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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
Liam Dunfey
Director of Major Gifts and Planned Giving
St. Paul's Senior Services
619-239-6900

Liam Dunfey

VP Programming
Ronald Greenwald
Greenwald & Gerke
Broker Associate
760-390-0149

Ron Greenwald

Treasurer
Yvonne Amrine
Estate Planning and Elder Law Attorney
Amrine Law
760-642-7072

Yvonne Amrine

Secretary
Vien Nguyen, Esq.
Manager of Planned Giving and Major Gifts
KPBS Public Media
619-594-0851

Vien Nguyen

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

Elise Wald

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

 

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



Jacqueline Clites

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

Marni Hayman

Administrator of SDPGP
Cathy Bohlman, CLPF, NCG
Professional Fiduciary
Seaside Fiduciary Services
619-808-5333

 

 

Board Volunteer Form