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5/11/2019
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10 Commandments in Engaging Senior Donors
Panel Discussion: Chris Sickels, Lita Reyes, Paul Remack and Elizabeth Sevilla, as Moderator
Help Others Through Philanthropy Create Economic Opportunities forOthers
Change the World
Baby Boomers Silent Generation
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* Excerpt from the U.S. Trust 2018 Survey, “U.S. Trust Insights on Wealth and Worth”. Millennials and Gen X’ers scores are 10% to 15% higher than above.
Christopher E. Sickels Chief Officer of Institutional Advancement
Formerly at Buck Institute for Research on Aging
Chris has executive level professional with 25+ years of experience managing comprehensive advancement programs for major academic medical centers and not-for-profit institutions. Demonstrated leadership in the development of complex programs including: major gift programs department advancement plans, comprehensive campaigns, government relations, international programs, endowments, strategic planning, marketing, and science & research initiatives. Expertise includes face-to-face major gift solicitation, superior written and verbal communication skills, knowledge of complex health and human service issues and a track-record of successfully working with multiple institutional constituents. Ability to work independently, manages multiple projects, develop team consensus and meet strict deadlines.
• Leads Office of Institutional Advancement Team
• Principal Director of $250-300 M Comprehensive Growth Campaign
• Direct Strategic Liaison with President/CEO and Board of Trustees
• Secured Funding for Women’s Longevity Center, AI Center, CSO
• Building Basic Science, Translational Research, and Clinical Capacity
• Leadership for Lifelong Learning, Planned Giving, Unrestricted Support
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Lita Reyes, Principal Reyes Philanthropic Solutions
• Lita Reyes advises individuals and families on comprehensive philanthropic planning. She has extensive experience working in charitable organizations, including private foundations and public charities, where she collaborates with ultra-high net worth philanthropists ranging from many millions to over a billion.
• In her consulting practice, Lita counsels clients on philanthropic identity, charitable giving plans, grants evaluation and disbursements, nonprofit program analysis, strategic thinking, and mission-driven partner engagement. A certified philanthropic advisor, Lita draws on a broad academic and professional record that includes work on climate change, social justice, and healthy communities.
• A strong believer in partnerships, Lita belongs to a network of women entrepreneurs committed to making a difference through positive social change.
• She holds an MBA and brings both a business perspective and cultural background to her clients, having served as a judge with the National Endowment for the Arts. Through her work with the NEA, Lita has influenced funding decisions that effectively serve youth and uphold the quality of American art.
• Work Highlights - Charles Schwab, Roy A. Hunt Foundation, TomKat Foundation
• Education/Training –
• Stanford University, Social Innovation Review Nonprofit Management Institute
• 21/64, nonprofit practice focused on engaging the next generation in philanthropy
• Certified Coach, Lee Hecht Harrison, leader in executive coaching
• MBA, Florida Atlantic University
• BS, Business Administration with minor in Asian Studies, University of Florida
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Paul T. Remack Professional Fiduciary
Remack Associates, Inc., Walnut Creek CA
• Founded 2014
• Professional fiduciary services for selected families and individuals
Summit Wealth & Retirement Partners, Inc., Walnut Creek CA
• Founded 1986 (formerly RG Financial Partners, Inc.)
• Professional wealth advisory services
• Served 200+ families with net worth ranging between $3 million and $200 million
• Full service firm specializing in multi-generational wealth transfer and distribution
• Recognized regionally as a premier wealth advisor
• Sold to partners in 2014 (re-formed as Summit Wealth & Retirement Partners, Danville CA)
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Education
• BA, History (with honors), Bradley University
• MA, History, University of Southern California,
• MS, Taxation, Golden Gate University, 1992
• Certified Financial Planner (CFP), 1987
• Certified Professional Fiduciary (CPF), 2014
• Life, annuity, and Disability (Insurance – current)
Additional Information
• Authored Playing the Game: Create Your
Legacy and Preserve Your Estate for Future
Generations (Morgan James, 2017)
• Authored various articles for financial planning
and estate publications
• Guest speaker to various clubs and organizations including featured speaker to the California Rental Association
5/11/2019
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Elizabeth Sevilla, CLU, ChFC Tax Partner, Seiler LLP
Elizabeth has over 25 years of experience. She has spent the vast majority of her career with individual taxation and is a leader in the firm’s Trusts & Estates Practice. Over the past 2 decades, Elizabeth has worked closely with high net worth individuals, closely-held business owners, corporate executives and partners of investment banking firms and venture capital firms.
Elizabeth holds expertise in the following disciplines:
• Individual and fiduciary income tax compliance and planning
• Estate, trust, gift and charitable planning
• Estate tax return preparation and post mortem funding
• Business succession
• Executive benefit planning
• Life insurance due diligence
Professional Experience • Senior Tax Director, BDO Seidman LLP • Senior Tax Manager, Deloitte & Touché • Senior Tax Manager, KPMG Education and Certifications • Bachelor's degree in Psychology, Bachelor's degree in
Economics, University of the Philippines • Chartered Life Underwriter (CLU) and Charter
Financial Consultant (ChFC), Bryn Mawr American College
• Enrolled Agent (EA) with the Internal Revenue Service (IRS)
Professional Memberships • Society of Financial Service Professionals • National Association of Enrolled Agents • California State Society of CPAs, Trust & Estate
Committee Chair • San Francisco Estate Planning Council • Northern California Planned Giving Council