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Committee Structure
There are five standing committees of the Board of Trustees. These are: Development Committee, Marketing Committee, Distribution Committee, Investment Committee, and Professional Advisory Committee. This page contains brief explanations of each of the committees and a list of committee members, if applicable.
A. Development Committee
Manages, promotes and organizes all fundraising efforts of the foundation including prospect identification and cultivation.
Committe members:
Kirkland M. Kelley, Chair
Frederick V. Martin
Mark B. Warlick
B. Distribution Committee
Approves distributions from the various funds and accounts held by the foundation to meet requests submitted each year in accordance with published policies and procedures as established by the Board of Trustees.
Committee members:
Paige Romig, Chair
George C. Crawley
Constance C. Laws
C. Investment Committee
1. Creates and maintains investment guidelines and policies.
2. Selects and monitors the Investment Manager(s).
Committee members
Eric L. Fox, Chair
Robert A. Broermann
George C. Crawley
Denver F. Hicks, Jr.
Frederick V. Martin
James L. Miller, Esq.
Robert M. Rubin, D.M.D.
Anne B. Shumadine
D. Professional Advisory Committee
Responsible for long-range planning in all areas of foundation activities.
1. Educational - Conducts seminars and educational forums for professionals and donors.
2. Technical - Provides technical assistance for creating trusts and other planned giving vehicles and transfer of assets.
3. Gift Acceptance - Advises and consents in accordance with gift accpetance policies and procedures.
Committee Members
The committee is comprised of estate planning professionals from various fields such as law, finance, insurance, trust, accounting, brokerage, real estate, and related fields.
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Marian B. Ticatch, Chair
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Ticatch Financial Management
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Susan Alper
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Wilkes and Alper, PC
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Beth Barnhill
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Wachovia Bank, N.A,
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Jeff Barr
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Lincoln Financial Advisors
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Frank Bond
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IJL / Wachovia
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J. Daniel Coogan
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Northwestern Mutual Life Insurance
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Linda Cross
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KPMG
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Wilson B. Dodson, III
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Attorney at Law
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Trey Dudley
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Wachovia
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Richard R. Early
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Bank of the Commonwealth
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Michal Fraser
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Tradewind's Financial Group, LLC
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Leslie H. Friedman
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Community Leader
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Roger Frost
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Goodman and Company (ret)
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John Geraghty
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SunTrust Private Client Service
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Peter Griffin
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First Union Securities
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Joanne Handyside
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Cherry, Baekert and Holland
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David C. Holley
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Vision Financial Group
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Linda Inman
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BB&T Trust Department
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Alexander Johnson
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Troutman, Sanders, Mays, and Vallentine,
LLP
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William J. Jonak
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Jonak and Company
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Kirkland M. Kelley
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Kaufman and Canoles, PC
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Robert J. Keogh
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Heritage Bank and Trust
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Montgomery Knight, Jr.
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Hofheimer, Nusbaum, PC
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Kenneth B. Lampert, Jr.
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Mass Mutual
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Robert B. Liberman
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New York Life Insurance Company
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Thomas A. Lukic
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Virginia Investment Counselors
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James B. Mallory
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Trusco Capital Management
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Burke W. Margulies
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Pender & Coward, P.C.
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Hank Mariott
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Old Dominion Trust Inc.
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Gregory M. Pomije
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Cooper, Spong & Davis, PC
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Kevin B. Rack
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Midgett & Rack, PC
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David L. Ricks
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Westminster Canterbury
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Stewart J. Sacks
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Stewart Title Associates
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Susan Owen Saunders
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Goodman and Company
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Ann B. Shumadine
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Signature Financial Management, Inc.
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Gregory Spryn
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RBC Centura
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Mark B. Warlick
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S.L. Nusbaum Realty Company
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Edith E. Weiss
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Goodman and Company
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Nancy Shumadine Whitley
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First Union National Bank
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David Snouffer, Ex-Officio
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Willcox and Savage, PC
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Insurance Sub-Committee
Committee members
Kenneth B. Lampert, Jr., Chair
Jeff Barr
J. Daniel Coogan
Michal Fraser
Marian Ticatch
Charitable Gift Annuity
Committee members
J. Daniel Coogan., Chair
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