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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

Donald W. Laubacher
Executive Vice President
Sequoia Financial Group

COMMITTEE MEMBERS

Richard E. Beeman

Sarah M. Dimling
Vice President
Bernstein Global Wealth Management

Robert R. Galloway
Partner
Baker & Hostetler LLP

Stephen H. Gariepy
Partner
Hahn Loeser & Parks LLP

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.

Kate Wensink
Of Counsel
McDonald Hopkins, LLC