About Us

The Partnership for Philanthropic Planning of Greater Philadelphia is our region’s leading professional association for individuals involved in charitable gift planning. Our members represent a broad spectrum of educational institutions, as well as charitable organizations that engage in health and human services, arts, culture and the environment. Our membership also includes representatives from financial institutions and organizations that provide services in finance and estate planning.

As an affiliate of the Partnership for Philanthropic Planning, our mission is to increase the quality and quantity of charitable planned gifts by serving as the premier professional resource for the gift planning community.

Board of Directors

Officers:

President
  • Michael J. Rosen, CFRE
  • President
  • ML Innovations, Inc.
  • 614 S. Eighth Street, #284, Philadelphia, PA, 19147
  • Phone: 215-928-1636
  • Fax: 215-627-5016
  • Email: mrosen@mlinnovations.com
Vice President
  • Delia G. Perez, CFRE
  • Director of Planned Giving
  • Fairleigh Dickinson University
  • 503 Wesley Avenue, National Park, NJ, 08063
  • Phone: 856-251-9733
  • Fax: 856-251-1350
  • Email: dgperez@erols.com
Secretary
  • Bob Fogal, ACFRE, CAP
  • Minister of Philanthropy
  • United Church of Christ
  • 505 Second Avenue, P.O. Box 26400, Collegeville, PA, 19426
  • Phone: 610-489-2056 x307
  • Email: fogal@psec.org
Treasurer
  • Scott Janney, EdD, CFRE, RFC
  • President
  • PlannedGiving.com
  • 1288 Valley Forge Road, Building 82, Phoenixville, PA, 19460
  • Phone: 800-873-9203
  • Fax: 610-672-9684
  • Email: scott@plannedgiving.com
Immediate Past President
  • Bruce Makous, CFRE, CLU, ChFC, CAP
  • Consultant
  • Barnes & Roche, Inc.
  • 919 Conestoga Road, Building One, Suite 101, Rosemont, PA, 19010-1352
  • Phone: 610-527-3244
  • Fax: 610-527-0381
  • Email: bmakous@brnsrche.com

Directors:

  • Norman "Ned" Donoghue, Esq.
  • 1933 Brandywine Street, Philadelphia, PA, 19130
  • Phone: 215-496-0555
  • Email: ned21@mac.com
  • Meaghan R. Hogan
  • Senior Major Gifts Officer
  • University of Pennsylvania
  • 3615 Market Street, 2nd Floor, Philadelphia, PA, 19104
  • Phone: 215-898-5262
  • Fax: 215-573-2096
  • Email: meaghanh@sas.upenn.edu
  • Margaret A. Jackson
  • Director of Planned Giving
  • Philadelphia Museum of Art
  • Perelman Bldg. Box 7646, Philadelphia, PA, 19103
  • Phone: 215-684-7756
  • Fax: 215-236-0796
  • Email: pjackson@philamuseum.org
  • Karin M. Kinney, Esq.
  • Vice President - Trust Administration
  • Bryn Mawr Trust Company - Wealth Management Division
  • 10 South Bryn Mawr Avenue, Bryn Mawr, PA, 19010
  • Phone: 610-581-4703
  • Fax: 610-526-2076
  • Email: kkinney@bmtc.com
  • Donald Kramer, Esq.
  • Of Counsel
  • Montgomery McCracken Walker & Rhoads
  • 123 S. Broad St., Philadelphia, PA, 19109
  • Phone: 215-772-7277
  • Fax: 215-772-7620
  • Email: dkramer@mmwr.com
  • Joyce Michelfelder, CAP
  • Director of Gift Planning - East
  • Masonic Charities
  • 801 Ridge Pike, Lafayette Hill, PA, 19444
  • Phone: 610-825-6100 x1348
  • Fax: 610-825-5032
  • Email: jmichelf@masonicvillagespa.org
  • Camie Morrison, CAP
  • Director of Sponsored Research
  • Rutgers University
  • 311 North 5th Street, 2nd Floor, Camden, NJ, 08102
  • Phone: 856-225-2949
  • Fax: 856-225-6249
  • Email: cammor@camden.rutgers.edu
  • Jerry Rohrbach, CFRE, ChFC
  • Director of Planned Giving
  • Salvation Army, Eastern PA & DE Division
  • 701 North Broad Street, Philadelphia, PA, 19123
  • Phone: 215-787-2853
  • Fax: 215-787-2857
  • Email: jerry.rohrbach@use.salvationarmy.org
  • Allen F. Thomas, JD, CFRE, CAP
  • Associate Vice President of Advancement
  • The American College
  • 270 S. Bryn Mawr Avenue, Bryn Mawr, PA, 19010
  • Phone: 610-526-1422
  • Email: Allen.Thomas@TheAmericanCollege.edu
  • Robert C. Wallis
  • Director of Development
  • Audubon Pennsylvania
  • John James Audubon Center at Mill Grove, 1201 Pawlings Road, Audubon, PA, 19403
  • Phone: 610-666-5593 x111
  • Fax: 610-630-2209
  • Email: rwallis@audubon.org