Frank Minton — Senior Advisor
Frank Minton is a thoroughly accomplished planned giving expert. Frank founded Planned Giving Services, a consulting firm that built an exceptional national reputation and was acquired by PG Calc in August 2005.

Before entering consulting in January 1991, he spent ten and one-half years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. Previously he served as Senior Estate Planning Officer and Field Director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received M.A. and Ph.D. degrees from the University of Chicago.

Dr. Minton has played a most critical role in shaping the planned giving industry as we know it today.  An extensively recognized expert on gift annuities, he is a past Chair of the American Council on Gift Annuities (ACGA).  He has also served both as conference chair and President of the National Committee on Planned Giving (NCPG) a national organization of gift planning professionals now known as the Partnership for Philanthropic  Planning (PPP).

Frank’s contribution to planned giving is widely recognized.  He has received the prestigious Distinguished Service Award from both NCPG and the Council for the Advancement and Support of Education (CASE), the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, the Russell Kohr Award from the Chicago Council on Planned Giving, and was the first recipient of the Outstanding Development Officer Award from the Northwest Development Officers Association.

Dyan Sublett - Executive Vice President, Development & Communications, YMCA of Metropolitan Los Angeles

As Executive Vice President, Development and Communications, for the YMCA of Metropolitan Los Angeles, Dyan Sublett is a senior leader in one of the largest YMCA associations in North America.  Her responsibilities include strategic direction of the LA Y’s first comprehensive campaign, Changing the Odds, with a goal of $150,000,000.
 
 In her thirty years in the development and communications profession, she has also served as Senior Vice President for Advancement at the Natural History Museum of Los Angeles County, Senior Vice President for Institutional Advancement at Art Center College of Design, Vice President of Sundance Institute, Director of Development for Hampshire College, and Senior Development Director at the University of California Los Angeles, where she co-founded and directed the Women and Philanthropy Program.

Dyan’s volunteer activities include service on boards for the Creede Repertory Theater (Colorado), the University of Massachusetts College of Humanities and Fine Arts, Indiana University’s College of Arts and Sciences, and St. Alban’s Episcopal Church (Los Angeles).  She also serves as a member of the Los Angeles Mayor’s Nonprofit Advisory Group, the National Advisory Council of Hampshire College, the Advisory Board for Collegiate Directions (Washington D.C.), the California Dance Institute Board of Advisors, and the Leadership Council of the National Network for Women and Philanthropy.  She holds a bachelor’s degree from Indiana University and a Master of Fine Arts from the University of Massachusetts.

Dyan’s work on women and philanthropy has been used as a model for nonprofits nationwide.  She is a contributing writer to the book Women as Donors, Women as Philanthropists, a commentator for the Chronicle of Philanthropy, and a frequent public speaker and consultant with organizations throughout the nonprofit sector.

Anne Melvin - Deputy Director of Gift Planning, Harvard University

Anne Melvin has worked as both a volunteer and a professional in the field of development for the past 18 years. For the past 12 years, Anne has specialized in planned giving, negotiating and closing gifts for various schools at Harvard. Anne has directed the planned giving marketing program for Harvard’s Faculty of Arts and Sciences for the past nine years, tripling its lead generation in that time and revamping entirely the way it does marketing.

Anne is a member of the Planned Giving Group of New England and the Partnership for Philanthropic Planning. She speaks regularly about planned giving around the country to development professionals, specializing in marketing, development techniques, and negotiation.  Her hosts have included the National Conference on Philanthropic Planning, State Street Global Advisors Charitable Asset Management Gift Planning Conference, PPP of Greater Philadelphia, and The Greater Los Angeles Philanthropy Seminar.  Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.

Thom Lockerby - Vice President for Development, Boston College

Thom Lockerby was appointed Vice President for Development at Boston College in June, 2008; he has served in leadership roles in the BC Advancement Office since 2004.  He has spent his entire career working in or consulting with charities, primarily focusing on major and planned gift fund raising.  His expertise is advising donors and families about strategies to effectively maximize their philanthropy in concert with overall financial, estate planning, and wealth transfer goals.

Prior to joining BC, Thom served as Director of Gift Planning at Dartmouth College.  Previously, he was Relationship Manager at Kaspick & Company, an investment firm specializing in charitable trusts and endowments; Vice President at PG Calc Incorporated, a development software company; and Director of Development Relations at Harvard Business School. 

 Thom speaks widely on the topic of effective philanthropy from both the donor and institutional perspectives and his articles have appeared in Planned Giving Today and the Journal of Gift Planning.  He serves on the boards of Polaris Project, a leading organization fighting to eradicate human trafficking in the United States and abroad, where he is Treasurer and a member of the Executive Committee and the Partnership for Philanthropic Planning (formerly NCPG), of which he served as Chair in 2011.  Thom is a past President of the Planned Giving Group of New England and is a graduate of Harvard College.