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Board of Directors

In August of 2012, the Planned Giving Round Table of San Diego formally reorganized as the San Diego Planned Giving Partnership, an affiliated member of the Partnership for Philanthropic Planning.   

Contact Information

Email:

President
Marni Hayman
Director of Bequests, Western US
The Humane Society of the United States
(619) 385-1788

 

Vice President

Liam Dunfey
Major Gifts and Planned Giving Manager
St. Pauls Senior Homes-Services
(619) 239-6900

Liam Dunfey

Secretary
Elise Wald, JD, LLM
Director of Development,
Office of Gift Planning
UCSD
(858) 534-0911

Elise Wald

Treasurer
Jacquelyn M. Clites, JD
Gift Planning Officer
American Red Cross
(858) 244-3717



Jacqueline Clites

Membership
Jan Ozenbaugh
Sage Capital Advisors, LLC
(858) 459-0172

Jan Ozenbaugh

Past President
Trina Hester
Assistant General Manager of Development
KPBS
(619) 594-2104


Trina Hester

Member at Large
Yvonne Amrine
Estate Planning and Elder Law Attorney
Amrine Law
760-642-7072

Yvonne Amrine

Member at Large
Thelma Rusack
Unicef USA
951-926-0959

 

Administrator
Cathy Bohlman, CLPF, NCG
Professional Fiduciary
Seaside Fiduciary Services
And Administrator for SDPGP
619-743-2461

 

 

Board Volunteer Form