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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.


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

Tania Yount
Chief Development Officer
Barnabas Center

President Elect
Rachel Mueller
Chief Development Officer
Goodwill Industries of North Florida  

Kenneth R. Thompson, Jr., CTFAS               
Senior Vice President and Senior Trust Executive 
Cypress Bank and Trust

Immediate Past-President 
Teri Ketchum
Presbyterian Social Ministries

Members At Large

Kim Govan
Senior Director of Membership and Community Outreach
Nonprofit Center of Northeast Florida

Olivia Bush
Dir. Charitable Gift Planning
Fleet Landing

Candace Marshall
Vice President Philanthropic Services        
Wells Fargo

Dave Cognetta
Director of Development
Daniel Kids

Tonnie Alliance

Director of Philanthropy
Westminster St. Augustine

Beverly H. Flanagan, CFP(r) CWS         Vice President                                
PNC Private Bank                    

Jennifer Kifer
Partner, Probate & Trust Administration

Holland & Knight LLP   

Meredith Jespersen
Director of Development
St. Johns Riverkeeper  

Michelle Adams

Director of Development
Florida Theatre Performing Arts Center, Inc

Michael Elias

Founder and CEO
Passing Lane Consulting, LLC

Kellie Ann Kelleher-Smith, MS/MA, CAP                                                

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.