A

The Gift Planning Advisory Committee

This intimate committee comprises a small group of active gift and estate planning professionals dedicated to the mission and vision of the Cleveland Museum of Art.

The ultimate goal is to continue to build a network of committed estate and financial planning professionals who will serve as a resource to the museum’s gift planning staff by acting as museum ambassadors in the community and to their clients, and by introducing and encouraging support of the Cleveland Museum of Art when the opportunity arises.

These individuals:

  1. Serve as ambassadors in the greater Cleveland community,
  2. Are resources to the museum’s gift planning staff, and liaisons to introducing new gift planning professionals to the museum,
  3. Assist in the planning of the annual professional’s breakfast (including, but not limited to, requesting sponsorship of the breakfast from their company),
  4. Each host a biennial gift planning professionals cultivation luncheon,
  5. Each make an annual contribution to the museum of $500 or greater.

 

CHAIR
Kate Wensink 
Of Counsel 
McDonald Hopkins, LLC

COMMITTEE MEMBERS
Leigh H. Carter
Sr. Vice President; Director of Relationship Management, OH & MI
Hawthorn

Sarah M. Dimling 
Vice President 
Bernstein Global Wealth Management

Stephen H. Gariepy 
Partner 
Hahn Loeser & Parks LLP

Donald W. Laubacher 
Executive Vice President 
Sequoia Financial Group

Ellen E. Halfon 
Baker & Hostetler LLP

Michael Novak 
President 
Wellspring Financial Advisors

Marla Petti 
Senior Consultant 
Cornerstone Family Office, LLC

Andrea Shea 
Financial Advisor, Portfolio Manager 
UBS Financial Services, Inc.