Estate and Gift Planning Directors
Our team provides free gift planning information and resources to help our friends make informed decisions.?Please locate your state to find the estate and gift planning professional available in your area.?
Choose Your State Or Region
Sr. Director,?Wealth Consultant
925.389.2525
erin.mcglynn@cancer.org
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Counties Served:
Alameda, Contra Costa, Marin, Monterey, San Benito, San Francisco, San Mateo, Santa Clara, and Santa Cruz
Interim Service Areas: Alpine, Amador, Butte, Calaveras, Colusa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, Inyo, Kings, Lake, Lassen, Madera, Mariposa, Mendocino, Merced, Modoc, Mono, Napa, Nevada, Placer, Plumas, Sacramento, San Joaquin, Shasta, Sierra, Siskiyou, Solano, Sonoma, Stanislaus, Sutter, Tehama, Trinity, Tulare, Tuolumne, Yolo, and Yuba
Sr. Director,?Wealth Consultant
310.488.5283
maylene.nolasco@cancer.org
Counties Served:
Kern, Los Angeles, San Luis Obispo, Santa Barbara, and Ventura
Sr. Director, Estate & Gift Planning
949.307.0430
gail.robson@cancer.org
Counties Served:
Orange, Riverside, and San Bernardino
Sr. Director, Estate & Gift Planning
619.873.7851
rosella.saucier@cancer.org
Counties Served:
Imperial and San Diego
Sr. Director, Estate & Gift Planning
727.276.0341
lise.amundrud@cancer.org
Counties Served:
Alachua, Calhoun, Citrus, Columbia, Dixie, Franklin, Gadsden, Gilchrist, Gulf, Hamilton, Hernando, Hillsborough, Jefferson, Lafayette, Lake, Leon, Levy, Liberty, Madison, Marion, Pasco, Pinellas, Polk, Sumter, Suwannee, Taylor, and Wakulla
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Baker, Bay, Bradford, Brevard, Clay, Columbia, Duval, Escambia, Flagler, Holmes, Jackson, Nassau, Oceola, Okaloosa, Orange, Putnam, Saint Johns, Santa Rosa, Seminole, Union, Volusia, Walton, and Washington
Director, Estate & Gift Planning
407.921.3846
bob.summers@cancer.org
Counties Served:
Collier, Charlotte, DeSoto, Glades, Hendry, Hardee, Highlands, Lee, Manatee, and Sarasota
Interim Service Areas:?Broward, Indian River, Martin, Miami-Dade, Monroe, Okeechobee, Palm Beach, and St. Lucie
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Brooks, Bryan, Camden, Charlton, Chatham, Clinch, Decatur, Echols, Effingham, Glynn, Grady, Liberty, Lowndes, McIntosh, Seminole, Thomas, and Ware
Director, Estate & Gift Planning
336.203.1523
monica.berry@cancer.org
Counties Served:
All counties except Brooks, Bryan, Camden, Charlton, Chatham, Clinch, Decatur, Echols, Effingham, Glynn, Grady, Liberty, Lowndes, McIntosh, Seminole, Thomas, and Ware
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Director, Estate & Gift Planning
314.496.4771
stephanie.hadfield@cancer.org
Counties Served:
Adair, Andrew, Atchison, Audrain, Barry, Barton, Bates, Benton, Bollinger, Boone, Buchanan, Butler, Caldwell, Callaway, Camden, Cape Girardeau, Carroll, Carter, Cedar, Chariton, Christian, Clark, Clinton, Cole, Cooper, Crawford, Dade, Dallas, Daviess, DeKalb, Dent, Douglas, Dunklin, Franklin, Gasconade, Gentry, Greene, Grundy, Harrison, Henry, Hickory, Holt, Howard, Howell, Iron, Jasper, Jefferson, Johnson, Knox, Laclede, Lafayette, Lawrence, Lewis, Lincoln, Linn, Livingston, Macon, Madison, Maries, Marion, McDonald, Mercer, Miller, Mississippi, Moniteau, Monroe, Montgomery, Morgan, New Madrid, Newton, Nodaway, Oregon, Osage, Ozark, Pemiscot, Perry, Pettis, Phelps, Pike, Polk, Pulaski, Putnam, Ralls, Randolph, Reynolds, Ripley, St Charles, St Clair, Ste Genevieve, St Francois, St Louis, St Louis City, Saline, Schuyler, Scotland, Scott, Shannon, Shelby, Stoddard, Stone, Sullivan, Taney, Texas, Vernon, Warren, Washington, Wayne, Webster, Worth and Wright
Sr. Director, Estate & Gift Planning
402.430.8562
lauren.lineweber@cancer.org
Counties Served:
Cass, Clay, Jackson, Platte, and Ray
Director, Estate & Gift Planning
215.845.4020
kristin.hutchins@cancer.org
Counties Served:
Atlantic, Burlington, Camden, Cape May, Cumberland, Gloucester, Mercer, Middlesex, Monmouth, Ocean, and Salem
Director, Estate & Gift Planning
732-292-4247
laura.wall@cancer.org
Counties Served:
Bergen, Essex, Hudson, Hunterdon, Morris, Passaic, Somerset, Sussex, Union, and Warren
Sr. Director, Estate & Gift Planning
315.314.4923
vickie.freyleue@cancer.org
Counties Served:
Albany, Allegany, Broome, Cattaraugus, Cayuga, Chautauqua, Chemung, Chenango, Clinton, Columbia, Cortland, Delaware, Erie, Essex, Franklin, Fulton, Genessee, Hamilton, Herkimer, Jefferson, Lewis, Livingston, Madison, Monroe, Montgomery, Niagara, Oneida, Onondaga, Ontario, Orleans, Oswego, Otsego, Rensselaer, Saint Lawrence, Saratoga, Schenectady, Schoharie, Schuyler, Seneca, Steuben, Tioga, Tompkins, Warren, Washington, Wayne, Wyoming? and Yates
Director, Estate & Gift Planning
732-292-4247
laura.wall@cancer.org
Counties Served:
Bronx, Dutchess, Greene, Kings, Nassau, New York, Orange, Putnam, Queens, Richmond, Rockland, Suffolk, Sullivan, Ulster and Westchester
Director, Estate & Gift Planning
336.203.1523
monica.berry@cancer.org
Counties Served:
Alleghany, Alexander, Anson, Ashe, Avery, Buncombe, Burke, Cabarrus, Caldwell, Catawba, Cherokee, Clay, Cleveland, Davidson, Davie, Forsyth, Gaston, Graham, Haywood, Henderson, Iredell, Jackson, Lincoln, Macon, Madison, McDowell, Mecklenburg, Mitchell, Polk, Rowan, Rutherford, Stanly, Stokes, Surry, Swain, Transylvania, Union, Watauga, Wilkes, Yadkin, and Yancey
Sr. Director, Estate & Gift Planning
919.270.3171
jamie.knowles@cancer.org
Counties Served:
Alamance, Beaufort, Bertie, Bladen, Brunswick, Camden, Carteret, Caswell, Chatham, Chowan, Columbus, Craven, Cumberland, Currituck, Dare, Duplin, Durham, Edgecombe, Franklin, Gates, Granville, Greene, Guilford, Halifax, Harnett, Hertford, Hoke, Hyde, Johnston, Jones, Lee, Lenoir, Martin, Montgomery, Moore, Nash, New Hanover, Northampton, Onslow, Orange, Pamlico, Pasquotank, Pender, Perquimans, Person, Pitt, Randolph, Richmond, Robeson, Rockingham, Sampson, Scotland, Tyrrell, Vance, Wake, Warren, Washington, Wayne, and Wilson
Sr. Director, Estate & Gift Planning
315.314.4923
vickie.freyleue@cancer.org
Counties Served:
Bradford, Lackawanna, Luzerne, Lycoming, Pike, Sullivan, Susquehanna, Tioga, Wayne, and Wyoming
Director, Estate & Gift Planning
215.845.4020
kristin.hutchins@cancer.org
Counties Served:
All counties except Bradford, Lackawanna, Luzerne, Lycoming, Pike, Sullivan, Susquehanna, Tioga, Wayne, and Wyoming
Director, Estate & Gift Planning
336.203.1523
monica.berry@cancer.org
Counties Served:
Abbeville, Aiken, Anderson, Barnwell, Cherokee, Chester, Edgefield, Fairfield, Greenville, Greenwood, Lancaster, Laurens, Lexington, McCormick, Newberry, Oconee, Pickens, Richland, Saluda, Spartanburg, Union, and York
Sr. Director, Estate & Gift Planning
919.270.3171
jamie.knowles@cancer.org
Counties Served:
Allendale, Bamberg, Berkeley, Calhoun, Charleston, Chesterfield, Clarendon, Colleton, Darlington, Dillon, Dorchester, Florence, Georgetown, Hampton, Horry, Kershaw, Lee, Marion, Marlboro, Orangeburg, Sumter, and Williamsburg
Director, Estate & Gift Planning
941.456.8416
lindsey.roberts@cancer.org
Counties Served:
Beaufort and Jasper
Sr. Director, Estate & Gift Planning
402.430.8562
lauren.lineweber@cancer.org
Counties Served:
Anderson, Bedford, Bledsoe, Blount, Bradley, Campbell, Cannon, Carter, Cheatham, Claiborne, Clay, Cocke, Coffee, Cumberland, Davidson, DeKalb, Dickson, Fentress, Franklin, Giles, Grainger, Greene, Grundy, Hamblen, Hamilton, Hancock, Hawkins, Hickman, Houston, Humphreys, Jackson, Jefferson, Johnson, Knox, Lawrence, Lewis, Lincoln, Louden, Macon, Marion, Marshall, Maury, McMinn, Meigs, Monroe, Montgomery, Moore, Morgan, Overton, Perry, Pickett, Polk, Putnam, Rhea, Roane, Robertson, Rutherford, Scott, Sequatchie, Sevier, Smith, Stewart, Sullivan, Sumner, Trousdale, Unicoi, Union, Van Buren, Warren, Washington, Wayne, White, Williamson, and Wilson
Vice President, Planned Giving
662.415.5757
pam.verdung@cancer.org
Counties Served:
Benton, Carroll, Chester, Crockett, Decatur, Dyer, Fayette, Gibson, Hardemon, Hardin, Haywood, Henderson, Henry, Lake, Lauderdale, Madison, McNairy, Obion, Shelby, Tipton, and Weakley
Director, Estate & Gift Planning
346.375.1291
sarau.becerra@cancer.org
Counties Served:
Anderson, Austin, Brazoria, Brazos, Burleson, Colorado, Falls, Fayette, Fort Bend, Freestone, Galveston, Grimes, Harris, Lee, Leon, Limestone, Madison, Matagorda, Milam, Montgomery, Robertson, Trinity, Walker, Waller, Washington, Wharton
Director, Estate & Gift Planning
210.394.5431
belinda.benavidez@cancer.org
Counties Served:
Arkansas, Atascosa, Bandera, Bastrop, Bee, Bexar, Blanco, Brewster, Brooks, Burnet, Caldwell, Calhoun,? Cameron, Comal, Concho, Crane, Crockett, Culberson, De Witt, Dimmit, Duval, Edwards, El Paso, Frio, Gillespie, Goliad, Gonzales, Guadalupe, Hays, Hidalgo, Hudspeth, Irion, Jackson, Jeff Davis, Jim? Hogg, Jim Wells, Karnes, Kendall, Kennedy, Kerr, Kimble, Kinney, Kleberg, La Salle, Lampasas, Lavaca, Live Oak, Llano, Loving, Mason, Maverick, Mc Culloch, Mc Mullen, Medina, Menard, Mills, Nueces, Pecos, Presidio, Reagan, Real, Reeves, Refugio, San Patricio, San Saba, Schleicher, Starr, Sutton, Terrell, Tom Green, Travis, Upton, Uvalde, Val Verde, Victoria, Ward, Webb, Willacy, Williamson, Wilson, Winkler, Zapata, Zavala
Director, Estate & Gift Planning
504.451.3290
darby.berthelot@cancer.org
Counties Served:
Angelina, Bowie, Cass, Chambers, Cherokee, Delta, Franklin, Gregg, Hardin, Harrison, Henderson, Hopkins, Houston (County, not city), Hunt, Jasper, Jefferson, Lamar, Liberty, Longview, Marion, Morris, Nacogdoches, Newton, Orange, Panola, Polk, Red River, Rusk, Sabine, San Augustine, San Jacinto, Shelby, Smith, Titus Camp, Tyler (County, not city), Upshur, Van Zandt, Wood
Director, Estate & Gift Planning
817.300.8307
ruby.sellers@cancer.org
Counties Served:
Andrews, Archer, Armstrong, Bailey, Baylor, Bell, Borden, Bosque, Briscoe, Brown, Callahan, Carson, Castro, Childress, Clay, Cochran, Coke, Coleman, Collin, Collingsworth, Comanche, Cooke, Coryell, Cottle, Crosby, Dallam, Dallas, Dawson, Deaf Smith, Denton, Dickens, Donley, Eastland, Ector, Ellis, Erath, Fannin, Fisher, Floyd, Foard, Gaines, Garza, Glasscock, Gray, Grayson, Hale, Hall, Hamilton, Hansford, Hardeman, Hartley, Haskell, Hemphill, Hill, Hockley, Hood, Howard, Hutchinson, Jack, Johnson, Jones, Kaufman, Kent, King, Knox, Lamb, Lipscomb, Lubbock, Lynn, Martin, McLennan, Midland, Mitchell, Montague, Moore, Motley, Navarro, Nolan, Ochiltree, Oldham, Palo Pinto, Parker, Parmer, Potter, Rains, Randall, Roberts, Rockwall, Runnels, Scurry, Shackelford, Sherman, Somervell, Stephens, Sterling, Stonewall, Swisher, Tarrant, Taylor, Terry, Throckmorton, Wheeler, Wichita, Wilbarger, Wise, Yoakum, Young
Director, Estate & Gift Planning
571.382.6679
Jennifer.Berndsen@cancer.org
Counties Served:
Arlington, Clarke, Fairfax, Fauquier, Frederick, Loudoun, Page, Prince William, Rappahannock, Shenandoah, Warren; along with these independent cities:? Alexandria, Fairfax, Falls Church, Manassas, Manassas Park,? and Winchester
Director, Estate & Gift Planning
757.641.4674
jennifer.waldholtz@cancer.org
Counties Served:
All counties except Arlington, Clarke, Fairfax, Fauquier, Frederick, Loudoun, Page, Prince William, Rappahannock, Shenandoah, Warren; along with these independent cities:? Alexandria, Fairfax, Falls Church, Manassas, Manassas Park, and Winchester
