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
  • 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
Vice President
Secretary
  • Robert E. Fogal, PhD, ACFRE, CAP
  • Principal
  • Fogal Associates
  • 31 Stuart Drive, East Norriton, PA, 19401
  • Phone: 610-945-4955
  • Email: bob@fogalassociates.com
Treasurer
  • Scott Janney, EdD, CFRE, RFC
  • Executive Director of Planned Giving
  • Villanova University
  • 800 Lancaster Avenue, Picotte Hall at Dundale, Villanova, PA, 19085
  • Phone: 610-519-7976
  • Email: scott.janney@villanova.edu
Immediate Past 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

Directors:

  • Christopher S. Abbott, CFP
  • Director of Development
  • Masonic Charity Foundation of NJ
  • 902 Jacksonville Road, Burlington, NJ, 08016
  • Phone: 609-239-3999
  • Fax: 609-239-3906
  • Email: cabbott@njmasonic.org
  • Norman "Ned" Donoghue, Esq.
  • 1933 Brandywine Street, Philadelphia, PA, 19130
  • Phone: 215-496-0555
  • Email: ned21@mac.com
  • Meaghan R. Hogan, Esq.
  • Executive Director of Gift Planning
  • Temple University Institutional Advancement
  • TASB, 1852 North 10th Street, Philadelphia, PA, 19122
  • Phone: 215-926-2545
  • Email: meaghanh@temple.edu
  • Margaret A. Jackson
  • Director of Planned Giving
  • Abington Health Foundation
  • Office of Philanthropy, 1200 Old York Road, Abington, PA, 19001-3788
  • Phone: 215-481-4019
  • Email: pjackson@amh.org
  • Karin M. Kinney, Esq.
  • Senior 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
  • Bruce Makous, CFRE, CLU, ChFC, CAP
  • Consultant
  • Barnes & Roche, Inc.
  • 919 Conestoga Road, Building One, Suite 101, Rosemont, PA, 19010-1352
  • Phone: 267-251-9060
  • Fax: 610-527-0381
  • Email: bmakous@brnsrche.com
  • Joyce Michelfelder, CAP
  • Director of Gift Planning
  • Masonic Charities
  • 801 Ridge Pike, Lafayette Hill, PA, 19444
  • Phone: 610-825-6100 x1348
  • Fax: 610-825-5032
  • Email: jmichelf@masonicvillagespa.org
  • Melissa Stoner
  • Program Director
  • Friends Fiduciary Corporation
  • 1650 Arch Street, Suite 1904, Philadelphia, PA, 19103
  • Phone: 215-241-7272 x101
  • Fax: 215-241-7871
  • Email: melissa@friendsfiduciary.org
  • Stephen Sullivan
  • Vice President & Executive Director
  • Crozer Chester & Delco Memorial Foundation
  • One Medical Center Blvd., Upland, PA, 19013
  • Phone: 610-447-6112
  • Email: stephen.sullivan@crozer.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
  • Joseph Tumolo
  • Virtual Giving
  • 1104 Harrogate Way, Ambler, PA, 19002
  • Phone: 610-653-7906
  • Email: joe@virtualgiving.com