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Planned Giving Council

Lynn K. Telford, EA, Director, Tax, Chair
Weber and Company, Inc.

Cathleen M. Colgan, Managing Director, VP & Trust Officer
American Trust

Krista M. Conover, Sr. VP & Trust Officer
Boston Private Bank & Trust Company

Caryl Gartzke, CTFA, Managing Director Trust & Fiduciary Services
Boston Private Bank & Trust Company

Jonathan G Krass, Sr. VP & Financial Advisor (Retired)
Morgan Stanley Wealth Management

Laurie-Ann Look, Esq.
Hopkins & Carley

Marilyn Manning, PhD, CMC, CSP
The Consulting Team, LLC

Rebecca Matteson Nelson, CWS, Director of Development
Peninsula Volunteers, Inc.

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