Skip to Main Content

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, Council Chair | Niles, Barton & Wilmer LLP

Cheri H. Dorsey | Herman, Sessa & Dorsey LLC

Carl E. Eastwick | Semmes, Bowen & Semmes

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

Ben Galloway | Greenspring Advisors

William D. Hugo | Wells Fargo Private Bank

Melody McCrea | M&T Bank

Rick Monfred | Bernstein Private Wealth Management

Ricka E. Neuman | PBMares LLP

Tracey Powell | PBMares, LLP

Prashant Sabapathi | RPS Retirement Planning

Christina Hester Snyder | Aspire Wealth Planners

R. Adam Williams | The Flury Williams Group | Morgan Stanley Wealth Management