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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.

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.

PGCNEFL© 2021