundation Leadership Team. She began her 24-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.

Milburn leads a team of five, 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.

Wes MilliganWes Milligan
Director of Planned Giving, Oregon
The Nature Conservancy

Wes Milligan has been the Director of Planned Giving with The Nature Conservancy since 1999. He is responsible for raising major gifts, as well as bequests, gifts of real estate, life income gifts and handles estate planning matters for its members. Before joining The Nature Conservancy, he oversaw the planned giving program at The University of Portland as Associate Director of Development and worked as a branch manager for Norwest Bancorp for 14 years. Wes received his B.S. in Finance from the University of Oregon, served on the board of the Northwest Planned Giving Roundtable from 1999 to 2012, and was its president from 2006-2008. Wes and his wife, Jackie, enjoy tennis, backpacking, hiking, cycling, paddling, and just about any outdoor activity.

Teri PotapoffTeri Patapoff
Associate Director of Development
Oregon Health & Science University Foundation

Teri Patapoff is the Associate Director of Development at the OHSU Foundation. Her experience in nonprofit development spans over 15 years and includes fundraising and gift planning at Portland Community College Foundation, Cedar Sinai Park and ORBIS International. A graduate of the University of Oregon, Teri holds a Professional Certificate in Nonprofit Fundraising from Portland State University & the Willamette Valley Development Officers, and is an active member of Northwest Planned Giving Roundtable. She invests in our future female leaders in her volunteer work with the Girl Scouts of Oregon & SW Washington.

Andy RagoneAndy Ragone, CGPP
Integrated Marketing Specialist
Crescendo Interactive, Inc.

Andy Ragone is a national speaker, writer and recognized thought leader in marketing and gift planning strategies for Crescendo Interactive. Through his guidance and leadership, Andy advises on specialized marketing and moves-management techniques to secure complex and estate gifts. Through his efforts, nonprofits both large and small benefit from his insight and unique talent of bringing gift planners and their donors together to make a difference in the communities they serve. In addition to being a Certified Gift Planning Professional, Andy is also an ordained minister and hosts a regular podcast, Biblical Narratives Podcast, which provides historical context to the works of the bible.

Andy holds a BA in Music from Arizona State University and a Masters of Divinity from Phoenix Seminary. He is a Board Chair of the Los Angeles Counsel of Gift Planners, and is a regular presenter on best practices in Gift Planning. Andy has served as an executive pastor and has a marketing background in the nonprofit arena.

Having worked with three larger churches over the past 20+ years, Andy has appreciated the challenges of growing organizations— including the development of staff and culture, fund raising, volunteer coordination and marketing systems. Andy brings a big-picture perspective that brings vision, volunteerism and fund development together.

Kathy SaitisKathy Saitas, JD
Advancement Counsel and Senior Director of Gift Planning
Reed College

Kathy Saitas is Advancement Counsel and Senior Director of Gift Planning at Reed College in Portland, OR, where she has worked for 17 years. Prior to Reed, Kathy was an attorney at Tonkon Torp, LLP. Kathy is a graduate of Smith College and Duke University School of Law and is an active member of the Oregon and Washington State Bars. At Reed, she oversees gift planning strategy, marketing, fundraising, fundraiser training in structured giving, and program administration. She is also responsible for gifts of complex assets; estate administration; and stewardship for deferred and estate gifts. Kathy’s first foray in fundraising was as co-founder of Childkind, Inc., a nonprofit organization in Atlanta, GA, whose mission is empowering families caring for children involved with the child welfare system, specializing in those with special health care and developmental needs. Her professional background also includes experience in magazine publishing, marketing, and teaching. Kathy is a former board member of the Northwest Planned Giving Roundtable and was a long-time volunteer for the Classroom Law Project. She is devoted to her puppy, Effie.

Peter SommerfeldPete Sommerfeld, CSPG
Senior Philanthropic Advisor
Oregon Health and 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 nearly 30 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.

Dien YuenDien Yuen, JD, LLM, CAP®, AEP®
Executive Director, Center for Philanthropy & Social Impact
Blunt-Nickel Professor in Philanthropy
The American College of Financial Services

Dien Yuen, JD, LLM, CAP®, AEP®, is Executive Director, Center for Philanthropy and Social Impact at The American College of Financial Services and Blunt-Nickel Professor in Philanthropy. In this role, she works with practitioners in the field, creating a shared space to develop multi-disciplinary ideas to advance social change. New initiatives include Purpose School, a program for those exploring the intersections of purpose and social impact, and the Advisors of Color Network, an initiative to increase diversity among philanthropic planning professionals and to support their work through research and content development. Dien’s research and teaching focus on access and growth of philanthropic advising in the US and Asia. Before joining the College, Dien worked in several wealth management firms and held executive positions in regional and global development organizations.