Planned Giving Advisory Council

"Planned giving allows a donor to make a more substantial donation because the techniques provide greater flexibility in making the gift."

— Steve Levitt,
Esq. Co-Chair

Gail & Steve Levitt

The Planned Giving Advisory Council is made up of a select group of local estate planning professionals who have demonstrated a supportive commitment to St. Mary Medical Center and whose expertise and experience are suited to assist in an advisory capacity.

Ambassador Circle members participate in attaining philanthropic support from the community to support the priorities of St. Mary through their personal commitment and identifying others in the community to engage with the institution.

Members act as advocates by keeping informed of the capabilities and improvements at St. Mary Medical Center and actively disseminating that information, at every opportunity, within the community at large.

The Council:
  • Offers insight and expertise on the impact of trends in economics, taxation, and estate planning on charitable giving.
  • Provides advice on marketing plans.
  • Serves as a resource for various opportunities to educate donors, physicians,employees, and fellow legal and financial professionals on relevant topics.
The Members

Eileen Brackup, Esq. Co-Chair

Henry A. Carpenter II, Esq., CELA Bucks County Elder Law, LLC

Lynn S. Evans, Esq.
Begley, Carlin & Mandio, LLP

Michael J. Garry, CFP , JD/MBA
Yardley Wealth Management, LLC
Yardley Estate Planning, LLC

John Gilbert, CPA
Gilbert Wilson & Hunter

Edwin T. Johnson
Past Chairman
CEO The Johnson Co's

Steven C. Levitt, Esq. Co-Chair
Fox Rothschild LLP

Gregory J. Nowak, Esq.
Pepper Hamilton LLP

Lisa Rainforth, CFP
Wachovia Charitable Services

Sam Rosenberg, CPA
Rosenberg, Smith, Cooney, Migliore, PC

Peter H. Sargent, CFA, CFP
First Vice President of Investments
Merrill Lynch

Lisa Koebbe Schubel, Esq.
Curtin & Heefner LLP

Lewis M. Schwartz, MBA, CPA
LMS Financial

Carole B. Sheffield, Esq.
Reed Smith, LLP

Richard I. Sichel
Chief Investment Officer
The Philadelphia Trust Company

Peter M. Van Dine, JD
PNC Wealth Management