Planned Giving Council

Planned Giving Council

About

One of Place of Hope’s greatest assets is our team of volunteer professionals who are dedicated to our organization’s mission. The members of our Planned Giving Council work in various industries and commit to:

  • Promoting Place of Hope and its mission among their colleagues
  • Introducing Place of Hope to their clients
  • Advising Place of Hope with regards to its assets 

We are blessed to have these individuals who lend their time and talents and enable Place of Hope to maintain outstanding business practices and to create a lasting legacy.

Charles Bender

Charles Bender

Place of Hope

Founding CEO

Charles Bender

Place of Hope

Christopher Chandler

Christopher Chandler

Ballentine Partners, LLC

Managing Director & Senior Investment Advisor

Christopher Chandler

Ballentine Partners, LLC

Rene Espinal

Rene Espinal

Morgan Stanley Wealth Management

First Vice President Senior Portfolio Manager Director Financial Advisor

Rene Espinal

Morgan Stanley Wealth Management

Tim Goering

Tim Goering

Makingluck Inc.

President

Tim Goering

Makingluck Inc.

Sasha Klein

Sasha Klein

Proskauer

Special Counsel

Sasha Klein

Proskauer

Randy Macpherson

Randy Macpherson

Andersen Tax

PGC Co-Chair | Office Managing Director

Randy Macpherson

Andersen Tax

Rani Newman Mathura

Rani Newman Mathura

Cummings & Lockwood, LLC

Principal

Rani Newman Mathura

Cummings & Lockwood, LLC

Mona Owen

Mona Owen

PGC Committee Member

Mona Owen

PGC Committee Member

John C. Patten, Jr.

John C. Patten, Jr.

BMO Private Bank

Vice President/Private Client Wealth Advisor

John C. Patten, Jr.

BMO Private Bank

Darline Richter

Darline Richter

Travani & Richter, P.A.

Certified Public Accountant

Darline Richter

Travani & Richter, P.A.

Vic Seested

Vic Seested

UBS Private Wealth Management

Private Wealth Advisor

Vic Seested

UBS Private Wealth Management

Leslie Shorey

Leslie Shorey

Wells Faro Private Bank

Senior Investment Strategist

Leslie Shorey

Wells Faro Private Bank

Kurt Sylvia

Kurt Sylvia

J.P. Morgan Securities LLC

Managing Director

Kurt Sylvia

J.P. Morgan Securities LLC

John Thomas

John Thomas

PGC Co-Chair | Trusted Advisor

John Thomas

Sal Tiano

Sal Tiano

J.P. Morgan Securities

Managing Director

Sal Tiano

J.P. Morgan Securities

Monica Van Tassel

Monica Van Tassel

BNY Mellon Wealth Management

Senior Wealth Director

Monica Van Tassel

BNY Mellon Wealth Management

Jennifer Williams

Jennifer Williams

Andersen Tax

Director

Jennifer Williams

Andersen Tax

Robert Wilmoth

Robert Wilmoth

MassMutual

Robert Wilmoth

MassMutual

Plan Your Giving Today

The children and families who come through Place of Hope’s doors have experienced trauma caused by abuse and neglect. We strive to foster hope rather than despair and confidence in what the future can be rather than what the past has been. With the long-term support of caring friends like you, we can provide children and families the opportunity to lead productive lives, free from fear, endangerment and abuse.

When you establish a planned gift with Place of Hope, you have the opportunity to create a lasting impact in the life of a child. Whether you would like to put your gift to work today or support our work after your lifetime, please use this website as a resource to find a charitable plan that lets you provide for your family and invest in the future of Place of Hope.

Visit our Planned Giving webpage for opportunities!

To learn more or to sign up, please contact: Christina Mull, Advancement Associate.