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  3. Council of Advisors

Council of Advisors

American Endowment Foundation (AEF) is pleased to work with a Council of Advisors. These leading financial, legal, and accounting professionals provide ongoing insights into recent trends concerning charitable planning, donor advised funds, and other current topics that affect the industry and their clientele.

Paige Goepfert
Managing Director, Andersen,  Chicago

Martin Hall
Attorney & Partner, Ropes & Gray LLC,  Boston

Kirk Hoopingarner
Attorney & Partner, Quarles & Brady, Chicago

Dawn Jinsky
CPA & Partner, Plante Moran Wealth Management, Southfield, MI

Rebekah Kohmescher
Chief Executive Officer, Altair Advisers LLC, Chicago

Steve Lear
Principal, Affiance Financial, St. Louis Park, MN

David A. Levitt
Attorney & Principal, Adler & Colvin, San Francisco

Gavin Morrissey
Managing Partner, FSA Wealth Management, Boston

Martin Schamis
VP, Head of Wealth Planning, Janney Montgomery Scott, Philadelphia

Greg Singer
Investment Director, Capital Group Private Client Services, New York City

Johnne Syverson
President, Syverson Strege & Co., Des Moines

About AEF

  • Vision, Mission & Values
  • Policy Statements
  • Our Team
  • Careers
  • Board of Directors
  • Council of Advisors
  • Getting Started

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5700 Darrow Road, Ste. 118
Hudson, OH 44236

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Phone: 1-888-440-4233
Fax: 330-656-2063

  • What is a Donor Advised Fund?
  • Library for Donors
  • Guidance for Good newsletter Signup
  • Understanding the Granting Process for Donors
  • How to Make Grants
  • Investments
  • Partner Gateway
  • AEF Insights Newsletter Signup
  • Thought Leadership
  • Forms
  • Policy Statements
  • Board of Directors
  • Our Team
       

Advisor Support: advisorsupport@aefonline.org
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