Partnership for Philanthropic Planning of Northeast Florida
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Thanks to our sponsors:

The Community Foundation in Jacksonville


CenterState Bank


Foundation Source


Northern Trust


Wells Fargo

 

 
ABOUT US

The Partnership for Philanthropic Planning of Northeast Florida enjoys a very diverse membership which greatly enhances the experience for all members. Our community draws from all types of non-profit organizations and for-profit companies with an interest in creating and supporting philanthropy on Florida’s First Coast.

The PPPNEFL is a member council of the Partnership for Philanthropic Planning (PPP). The Board of Directors are nominated and elected from member agencies on an annual basis.

Board of Directors

President
C. Sam Handlee
Managing Principal
The Endowment Consulting Group
sam.handlee@lpl.com
President Elect
Kevin Kane
Attorney
Ivan, Cole, Bonnette & Kane P.A.
kkane@icblawfirm.com
Treasurer
John “Jack” Fishburne III
Attorney
Purcell, Flanagan & Hay, P.A.
jfishburne@jaxtaxlaw.com
Secretary
Christine S. Bell, CTFA, AEP
Vice President & Trust Officer
First Guaranty Bank & Trust
cbell@fgbjax.com
Past President
Nassim Elias
Vice President
Fidelity Brokerage Services, LLC
Nelias25@comcast.net

President Emeritus
Robert “Bob” Roberts
Gift Planning Officer
The Community Foundation in Jacksonville
broberts@jaxcf.org
Membership
Martha Cox
Vice President Resource Development
Family Foundations of Northeast Florida, Inc. marthac@familyfoundationsjax.org
   

Members At Large
John Erstling
Director of Development
Baptist Health Foundation
John.erstling@bmcjax.com
Cheryl Pearson
Vice President, Development
American Lung Association of the Southeast
cpearson@lungfla.org
Robert J, Finley
Charitable Gift Planner
American Red Cross
rjfin@hotmail.com
Jim Towler
Director of Donor Services
St. Vincent’s Healthcare Foundation
James.TowlerJr@stvincentshealth.com
Tim Forman
Development Director
Boy Scouts of America
tim.forman@scouting.org
John Zell
Vice President
The Community Foundation in Jacksonville
jzell@jaxcf.org

Members

First Last Designation Title Company Email Service Description
Marion E. Anderson CFRE Executive Director Brooks Health Foundation marion.anderson@brookshealth.org Executive Director of Brooks Health Foundation.
Anne Apt   Director of Development University of Florida College of Medicen-Jacksonville anne.apt@jax.ufl.edu -
Dennis M. Axman CLU,ChFC,AEP,CFP Advisor Advanced Market Resources denny.axman@pinnacleifs.com -
Linda Bartimus CFRE Executive Director Flagler Health Care Foundation, Inc. giving@flaglerhospital.org -
Christine S. Bell   Vice President & Trust Officer First Guaranty Bank & Trust Co. christine.bell@fgbjax.com -
Sheryl P. Bordelon CFP   Capital Analysts of Jacksonville, Fl, Inc. sbordelon@capanjax.com -
Matt Brill   Sr. Managing Director Foundation Source mbrill@foundationsource.com -
Bryan Clontz CFP,CLU,ChFC,AEP President Charitable Solutions, LLC bryan@charitablesolutionsllc.com -
Martha Cox   Vice President Resource Development Family Foundations of Northeast Florida, Inc. marthac@familyfoundationsjax.org -
Linda Crofton   Director of Development Habijax, Habitat for Humanity of Jacksonville lcrofton@bellsouth.net -
Nassim Elias   Vice President Fidelity Private Client Group nick.elias@fmr.com -
John Erstling   Director of Development Baptist Health Foundation john.erstling@bmcjax.com -
Robert Finley   Charitable Gift Planner American Red Cross rjfin@hotmail.com -
John I. Fishburne   Attorney Purcell, Flanagan & Hay, P.A. jfishburne@jaxtaxlaw.com -
Michael W. Fisher   Firm Shareholder Fisher, Tousey, Leas & Ball mwf@fishertousey.com -
Tim Foreman   Development Director Boy Scouts of America tim.forman@scouting.org -
Greg C. Frazier   Chief Development Officer Community Connections of Jacksonville gfrazier@communityconnectionsjax.org -
A. Roy Fuller     Fuller Financial Services royfuller@aol.com -
Bruce Ganger   Managing Director ISF Group, Inc. bruce@isfgroupinc.com -
C. Sam Handlee   Managing Principal Endowment Consulting Group sam.handlee@lpl.com -
Andrew Hartline   Sr. Vice President Northern Trust jg33@ntrs.com -
Sherry Hogan   Associate Executive Director Community Hospice Foundation shogan@communityhospice.com -
Lauren Weedon Hopkins   Associate Director True of Jacksonville, Inc. lauren@dreamscometrue.org -
Janet H. Hutson     Learn to Read of St. Johns County, Inc. janet@ltrstjohns.com -
Jason D. Hyrne   Senior Vice President Investments Wells Fargo Advisors jason.hyrne@wachovia.com -
David Iselborn   Principal Ennis, Pellum & Associates, CPAs diselborn@jaxcpa.com -
Robert L. Jones,III   Attorney Blackburn & Comapny, L.C. rjones@blackburnco.org -
Mary Jury   Development Director Hands on Jacksonville maryj@handsonjacksonville.org -
Kevin Kane   Attorney Ivan, Cole, Bonnette & Kane kkane@icblawfirm.com -
Paulette Keifer   Executive Director Jewish Foundation NE Florida pkjcf@jewishfoundationnefl.org -
Bert H. Livingston     National Financial Resources livingston_bert@nlvmail.com -
Pat MacNichols   Director of Special Gifts & Philanthropy Muscular Dystrophy Association pmacnichols@mdausa.org -
Jeannie Matteson CPA Tax Manager Ennis, Pellum & Associates, CPAs jmatteson@jaxcpa.com -
Brenda McCollum   Director of Strategic Endowed Giving Florida Baptist Convention endowedgiving@flbaptist.org -
Brandon McCray   Assistant Vice President of Development University of North Florida brandon.mccray@unf.edu -
Douglas Medlin   Associate Director of Planned Giving University of Florida Foundation, Inc. dmedlin@uff.ufl.edu -
Donna Morrow   Director of Planned Giving Jacksonville University dmorrow1@ju.edu -
Helen Nugent     Northern Trust   -
Cheryl Pearson   Vice President, Development American Lung Association in Florida cpearson@lungfla.org -
Nicole Pece   Capital Giving Officer Flagler College npece@flagler.edu -
Karen Rieley   Director of Advancement Lutheran Social Services of Northeast Florida krieley@lssjax.org -
Robert Roberts   Gift Planning Officer The Community Foundation in Jacksonville broberts@jaxcf.org -
Mike Simon   Development Director Chrisitan Healing Ministries Foundation mjs@chrisitanhealingmin.org -
Lynn K. Sullivan   Strategic Giving Manager Lutheran Social Services/Second Harvest lsullivan@issjax.org -
Richard D. Taylor   Vice President for Financial Development YMCA of Florida's First Coast rtaylor@firstcoastymca.org -
John F. Thompson   First Vice President/Investment Officer The Forbes Thompson Wealth Management Group of Wells Fargo Advisors john.thompson@wfadvisors.com -
Kenneth R. Thompson, Jr.   SVP & Senior Trust & Fiduciary Specialist Wells Fargo Private Bank kenneth.r.thompson@wellsfargo.com -
Jim Towler   Director of Donor Services St. Vincent's Healthcare Foundation jim.towler@jaxhealth.com -
Gamble Wright   Executive Director Clay County Habitat for Humanity, Inc. gamblecchh4@bellsouth.net -
John Zell   Vice President The Community Foundation in Jacksonville jzell@jaxcf.org -