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.


Cliff Evans
Planned Giving Officer
Catholic Foundation, Diocese of St. Augustine

Past President
Olivia Bush
Dir. Charitable Gift Planning
Fleet Landing

President Elect
Beverly Flanagan
Relationship Manager
BBVA Compass

Kenneth R. Thompson, Jr., CTFA
Senior Vice President
Senior Fiduciary Advisory Specialist​

Richard Taylor
Richard Taylor Associates, LLC

Members At Large

John Zell
Vice President, Donor Services
The Community Foundation for Northeast Florida

John "Jack" Fishburne III
Purcell, Flanagan, Hay & Greene, P.A.

Martha Cox
Episcopal Children's Services

Christine S. Bell, CTFA, AEP
Vice President & Trust Officer
CenterState Bank of Florida, N.A.

Sharon Clark
Director, Major Gifts and Legacy Giving
United Way of NE Florida

Maria Pellegrino-Yokitis
Director of Major Gifts & Planned Giving
Jacksonville University

Michelle Adams
Director of Development
St. Augustine Lighthouse

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.