PGCNEFL.org - About Us

The Planned Giving Council of Northeast Florida enjoys a very diverse membership which greatly enhances the experience for all members. Our community draws from all types of non-profit organizations and for-profit companies with an interest in creating and supporting philanthropy on Florida’s First Coast.

The Board of Directors are nominated and elected from member agencies on an annual basis.

Officers

President
Mariette Brodeur, Esq., CAP
Vice President and Trust
Cypress Bank and Trust
Mariette.Brodeur@cypressbanktrust.com

Secretary
Tania Yount
Chief Development Officer
Barnabas Center
tyount@barnabasnassau.org

President Elect
Rachel Mueller
Chief Development Officer
Goodwill Industries of North Florida rmueller@goodwilljax.org

Treasurer
Kenneth R. Thompson, Jr., CTFAS
Senior Vice President and Senior Trust Executive
Cypress Bank and Trust
ken.thompson@cypressbanktrust.com

Immediate Past-President
Teri Ketchum
CEO
Presbyterian Social Ministries
teriketchum@presbyteriansocialministries.org

Members At Large

Kim Govan
Senior Director of Membership and Community Outreach
Nonprofit Center of Northeast Florida
kgovan@nonprofitctr.org

Olivia Bush
Dir. Charitable Gift Planning
Fleet Landing
obush@fleetlanding.com

Candace Marshall
Vice President Philanthropic Services
Wells Fargo
Candace.r.marshall@wellsfargo.com

Dave Cognetta
Director of Development
Daniel Kids
dcognetta@danielkids.org

Tonnie Alliance

Director of Philanthropy
Westminster St. Augustine
talliance@wservices.org

Beverly H. Flanagan, CFP(r) CWS Vice President
PNC Private Bank beverly.flanagan@pnc.com

Jennifer Kifer
Partner, Probate & Trust Administration
Holland & Knight LLP
jennifer.kifer@hklaw.com

Meredith Jespersen
Director of Development
St. Johns Riverkeeper
meredith@stjohnsriverkeeper.org

Michelle Adams

Director of Development
Florida Theatre Performing Arts Center, Inc
Michelle@Floridatheatre.com

Michael Elias

Founder and CEO
Passing Lane Consulting, LLC
passinglane8@gmail.com

Kellie Ann Kelleher-Smith, MS/MA, CAP KellieKelleher@gmail.com

The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.