Leadership

The Charitable IRA Initiative was founded in 2015 with the mission to promote philanthropy through the use of personal IRA assets to fund outright and life income gifts by convincing Congress to enact permanent legislation authorizing the transfer of IRAs to charity.

The organization is governed by an all-volunteer Board of Directors.

2018-2019 Board of Directors

Officers
President
John S. Pierce
Concordia College, Moorhead, MN

Vice President
Michael Kenyon
National Association of Charitable Gift Planners, Indianapolis, IN

Secretary
Marc Littlecott, CAP
SDSU Foundation, Brookings, SD

Treasurer
Sr. Georgette Lehmuth
National CatholicĀ Development Conference, Washington, DC

Board of Directors
Lon P. Dufek, CPA, CFP
Providence Foundations of Oregon, Lake Oswego, OR

John M. Hayes
American Heart Association, Dallas, TX

Lindsay L. Lapole III, CFRE
Lindsay L. Lapole and Associates, Atlanta, GA

Frank Minton, PhD
Frank Minton Consulting, LLC, Forest Park, WA

A. Charles Schultz, JD
Crescendo Interactive, Inc., Camarillo, CA

Cathy R. Sheffield, CAP, CSPG, CFRE, FCEP
ThinkGiving & Thompson & Associates, Dallas-Ft. Worth, TX

James C. Soft, CFP, MA, MS
Yellowstone Boys & Girls Ranch, Billings, MT

Of Counsel: Conrad Teitell, JD, LLM
Cummings & Lockwood, LLC Stamford, CT