ABI Developments

SEPTEMBER 2023

VOL. 10, NO. 9

DEVELOPMENTS
From the ABI Anthony H.N. Schnelling Endowment Fund

THREE DAYS LEFT TO LEVEL UP

The ABI Endowment's Level Up Campaign runs until the end of September. Contributors who reach their next donation level by Sept. 30 will be entered into a raffle to win a 2024 Annual Spring Meeting registration (event will be held April 18-20 at the Marriott Marquis in Washington, D.C.). There are several ways to donate, such as through an online pledge, ABI membership renewals (there is an optional line for donations when you renew) and planned-giving options. For more information, please visit abi.org/endowment or contact ABI Endowment Manager Erin Green at egreen@abi.org with any questions or to register. We thank the following contributors who have upped their level of support during this campaign:

BENEFACTOR
Jennifer Kimble
Eversheds Sutherland

SUSTAINING MEMBER
Sonia Colon
Ferraiuoli LLC

LEADERSHIP CLUB
A. Todd Almassian
Keller & Almassian, PLC

LEADERSHIP CLUB
Allison Day
Venable LLP

LEADERSHIP CLUB
Drew McManigle
MACCO Restructuring Group, LLC

LEADERSHIP CLUB
Geoffrey Peters
Weltman, Weinberg & Reis Co., LPA

Additional Ways to Donate to the Endowment: The ABI Founders Society

By becoming a member of the ABI Founders Society, you can continue to support the Endowment and ABI for years to come through estate-planning. All the proceeds benefit the ABI Endowment Fund and are 100 percent tax-deductible. When you include ABI in an estate plan, your generosity helps provide additional funding for the Endowment so that it can continue to support current and future industry members. Please visit the ABI Founders Society for more information. Learn more at founderssociety.abi.org or contact ABI Endowment Manager Erin Green at egreen@abi.org.

L.A. Wine Dinner Is Almost Sold Out!

LEVEL UP

The ABI Endowment is excited to announce that the L.A. Wine Dinner has only two full tables left! This event will be taking place from 6:00-9:00 p.m. on Oct. 26 at the Griffin Club in Los Angeles. This event had a great turnout last year, and we are expecting an even better turnout this year! The cost is $2,500 to reserve a full table (includes 10 tickets) and $1,250 for a half table (includes five tickets). If you are interested in sponsoring a table, contact ABI Endowment Manager Erin Green at egreen@abi.org.

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Levels of Support

Diamond Level
Contributions of $80,000 and above

Platinum Level
Contributions of $65,000 – $79,999

Millennium Level
Contributions of $50,000 – $64,999

30th Anniversary Circle
Contributions of $30,000 – $49,999

Century Council Member
Contributions of $25,000 – $29,999

Visionary
Contributions of $20,000 – $24,999

Legacy
Contributions of $15,000 – $19,999

Lifetime Member
Contributions of $10,000 – $14,999

Benefactor
Contributions of $5,000 – $9,999

Sustaining Member
Contributions of $2,000 – $4,999

Leadership Club
Contributions of $1,000 – $1,999

Donor
Contributions of $100 – $999

Contributions may be paid in equal installments for up to five years. All gifts are cumulative to allow donors to advance their level of contribution. All contributions are tax-deductible. The ABI Endowment Fund is a 501(c)(3) tax-exempt organization.

Endowment Fund Development Committee

Vice President—Development:
Bradley D. Sharp
Development Specialists, Inc.

Committee Members:
Steven M. Berman
Shumaker, Loop & Kendrick, LLP

Marchand Boyd
Axos Bank

Dawn M. Cica
Carlyon Cica Chtd.

Eric J. Fromme
Pacheco & Neach, P.C.

Kristina M. Johnson
Jones Walker LLP

Donald A. Workman
BakerHostetler

Regional Endowment Chairs

Mid-Atlantic
Chair: Donald A. Workman – BakerHostetler
Kara Hammond Coyle –
Young Conaway Stargatt & Taylor, LLP
Charles Forman – Forman Holt
Neil B. Glassman – Bayard, P.A.
Matthew B. Harvey – Morris, Nichols, Arsht & Tunnell LLP
Michael R. Herz – Fox Rothschild LLC
Warren Martin – Porzio, Bromberg & Newman, PC
James E. Van Horn – Barnes & Thornburg LLP

Midwest
Chair: Lisa Vandesteeg – Levenfeld Pearlstein, LLC
Daniel A. DeMarco – Hahn Loeser & Parks LLP
Richard S. Lauter – Lewis Brisbois Bisgaard & Smith LLP
James A. Lodoen – Spencer Fane LLP
Claire Ann Richman – Steinhilber Swanson LLP
Sheryl L. Toby – Dykema Gossett PLLC

New England
Chair: Jeffrey T. Varsalone – G2 Capital Advisors, LLC

New York Metro
Co-Chair: Marchand Boyd – Axos Bank
Co-Chair: Elyssa S. Kates – BakerHostetler

Rocky Mountain
Co-Chair: Annette W. Jarvis – Greenberg Traurig, LLP
Co-Chair: Lynne Long – Riveron Consulting, LLC

South
Chair: Kristina M. Johnson –
Jones Walker LLP
Laura Ashley – Jones Walker LLP
Craig M. Geno – Craig M. Geno, PLLC
James R. Irving – Dentons Bingham Greenebaum
Derek F. Meek – Burr & Forman LLP
Emily Taube – Burr & Forman LLP
Mary Tipton Thalheimer –
Rose Law Firm, PA

Southeast
Chair: Steven M. Berman – Shumaker, Loop & Kendrick, LLP
Terri L. Gardner – Gardner Law, PLLC
Neil C. Gordon – Arnall Golden Gregory LLP
Jerry Markowitz – Markowitz, Ringel, Trusty + Hartog, P.A.
Jennifer McLemore – Williams Mullen
Jennifer M. Meyerowitz – SAK Management Services, LLC
Edward J. Peterson, III – Stichter, Riedel, Blain & Postler, PA
Lynn Lewis Tavenner – Tavenner & Beran, PLC
Glenn Thompson – Hamilton Stephens Steele & Martin, PLLC

Texas & Southwest
Co-Chair: Jason S. Brookner – Gray Reed & McGraw, LLP
Co-Chair: Scott Van Meter – B. Riley Advisory Services
Jordan A. Kroop – Pachulski Stang Ziehl & Jones LLP
John D. Penn – Perkins Coie LLP
Thomas J. Salerno – Stinson LLP

West
Chair: Randye B. Soref – Polsinelli
Larissa Gotguelf – FTI Consulting
K. Kevin Otus – Onyx Asset Advisors, LLC
Travis Vandell – Stretto