Our Faculty

Learn from professionals with widely acknowledged expertise and reputations for excellence in the fields of planned giving, law, finance, education, and marketing.

  • Dr. Robert M. Bersi*, Chair of the Faculty, American Institute for Philanthropic Studies and Chancellor Emeritus, University of Nevada
  • Reynolds T. Cafferata, Rodriguez, Horii, Choi & Cafferata LLP
  • Steven Chidester, Esq., Luce Forward, Hamilton, & Scripps, L.L.P.
  • Jessica Dorman - Davis, Esq., J.D., Freeman, Freeman & Smiley, L.L.P., Irvine, California
  • Vincent J. Fraumeni*, Fundraising Consultant, Fraumeni & Associates
  • David Harrison, Senior Executive Director, Gift Planning, Western Region, for World Vision
  • Marc D. Hoffman*, Editor-in-Chief, Planned Giving Design Center, L.L.C.
  • William Hranchak, CPA, Arjani & Co., L.L.P.
  • Fred J. Marcus*, JD, L.L.M in taxation, Partner, Freeman, Freeman & Smiley, Los Angeles, California
  • Charles J. McLucas, Jr., CPA, President, Charitable Trust Administrators, Inc.
  • James F. Normandin*, President, Long Beach Memorial Medical Center Foundation
  • Daniel E. Parr*, CLU, ChFC, Financial Planning Consultant
  • Jane Peebles, JD, Karlin & Peebles, LLP
  • Matthew Rayer, CPA, Arjani & Co., L.L.P.
  • Claudia Sangster, JD, Director of Philanthropy Services, Harris myCFO, Inc.
  • Philip T. Temple, Esq.*, McCarthy Fingar, L.L.P., White Plains, New York

* Founding Faculty