DONATENEED A PROFESSIONAL ADVISOR?
Advisor Referral List
Donors are well advised to consult with a qualified professionalan attorney, accountant, financial planner, etc.who can guide them through the estate and gift planning process. There are many tax, legal, and financial considerations that must be taken into account when making a gift under a will or other non-cash gift. Moreover, professional advisors can help you articulate how charitable gifts fit within your overall estate plan.
We have included a Professional Advisor List of individuals who have expressed an interest in assisting Red Cross donors. Please understand that the American Red Cross Bay Area neither endorses nor makes any representation as to the credentials or professional experience of anyone on this list. We recommend that donors talk with several potential advisors before selecting one to represent them.
Planned Giving Advisory Committee
We are very fortunate to have an experienced and dedicated group of professionals who volunteer their time to advise our Planned Giving staff. The Planned Giving Advisory Committee works with our staff to promote planned gifts to ensure the long-term financial stability of the Bay Area Chapter.
Pictured below are the current members of our committee, along with our Planned Giving staff:
Top row, left to right: Gary Ogburn (Planned Giving Director); Thea Beatie Eliot, Esq.; Robert Erskine; Lynn Henley, CPA; Bernard Nebenzahl, CPA.
Bottom row, left to right: Linnea Sosa, Esq.; Cheryl Lane, CPA; Mary Dingman, CTFA; Bill Ruettinger (Planned Giving Manager).
Not pictured: Philip Hayes, Esq.; James Lee; Richard Pon, CPA; Susan von Herrmann, Esq.
Please click here for the street and email addresses of our Planned Giving Advisory Committee, as well as their phone numbers.
For more information, please contact Gary Ogburn at firstname.lastname@example.org, (415) 427-8171, or Bill Ruettinger at email@example.com, (415) 427-8989.
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