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Members and Officers of

The Planned Giving Council

of Lee County, Inc.

Board of Directors:

President:

Trevor Whitley

Marquis Wealth Management Group

President of Programs:

Renee Porter-Medley

Key Private Bank

Vice President of Membership:

Z. Allen Abbott, Ph.D.

Cypress Cove at HealthPark

Treasurer:

Heather Chester

Florida SouthWestern State College

Secretary:

Stefanie Ink-Edwards

Community Cooperative, Inc.

Melody Desilets

Lee Health Foundation

Kimberly Riching

Stroemer & Company

Dotty St Amand

The Lighthouse

Jennifer ​Denike

WGCU Public Media

Laura Ragain

Ronald McDonald House Charities of S FL

Administrator:

Barbara Higgins

239-850-0040

[email protected]

Current Members

Z. Allen Abbott, Ph.D., Philanthropy Specialist for Community Advancement

Cypress Cove at HealthPark

10200 Cypress Cove Drive

Fort Myers, FL 33908-6690

239-425-1639

[email protected]

http://www.cypressliving.org/

Carolyn Baker-McCord, Director of Development & Communications

Lighthouse of SWFL

35 West Mariana Avenue

North Fort Myers, FL 33903

239-997-7797

[email protected]

https://lighthouseswfl.org/

Sabrina Kelly Bennett, Director of Development

Hope HealthCare

9470 HealthPark Circle

Fort Myers, FL 33908

239-898-8477

https://www.hopehcs.org/

Greg Blurton, Vice President Commercial Lending

Edison National Bank

13000 S. Cleveland Avenue

Fort Myers, FL 33907

239-466-1800

[email protected]

https://edisonnationalbank.com/

Steve Brettholtz, Managing Partner

Myers, Brettholtz & Co., PA

12671 Whitehall Drive

Fort Myers, FL 33907

239-690-4256

[email protected]

http://www.mbcopa.com/

Heather Chester, Sr. Director of Development

Florida SouthWestern State College

8099 College Parkway, Robinson Hall 1-124

Fort Myers, FL 33919

239-489-9354

[email protected]

https://foundation.fsw.edu/

Jennifer Denike, Donor Relations Specialist

WGCU Public Media

10501 FGCU Boulevard S.

Fort Myers, FL 33965

239-590-2514

[email protected]

https://wgcu.org/

Susie DeSantis, CFRE, Sr. Director of Development & Major Gifts

Florida Southwestern State College

Fort Myers, FL 339193

239-888-6865

[email protected]

http://www.fsw.edu/foundation

Melody Desilets, Senior Director of Development

Golisano Children's Hospital of SW Florida

Lee Health Foundation

Golisano Children's Hospital of SW Florida

9981 S. HealthPark Drive

Fort Myers, FL 33908

239-343-693

[email protected]

LeeHealthFoundation.org

Jennifer Galloway, Executive Director

Gulf Coast Humane Society

2010 Arcadia Street

Fort Myers, FL 33916

239-334-0364 x 308

[email protected]

www.gulfcoasthumanesociety.org

Stan Grigiski, Owner

Medical Claim Service of Southwest Florida, Inc.

923 Del Prado Blvd., Suite 107

Cape Coral, FL 33990

[email protected]

http://www.wegivepeaceofmind.com/

Darlene Ann Grossman, Community Development Liaison

Hope HealthCare

9470 HealthPark Circle

Fort Myers, FL 33908

239-985-7758

[email protected]

Elly Hagen

Elly Hagen Marketing & Public Relations

14280 Duke Highway

Alva, FL 3399

239-994-3927

[email protected]

Donald Haisman, CFP, Managing Director

Haisman Wealth Management, Inc. - Carnegie Investment Counsel

6830 Porto Fino Circle, Suite 1

Fort Myers, FL 33912

239-939-3235

[email protected]

www.Carnegieinvest.com

Erica Harp, Shareholder

Hughes Snell & Co, PA

1470 Royal Palm Square Boulevard

Fort Myers, FL 33919

239-939-2233

[email protected]

www.hughessnell.com

Lucinda Henry, Philanthropy Coordinator

Cypress Cove HealthPark FL

10200 Cypress Cove Drive

Fort Myers, FL 33908

239-425-1639

[email protected]

http://www.cypresscoveliving.org/

Roger Hootman, Manager, Development

Hope Hospice and Community Services

9470 Healthpark Circle

Fort Myers, FL 33908

239-482-4673

[email protected]

Stefanie Ink-Edwards, Chief Development & Operating Officer

Community Cooperative Ministries, Inc.

P O Box 2143

Fort Myers, FL 33902

[email protected]

www.ccmiLeeCounty.com

Marianne Kearns, Executive Director

PACE Center for Girls Collier County

160 N. First St.

Immokalee, FL 34142

239-986-1618

[email protected]

https://www.pacecenter.org/pace-home

Esther Belz Kiesel, Director of Development

St. Francis Xavier Catholic School

2055 Heitman Street

Fort Myers, FL 33901

239-334-7707x243

[email protected]

www.stfrancisfortmyers.org

Kelli King, Director of Development & Communications

IMAG History & Science Center

2000 Cranford Avenue

Fort Myers, FL 33916

239-243-0043x202

[email protected]

www.TheIMAG.org

Joseph Kramp Ph.D., Director of Development

Florida SouthWestern State College

8099 College Parkway

Fort Myers, FL 33919

239-432-6778x16778

[email protected]

http://www.fsw.edu/foundation

Sarah Jane Landman, Senior Vice President, Philanthropy Services

NewsBank, Inc.

5801 Pelican Bay Boulevard, Suite 600

Naples, Florida 34108-2734

239-601-9097

[email protected]

https://www.newsbank.com/

Angela Manley, Director or University Development

Hodges University

2647 Professional Circle

Naples, FL 34119

239-938-7728

[email protected]

https://www.hodges.edu/

Ian Matheson, Registered Investment Advisor

Haisman Wealth Management

6830 Porto Fino Circle, Suite 1

Fort Myers, FL 33912

239-939-3236

[email protected]

Lauren McCraney, Executive Director

Our Mother's Home

7438 Carrier Road

Fort Myers, FL 33967

239-267-4663

[email protected]

ourmothershome.com

Amy Objartel, Chief, Mission Support

Hope HealthCare Services

9470 Healthpark Circle

Fort Myers, FL 33908

[email protected]

https://www.hopehcs.org/

Miriam Pereira, CFRE, Chief Philanthropy Officer

STARability Foundation

5125 Castello Drive

Naples, FL 34103

239-594-9007

https://starability.org/contact-us/

Renee Pesci, Development Director

Florida Repertory Theatre

P O Box 2483

Fort Myers, FL 33902

239-219-1540

[email protected]

www.FloridaRep.org

Renee Porter-Medley, CFP®

Senior Financial Planner, Vice President

Key Private Bank

12830 University Drive, Suite 100

Fort Myers, FL 33907

239-466-2512

[email protected]

https://www.key.com/kpb/index.jsp

Ashley Price, Director of Development

Goodwill Industries of Southwest Florida, Inc.

5100 Tice Street

Fort Myers, FL 33905

239-995-2106

[email protected]

https://www.goodwillswfl.org/

Laura Ragain, Executive Director

Ronald McDonald House Charities of SW FL, Inc.

16100 Roserush Court

Fort Myers, FL 33908

239-437-0202

[email protected]

https://www.rmhcswfl.org/

Bill Rice, Senior Director of Development & Gift Planning

Florida Gulf Coast University Foundation, Inc.

10501 FGCU Boulevard., South

Fort Myers, FL 33965-6565

239-590-1077

[email protected]

http://www.fgcu.edu/foundation

Kimberly Riching, Business Development Executive

Stroemer & Company, LLC

14030 Metropolis Avenue, Suite 200

Fort Myers, FL 33914

239-318-9099

[email protected]

http://www.stroemercpa.com/fortmyers.php

Kaleigh Rodden, Resource Development Coordinator

School District of Lee County

2855 Colonial Blvd.

Fort Myers, FL 33966

239-337-8626

[email protected]

https://www.leeschools.net/

Carolyn C. Rogers, CFRE.

Senior Vice President, Wealth Services Advisor

Sanibel Captiva Trust Company

2460 Palm Ridge Road

Sanibel, FL 33957

(239) 850-5020

[email protected]

https://www.sancaptrustco.com/services/

Lori Sampson, Administrative Partner

Myers, Brettholtz & Co. PA

12671 Whitehall Drive

Fort Myers, FL 33907

239-690-4244

[email protected]

http://mbcopa.com/

Reina Schlager

12525 New Brittany Blvd. #30

Fort Myers, FL 33907

239-333-0490

[email protected]

http://www.ssladvisors.net/

Paul Seifert, Vice President

Conservancy of Southwest Florida

1495 Smith Preserve Way

Naples, FL 34102

239-403-4205

[email protected]

https://www.conservancy.org/

Lowell S. Schoenfeld, Attorney

Green Schoenfeld & Kyle LLP

1380 Royal Palm Square Boulevard

Fort Myers, FL 33919

239-936-7200

[email protected]

http://www.gskattorneys.com/

Darlene Chamlee Smith, Philanthropy Specialist

Cypress Cove

10200 Cypress Cove Drive

Fort Myers, FL 33908

239-425-1639

[email protected]

https://cypresscoveliving.org/

Dotty St. Amand, M.S.W., CEO

The Lighthouse

36 West Mariana Avenue

North Fort Myers, FL 33903

239-997-7797

[email protected]

http://www.lighthouseswfl.org/

Jessica Stanfield, Executive Director

Guardina Ad Litem Foundation

239-533-1435

Fort Myers, FL

[email protected]

voicesforkids.org

A. Scott White, CFP, CLU, CHFC

A. Scott White, Financial Planner

1510 Royal Palm Square Boulevard, Suite 103

Fort Myers, FL 33919

239-936-6300

[email protected]

http://www.scottwhiteadvisors.com/

Trevor Whitley, CFA, CFP, AIF

Marquis Wealth Management Group

6216 Whiskey Creek Drive, Suite A

Fort Myers, Fl 33919

239-454-1117

[email protected]

www.marquiswealthgroup.com

Emily Wolfarth, Marketing Manager

Hope HealthCare Services

9470 HealthPark Circle

Fort Myers, FL 33908

239-489-9195

[email protected]

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