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Charitable Giving
Alabama
Stewart H. Welch
The Welch Group
3940 Montclair Rd
Fifth Floor
Birmingham, AL 35213-2427
205-879-5001 (316)
California
Stephen A. Bonick
Tax And Financial Planning Ass
315 S Beverly Drive
Suite 301
Beverly Hills , CA 90212-4309
310-282-8187
Stephen A. Bonick
Tax And Financial Planning Ass
350 N Crescent Dr
Apt 309
Beverly Hills, CA 90210-4881
310-282-8187
Nancy Langdon Jones
103 Cornell Avenue
Claremont, CA 91711-4602
909-985-5550
S. Timothy Kochis
Kochis Fitz
60 Spear St
Ste 1100
San Francisco, CA 94105-1599
415-341-8160
Raymond F. Rivas
LPL Financial
697 Menlo Avenue
Unit A
Menlo Park, CA 94025-4701
650-306-0606
Laura Ann Tarbox
The Tarbox Group, Inc.
500 Newport Center Dr
Ste 500
Newport Beach, CA 92660-7005
949-721-2330
Richard J. Venegas
345 W 9th Ave Ste 100
Escondido, CA 92025-5055
760-746-6800
Robert E. Wacker
R E Wacker Associates
973 Higuera St
Ste A
San Luis Obispo, CA 93401-3614
805-541-1308 (11)
Robert E. Wacker
R E Wacker Associates
PO Box 15615
San Luis Obispo, CA 93406-5615
805-541-1308 (11)
Benjamin W. Wong
Financial Telesis Inc.
7011 Koll Center Parkway
Suite 260
Pleasanton, CA 94566-3139
925-227-8858
Colorado
Joel B. Javer
Sharkey Howes & Javer
720 S Colorado Blvd
Ste 600 South Tower
Denver, CO 80246-1904
303-639-5100
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
PO Box 2882
48 E Beavercreek Blvd, Ste 308
Avon, CO 81620-2882
970-949-9281
Grace C. Wellwerts
Rocky Mountain Planning Group, Inc
48 E Beaver Creek Blvd
Ste 308
Avon, CO 18620
970-949-9281
Connecticut
Barbara A. Comer
Comer & Greak Finl Consultants
75 Stevenson Rd
New Haven, CT 06515-2435
802-362-5400
C. Henry Lucas
Arbitration Services
1006 South Main Street
Plantsville, CT 06479-1681
860-620-0383
C. Henry Lucas
Arbitration Services
1006 S Main St
Plantsville, CT 06479-1681
860-620-0383
Florida
Kathryn N. Bickford
Trinity Advisors, LLC
5961 Golden Oaks Ln
Naples, FL 34119-1215
239-641-7574
Barry M. Freedman
Freedman Financial
8541 Fairway Bend Dr
Fort Myers, FL 33912-5515
978-531-8108
Daniel B. Moisand
Moisand Fitzgerald Tamayo, LLC
6767 N Wickham Rd
Ste 400
Melbourne, FL 32940-2025
321-253-5400
Suzzette B. Rutherford
Rutherford Asset Planning Inc
5150 Tamiami Trl N
Ste 204
Naples, FL 34103-2818
239-261-3344
Randolph J. Shine
Shine Financial Inc
1191 E Newport Center Dr
Ste 107
Deerfield Beach, FL 33442-7736
954-428-4007
Benjamin A. Tobias
Tobias Financial Advisors
1000 S Pine Island Rd Ste 250
Royal Palm Plaza
Plantation, FL 33324-3910
954-424-1660
Georgia
Donna G. Barwick
BNYMellon Wealth Management
3290 Northside Dr NW
Ste 950
Atlanta, GA 30327-2273
678-538-2027
Jack C. Harmon
Harmon Financial Advisors Inc
115 Perimeter Center Pl NE
Ste 1190
Atlanta, GA 30346-1238
770-394-5225
Illinois
John Brewster Ohle
John B Ohle III P.C.
P.O. Box 8260
Northfield, IL 60093-8260
312-832-2600
Joel M. Weiner
Professional Training Services
579 N 1st Bank Dr
Ste 150
Palatine, IL 60067-8102
847-705-3838
Indiana
Elaine E. Bedel
Bedel Financial Consulting
9190 Priority Way West Dr
Ste 120
Indianapolis, IN 46240-1437
317-843-1358
Noel W. Reitmeister
Wells Fargo Advisors LLC
1477 E 83rd Ave
Merrillville, IN 46410-6307
219-738-6430
Kansas
Richard W. Stumpf
Financial Benefits Inc
3500 N Rock Rd
Bldg 300
Wichita, KS 67226-1341
316-315-0147
Kentucky
David K. Bohannon
Consultants Corner Inc
9 Bersheba Dr
Louisville, KY 40245-4903
502-241-4434
Massachusetts
Herbert Karl Daroff
Baystate Financial Services
699 Boylston St
Ste 1400
Boston, MA 02116-4814
617-585-4502
Barry M. Freedman
Freedman Financial
8 Essex Center Drive
Peabody, MA 01960-2959
978-531-8108
Robert J. Glovsky
Mintz Levin Financial Advisors
1 Financial Ctr
Boston, MA 02111-2621
617-348-1802
Richard A. Robb
Capital Management Partners, L
187 Lake Street
Peabody, MA 01960-4721
978-535-8989
Maryland
James M. Robinson
Pruco Securities & Prudential
4920 Elm St
Bethesda, MD 20814-2924
301-351-8108
Maine
Barry L. Kohler
BDMP Wealth Management
100 Middle St
Portland, ME 04101-7120
207-541-2307
Michigan
Joseph G. Budd
Budd, Melone & Co. Financial Consulting Group
3121 University Drive
Suite 180
Auburn Hills, MI 48326
248-499-8704
Gregory (Phil) P. Zepeda
Ann Arbor Ctr for Financial Svcs LLC
2229 Packard St Ste 3
Ann Arbor, MI 48104-6394
734-662-5599
Minnesota
Ross  Levin
Accredited Investors Inc
5200 West 73rd Street
Edina, MN 55439-2203
952-841-2222
Montana
Stephen R. Hample
Financial Planning Associates, LLC
300 N Willson Ave
Ste 202B
Bozeman, MT 59715-3551
406-587-4300
North Carolina
Clifton N. McIntire
Morgan Keegan Company
6805 Morrison Blvd
Ste 350
Charlotte, NC 28211-3575
704-442-4706
Michael K. McMahan
IPS Financial Services Corp d/
1209 E Garrison Blvd
Gastonia, NC 28054-5115
704-865-2900 (106)
New Jersey
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
Harold E. Foster
Financial Supermarkets Inc
PO Box 3066
Paterson, NJ 07509-3066
973-427-0065
Diahann W. Lassus
Lassus Wherley
1 Academy St
New Providence, NJ 07974-1842
908-464-0102
George F. Leupold
Leupold Finl Plng Associates I
1902 Fairfax Ave
Cherry Hill, NJ 08003-2007
856-424-2233
George D. Weinstock
Atrium Advisory Group Inc
400 Kelby Street
6th Floor
Fort Lee, NJ 07024-2938
201-592-2537
New York
Anne C. Chernish
Anchor Capital Management, LLC
315 Taughannock Blvd
Ithaca, NY 14850-3230
607-272-0004 (12)
Lisa D. Goldstein
Albemarle Partners
404 East 66th Street
Suite 3N
New York, NY 10065-9310
212-734-5657
Frank S. Lucia
Ameriprise Financial Services, Inc.
31 Lewis St.
Suite 403
Binghamton, NY 13901
607-238-1822
Francis Michael Zovistoski
UHY Advisors NY, Inc.
66 State St
Albany, NY 12207-2545
518-449-3166 (5916)
Ohio
James L. Budros
Budros Ruhlin & Roe Inc
1650 Lake Shore Dr
Ste 150
Columbus, OH 43204-4942
614-481-6900 (127)
Larry  Waller
Waller Financial Planning Grp
941 Chatham Ln
Ste 212
Columbus, OH 43221-2416
614-457-7026
Oregon
Charles P. Jones
The H Group Inc
3395 SW Garden View Ave
Portland, OR 97225-3547
503-291-1313
Pennsylvania
Diane M. Pearson
Legend Financial Advisors Inc
5700 Corporate Dr
Ste 350
Pittsburgh, PA 15237-5856
412-635-9210 (120)
Jeanne A. Robinson
Marshall Financial Group
33 W Court St
Doylestown, PA 18901-4210
215-348-9393
Richard J. Volpe
Asset Planning Services, Ltd.
162 Main St
P.O. Box 164
Harleysville, PA 19438-2513
215-256-4600
Rhode Island
Thomas Patrick Langdon
Roger Williams University Gabe
One Old Ferry Road
Bristol, RI 02809-2923
401-254-5356
South Carolina
Kyra H. Morris
Morris Financial Concepts
107 Pitt St
Mount Pleasant, SC 29464-5318
843-884-6192
Tennessee
William B. Howard
William Howard & Co Financial Advisors, Inc.
6410 Poplar Ave Ste 330
International Place II
Memphis, TN 38119-4839
901-761-5068
Texas
David H. Diesslin
Diesslin & Associates
303 Main St
Second Floor
Fort Worth, TX 76102-4067
817-332-6122 (216)
Katherine L. Maxwell
Maxwell Financial Services, In
14673 Midway Rd
Ste 100
Addison, TX 75001-3174
972-991-7887
John H. McDonald
Austin Asset Management
7200 N. Mopac Expy.
Ste 315
Austin, TX 78731-3267
512-453-6622
W. Ryan Poindexter
M.D. Financial Services
4600 Post Oak Place
Suite 108
Houston, TX 77027
713-966-3930
Utah
Bruce R. Brittain
Plan B Philantropy
PO Box 983
Highland, UT 84003-0983
801-830-9004
Virginia
Eleanor K.H. Blayney
Directions, LLC
7230 Aynsley Lane
Mc Lean, VA 22102-2919
703-624-5568
Pamela Greifeld Shortal
Harris SBSB
8180 Greensboro Dr
Ste 1000
McLean, VA 22102-3860
703-734-4646
Margaret Miller Welch
Sullivan Bruyette, Speros & Bl
8180 Greensboro Dr
Ste 1000
Mc Lean, VA 22102-3860
703-734-9300
Vermont
Barbara A. Comer
Comer & Greak Finl Consultants
PO Box 2247
Manchester Center, VT 05255-2247
802-362-5400
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