Susie Bowie
CEO,
Selby Foundation

Immediate Past President
Charitable Gift Planners
of Southwest Florida

Susie Bowie is the President & CEO of the William G. and Selby Foundation. Bill and Marie Selby were some of our region’s first givers to carefully consider the impact their legacy could make, They worked closely with trusted local professionals to ensure that their resources would continue to be used to create opportunity for students and local nonprofits.

Susie previously worked in the community foundation field for 17 years, including serving as executive director of Manatee Community Foundation where she led her team in working with donors, nonprofits and leaders to strengthen and enhance the community through philanthropy, education, and service. Prior to her leadership role at MCF, Susie was the Vice President of Philanthropic Education and Marketing at the Community Foundation of Sarasota County, where she worked in various roles for 11 years and spearheaded the launch of The Giving Partner and The Giving Challenge, two initiatives that sparked informed charitable giving in the region. She was a Hull Fellow with the Southeastern Council on Foundations and has received awards for her work in public relations and dedication to leadership. She is a member of Leadership Florida Class XXXII. Susie attended the University of Florida and graduated with honors in 1998 with a B.S. in Environmental Science.

Susie proudly served as president of the Charitable Gift Planners of Southwest Florida in 2024. 

Charla M. Burchett
Partner,
Shutts & Bowen, LLP

Charla M. Burchett is a partner in the Sarasota office of Shutts & Bowen LLP, where she is a member of the Private Client Services Practice Group.

Charla is one of less than 300 attorneys in the State of Florida and one of less than 30 attorneys in the Sarasota and Manatee counties who have been certified by The Florida Bar as a Board Certified Specialist in Wills, Trusts and Estates. She has more than thirty years of experience assisting clients through challenging decisions and difficult times to preserve their legacies across generations. She focuses her practice on estate planning, estate and gift taxation, estate administration, and trust administration.

A Martindale-Hubbell AV® Preeminent™ rated attorney, Charla has been recognized for her legal capabilities by SRQ Magazine’s “Elite Top Attorneys,” Florida Super Lawyers, Best Lawyers In America® and as a “Top Rated Lawyer” on Avvo.com®. She is actively engaged in her community, currently serving as an Advisory Task Force Member for Impact100 SRQ and a board member for the Easterseals of Southwest Florida Foundation and the Sarasota Tiger Bay Club, in addition to previously serving as the 2021 Chair of The Pines of Sarasota Foundation and the 2011 Chair of the Community Foundation of Sarasota County, Inc. Charla earned her LL.M. from the University of Miami School of Law, focusing on Estate Planning, and received her J.D. from the Louis D. Brandeis School of Law at the University of Louisville, with her B.A. from the University of Kentucky.

David K. Cahoone
Senior Partner,
The Dorcey Law Firm

David K. Cahoone is a Senior Partner at the Dorcey Law Firm, where he is the co-chair of the firm's Advanced Planning Department. David is an attorney, consultant, author, and frequent public speaker. He has over 30 years of active practice experience in the areas of wealth transfer planning, charitable planning, trusts and estates, income tax planning and business planning. David has significant experience planning with ultra-high-net-worth families and individuals and working with them in all phases of design, implementation and ongoing support.

David enjoys engaging with individuals, families and business owners to develop and implement plans to achieve their unique goals and objectives by listening to discover, and then working with them to build a plan to implement, their "enlightened dreams" for themselves, their loved ones, their communities and their philanthropic passions.

David also assists public charities and private foundations with navigating the challenging requirements for accepting complex gifts and providing proper documentation to donors and IRS compliance. He also provides training to charitable fundraisers and presentations to charitable donors who are looking to be more tax efficient in their charitable giving.

David has a Masters degree in Taxation from the University of Florida College of Law and has attained the highest professional ranking (AV) from Martindale-Hubbell. He is a member of the Southwest Florida Estate Planning Counsel, National Association of Charitable Gift Planners, Charitable Gift Planners of Southwest Florida, and the Sarasota County and Florida Bar Associations (Sections on Business Law, Tax Law, Real Property and Trust Law).

David is a co-author of Protect and Enhance Your Estate published by McGraw Hill and The Living Trust Workbook published by the Penguin Group. He has been quoted in national newspapers, magazines and appeared as a guest on a number of radio talk shows. David is also a frequent keynote speaker for local and national organizations.

For five years David was the Director of Philanthropic Strategies and Planned Giving at Brown University. At Brown he worked collaboratively with the Advancement office, faculty, staff and alumni as a resource for donors and their advisors to develop and achieve their charitable and financial goals and dreams in a tax-wise manner.

In addition, David looks forward to working collaboratively with other attorneys, CPAs, financial advisors, and insurance professionals to serve the specialized planning needs of individuals, families and business owners.

Joe Carter has over 30 years’ experience in higher education and nonprofit fundraising for organizations in the areas of major gifts and planned giving. He is new to the Gulf Coast area as the VP of Philanthropy for the Gulf Coast Community Foundation. Previously, he spent twenty years as the VP of Development at the Oklahoma City Community Foundation assisting professional advisors, donors and organizations with gift planning. During his tenure, the foundation assets grew from $314 million to $1.7 billion. His primary duties included oversite of all development activities of the foundation with a focus on educating and working with non-profits, professional advisors and their clients on structuring philanthropic plans that best meet the donor’s charitable goals and objectives. In addition, he develops and presents continuing education classes for all advisor groups on the technical aspects of gift planning, the psychology of donor giving and the advantages that charitable giving can provide. Duties also included working with non-profit organizations on developing their planned giving programs including board training and educational events for donors.

He was a member and past president of the Oklahoma Association of Charitable Gift Planners and a member of the OKC Estate Planning Council. He is a graduate of the American College’s Chartered Advisor in Philanthropy (CAP) program and currently serves as the moderator for the Gulf Coast CAP cohorts. Prior to joining GCCF and OCCF he held positions as the Chief Development Officer for Children’s Hospital Foundation of OK, Associate Director of Development, and Director of Admissions for St. Gregory’s University, and Associate Athletic Director at Oklahoma City University. Joe received his undergraduate degrees in Finance, Marketing and Economics from Oklahoma City University where he attended on a baseball scholarship. He and his wife, Lori, have a nineteen-year-old son, Jaxon attending CO School of Mines.

Brent Campbell,
CFP®, CEPA®, AAMS®
Financial Advisor
Edward Jones

Brent Campbell says helping people live purposefully is at the heart of what I do. He partners with individuals, nonprofits and business leaders to bring clarity to their financial lives and confidence to their decisions.

His path to financial advising wasn’t conventional—but it was deeply intentional. After earning a B.A. in English from the University of Minnesota, Brent began his career in publishing in New York City. But a love for the outdoors and a desire to connect with other adventurers led him become an outdoor excursion guide throughout New England and the Rocky Mountains, culminating in a life-shaping trek to Everest Base Camp in Nepal. In 2013, Brent and his wife, Jaclyn, moved to Sarasota to build a life rooted in community and family. While raising two daughters, he earned his MBA from the University of South Florida and joined Edward Jones in 2018—drawn to a career that blends analytical thinking with meaningful, personal connection.

Today, Brent works with a select group of clients and collaborate with their legal and tax advisors to develop thoughtful, personalized strategies that go far beyond portfolio construction. Whether navigating a business transition, planning for retirement, funding education, or creating a charitable legacy, he helps clients align their financial decisions with what matters most.

Brent is an active member of the Southwest Florida Estate Planning Council, the Charitable Gift Planners Association of Southwest Florida, and the Exit Planning Institute—communities that keep him engaged in the latest strategies for serving evolving client needs.

Outside the office, Brent volunteers with the Sarasota Children’s Museum and plays guitar in the New Song band at First Presbyterian Church of Sarasota. You’ll often find Brent cheering on his daughters at volleyball and gymnastics events, training for his next half marathon or planning the next national park trip.

Exploring the world, learning new languages and creating meaningful experiences with his family are the passions that fuel him. Whatever your goals may be, Brent is here to help you live your fullest, most intentional life.

Credentials and Certifications:

• CERTIFIED FINANCIAL PLANNER®, or CFP®
• Certified Exit Planning Advisor®, or CEPA®
• Accredited Asset Management Specialist®, or AAMS®
• MBA, University of South Florida

Stevan Collins
Executive Benefits Consultant,
Professional Benefits (PBI)

Stevan Collins is an Executive Benefits Consultant at Professional Benefits (PBI) and works closely with physicians, executives, and other high earning individuals for their insurance needs. His specialty is customizing insurance to the client, which often includes discussions beyond traditional insurance uses, into charitable and legacy planning.

Prior to joining PBI he held several leadership positions in engineering and supply chain at PGT Innovations in Nokomis, FL. His responsibilities included capital planning, project management, budgeting, and leadership for several different teams. Prior to moving to Sarasota, Florida he worked on the railroad in England, leading teams of engineers responsible for producing training simulators.

He graduated in Industrial Engineering from the University of the West of England, and went on to graduate from Florida State University with a Master’s in Business Administration.

Susan Hines
VP & Senior Manager,
Regional Wealth
Hancock Whitney Wealth Management

Susan Hines is the SVP & Senior Manager, Regional Wealth at Hancock Whitney Wealth Management and brings more than 35 years of trust and legal experience to her clients. Susan works closely with the firm’s clients and is responsible for leading all aspects of the firm’s wealth management services in Sarasota County and its our surrounding markets. Susan earned her Bachelor of Science in Business Management, magna cum laude, and Juris Doctorate (JD) degrees from the University of Florida and she is an honors graduate of the American Banker Association’s (ABA) National Trust School at Northwestern University. She is a licensed attorney in Florida, a Florida Bar member, a past director of the Sarasota County Bar Association and Past President of both the Southwest Florida Estate Planning Council and the Venice Area Estate Planning Council.

Susan is passionate about education, financial literacy and youth development and has committed her time in many leadership roles within the community. She is proud to serve as the Board Chair of the William G. and Marie Selby Foundation and as a trustee for the James M. Doss Charitable Foundation and the Jerome and Mildred Paddock Foundation. She is a graduate and active member of Leadership Sarasota, a two term Board Member of the Gulf Coast Community Foundation and has served on the Boards of the Boys and Girls Clubs of Sarasota County, Big Brothers Big Sisters, the Venice Hospital Foundation and Rotary Futures.

Susan is the proud mother of three adult children. She enjoys spending time with family and friends at sporting events and in and around our beautiful Florida waterways.

Barbara A. Jones, CPA/CFP®
Shareholder,
Kerkering Barberio

Ms Jones joined Kerkering Barberio in 1997. She has 20 years of experience in the banking industry in senior management.

Education

• Hartwick College B.A. in Economics
• University of Hartford M.S. in Professional Accounting
• Licenses / Certifications
• Florida Certified Public Accountant
• Certified Financial Planner

Organization Involvement

• American Institute of Certified Public Accountants (AICPA)
• Designing Women Boutique
• Easter Seals Southwest Florida
• Florida Institute of Certified Public Accountants (FICPA)
• Lakewood Ranch Business Alliance
• Rotary Club of Lakewood Ranch
• Rotary Gift of Life of Florida, Inc.
• Southwest Florida Estate Planning Council

Kathy Jordan is the Director of Philanthropy at WUSF/NPR and Classical WSMR where she is responsible for planning and implementing fundraising strategies for major gifts / planned giving and serves as a liaison for WUSF Public Media in the Sarasota and Manatee communities. Previously, Kathy was managing director at the Sarasota Film Festival, a 10-day international film festival. Prior to moving to Sarasota, Kathy was a film producer and worked for Miramax, DeLaurentiis and Mahagonny Pictures in Los Angeles. Kathy is a graduate of the University of Texas with a B.S. in Radio-Television-Film and B.A. in Psychology. She is also a certified yoga instructor, an Alumni of Leadership Sarasota and a graduate of the Gulf Coast Leadership Institute. She has served on professional and community boards including Association for Fundraising Professionals, Sarasota Womens Alliance, and as Panel Chair and Policy Chair for Sarasota County Tourist Development Cultural/Arts Grants Program.

Kathy proudly served as president for the Charitable Gift Planners of Southwest Florida in 2022. 

Yolanda Mancha
VP of Philanthropy
Manatee Community Foundation

Yolanda Mancha joined Manatee Community Foundation as the Foundation’s inaugural Vice President of Philanthropy in October of 2024. Before that, she was the Vice President of Advancement for Boys & Girls Clubs of Sarasota and DeSoto Counties, having joined the organization in 2016 as the agency’s Director of Advancement and named Vice President for Advancement in 2019.

With over 20 years of professional experience, Mancha has led the execution of resource development strategies, marketing and communications, community engagement, and donor and corporate relations.

At MCF, Mancha leads the Philanthropy team, setting strategy and priorities for growth and impact. She works closely with donors to discover what inspires them, explores how best they want to invest in the community, and works with partner organizations to amplify their impact.

Professional Affiliations:

• 45 over 45, Sarasota Magazine, 2025
• CHIEF, 2024
• Boys & Girls Clubs of America, National Conference Steering Committee, 2023
• The Greater Sarasota Chamber of Commerce, Alumni Committee, 2022, 2023
• Lilly Family School of Philanthropy, Leadership Institute 2020
• Leadership Sarasota, Class of 2016
• Sarasota Women’s Alliance
• Association of Fundraising Professionals Southwest Florida Chapter
• Charitable Gift Planners of Southwest Florida 

Randi Riley, JD, ATFA,
Director, Trust Administration
BMO

Randi Riley, JD, ATFA, serves as Director, Trust Administration at BMO. She previously worked at Sabal Trust, now Hancock Whitney, as a Principal in St Petersburg, and Bank of America as a Trust Officer and Estate Settlement Officer in Jacksonville. Randi earned her Bachelor of Arts (B.A.), in Political Science and Government from the University of Alabama and Juris Doctor of Law from Florida Coastal School of Law. Randi’s past affiliations include Suncoast Estate Planning Council Inc, Junior League of St Petersburg, Mentor – Year Up, Outre Theatre Company and Junior Achievement of North Florida.

Lee Ann Rodriguez, MA, MBA, DBA
Founder & Principal
EXTENDIO Resources + LLC

Lee Ann Rodriguez is a dynamic leader in grant seeking, fundraising, and public policy, with an extensive track record of helping nonprofits achieve transformative growth and impact. She holds a Doctor of Business Administration from the Pontifical Catholic University of Puerto Rico, as well as an MBA, MA in Translation, and BA in Modern Languages from the State University of Puerto Rico.

Lee Ann has successfully secured multimillion-dollar funding for nonprofits and higher education institutions, including unrestricted and restricted grants, planned giving, major gifts, and capital campaigns. Her strategic leadership has empowered organizations to expand their services, launch new programs, and strengthen operational sustainability. As the founder of EXTENDIO, she works closely with nonprofits to secure vital resources, craft winning strategies, and build capacity for long-term success.

Her accomplishments include leading the development of comprehensive grant policies and managing large-scale federal projects, such as a 7-figure National Science Foundation grant that earned her the White House Champion of Change award in 2013. She has also driven transformative change in the public sector, designing interagency initiatives to support vulnerable populations.

Lee Ann’s dedication to nonprofit excellence and community impact empowers organizations to expand their reach, fulfill their missions, and create lasting change.

Declan J. Sheehy
Chief Development Officer,
Senior Friendship Centers

​Declan J. Sheehy is currently Chief Development Officer at the Senior Friendship Centers. His past roles include Director of Philanthropy at New College of Florida, Senior Advancement Officer at The Bishop Museum of Science and Nature, Associate Director of Development at The Ringling and Assistant Director of the Smith Fund at Smith College. He has been involved in the nonprofit world for over 15+ years and has raised significant funds for a number of organizations. Declan has served on the board of Association of Fundraising Professionals for Southwest Florida, Tanglewood Business Partners and co-founded the successful Berkshire County, Mass., Women's Financial Empowerment series and was state president of the Massachusetts Jump$tart Coalition. He is currently state president of Florida Jump$tart Coalition for Personal Financial Literacy.

Martha Wells
Managing Director, 
Carter Global

Martha Wells brings more than 30 years of fundraising and strategic communications experience in nonprofit, corporate and agency environments to Carter. Working extensively with cultural nonprofits and organizations related to science and conservation, she has strategized, led and executed successful fundraising and communication campaigns and events for diverse issues and organizations. Having started her career in public relations, she helps nonprofit partners connect with their supporters and ensure fundraising and related communications are integrated into the institutional strategy. Martha’s focus at Carter is on planning studies to help partners connect with their community and supporters strategically and authentically.

Jay Young
Vice President of Philanthropy,
Community Foundation of Sarasota County

Jay Young is Vice President of Philanthropy at the Community Foundation of Sarasota County. As a member of senior staff, Jay oversees all facets of the philanthropy team, working with prospective and current donors to connect them with the causes they are most passionate about to ensure their philanthropic goals are accomplished in our community.

Jay has more than 20 years of experience in the financial services industry, providing solutions for investment management, employee retirement plans, and custodial needs. Jay most recently oversaw a regional team covering the state of Florida and portions of the Southeast at Fifth Third working with large for-profit and not-for-profit organizations. He previously held positions at Fidelity Investments and SunTrust Bank (now Truist).

Jay received his bachelor’s degree from American University in Washington, DC, and throughout his career has served as a volunteer on the board of various arts and human services organizations.

Karen Zelden 
Chief Development & Marketing Officer
Caring Collective (Formerly Glasser/Schoenbaum)

For over 30 years, Karen Zelden has participated in building thriving fundraising, grants, sales, client and donor relations, communications, marketing, and media relations programs and departments.

As Caring Collective’s first Chief Development & Marketing Officer, her responsibilities include strategic initiative development, revenue generation, marketing, community engagement, and communications. She participated extensively in the rebrand of Glasser/Schoenbaum to Caring Collective. Since 2008, her fundraising experience includes innovating and building planned giving, major gifts, and capital campaign programs. She successfully staff-led the major gifts fundraising efforts for a large health care system’s first-ever $20 million capital campaign. An experienced speaker and presenter, Karen has a passion for coaching boards, leaders, and individual performers to achieve organizational excellence, build relationships, and generate revenue. Through fundraising and development communications initiatives, she has contributed to raising over $50 million for diverse non-profits and universities.

Her for-profit industry accomplishments include co-leading a division’s revenue growth from $80 million to $110 million; participating on a $3 billion company’s senior leadership team to create and facilitate business training programs and grow revenue; and launching a large law firm’s client development, marketing, and media relations efforts including leading a major re-brand.

Karen earned her Certified Fundraising Executive (CFRE) certification in 2021 and recertified in 2024. Passionate about mentoring others to achieve their goals, her greatest career joy comes from celebrating others’ achievements. Her interests include travel, hiking, fitness, cooking, music, reading, and writing – with authoring a mentor’s biography, Doggett Determination and receiving Amazon Editors’ recognition – an honor.