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Planned Giving Advisory Council

Your assets are precious. You may look at cash reserves and wonder how to accomplish your long-term philanthropic goals. Thinking about your legacy can be confusing, and we can help ease the process. We work closely with allied professionals in the field of estate planning and will be pleased to collaborate with you and your advisors in confidence and without obligation.

The BSO Planned Giving Advisory Council is a group of volunteer professionals, including attorneys, accountants, and wealth managers, who serve as dedicated community ambassadors for the BSO. Council members generously contribute their expertise to support BSO leadership in developing legacy giving and providing guidance to donors and their advisors. The Council holds regular business meetings, and members participate in Legato Circle and other special events throughout the year. The BSO is deeply grateful to the Council for their commitment to the BSO, our donors, and the communities we serve.

Get started by contacting the BSO Office of Philanthropic Planning


Lee Carpenter
Saul Ewing Arnstein & Lehr

Cheri H. Dorsey
Herman, Sessa & Dorsey, LLC

Carl E. Eastwick
Semmes Bowen & Semmes

Edwin G. Fee, Jr., Esq.
Whiteford, Taylor & Preston LLP

John A. Gilpin
Retired — formerly with Bank of America, N.A. / U.S. Trust

William D. Hugo, JD, CFP
Wells Fargo Private Bank

Clarke Langrall, Jr. CEPA
Forecast Strategic Advisors

Melody McCrea
Wilmington Trust N.A.

Rick Monfred
AB Bernstein

Ricka E. Neuman, Chair
PBMares, LLP

Christina Hester Snyder CISP, CFP
Aspire Wealth Planners

R. Adam Williams, CFP
Morgan Stanley Wealth Management