Investing in the Future

2018 PHILANTHROPY REPORT To our benefactors, When I became President We are in need of more unrestricted gifts that can be of The American College used to invest in academics, technology, and student of Financial Services in support services. This objective has been added as a November 2018, it was an fourth prong to the Invest in the Future Campaign, which eye-opening experience. I got we’re calling The American College Growth Initiative. to see first-hand, from the Our vision for the future of The College includes a robust highest level, the love, commitment, and support that so annual fund, campaigns to support the important many give to The College. I give you my heartfelt thanks work being done by our Centers of Excellence, and an for your generous support in 2018. The College depends endowment that will position us as a top-tier institution on gifts from alumni and supporters like you. Without in higher education. you, we would not be here today, tomorrow, or next year. How will we do it? It will take a lot of work. And it will The contributions you make to The College are a take the help of generous supporters like you. But it will testament to the quality of this institution, and an also require new support from individuals who have acknowledgment that our mission to benefit society never made a gift to The College. by educating financial services professionals serving As you’ll read in our donor profile of Lee Bethel inside, in communities throughout the country is an if you have bettered your career and your position important endeavor. through the knowledge you gained from The College, On the pages within this report, we look back at then it only makes sense to give back. This is a message 2018. A big highlight was the fifth annual Clambake that needs to resonate widely among our alumni base, & Soldier-Citizen Award fundraiser, where we raised and beyond. There are many ways to communicate this nearly $700,000 for scholarships that support active message, and rather than simply asking and hoping duty military, veterans, and their spouses. The Solomon for the best, we are going to be proactively evaluating, S. Huebner Award was presented to Linda Need after refining and improving our educational programs so an outstanding 40-year career in the financial services that our students recognize us as their lifelong learning profession. Chris Blunt, former Senior Managing partner, and that they, too, will want to be a part of Director and CEO of Blackstone Insurance Solutions, the legacy and impact on society that is central to our was inducted into the Alumni Hall of Fame at the mission. This work will inspire a duty to give back and annual President’s Dinner for donors. The Conference for assure The College is here for another 90+ years. African American Financial Professionals saw its largest We cannot make this happen without your continued attendance to date. We also made good progress in support, and the support from new donors. our Invest in the Future Campaign, which is supporting initiatives to relocate The College to a new headquarters, Again, I sincerely thank you for being a supporter

® revamp the CLU designation, and raise money to of The College, and I hope that you will stay with us support scholarships and funding for strategic endeavors. on our mission to become stronger and better than ever before. In 2018, The College brought in over $3.6 million in George Nichols III donations from generous supporters like you. Our goal for 2019 is to do even more by rebuilding and reigniting our advancement engine so that it will carry us well into 10th President & CEO the future. Philanthropic support is a top priority moving George Nichols III into 2019 and beyond. President & CEO The American College of Financial Services Planning with Passion

A special care planner uses personal experience and education to serve clients.

STORY BY JAMES A. FOLEY PHOTOS BY DEAN DAVIS You have to ask questions. Even if started asking tough questions of her own about her “I went to the NICU at the hospital (where Ruth was “That’s like saying, ‘I didn’t plan for college until my they’re hard to ask, you must ask family’s finances and what they needed to do to get born) and said that I’m testing to be a special care child turned 17 and now I’m going to try to do all them. For your client’s sake, and for ready to take care of a child with special needs. planner, and I really want to give this information the planning in one year,’” she said, adding that the sake of their loved ones. to other NICU families,” she said. By October of parents of children with special needs should take “I actually called advanced planning of MassMutual the same year, she had a presentation scheduled the same approach to financial life planning as they For Mary McDirmid, ChSNC®, FSCP®, and I said this isn’t for a client, it’s for me. I’m at the hospital. “I had to finish the designation would when planning for college. a special care planner with worried about my plan. I don’t know how to navigate Y by then,” she added, “because I already had a MassMutual Northwest, asking the tough questions this world with a child with special needs.” presentation booked.” is something she never skips. Because she has an

® McDirmid got some initial advice from Kelly Piacenti, education as a Chartered Special Needs Consultant By practicing as a special needs planner, and being

® head of MassMutual’s Special Care Division. First, (ChSNC ), she knows the right questions to ask. But a special needs caregiver herself, McDirmid brings to see an attorney and get a will created, something she is also informed by her own experience as a the table both practical and professional experience she and her husband had yet to do. Piacenti saw mother of a young child with special needs. that enables her to serve her clients well. A big that McDirmid was asking the right sort of questions part of her role is being a resource for information For advisors working with clients and families with and that she had a unique perspective as a financial and getting her clients to think about programs special needs, establishing what those needs are planner who is also a caregiver to a person with intended to benefit young dependents with special today – and what they will be in the future – needs special needs. She encouraged McDirmid to get needs such as ABLE accounts, special needs trusts, to take place early in the engagement. Some may the ChSNC® designation and become a special Social Security, and SSDI. skip over questions that may seem too personal or needs planner. too awkward to ask, but McDirmid reiterates how It’s common for people to not plan for anything McDirmid jumped on the opportunity. By March critical it is to gather this information upfront. until they absolutely have to. Most younger parents 2017 she was enrolled in the ChSNC® program, and McDirmid encounters have not heard of these Consider these questions: Do you have a child she had a plan to earn the designation quickly. programs, nor have they started thinking about life who needs special accommodations? Do you have for their child after the age of 18. “The earlier you start planning, parents or siblings who have or will need special ® accommodations? “The ChSNC will emerge as the That’s why McDirmid asks the right questions, the better off you’ll be.” even the hard ones, upfront: so that her clients “Those two questions could change somebody’s widely accepted credential for know what’s on the horizon, and so that they don’t financial plan completely,” McDirmid said. “Even Securities and investment advisory services are offered through qualified practitioners working in the special inadvertently disqualify their dependents from registered representatives of MML Investors Services, LLC Member SIPC though it’s hard for me, or awkward for me, I ask a benefit. www.SIPC.org 701 5th Avenue Suite 1100 Seattle, WA, 98104 206.628.8800. them. If you don’t ask, then your plan could be needs community. For families, Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies. CRN202103-244692 based around the wrong facts.” special needs planning can be

McDirmid has two daughters. Her youngest, Ruth, overwhelming and difficult. who is 2 years old, was born with tumors on her The ChSNC® designation prepares heart caused by a rare disease called tuberous sclerosis complex, or TSC. The genetic abnormality practitioners in the financial field with ® CHARTERED SPECIAL causes non-cancerous tumors to grow on vital specific understanding and education ChSNC NEEDS CONSULTANT® organs. Ruth now has tumors on her brain. Doctors monitor her frequently and treat the tumors as they about this very specialized area. The The American College MassMutual Center for Special Needs is instrumental in the continued appear with medication or by surgically removing topics taught build an understanding development of the Chartered Special Needs Consultant® (ChSNC®) designation, maintaining them. Ruth has some developmental delays and its currency and equipping advisors with the specialized skills needed to help parents and also suffers seizures, a complication of TSC. about disabilities, related tax and caregivers plan for the future with honesty, ethics, and compassion. Exclusive to The American College of Financial Services, the ChSNC® designation provides financial professionals with the In 2016 McDirmid was studying for her Series 7 and legal issues, along with the integration technical, collaborative, and quantitative skills necessary to help clients with special needs. Series 66 license exams when she found out she was of government benefit programs.” Learn more about the important work being done at the Center, and offer your support by pregnant with Ruth. The doctors knew fairly early KELLY PIACENTI visiting SpecialNeeds.TheAmericanCollege.edu, or contact Center Director Tom Brinker at on that Ruth had a medical condition, and Mary MASSMUTUAL SPECIAL CARE DIVISION [email protected]. What’s in your Toolbox?

Lee Bethel reflects on what The College has given him, and why he gives back.

INTERVIEW BY JAMES A. FOLEY PHOTOS BY THE ARTFUL UNION A milestone 40 years in the LB: For me, the impact those designations I find out what goals the client has financially and TAC: In a conversation about giving and The financial services profession and earned have had on my career is substantial. The how you can help that individual solve any problems American College, it is only natural that the CAP® nine designations behind his knowledge I have gained enables me to be a better getting in the way of achieving those goals. designation comes up. Why is the CAP® designation name puts Lee Bethel in a position advisor to my clients. Having that knowledge is, I important to you? TAC: Why are designations important? achieved by few others. think, the reason why I’m still in the business, to LB: You know how you have that special screwdriver be quite honest. The College, in terms of financial LB: Laws are always changing. You have to stay up to A supporter of The College for in your toolbox, the one with the long handle and A services, has probably educated more people than date. In my mind, the best way to do that is to have more than 20 years, Bethel is a lifelong learner, a tiny head? Remember that specific time when this any other entity in our field. The impact of that a designation. Take that course, do that classwork. former trustee of The College, and a President’s was the perfect tool to get the job done? That’s is immeasurable in terms of all the designation You don’t want to be guessing about the estate tax ® Circle level donor since 2002. Bethel’s history CAP for me. My areas of specialty are corporate holders out there working with clients. For me, that rule, or guessing what impact an insurance policy and involvement with The College is a story of retirement plans and employee benefits. I don’t was the reason why I wanted to become a supporter may have. You want to understand the potential commitment, passion, and dedication. have a ton of clients who want to give a million of The College. It has meant a lot to my career and, situations your clients may find themselves in so dollars to their favorite charity. But when a client of In 2018 Bethel was the co-recipient of the inaugural hopefully, it has translated to some good for my you can talk about it with them. Designations are mine is philanthropically inclined, I know I have the Lang Dixon Leadership and Excellence in Achieving clients at the same time. critical to success. It’s much more than having a tool in my toolbox to help successfully navigate the Diversity (LEAD) award, presented by The College life and health insurance license. That’s kind of like TAC: Your answer is a common one. There are so realm of charitable giving. at the 13th annual Conference for African American kindergarten to me, that just gets you in the door. many people who love The College. Why is The Financial Professionals. In 2018 he also received But you’ve got to go on down the line and graduate College so special? a Lifetime Achievement Award from the National from college, so to speak. African-American Insurance Association. LB: Each time I took a class I gained more TAC: Why do you give to The College? knowledge. As a result of gaining more knowledge, We caught up with Lee Bethel to talk about I gained more confidence. As a result of having LB: The College has had a profound effect on my education, philanthropy, The College, and more. more confidence, I was better prepared to guide career and I think it’s important for The College to The American College: For those who haven’t clients through the area of need that they had. continue to exist. Any educational institution needs

® heard it, what’s the quick version of your story, what For example, through what I learned in the CAP support from alumni. Without that it would be hard brought you to be a student of The College, and on program, I know when and what to ask clients about for the organization to exist. It’s critical, it’s got to to be an eventual board member and donor? their charitable inclinations. You sometimes have to be there. If your designation has meant something Lee Bethel, CLU®, ChFC®, REBC®, RHU®, ChHC®, CAP®, find a person’s hot button. When you ask the right to you, if it has done something for you, then you AIF®, CPFA, CASL®, is President of Comprehensive Lee Bethel: I’m going to make a long story short. questions because you have the right knowledge, should give back. Whatever the amount. It doesn’t Benefit Services, Inc. in Alexandria, Va. Back in 1979 I got started with New York Life in you can help take clients in a direction that will help matter. Just give. Philadelphia. There was a big push for everyone them meet the goals they have. to get more knowledge. By the late ‘80s I was in the CLU® program. That was my first designation, TAC: Why does the profession need The American and I figured that because you have to do a lot College of Financial Services? of continuing education in this profession, it just ® “Through the network of more than LB: Because we need to be able to show that we CHARTERED ADVISOR ® made sense to keep getting designations. I had ® 2,000 CAP designees, thousands are trained and educated in our field. I spend a lot IN PHILANTHROPY contributed to The College over the years, and later CAP of donors and clients are helped of time explaining my background when meeting gave a planned gift of a life insurance policy and CAP® is the only credential designed to help both advisors and to be more generous and more with a prospective client. I’ll talk to that person also became a member of the President’s Circle. fundraisers serve the generous people who want to do more strategic in their giving,” said CAP® about my designations and what they mean. The Around 2009 I was asked to join the board of financially for their communities while also ensuring their program director Phil Cubeta. credentials convey a level of knowledge, expertise, trustees and served on the board until 2017. own families are well taken care of. The CAP® education covers “In Omaha, Neb., alone 42 CAP® and confidence that lets clients know I’m there to relevant disciplines, including law, finance, and accounting, as designees can account for $1.4 billion TAC: What does The American College of Financial help solve their problems. well as fundraising. Students often say the program has changed in philanthropy over a five-year Services mean to you? It has never been about sales. It has always been the way they see their work in estate planning or planned giving. period. Imagine the good that will about problem-solving. And when you have the They learn to ask new questions, strike new conversations, and be done as the CAP® network grows knowledge you can ask the right questions to help develop a new way of seeing the role of wealth in families. throughout the country.” Lifeas we know it A tragedy on the Red Sea inspires an education in risk management.

STORY BY JAMES A. FOLEY PHOTOS BY JARED BEASLEY Paul Henderson didn’t know it at “It’s hard to talk about death with service members, but it’s the time, but Sept. 22, 2013, was He did not easier to have a productive conversation on protecting and going to be a day that changed furthering life,” he said. “There’s a lot of relatable things like his life. The Navy Lieutenant have life insurance. savings and charity and giving where you don’t have to talk Commander was stationed in about the sad stories.” Bahrain at U.S. Naval Forces While he still has a few more courses to pass before he PCentral Command. It was the last day of his tour of Henderson, who is still on active duty and currently ® ® completes his CLU , Henderson said he sees his career going in duty. When the phone call came, he was literally pursuing his Chartered Life Underwriter designation the direction of doing work in charitable and strategic giving, arranging his ride to the airport to fly home. through an American College Penn Mutual Center for Veterans Affairs scholarship, said that once the and working with organizations such as Navy-Marine Corps The news was grim. initial shock of losing his friend started to wear off, Relief Society (NMCRS). A helicopter had been lost at sea. he began to think about who was left behind. “I like the aspect of life insurance as foundational to personal

No member of the armed forces ever wants to Jones’s wife received the standard Navy death financial planning, but I really like the aspect of life insurance hear about an accident involving their own, but for benefit, but not much else. “Landon did not have as a foundational element of charitable planning, and Henderson, an erstwhile helicopter pilot, the news SGLI,” Henderson said, referring to Servicemembers’ gifting and contributions, and I just think there’s a world of hit close to home. Helo pilots are a tight-knit crew. Group Life Insurance, the federal program applicability there for me personally. That’s the part that gets His first thought upon hearing the news was correct: that provides term life insurance coverage to me excited.” he knew who was in the crash. military personnel. Eligible service members are On being a student of The American College of Financial automatically issued the maximum $400,000 in It was supposed to be a routine landing. The official Services, he says the experience has exceeded his expectations, coverage for about $30 a month. However, Jones Navy report later concluded that the ship’s skipper especially when compared to the MBA program he completed. “I am very thankful for declined the SGLI coverage. was pushing the vessel too hard on a windy day “In terms of the value of the books, the value of the learning that and the time that during operations in the central Red Sea, leading “How resilient did (Landon’s wife) Theresa have to materials, and the value of the actual content that I’m learning to a series of sharp side-to-side rolls and a deadly be to be left without much — not enough, for sure everybody takes to – the applicability of it – it’s easily on par with what I learned in wall of water slamming into the ship, where an — to get by, and how can we make sure that doesn’t my MBA,” he said. invest in the veterans, MH-60S Knighthawk helicopter had just landed and happen again?” he asked. was chained down to the flight deck. Henderson Henderson said he is fortunate to be able to be work on his and their spouses who

This experience is a cautionary tale that got ® described it as a freak accident. CLU designation with the help of a veterans scholarship, and Henderson to think more about life insurance and want to get into the he hopes more people are able to take advantage of the “The direction and the magnitude of the waves just its various uses. “It’s not just about protecting your veterans scholarship program. profession as well.” created this phenomenon where a huge wave tore family in death. It’s about protecting your family’s the helicopter from the chains and swept it over financial future,” he said. the side of the ship,” he said. “Here one second and gone the next. The only thing that was left on the Although he’s not exactly sure when it will happen, deck was one of the wheels.” one day Henderson will retire from the Navy and start the next chapter in his life as a civilian. But The helicopter’s pilot and co-pilot were inside he wants to stay connected to the military life he the aircraft when the wave hit. They were both knows by working with veterans and active duty In 2018 the Center awarded a record-high 103 taken overboard with the helicopter and killed military, helping them gain financial literacy and scholarships. If you know anyone who would benefit in the crash. a better understanding of their options, especially from the scholarship program, please direct them life insurance. He adds that the veteran community The pilot, Lieutenant Commander Landon Jones, to Veterans.TheAmericanCollege.edu. can be an intimidating one to work in if you’ve not was Henderson’s friend and classmate at the Naval The American College Penn Mutual Center for been a part of it yourself, so he sees himself as well The Veterans Center and its scholarship program Academy. Jones, who was 35 when he died, left Veterans Affairs provides full scholarships to The prepared for the challenge. are funded in part by the generous support of behind a wife and two young boys. College’s designation and degree programs to donors. To give your support to the Veterans Center, active duty military, veterans, and their spouses. please contact Ted Digges, Executive Director, at [email protected]. Awards & 2018Accolades

25th Annual President's Dinner & Reception

Oct. 26, 2018 | Current at Chelsea Piers | New York City

The College deeply appreciates the continued generosity of its President’s Circle members. In 2018, President’s

® Linda S. Need Christopher O. Blunt Matthew McKinley Hembree, CFP (not pictured) Circle members contributed $2,528,415 in support of MSFS, CAP®, FSA®, CFA®, CFP® CLU®, ChFC®, CAP® First Command Financial Planning The College. Through these leadership contributions, Linda Need Consulting Blackstone Insurance Solutions ® David Kelly, CFP , WMS, IAR (not pictured) The College is able to keep ahead of changes in the Raymond James & Associates Solomon S. Huebner Gold Medal Alumni Hall of Fame inductee profession, develop timely resources, and offer special ® ® recipient Jason R. Bloom, LUTCF , CLU (center) programs for the betterment of our students and their careers. State Farm Insurance T

® Barbara Ginty, CFP (left) At the 2018 President’s Dinner, we awarded the Huebner Gold Medal to Independent Financial Services former Trustee Board Chair Linda S. Need, MSFS, CAP®, FSA®, CFA®, CFP®,

® ® Andrea Williams, CLU , CFP (right) whose commitment to education and service exemplify the very best Northwestern Mutual Wealth qualities of our profession. We also inducted the newest member of the Management Company Alumni Hall of Fame, Christopher O. Blunt, CLU®, ChFC®, CAP®, recognizing Millennial Financial Services his contributions to the profession and community. Professional Award winners Both Linda and Chris served on The College’s Board of Trustees during a pivotal time at The College’s history. Their leadership and vision empowered The College to explore new avenues through the creation of six Centers of Excellence and the launch of the scholarship program for active duty military, veterans and their spouses.

Special thanks to Ohio National Financial Services and particularly,

Edward D. Digges, ChFC® Gen. David H. Petraeus (Ret.) Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, Gary T. Huffman, former Chairman of the Board of Trustees, for being

® ® ® ® ® The American College Former Director, U.S. ChHC , CAP , AIF , CPFA, CASL , ChHC (left) the official sponsor of the dinner. In addition, many thanks to our of Financial Services Central Intelligence Agency Comprehensive Benefit Services, Inc. 2018 President’s Circle Co-Chairs, Kevin Baldwin, CLU®, ChFC®, CAP®,

® ® ® President’s Award recipient Soldier-Citizen Award recipient Eugene Mitchell, MBA (right) and Paul Dodd, MSM, CLU , ChFC , CLF , for leading this year’s President’s New York Life Insurance Company Circle Campaign.

Inaugural Lang Dixon Leadership and Excellence in Achieving Diversity (LEAD) Award co-recipients On September 13-14, 2018, The TH American College Penn Mutual The Clambake Center for Veterans Affairs 13 ANNUAL held its fifth annual Clambake banquet and business & Soldier symposium at the Westin hotel Oin Philadelphia. The Clambake is a fundraising and CAAFP networking event that supports full scholarships One Team. Citizen Award to The American College of Financial Services for active duty military, veterans, and spouses. Through One Dream. Transforming today’s heroes the generous contributions of our supporters, the Imagine 2027. into tomorrow’s leaders Penn Mutual Center for Veterans Affairs received $692,691 in contributions for the 15-month period of October 2017 through December 31, 2018.

The 2018 Conference of African American Financial Professionals, held in Washington, D.C., August To date 350+ scholarships 6-8, was a tremendous success have been awarded to with a record-breaking 630 people in attendance. active duty military, T Conference highlights included a “fireside chat” with veterans, and spouses John Rogers, Chairman and CEO Ariel Investments, and Ron Ransom, SVP, Integrated Relationship Strategies, Nationwide Financial. In addition to the Each year, the highlight of the Clambake banquet dynamic general sessions, there were 22 workshops is the presentation of the Soldier-Citizen Award. with topics ranging from success in the early years, to The award recognizes individuals who have made new tax laws changes, and attracting and retaining significant contributions to the United States high-net-worth clients. military, their community, or our society. The 2018 recipient of the Soldier-Citizen Award is David More than just a conference, CAAFP intersects H. Petraeus, retired four-star General and former education, passion, and transformation for African Director of the CIA. American providers of financial products and services. The 2018 theme, “One Team. One Dream. Imagine 2027,” focused on how we can work together to double the number of African American financial “If you are an African American in this professionals by 2027, with an ultimate goal of profession - in any capacity -you MUST increasing generational wealth in the African American community. attend. It’s educational, invigorating, and worth whatever it takes to get you CAAFP presented its first Lang Dixon Leadership and Excellence in Achieving Diversity (LEAD) award to Lee there. Come and bring a colleague. V. Bethel, CLU®, ChFC®, REBC®, RHU®, CAP®, AIF®, CPFA, They will thank you.” CAAFP ATTENDEE CASL®, and Eugene Mitchell, MBA. New Campus Headquarters Goal – $12 million This new operational base will offer advanced technology for delivery of distance education, optimized office space for more efficient collaboration, superior professional education counselor call center and training facilities, and a new media studio to conduct live webinars, video Invest presentations, interviews, and more.

in the Future The CLU® Reimagined In 2017 we launched the Invest in the Future Campaign Goal – $3 million with a goal of raising $17.5 million. These contributions The vision for the future of the CLU® includes a reimagining of how will support The College’s new campus headquarters, the program is delivered, including a revamped online learning platform for the next generation of students, a fresh curriculum ® a reimagining of the CLU designation, and support the in an engaging and effective format, a deep, comprehensive, and veterans program. In 2019 we added a new directive consistent education that inspires confidence. Through this initiative we will create an endowed Chair in Insurance Education. to the Campaign.

CAMPAIGN CO-CHAIRS Michael E. Rosenzweig, CLU®, ChFC® Veterans Program Support Paul E. Vignone, CLU®, ChFC®, JD, LLM Goal – $2.5 million Gifts to the veterans program will broaden our outreach to COMMITTEE MEMBERS military personnel as they explore financial services as a career

Susan M. Cooper, MSM, CLU®, ChFC®, CAP®, RICP® path, help us serve as a resource to scholarship recipients

Edward G. Deutschlander, CLU®, CLF® pursuing our designations, and assist in linking alumni mentors

® ® ® ® with scholarship recipients across the country. Lily Fong, CLU , ChFC , CASL , RICP

R. David Fritz Jr, CLU®

Rodger Keith Johnson, MSFS, CLU®, ChFC®, CAP®, CFP®

Leon L. Levy, CLU®, RHU®

Leo C. Tucker Jr, CLU®, CLF® New for 2019 The American College Growth Initiative

HONORARY CHAIRS 2019 Goal – $1.5 million

Peter C. Browne, LUTCF® The goal of The American College Growth Initiative is to raise

Louis P. DiCerbo II, CLU®, ChFC®, LUTCF® unrestricted dollars that The College can use immediately

® ® to invest in academics, technology, and student support Gloria M. La Grassa, CLU , ChFC services. The Growth Initiative’s 2019 target is to raise James A. Mitchell, CLU®, ChFC® an additional $1.5 million usable dollars. Phillip C. Richards, CLU®, RHU® PRESIDENT’S CIRCLE - ($1,500 -$4,999)

Pete Adkins Arthur A. Finkle Dennis J. Manning Gary D. Speicher Individual Gifts in 2018 David M. Anderson Shelley M. Fiore Kenneth J. Masters William J. Stevens We are pleased to recognize the leadership and generosity Kyle S. Baker John Foley Ross Mayer Glenn E. Stevick of donors whose annual contributions distinguish them Kevin E. Baldwin Matt Foran James K. McAndrews Eugene H. Storms James M. Benson Lee M. Fortenberry Edward M. McEvoy John D. Stufflebeem for membership in the Huebner Society, Chairman’s Lee V. Bethel A.S. Foster Timothy P. McLanahan Forrest G. Surles Council, Trustee’s Circle, or President’s Circle. Gary P. Bocard Peter Frisko Rana Gidumal McNamara Eric K. Takao Anthony Boquet Gregg T. Fujimoto Gregory A. McRoberts Howard Tishcler Glenn Boseman Lee M. Gammill John Meisenbach Thomas P. Tooley HUEBNER SOCIETY - ($25,000 AND ABOVE) Jacob W. Boston Deborah Eskridge Glenn Blake Mohr Jeri L. Turley Raymond C. Abraham • Michael J. Corey • Michael C. Davidson • J. Scott Davison • Jules A. del Vecchio • Louis P. DiCerbo II Irwin Gorman • Barbara Grauer • Gary T. Huffman • Gloria M. La Grassa • Leon L. Levy • Cary M. Maguire • Carl G. Mammel Brian S. Brown Diane Hack Gould Sharon A. Moore James T. Turner Robert A. Miller • James A. Mitchell • Peter W. Mullin • Linda S. Need • Phillip C. Richards • John J. Rocco • Todd M. Schoon Allen R. Bruce Gerald F. Hall Donald E. Morris Lise Twiford Joel A. Shapiro • Frederick J. Sievert • Seymour Sternberg • David G. Zick James L. Butler Robert D. Hall Lynnette C. Muleady Alex Unterkoefler Leslie S. Calkins Donald J. Harrington James F. Naive Andrew G. Uram

CHAIRMAN’S COUNCIL - ($10,000 TO $24,999) Juan E. Calles Todd S. Healy Yuka Nakahara-Goven Mary Varner Daralee S. Barbera • Laurence Barton • Andrew J. Bucklee • Anurag Chandra • R. Michael Condrey • Susan M. Cooper Dwight O. Campbell Gregory L. Hoernschemeyer Pamela J. Newman William B. Wallace Patrick Corey • Howard B. Cowan • William Damora • Edward G. Deutschlander • Frank J. Farrington Michael Catania Gerald D. Hoppe William D. Olinger Brian P. Walsh Caroline A. Feeney • Harris S. Fishman • Lily Fong • R. David Fritz Jr • Rao K. Garuda • Randall H. Harbert • Thomas H. Harris Raymond G. Caucci Terence L. Horan Nicholas H. Palaian Thomas L. Webb John Howard • Michael James • Rodger K. Johnson • Richard A. Liddy • Eugene F. LoVasco • Eileen C. McDonnell William J. Christie Michael K. Hulse Richard M. Pankratz Amanda Weitman Patrick J. McNamara • James J. Meehan • George Nichols III • Knut A. Olson • James A. Petersen • John S. Pugh J. Greg Reber • M. Michael Rooney • Michael E. Rosenzweig • Michael F. Scovel • Gary R. Sitzmann • Westley V. Thompson Bryan K. Clontz L. Stockton Illoway Bruce G. Parker John Wells Leo C. Tucker • Jack B. Turner • Steve Valerius • Paul E. Vignone • Doyle J. Williams Randall S. Cole Stuart Isgur Christina Perrino Robert J. Wernecke Christina I. Collins James A. Jacobs David H. Petraeus David F. West

TRUSTEE’S CIRCLE - ($5,000 - $9,999) Jan M. Connolly John J. John Wade Pfau David C. Whitney Kristin L. Barens • Scott L. Berlin • Francis D. Burke • Milton M. Cerf • Jeffrey C. Dollarhide • Anthony J. Domino Kristyn Cook-Turner Robert J. Johnson Harry Phillips James E. Whistler Saul F. Feingold • Timothy C. Flanagan • Jason S. Hackmann • Richard J. Hartung • Harry P. Hoopis • Roland J. Hymel Charles T. Cronin III C. Sherfy Jones Michael T. Piotrodwicz Walter J. Woerheide Grant Inman • Fred H. Jonske • Jay Novik • Robert B. Plybon • Robert D. Shapiro • Maurice L. Stewart • Scott Stolz Philip B. Cubeta Joseph W. Jordan Lisa H. Powell David F. Woods Michael J. Vietri • Mark A. Weber William J. Cuff George W. Karr Robert W. Powell Mary M. Wright Thomas E. Daley Hratch Kasparian Timothy W. Powers John W. DeDominic James N. Katsaounis Frederick W. Prelle Paul L. DeLisio Arnold M. Katz Alan Press Ken Derr Stephen C. Kernaghan Lucas J. Quaccia INDIVIDUAL GIFTS IN 2018 BY STATE Donald C. Dervis Helen O. Kho Donald R. Rodgers Alabama Hawaii Massachusetts New York Vermont 7 I2 30 88 2 Edward Digges Jenny Kho Frank F. Schambach Alaska Idaho Michigan North Carolina Virginia 1 3 8 26 44 Dwayne A. Dietze Garry D. Kinder Albert J. Schiff Arizona Illinois Minnesota Ohio Washington 13 41 23 28 18 Joseph L. DiLeo Beverly Kracher Jayne N. Schiff Arkansas Indiana Mississippi Oklahoma Washington DC I 5 7 6 1 Barbara J. Doyne Ryan J. Kramer Adam D. Seiden California 93 Iowa I0 Missouri 7 Oregon 6 Wisconsin 28 Steven D. Earhart Joel J. Lehman Brad P. Seitzinger Colorado 18 Kansas 6 Montanta 2 Pennsylvania 87 Wyoming 2 Robert Eichler Ronald E. Long Aaron Seurkamp Connecticut 13 Kentucky 4 Nebraska 13 Rhode Island 6 Kathleen Erb Daniel K. Loventhal Robert T. Sinks Delaware 5 Louisiana 4 Nevada 3 Tennessee 8 Darin S. Fass Parker L. Lyda Michaela Sharpe Florida 58 Maine 5 New Jersey 46 Texas 61 Michael Finke Kevin M. Lynch Carra J. Simmons Georgia 25 Maryland 17 New Mexico 4 Utah 2 Alan R. Finkelstein Timothy P. Malarkey Joseph Sparacio The American College proudly recognizes the SUPPORTERS ($100 TO $299) steadfast generosity of numerous individuals James C. Abel Richard J. Carroll Rosalyn L. Glenn John E. Abney V. Perry Carter Marion B. Godbold who donate each year as members of the Jonathan K. Adams Robert D. Cavanaugh Dennis J. Goldstrand Golden Key Society with a multi-year contribution Charles A. Ambrosia Samuel Chisolm Richard W. Goodrum Anonymous Burman Clark Martin J. Gore or as members at the Supporter level. Pamela C. Atkinson Robert H. Colyar Gary M. Gotsdiner Richard P. Atlas James R. Conner Donald H. Gottfried Andrew R. Avellan Carlo L. Cordasco Jesse R. Gottlieb GOLDEN KEY SUPPORTERS ($300 - $1,499) Manly H. Aylor Rick J. Coulter Brenda M. Groves

Samir J. Alame Patrick Fernandez Kathie H. Okun Fred T. Badyna Richard Coyle David F. Gwynn Thomas C. Armington David J. Fier Adam D. Paoli John E. Baker Stephen R. Crone Joseph L. Hale Richard L. Bender John C. Forney John C. Parsons Nancy V. Baker Eugene R. Curry Douglas L. Hall David W. Bernard Thomas Forst Jerome N. Pasichow Vernon G. Baker Alabel C. Daof-Lavares Mark P. Hall Marc J. Bernstein Ali Garba Dale E. Payne Neil G. Ballotte Marivic G. Dar John E. Hance Lodie V. Biggs Deborah K. Gary L Howard Payne Keith R. Barron Richard E. Darrah Mark J. Hanna Garrett J. Bleakley George C. Grow Thomas C. Penland David G. Bartholomew Bruce A. Davis Bruce C. Hatter Bradley H. Bofford William C. Handley Richard S. Ragus Denise M. Beaulier James E. Davis Jordan J. Hegedus Richard E. Boyd Paul W. Hansen Jose M. Rivera Sandra T. Becks Laura J. Davis Bruce C. Hendrickson Vicki R. Brackens Douglas R. Head Daniel J. Roberts Robert H. Beese Ralph Davis John C. Hensley M. William Bramley James E. Helsel Jose R. Rodriguez Thomas E. Bello Edward D. Deverell Jesse A. Hert Robert B. Brown Peter H. Hoopis Rajesh Sanchala Richard S. Berger William Dewey P. I. Heslin John E. Calles Lois L. Isbell Gregory B. Schaeffer David L. Bernard Adele M. Dietrich John S. Hibshman Keith W. Cantrell Gilbert P. Joehl Andrea N. Schaffer Richard F. Bisesi Lee A. Doble James R. Hickey John Z. Carnes James H. Johnson Christine R. Schmitz James H. Blassingham Anthony M. Doctor John Hickey Dee K. Carter Bruce H. Kantor Frederick J. Schroeder Rebecca M. Blevins Jennifer L. Dorfmeister Dennis T. Higuchi Peter S. Chan Thomas C. Klotz Jerry M. Sjostrom Paul A. Block Colin Dreyer Jo Ann Hill Larry R. Christenson Dennis C. Krol Edward B. Snyder Kofi A. Boateng Robert P. Ducato William T. Hinman Pandelis P. Chryssostomides W. G. Langenhahn Arlene Stewart Leonard W. Boord Curtis N. Eagan Edward G. Holmes Robert W. Clark Kurt L. Langenwalter Gary F. Terry Albert G. Bothe Charles E. Ebi-Deprey David W. Hommel James M. Clary Mark R. Lefebvre Robert W. Terry Julie A. Bower R. Lee Edmonson David J. House Scott D. Colby Terry K. Lewis Leo H. Thomas Janet M. Bradlow Robert F. Ehinger John R. Howard Deborah L. Cook Qian Liu Michael P. Trapani James L. Brainard Charles R. Elhoff Peter K. Howard Wayne P. Cooper Martin F. Lowenthal Brian A. Trippiedi Philip V. Brewer Gary A. Erickson Perry G. Hudspeth Donald E. Culver Andrew M. MacKinnon Ike S. Trotter John A. Briner Paul S. Faidley Jeffrey B. Huston Lawrence C. Daniel Anthony C. Magnotta Janice Tymesen Michael F. Broderick James F. Fanning John R. Jagger Bradley A. Davis Peter G. Magnuson Patrick R. Vivier Julia A. Brufke Wenger Frank M. Faron James L. Johnson Heather L. Davis Richard E. McDaniel Brian M. Vrana Thomas W. Buettner A Kenneth Fine Victor A. Johnson Susan Deakins James P. Meyer Jeffrey B. Wallace Kevin F. Bultman Fenina M. Fink Diana L. Johnston Thomas A. DeWerth Kate E. Michaels Thomas B. Wheeler David J. Burghard Craig R. Forbes C. Kevin Jones John V. DiCalogero Benjamin B. Miller Brian P. Winfield Danny L. Burkhalter Steven P. Ford Steven A. Kalin Charles R. Dobson Keith Miller Joel H. Yudenfreund Joseph T. Burkhard Robert B. Frohman Lieselotte F. Kangas James W. Dooley Thomas G. Mitchell Michael G. Zorio Daniel A. Caldwell Kenneth H. Fuirst Michael J. Kearns Michael H. Douvadjian Timothy F. Moore Berton E. Card J. Stwart Fuller Kurt A. Kechely Horst G. Eberle Kathleen M. Murray Daniel J. Carlberg James O. Garner Samuel L. Keck Craig S. Evans Mark J. Napolin Hillary Carnley Richard J. Gatesman John B. Keeble Glen C. Farr Philip P. Nguyen Walter D. Carr Edward K. Gerner Gerald A. Kelly John L. Fay Kristin A. Nordahl Richard G. Carriere Robert G. Gevelinger Karen L. Kinrose Donald M. Kohnstamm Richard C. Moldenhauer Richard J. Salvatore Charles P. Welde Garth B. Wilson Lyle Yablonsky Joe K. Kohut Khanya S. Moolsiri Teresa R. Sanders R. Ray Westfall Ronald I. Woodmansee George S. Yackulic Matt T. Kokkonen Thomas J. Mooney Mario A. Santos Edward L. White Curtis M. Worrell William P. Yard Thomas G. Komara Robert J. Moranville Kenneth S. Schaper Herbert C. White Geoffrey A. Wright Jerry H. Yellen Lawrence N. Kosciulek Dan L. Murphy Gene H. Schellpeper David S. Whitney Richard W. Wright Carl W. Zeidler Kimberly D. Kramer William J. Murray Christopher E. Schiefer Andrew R. Wilson Robert J. Wyble Arthur M. Zeidman Joyce B. Ladd Frederick C. Myers Kelvin Schill Bonnie S. Laffie Talma Nassim Mark C. Schneider Allen R. Lakner Michael A. Nemger Marilyn G. Scott Michael R. Lampert Michael R. Noland Charlotte A. Scurry Ronald A. Landherr Christopher A. Noone Philip R. Segal Nancy J. LaPointe Laurie B. Nordquist David A. Sharp Douglas M. Larson Lester H. Novatkoski Mark J. Sheahan Lifetime Giving Ronald D. Lau Gary R. Nuccio James P. Shields $1,000,000 AND MORE Eunie Y. Lee Woodward T. Odiorne Walter J. Shields Joseph E. Boettner* • Frank M. Engle* • Richard D. Irwin* • Gloria M. La Grassa • Cary M. Maguire • James A. Mitchell Sybilla B. Lenz John C. Oliver John F. Shull Roy O. Mitchell* • William B. Wallace Harold Leonard Gary M. O’Neill Mario V. Sicari Brian R. Lessing Ferrell O’Quinn Faith L. Sigler Christopher D. Leyden Paula M. Palmer Gregory W. Simonelli $500,000 TO $999,999 Janette M. L’Heureux Robert M. Patton Emily W. Siu Michael C. Davidson • Jarrett L. Davis III • Louis P. DiCerbo II • Richard A. Liddy • Carl G. Mammel • Edward E. Packell* Douglas J. Licari Paul F. Pearce Clark Smith Reginald N. Rabjohns • Frederick J. Sievert • Seymour Sternberg • Charles R. Wright* • Charles J. Zimmerman* Donald L. Like Charles S. Pearcy James M. Smith

Anthony M. Lofaso Richard M. Pierro Mark B. Smith $300,000 TO $499,999 Charlene A. Logan Terry J. Pitchford Michael E. Smith Eleanor W. Allen* • John W. Allen* • Margaret I. Bradshaw* • Brian S. Brown • Peter C. Browne • Harold Caplan* Mary Alice M. Long Ennis G. Pleasants Ruben L. Smith Michael J. Corey • Henry A. Deppe* • William O. Goodwin • Phillip C. Richards • Todd M. Schoon • Daniel J. Toran* Micah T. Lowry Gerald P. Plotkin Stanley W. Smith Tom Wamberg Burtrom L. Lynch Charles W. Potts Daniel E. Sommers Thomas Lynch Terry J. Powers Kenneth P. Specht $175,000 TO $299,999 Phillip C. Lyons Clare C. Price Horst O. Speidel Robert W. Barth* • Laurence Barton • William H. Beckley • Elton H. Brooks* • Henry A. Deppe* • Ben Feldman* Rhonda K. Mack Xavier J. Pujol Greg L. Steiger Millard J. Grauer* • Gary T. Huffman • Joseph W. Jordan • Barry Kaye • Robert L. Levin* • Charles D. Marks • Peter W. Mullin Jorge M. Madero Shannon Purmalis Scott F. Stewart Linda S. Need • Robert B. Plybon • John J. Rocco • Albert J. Schiff • Eugene J. Seaman • Joel A. Shapiro • Jack B. Turner Reginald Mahadeo Thomas J. Quirk Sandra U. Strong E. Hardy Vaughn Jr • William T. Walsh* • Thomas J. Wolff* • Stanley A. Zur* Joleen H. Mainz John C. Ramos Larry O. Sundholm Robert Markwalter Sedell G. Rand Susan K. Tackett Diane Maroukian Richard L. Rawlings Mayumi Tamaki $100,000 TO $174,999 Beryl Allison* • Robert A. Beck* • James M. Benson • Christopher O. Blunt • Vincent C. Bowhers* • Ralph E. Brown Jr Robert R. Martin Barry J. Reid Fred J. Tantillo William S. Cochran* • J. Scott Davison • Jules A. del Vecchio • Anthony J. Domino Jr • Chester A. Duke Jr* Wayne T. Matsukawa John C. Reilly James M. Tate Ethel B. Feldman* • Sidney A. Friedman* • O. Alfred Granum* • Thomas H. Harris • George G. Joseph* • George W. Karr Jr Mark R. Matulia David K. Reiter Charles A. Taylor Arnold M. Katz • Arthur D. Kraus • Leon L. Levy • Ronald E. Long • Eugene F. LoVasco • Henry F. McCamish* Ward McCallister William J. Rendleman Marcus J. Taylor Eileen C. McDonnell • F. Turner Munsell* • Foster E. Murphy • Thomas J. O'Haren* • Ronald M. Park • Dwain P. Ramlo* Hugh T. McCarthy Gary R. Rodgers Douglas M. Thomas Michael E. Rosenzweig • Robert W. Verhille* • Paul E. Vignone Auston G. McCay Ramiro E. Rodriguez Bruce S. Thompson Robert J. McDade Thomas C. Rogers Richard V. Tipton James L. McKeever Carey A. Rokovich Macklyn M. Vann $50,000 TO $99,999

Thomas V. Meaglia William R. Rowe Thomas H. Vickers William H. Andrews Jr* Andrew J. Bucklee R. Michael Condrey Charles T. Cronin III Dexter M. Means Nancy S. Russell Lambert J. VonBank Benjamin G. Baldwin Jr Emil A. Budnitz Jr* George I. Connolly Anthony C. Cubellis* William T. Meddings Clifford P. Ryan Alfred J. Warburton Lee V. Bethel John B. Carter* Susan M. Cooper William Damora Michael A. Milazzo John F. Saddler Wesley W. Warren Lyle L. Blessman John R. Cassin Howard B. Cowan Ralph Davis Jr Jay P. Miller Jason Salinski Joseph Weinkle Debra G. Boblitt Robert E. Chappell Ernest E. Cragg* David Q. Day Drew W. Mims Michael J. Salscheider William A. Weisgerber Daniel M. Brigham* Patrick J. Collins Ralph L. Crews John R. Driskill

*DECEASED +PROCEEDS RECEIVED DURING 2018 Brian H. Early* Thomas P. Huntington* William T. O'Donnell Robert W. Verhille* Donald R. Houser* David C. McAvoy John S. Pugh* Ron Stever* William Elliott* Roland J. Hymel Jr Knut A. Olson Michael J. Vietri John Howard Bernard P. McDonough Burvin E. Pugh Jr Donald F. Stoner* Salvatore F. Farina E. Dunbar Jewell Bruce G. Parker Jr Stephanie A. Walsh* Joseph W. Huver* Thomas L. McLeary Frank L. Rainaldi* Eugene H. Storms Caroline A. Feeney Rodger K. Johnson Nathan M. Perlmutter Susan D. Waring John Irvin Miles W. McNally* Parthasarathy Rajagopalan Donald P. Sullivan Edward J. Feiman* Charles C. Jones* W. Harold Petersen Samuel H. Weese Donald C. Jayne Jr Kenneth L. Means* Jack C. Raskin Eric K. Takao Saul F. Feingold Fred H. Jonske John B. Peyton* David F. West* Douglas W. Johnson Robert E. Meeker Sr* Carl H. Reinhardt Stephen D. Tarr Harris S. Fishman Allan M. Kaplan Larry R. Pike* Thomas B. Wheeler Edwin T. Johnson* Joseph F. Meier Thomas R. Richards John R. Telich Sr* Samuel J. Foti Joe Kelley Alan Press James E. Whistler C. Sherfy Jones Richard J. Miller William C. Robertson Guy R. Thomas Frank Friedler Jr* Stephen A. Kramer* Sumner Rodman* David C. Whitney Douglas W. Jones Stanley E. Miller Ronald S. Rosbruch John O. Todd* R. David Fritz Jr Theodore T. Kurlowicz M. Michael Rooney Doyle J. Williams Robert S. Jones Jr* Kenneth Charles Mlekush Lester A. Rosen* Louis J. Toia* Anthony M. Garcia* Dennis J. Manning Donald L. Shepherd* Christopher P. Woehrle De Witt Jones* James G. Morgan Harry Rosen* Thomas P. Tooley Seymour Geller John A. McCole* Paul J. Shevlin David F. Woods Richard M. Kagan Denis F. Mullane James D. Rosenbaum Leo C. Tucker Jr Peter A. Golato Patrick J. McNamara Walter J. Shields Edmund L. Zalinski* Norman W. Kamerow Deanna M. Mulligan David R. Rubinowitz* James T. Turner III John W. Greene Jr John W. McTigue Allen A. Skogebo David G. Zick James T. Kane Jr* John H. Myaard* David E. Sams Jr Steve Valerius Donald R. Haas* David L. Mead* David W. Smith Hratch Kasparian Thomas W. Myers Robert C. Savage David L. Vear* Harry Haiblum* James J. Meehan Gary J. Sohigian* Jenny Kho James F. Naive Jayne Nemerow Schiff Clarence Walton* Sanford B. Halperin Carl F. Mehlhop* Nikki L. Sorum Helen O. Kho Yuka Nakahara-Goven Richard J. Schindler Robert F. Weaver* Randall H. Harbert Donald H. Mehlig John E. Steger Robert E. Kiley James J. Nemec Michael F. Scovel Thomas L. Webb Robert D. Harris* Joseph J. Melone Irving N. Stein* Garry D. Kinder Kenneth J. Newfarmer* Robert D. Shapiro Mark A. Weber Salene Hitchcock-Gear Robert A. Miller Maurice L. Stewart Victor W. Kirsch Donald C. Newton* William F. Shean Jr Robert J. Wernecke Ernest L. Hogan* Keith Miller* Frank E. Sullivan* James H. Krueger* John F. Nichols Mark W. Sheffert Harold L. Wilshinsky Harry P. Hoopis Frank Nathan* Stanley B. Sworski Bartholomew Larocca Maxine B. Niemeyer* Raymond A. Silva* Walter J. Woerheide Jerry L. Hulick Paul Farquharson Noble* M. Michael Teichman* Fletcher C. Larson Thomas J. Patton Morris A. Silverman* Barry L. Wolfe David F. Lau Leo V. Petrini Carra J. Simmons Benjamin N. Woodson* Bobby L. Layman A. Duer Pierce Jr Robert J. Sims $25,000 TO $49,999 H Kirke Lewis* Jacob Pilibosian Gary R. Sitzmann Raymond C. Abraham Abram I. Brustein Dwayne A. Edelstein* Frederick M. Goodwin Stephen F. Libby Robert W. Powell Joseph Sparacio William H. Agnew* Robert P. Burke Robert Eichler Shelley S. Goren* Robert D. Lowrey Wilmer S. Poynor III Eric L. Spindt Mark F. Alder Dickson C. Buxton Alfred O. Elder Diane Hack Gould Peter J. McAvinn Arlen I. Prentice Paul L. Stein Eleanor W. Allen* Lee B. Canfield* Gladys H. Engle* Barbara Grauer Dan W. Anderson Walter M. Cardinet Jr Keith A. Erhard Davis Gregg* R. Allen Angell Ronald L. Carson Jr Jean F. Essex* Mel H. Gregory Jr $15,000 TO $24,999 Paul Arst* James Cerone Jr George V. Exner* J. Barry Griswell James E. Adkins Mitchell C. Beer Charles N. Bracht Milton M. Cerf* Hartman Axley Anurag Chandra Mehdi Fakharzadeh Floyd E. Guest Jr Judy P. Aguilar-Woertz Donald D. Beeson James W. Brakebill* Adrienne Cerf Dennis M. Axman Tai Y. Chung* Frank J. Farrington* William K. Halliburton Rosemary T. Aitken Fred W. Beltz III Jack H. Breskow* Quinn C. Chan Guy E. Baker Daniel S. Coelho* Neal R. Fegely Allan G. Hancock Robert S. Albritton* J. Philip Bender J. C. Brinsfield Herbert L. Cheskis Daralee S. Barbera Paul W. Colflesh* William W. Fenniman George Handler Stuart A. Appel Alan J. Benet D C. Brown* Scott Christensen Kristin L. Barens Paul W. Cook* Alan R. Finkelstein Ann W. Hartmann Patricia L. Arreola Wendy A. Benson Francis D. Burke Jr William J. Christie Thomas J. Bash* Steven R. Craig* Dennis R. Fiore Dermot T. Healey Eric D. Aslakson Jessica M. Bibliowicz Paul R. Burns Gerald J. Clericuzio Richard M. Bauhof John W. Cronin Timothy C. Flanagan Jr Keith W. Hein John T. Baier Kenneth Black Jr* David M. Burstin I. David Cohen Sam E. Beller John W. Cruikshank III Lily Fong Gerald J. Herbison Brian Bailey Dwaan C. Black Tammy L. Butts Sanford L. Cohn* Roberta Berger* David A. Culley William E. Ford* Keith E. Hickerson Gilbert J. Baker Paul F. Blanco Michael T. Byrne Randall S. Cole Scott L. Berlin Paul L. DeLisio Lee M. Fortenberry Phillip J. Hildebrand John W. Baker Garrett J. Bleakley Donald S. Cameron Larry D. Collins Robert Bland George W. Denton* Gene L. Foxen David H. Hilton* Kevin E. Baldwin Debra L. Blevons John D. Campbell Jr Stanley L. Compton Stephen G. Bolyard* Edward G. Deutschlander Gary R. Froid* Ivan C. Hinrichs Walter Barnes Jr Gary P. Bocard W. Harrison Campbell Kristyn Cook-Turner Jerrold J. Borrowman Richard Paul Dodd Kenneth L. Fry Vernon W. Holleman Jr* Jeffrey S. Barton Roger C. Boeger Eric B. Campbell William V. Coulacos* Glenn Boseman Bryan C. Dunn Leo R. Futia* Jack C. Hondros Edward B. Bates* Timothy Bohannon Peter G. Carey Quincy M. Crawford Marvin D. Bower Jay R. Eagan Lee M. Gammill Terence L. Horan J. G. Beagin Lawrence F. Boord Gregory V. Castronovo Lawrence D. Cronin David M. Briggs Catherine L. Eckardt James L. Garard Will S. Hornsby III John D. Becker Anthony F. Boquet Raymond G. Caucci Charles T. Cruse

*DECEASED +PROCEEDS RECEIVED DURING 2018 Donald E. Culver Colin M. Govan Elliot G. Lengel* Martin F. Palumbos Jerry D. Semler Glenn E. Stevick Jr Humberto Torres Lawrence Wiener Brian R. Cunningham W. D. Grant James C. Lester C. F. Pease* Elliott M. Server Peter F. Striano III Alessandro J. Tronco Robert B. Williams Gary E. Daniels Stephen T. Guinan Norman G. Levine* Jack Peckinpaugh Rex B. Shannon John E. Sullivan Richard B. Twogood Rockford G. Williams Stephen L. Davenport Jason S. Hackmann Richard H. Linsday Scott R. Perry Marsha H. Slater Jose S. Suquet Larry M. VandeVen Jr Esther G. Williams David R. Davis Robert D. Hall Angelo C. LiRosi Alan E. Peters Brenda A. Smith Henry A. Swan Jr Mary C. Varner Marshall I. Wolper* John W. DeDominic Richard J. Hartung Stanley Liss* James A. Petersen Mark B. Smith Terri L. Tassell-Getman Merle E. Varney Jr Ronald I. Woodmansee Andrew Delaney Kevin J. Hassan David A. Littell Brian G. Petrando Daniel C. Sontag Joe P. Teague Dale A. Vetter John W. Wright II Sara K. Dempsey Todd S. Healy Kevin M. Lynch Harry Phillips III Michael H. Spencer Michael F. Tews Thomas R. Weaver* Bing Get Yee Richard M. Denton Ned D. Helmuth* J. Peter Lyons Cyril A. Pick William L. Spencer Scott P. Theodore Richard M. Weber T. Scott Zach Robert A. Derrenbacker Bruce C. Hendrickson Timothy P. Malarkey Dennis W. Pike Morton E. Spitzer Wayne E. Thomas Marlin D. Wells Bernard H. Zais* Lew D. Derrickson Donald J. Herzog John G. Marshall Matthew J. Plocher P. David Stacey Arthur H. Thompson Fred H. White* Jeffrey Zuzolo David S. Dickenson Mark J. Heurung Craig L. Martin Robert E. Pogue Shirley P. Steinman Kenneth R. Thurmond Harry C. White* Monroe M. Diefendorf Jr J C. Higdon* Charles G. Mascott Joseph U. Posner* Monroe M. Diefendorf Sr* Robert P. Hill Larry L. Mast Timothy W. Powers Arvid Dike Sewell W. Hodge* Robert E. Mathis Jonathan J. Pratt James S. Dobbs Gregory L. Hoernschemeyer Ross Mayer Frederick W. Prelle Jr Charles R. Dobson Sr George O. Holland* James K. McAndrews James E. Prickett Jeffrey C. Dollarhide Diana Holland Clark B. McCleary Charles R. Pruett Michael Doughty Stefan H. Holter Brian W. McClure V. Thomas Purcell Jr Independence Guild Frances T. Drago Brian J. Hubbell John G. McCune Craig L. Quinlan The Independence Guild is the legacy society of Charles E. Drimal* Fred S. Hubbell Edward M. McEvoy S Caesar Raboy Juanita G. Drimal* John P. Huntington Joseph C. McGee Joseph R. Radovic The American College of Financial Services and Steven M. Dugal Leonard J. Ialeggio Wayne O. McHargue Richard L. Rawlings Steven D. Earhart L. Stockton Illoway Charles E. McIntyre Jeffrey D. Reeter reflects individuals and certain organizations who James R. Effner Scott C. Iodice Robert F. McKown William V. Regan III have made planned and deferred gifts. Kevin C. Eichner Stuart Isgur Timothy P. McLanahan Stephen M. Rice Frederick A. Eisner Waylon B. Jackson Roger M. McQueen R B. Richardson Irving Enna* James A. Jacobs Dexter M. Means David E. Riker Rosemary T. Aitken Benjamin G. Baldwin Jr Dan A. Bench Frederick S. Bolyard John C. Ertz Marvin B. Jaynes* Robert B. Mecklenborg* J. Daniel Rivers David B. Allen Robert Michael Ball David G. Benedict Stephen G. Bolyard* Robert J. Fashano B Larry Jenkins* James E. Meeks Jr Orem O. Robbins* David G. Allen* Kristin L. Barens James M. Benson Joseph S. L. Bonin Andre L. Faucher Terrill B. Johnson Alan L. Meltzer Owen J. Roberts Eleanor W. Allen* Russell C. Barlow* Warren G. Berger III Lawrence F. Boord James B. Findley Shawn F. Kelley Consuelo S. Metzger* Robert D. Rockell John H. Allen Walter Barnes Jr Ronald J. Bergstrom Robert J. Born C. Robinson Fish III* Troy B. Kemelgor Marvin J. Meyer Bernard S. Rosen John W. Allen* John M. Barry Arthur B. Berk* Jerrold J. Borrowman Frank A. Fisher John S. Kerr Benjamin B. Miller Howard M. Rosenblatt Eugene J. Altstatt Robert W. Barth*+ Lawrence J. Bernard Jacob W. Boston Thomas F. Flournoy* Robert H. Kerrigan Kevin E. Miller Daniel M. Ross* Dan W. Anderson Larry & Eliza Barton Ronald W. Beshear Thomas A. Bott II Maureen M. Foley Johnson O. Kho Frank H. Miller Matthew T. Russo Sandra L. Anderson* John R. Bartram Lee V. Bethel Larry E. Botts George J. Follstad Kelly Kidwell David D. Mirabito R. Philip Sarnecki R. Allen Angell Thomas J. Bash* Ronald Edward Bishop Vincent C. Bowhers* Paul A. Fox Clayton J. Klein Joe P. Moore Jr Joseph M. Savino Stuart A. Appel Roland J. Basinski Stephen J. Blakesley Charles R. Boyd Lance P. Franczyk William S. Koch Donald E. Morris Jr Frank T. Scalese Rudolph Arkin John A. Batza Gregory D. Blanchard David E. Boynton Timothy J. Freeman Steven H. Kosnick Philip V. Moyles Jr Craig H. Schaefer Donald T. Ash J. Gary Beagin G. James Blatt Jr Charles N. Bracht Robert T. Frieling Michael J. Krupin Mark B. Murphy Michael G. Schlegel Timothy M. Babbert Robert A. Beck* Garrett J. Bleakley Steven R. Braden William S. Furman* Joseph C. Ladd* Edwin Nadel Michael A. Schlegel Michael O. Babin William H. Beckley Christopher O. Blunt Margaret I. Bradshaw* Jack D. Gatewood* Bruce A. Lafferre Richard T. Nolan Helen L. Schmidt* Joseph M. Backes Kenneth R. Beesley Debra G. Boblitt Stephen R. Braswell William M. Gearhart K. C. Lam John E. Norris Linda Schoenthaler John T. Baier Donald D. Beeson Gary P. Bocard William J. Braun Richard M. Geriner Paul A. LaPiana C. Bayne Northern Joy Schreder Robert W. Bailey Charles Edwin Belcher Roger C. Boeger Terry L. Breitbord Mordecai Gerson* Michael K. Lawhon Joseph J. Oakes III Colleen A. Schueneman Thomas W. Bailey Dennis J. Bell Bradley H. Bofford John A. Briner Mitchell B. Glover Leslie S. Leeper* William D. Olinger Jeffrey G. Scott Guy E. Baker Sam E. Beller Robert H. Boisvert J. C. Brinsfield Patrick K. Gores Robert R. Lehmert Alfred J. Opas Jr Robert Seery John W. Baker Fred W. Beltz III Cynthia R. Bolker William V. Brody Thomas E. Goris Jr Stephan R. Leimberg Mitchell W. Ostrove Brad P. Seitzinger

*DECEASED +PROCEEDS RECEIVED DURING 2018 Elton H. Brooks*+ Paul W. Colflesh* Anthony J. Domino Sr* Michael M. Flynn Allan G. Hancock Marvin B. Jaynes* Robert R. Lehmert Robert B. Mecklenborg*+ Ralph E. Brown Jr Patrick J. Collins Robert V. Donovan Lewis W. Fogel Calvin L. Hannah William D. Jefferson* Elliot G. Lengel* Andrew John Meehan Brian S. Brown Robert E. Collins* David J. Downey Maureen M. Foley Randall H. Harbert E. Dunbar Jewell Ronald H. Lesieur James J. Meehan Lee B. Brown* R. Michael Condrey John R. Driskill Arnold G. Ford Robert D. Harris* Alfred C. Johnson James C. Lester Carl F. Mehlhop* M. Wendell Brown Susan M. Cooper Kirk P. Dryden Curtis B. Ford Thomas H. Harris Douglas W. Johnson Robert L. Levin* Donald H. Mehlig Rice E. Brown Deborah L. Copeland Bernard E. Duhaime William E. Ford* Randall D. Hart Edwin T. Johnson* Sidney Levine John Meisenbach Peter C. Browne Howard B. Cowan Chester A. Duke Jr*+ Daniel C. Fortier Richard L. Hartmann Rodger Keith Johnson Leon L. Levy Ned Reed Meisner Allen R. Bruce Dennis C. Crawford*+ Lucy Dulin* A. Scott Foster Kevin J. Hassan Steve K. Johnston* H. Kirke Lewis* Joseph J. Melone Vincent P. Brueggeman Cheryl D. Creuzot J. Terrance Dunn* Samuel J. Foti Karen Bloch Hausler C. Sherfy Jones Stephen F. Libby Alan L. Meltzer Daniel E. Brunette Ralph L. Crews Robert C. Dye Joseph Edward Fox Thomas M. Hawco Charles H. Jones Donald E. Lippencott Jorge E. Mercado John H. Bullock Jr Charles T. Cronin III Jay R. Eagan Gene L. Foxen Jack D. Hayes George G. Joseph Leroy E. Lohman Joseph R. Mercier Edward A. Burch John W. Cronin Brian H. Early* Timothy J. Freeman John E. Hazard Harris E. Kagan Ronald E. Long Sherburn W. Merrill, Jr Glenn R. Burell Dudley R. Crow Catherine Lynn Eckardt Frank Friedler Jr* Dermot Thomas Healey Richard M. Kagan Joseph D. Longo Carl W. Middleton III Andrew J. Burger John W. Cruikshank III Dwayne A. Edelstein* Sidney A. Friedman* Frank G. Heitker Terri R. Kallsen Eugene F. LoVasco Anthony D. Miller Francis D. Burke Jr Anthony C. Cubellis* Kenneth R. Ehinger Gary R. Froid* Wayne A. Hellbusch James T. Kane Jr* William G. Loventhal III Keith Miller* Joseph T. Burkhard David A. Culley Alfred O. Elder Paul S. Frommer Ned D. Helmuth* Allan M. Kaplan Robert D. Lowrey Stanley E. Miller Dennis E. Butler John R. Cushing Donald B. Elliott* Kenneth L. Fry Jr Thomas S. Henderson Ronald F. Karabian* Edick A. Lucas James A. & Linda R. Mitchell Dickson C. Buxton Gilfred L. Daigle* Stephan A. Elliott Joseph A. Fulkerson Robert G. Hengelfelt* George W. Karr Jr Gerald L. Lukton Roy O. Mitchell* Daniel Cafolla William Damora O. Lee Elrick Jr Lee M. Gammill Jr Willard L. Hensel Amy M. Kates Parker L. Lyda*+ Kenneth Charles Mlekush Linda A. Cahill Anna L. Daniels Frank M. Engle* James Levering Garard III John C. Hensley Jr Arnold M. Katz Michael Howard Lyman James Brent Moore Robert J. Calhoun Roy G. Daniels Aaron L. Epstein* Charles E. Garrity Donald J. Herzog Barry Kaye J. Peter Lyons Anthony Morris VII Albert G. Call III Richard E. Darrah Keith A. Erhard Seymour Geller Phillip J. Hildebrand Kurt Allyn Kechely Malcolm D. MacKinnon Donald E. Morris Jr John E. Calles Joseph D. Davenport Jean F. Essex* Nancy Boos Georgen Richard L. Hill Jack Arnold Kelley Jr Timothy P. Malarkey John T. Mulheran Juan E. Calles Kathleen Turan Davenport George V. Exner* Richard M. Geriner Robert P. Hill Joe Kelley Patricia A. Mann Denis F. Mullane Donald S. Cameron Paul L. Davidson Jr Salvatore F. Farina Campbell T. Gerrish Sr David H. Hilton* R. Gene Kent Dennis J. Manning Peter W. Mullin John D. Campbell Jr Michael C. Davidson Frank J. Farrington*+ John T. Ghegan Warren C. Hodges John S. Kerr Charles D. Marks A. Douglas Murch* W. Harrison Campbell Jarrett L. and Mary V. Davis Gil L. Fash Peter A. Golato Austin E. Hodgkins Jr Robert Henry Kerrigan Arnold P. Masinter John H. Myaard*+ Lee B. Canfield* Ralph Davis Jr Caroline A. Feeney Julian Herman Good Jr Gregory L. Hoernschemeyer Thomas D. Kienlen Kenneth J. Masters Thomas W. Myers Harold Caplan* David Q. Day Neal R. Fegely Stanley F. Goodin Noralie J. Hoffman James H. Kihneman Jr Robert E. Mathis James F. Naive Curtis Carey Lee R. Dean Edward J. Feiman*+ Fredric E. Goodman David F. Hokanson Robert E. Kiley Donna J. Matzko Yuka Nakahara-Goven Peter Grant Carey John W. DeDominic Saul F. Feingold William O. Goodwin George O. Holland Kevin C. Kingston Michael V. May Roland S. Nebeker Byron L. Carlson Jules A. del Vecchio Ben Feldman* Shelley S. Goren* Vernon W. Holleman Jr* Victor William Kirsch Raymond J. May Linda S. Need Kirt W. Carstens Tony M. DeLeon Charles J Feldman Thomas E. Goris Jr Harry P. Hoopis Clayton J. Klein Frank D. McArthur II Warren A. Negri Jr John B. Carter* Thomas L. Deleot Wendy L. Feldman Diane Hack Gould Gerald D. Hoppe*+ Stanley B. Kline David C. McAvoy William R. Neville Sr Robert A. Carter Paul L. DeLisio Martin A. Fennewald Millard J. Grauer*+ Terence L. Horan Thomas C. Klotz John K. McCallum Jr Kenneth J. Newfarmer* John R. Cassin Paul K. Dell* William W. Fenniman Nancy H. Green Will S. Hornsby III Michael J. Kraft Eileen C. McDonnell Glenn W. Nichols* Milton M. Cerf*+ Sara Kay Dempsey Terry G. Fenwick Olen C. Green* Donald R. Houser* Stephen A. Kramer* Joseph C. McGee George R. Nicholson Jr James Cerone Jr John J. Dennison Charles I. Ferrara Ronald J. Greenberg Anita J.M. Hsiao Arthur D. Kraus Raymond W. McHale Jr Paul M. Nick Steven H.K. Chang George W.S. Denton* Robert J. Fincham Jr John W. Greene Jr William R. Huey Jr Lanny N. Kuehl Wayne O. McHargue Maxine B. Niemeyer* Robert E. Chappell Richard M. Denton Alan R. Finkelstein John H. Greene John P. Huntington Theodore T. Kurlowicz David N. McIntyre Paul Farquharson Noble* Marcus C. S. Cherry* Henry A.* & Florence* Deppe C. Robinson Fish III* J. Barry Griswell Thomas P. Huntington* Gloria M. La Grassa Kimberly J. McKown Glenn L. Noland Martin Cherry* Robert A. Derrenbacker Carmen T. Fish Frank F. Haack, Jr* Joseph W. Huver*+ Tamarine Lackey Robert F. McKown C. Bayne Northern Herbert L. Cheskis Ralph E. DeWerff Harry I. Fisher Jr* Donald R. Haas* Roland J. Hymel Jr Christopher J. Larger Timothy P. McLanahan Kevin J. O'Connor Beverly T. Chrisman Louis P. DiCerbo II William H. Flammer Jr* Jason S. Hackmann Leonard J. Ialeggio Bartholomew Larocca Miles W. McNally* Kevin S. Odell Adelia C. Chung Monroe M. Diefendorf Jr Wayne N. Fleischer Angelo A. Haddad John Irvin Conrad J. Larsen Patrick J. McNamara Thomas J. O'Haren*+ Tai Yau Chung* Dwayne A. Dietze*+ Dennis A. Flem Harry Haiblum* Richard D. Irwin* Fletcher C. Larson John W. & Vanessa McTigue Carolyn J. Ohlfest James M. Clary Arvid Dike Gary L. Flotron Joseph Leonard Hale J. Curtis Jacob Liam A. Leary David L. Mead*+ Martha N. Olmstead William S. Cochran* Charles R. Dobson Sr Thomas F. Flournoy*+ William K. Halliburton John R. Jagger Louis G. Leblanc Dexter M. Means Raymond R. Olmstead* William H. Coleman Jr Anthony J. Domino Jr Thomas F. Flournoy III Sanford B. Halperin * Donald C. Jayne Jr Leslie S. Leeper* Kenneth L. Means* Erik A. Olsen

*DECEASED +PROCEEDS RECEIVED DURING 2018 David M. O'Malley C. Michael Rogers Paul S. Soule* Jack B. Turner David F. Woods J. Lamar Wright Joe D. Young* Charles J. Zimmerman* Robert K. Ostberg Donald M. Rogers* Glenn E. Sowalskie John S. Tuttle James R. Worrell Sr Richard L. Wright Edmund L. Zalinski* Freda J. Zimmerman Mitchell W. Ostrove Warren A. Romaine Jr Robert I. Spak Terry T. Uchida Charles R. Wright* Jimmy R. Youell David G. Zick Stanley A. Zur* Edward E. Packell* M. Michael Rooney David L. Sparks Martin P. Umbach *DECEASED +PROCEEDS RECEIVED DURING 2018 Bruce G. Parker Jr Ronald S. Rosbruch Morton E. Spitzer Gary L. Vander Werff* Stacey M. Pavone Mitchell Dean Rosenberg Robert B. St. John Larry M. VandeVen Jr Ralph I. Pence Michael E. Rosenzweig James H. Stanley William VanWinkle Robert H. Perkins* David R. Rubinowitz* Ronald T. Stansell John D. Varner Nathan M. Perlmutter James W. Rutledge Jolene S. Starr Elbert Hardy Vaughn Jr Kenneth W. Petersen Ronald A. Sacks Dianne Yvonne Steffey David L. Vear* Linder P. Peterson Robert B. Sathe Michael C. Steffey Robert W. Verhille*+ Robert L. Pethtal Frank F. Schambach John E. Steger Michael J. Vietri Companies, Organizations Leo V. Petrini Gail M. Schank Irving N. Stein* Paul E. Vignone John B. Peyton* Robert V. Schechter* Paul L. Stein Raymond Vitek Jr & Foundations Harry Phillips III Scott D. Scheer Seymour Sternberg Curtis J. Vrieland A. Duer Pierce Jr Albert J. Schiff Colleen M. Stevens Richard A. Wadsworth $200,000 AND MORE Larry R. Pike* Jayne Nemerow Schiff Stephen B. Stone Julius F. Wagner* New York Life • Pacific Life Insurance Co. Roger D. Pinneo Paul F. Schoenfeld Donald F. Stoner* Thomas G. Walder James D. Pittman Todd M. Schoon Dennis Gary Stork William B. & Sallie B. Wallace $100,000 TO $199,999 Steven A. Plewes Richard Schornstein Jr Eugene H. Storms Stephanie A. Walsh*+ Prudential Financial • USAA Life Insurance Co. Robert B. and Mary Plybon Richard Walter Schubert Frank E Sullivan* William T. Walsh* James P. Poole* Raymond J. Scott John E. Sullivan Robert Joseph Waltos Jr $50,000 TO $99,999 Wilmer S. Poynor III Mike F. Scovel Peter W. Sullivan Susan Doenges Waring Edward Jones • Northwestern Mutual • Ohio National Financial Services Jonathan J. Pratt Ellen Brauer Seaman Calvin S. Sumner Lamar Weaver Alan Press Eugene J. Seaman Jose S. Suquet Robert F. Weaver* Robert V. Price Jr Joel A. Shapiro Georgia J. Suranofsky Thomas R. Weaver*+ $25,000 TO $49,000 James E. Prickett Stephen C. Shaw F. Gib Surles Thomas L. and Mariam Webb Lincoln Financial Group Foundation, Inc. • LPL Financial Services • MassMutual Financial Group Earl S. Prolman William F. Shean Jr James W. Tait Mark A. Weber The Penn Mutual Life Insurance Co. • Securian Financial Group Inc • Thrivent Financial for Lutherans Foundation John S. Pugh*+ Claus H. Shelling Eric K. Takao Richard M. Weber

John M. Qualy Paul J. Shevlin David R. Tarella Richard A. Wecker $10,000 TO $24,999 Kirk Quaschnick Walter J. Shields Stephen D. Tarr Samuel H. Weese Allianz Life • Ameriprise Financial • Armed Forces Benefit Association/5-Star Joseph Ralph Radovic John S. Shondel Wyllys H. Taylor Jr* Norbert A. Weisbeck CNO Financial • Corey Search Groups, Inc. • COUNTRYFinancial • Fairway Independent Mortgage Corporation Frank L. Rainaldi* Frederick J. Sievert Joe P. Teague Earl L. Weiser First Command Educational Foundation • Global Gift Fund • Guardian Life Insurance Company of America Dwain P. Ramlo Raymond A. Silva Robert L Tedoldi Sharon G. Welch-Blair Jelly Belly Charities, INC • NFP • Nationwide Life Insurance Co. • OneAmerica • Prosperity Life Insurance Group, LLC Stephen G. Ray Morris A. Silverman* M. Michael Teichman* Calvin Don Welling Raymond James • RGA • SBLI USA Life Insurance Company • State Farm • SunTrust • Vanguard Charitable Randall D. Reichenbach Timothy L. Sims* Robert A. Tewes David F. West*+ Lloyd L. Reynolds I. Michael Singer Neil D. Theriot Thomas B. Wheeler $5,000 TO $9,999 Thomas R. Richards W. Clyde Sisson* A. Richard Thiernau Bernard R. Whitehill*+ Blackstone Insurance Solutions • Capitas Financial, Inc. • GAX Insurance Education Foundation John R. Richmond Gary R. Sitzmann Jeffrey E. Thol James E. Whistler Mutual of Omaha • Pearson VUE George Nelson Ridings Allen A. Skogebo Guy R. Thomas N. Susan Whittington Penny K. Righthand David W. Smith Wayne E. Thomas Lawrence Wiener David E.A. Riker Mark B. Smith Arthur H. Thompson Roger A. Wikstrom $1,500 TO $4,999 David S. Rinsky Mary P. Smith* William G. Thompson Dale S. Williams. Jr AYCO Charitable Foundation • Glad to be Here Foundation • The Pamela J. Newman Foundation John F. Rippinger Gary J. Sohigian* Christopher G. Tobey Joseph P. Williams Jr Seitzinger Financial Group • Wells Fargo Ezra H. Ripple IV Mark and Paula Solomon John O. Todd* Harold L. Wilshinsky John J. Rocco N. W. Jerry Solomon*+ Louis J. Toia* Thomas J.* and Bette Wolff Sumner Rodman* Mark Sorlie Daniel J. Toran* Marshall I. Wolper* Howard F. Roeding Jr Neil P. Sorum* Dennis M. Travlos Robert D. Wombwell Jr Charles A. Rogers Jr Nikki L. Sorum Jeri L. Turley Ronald I. Woodmansee BOARD OF TRUSTEES FOUNDATION BOARD OF DIRECTORS Reflects members whose terms continue through end of December 31, 2018. Reflects members whose terms continue through end of December 31, 2018.

Andrew G. Aiello Sr, CPA® Gary T. Huffman, CLU®, ChFC® Robert D. Shapiro, CLU® Peter C. Browne, LUTCF® Michael James Michael E. Rosenzweig, CLU®, ChFC® Boulevard Insurance Strategies Ohio National Financial Services The Shapiro Network PRB Wealth Management Partners Financial Rosenzweig Financial Services

David M. Anderson Fred H. Jonske FSA® Clara Shih Susan M. Cooper Rodger Keith Johnson Albert John Schiff, CLU®, CAP®, RICP® Executive Consultant Retired, M Financial Group Hearsay Systems MSM, CLU®, CFP®, ChFC®, CAP®, RICP® MSFS, CLU®, ChFC®, CAP® Alvarez & Marsal Prudential Insurance Company Vice-Chairman Daralee S. Barbera, CLF®, ChFC® Kevin M. Kimbrough, CLU®, ChFC® Frederick J. Sievert, MSM Jayne Nemerow Schiff of America Johnson Financial Group GAMA International Saybrus Partners Retired, New York Life Insurance Co. MSFS, CLU®, ChFC®, REBC®, CAP®, ChHC® Michael J. Corey Joseph W. Jordan Schiff Benefits Group Scott L. Berlin, FSA Paul A. LaPiana CFP® Jon S. Stenberg, ChFC® MJC Ventures, Inc. New York Life Insurance MassMutual Financial Advisors Symetra Life Insurance Co. Arnold M. Katz, CLU® Todd M. Schoon, JD, CLU®, ChFC® Howard B. Cowan, CLU®, ChFC® AMK Concepts (ex-officio) Andrew J Bucklee, ChFC®, CLU® Annemarie Long Scott Stolz, RICP® Cowan Financial Group The American College Lincoln Financial Long Consulting Group Raymond James Kelly Kidwell, LUTCF®, ChFC®, CLU® of Financial Services Charles T. Cronin III, CLU®, CAP® Pacific Advisors ® ® ®

Ronald L. Carson Jr, CFP , ChFC James J. Meehan, MSM Westley V. Thompson, CLU ® ® (ex-officio) Mike F. Scovel, MSM, CLU , ChFC Carson Wealth Management Group Chairman M Financial Group Leon L. Levy, CLU®, RHU® The American College New York Life Insurance Co. 1847Financial Leon L. Levy & Associates ® ® of Financial Services Anurag Chandra Thomas Paul Tooley, CLU , ChFC ® ® Joel A. Shapiro, MSFS, CLU , ChFC ® ®

Prosperity Life Insurance Group George Nichols III MassMutual Life Insurance Co. ® ® Ronald E. Long, CLU , ChFC Michael C. Davidson, MSM, CLU , CAP Bartmon, Shapiro & Associates (ex-officio) ® ® ® ® Retired ® ® George I. Connolly JD, CLU , ChFC Leo C. Tucker Jr, CLU , CLF Eugene F. LoVasco, JD, CPA , CLU ® ® ® The American College Joseph Sparacio, LUTCF , CLU , CLF Securian Financial Group The Washington Group State Farm Insurance Companies LoVasco Consulting Group of Financial Services MassMutual Financial Group

® ® ® John R. DiMonda, CLU , ChFC ® Patrick Corey Michael J. Vietri, CLU Blake Mohr, CPA ® Knut A. Olson Kristyn Cook-Turner, CLU The Corey Search Group AMERILIFE Lincoln Financial Advisors Capitas Financial National Guardian Life Insurance Co. State Farm Insurance Companies

® ® ® ® Harris S. Fishman, CLU , ChFC ® ® J. Scott Davison, ChFC , CLU Mary A. Weiss PhD Reginald N. Rabjohns, CLU , ChFC ® ® Tina Perrino JD Paul E. Vignone, CLU , ChFC , JD, LLM Vice-Chairman Fox School of Business MassMutual Rabjohns Financial Group Charles Schwab & Co. Vignone Enterprises

OneAmerica Financial Partners Temple University ® ® ® ® Lily Fong, CLU , ChFC , CASL , RICP ® ® George Nichols III Robert B. Plybon, CLU , ChFC Edward G. Deutschlander, CLU®, CLF® Robert J. Wernecke, CLU® AIG Partners Group (ex-officio) Plybon & Associates

North Star Resource Group ECA Financial Services ® The American College R. David Fritz Jr, CLU Ron Ransom of Financial Services Anthony J. Domino Jr, MSFS Doyle J. Williams, CLU®, ChFC® Chairman Nationwide Financial ChFC®, CLU®, CAP® COUNTRY Financial Executive Benefits Network Phillip C. Richards, CLU®, RHU®, CFP® Associated Benefit Consultants J. Greg Reber North Star Resource Group Pacific Life Insurance Caroline A. Feeney, CLU®, ChFC® Prudential Insurance M. Michael Rooney, CLU®, ChFC® FOUNDATION BOARD EMERITUS Company of America AXA Advisors Reflects members whose terms continue through end of December 31, 2018.

® ® ® Randall H. Harbert, CLU® Todd M. Schoon JD, CLU®, ChFC® Brian S. Brown, CLU , ChFC Richard A. Liddy, CLU Retired State Farm Insurance Companies (ex-officio) Jarrett L. Davis III, CLU®, LUTCF® General American Life Insurance Co. The American College ® ® ® ® ® Thomas H. Harris, CLU , ChFC Louis P. DiCerbo II, CLU , ChFC , LUTCF ® ® of Financial Services James A. Mitchell, CLU , ChFC DiCerbo P.C. P. and Associates The Penn Mutual Life Insurance Retired Company Aaron Seurkamp Lee M. Gammill Jr, CLU® IDS Life Insurance Co.

Protective Life Insurance Co. ® ® ® ® ® William B. Wallace, CLU , ChFC , CAP John Howard Gloria M. La Grassa, CLU , ChFC BB&T Insurance Holdings Kurt Shallow Executive Consultant ALUMNI ADVISORY BOARD Reflects members whose terms continue through end of December 31, 2018.

® ® ® ® ® ® ® 2018 by the Numbers Guy E. Baker PhD, MSFS, MSM, CLU , ChFC RHU , CFP Dewane Lewis Jr, LUTCF , FSS , CLF BTA Advisory Group The Penn Mutual Life Insurance Co. Maguire Building: $1,115,093 Kevin E. Baldwin, CLU®, ChFC®, CAP® Katherine Elizabeth Michaels, CLF® Vice President Northwestern Mutual CLU® Reimagined: $80,540 B&L Financial Architects Lynnette Carol Muleady, MSM, CLU® Michael F. Barry, MSFS, CLU®, ChFC® Secretary New York Life Insurance Co. State Farm Centers of Excellence Leslie S. Calkins, MSFS, CLU®, ChFC®, CASL®, RICP®, CAP® James Arthur Petersen, PhD, MSFS, MSM, ChFC® 2018 CENTERS GIVING: $990,886 State Farm CLU®, CASL®, CLF®, RICP®, CAP®, CRPC, AEP®, WMCP® President Bryan K. Clontz PhD, MSFS, CLU®, ChFC®, CAP®, RICP® First Command Financial Services Charitable Solutions, LLC Lucas J. Quaccia, CLU®, CLF®, ChFC® ® ® ® ® $350,453 Heather Lynn Davis JD, CLU , ChFC , CAP , AEP $59,892 $28,766 $3,940 $546,935 $900 2nd Vice President New York Life Insurance Co. New York Life Insurance Co.

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Richard Paul Dodd, MSM, CLU , ChFC , CLF ® ® ® Matthew E. Schiff, CLU , ChFC , WMCP Northwestern Mutual Schiff Benefits Group The Greater New York Group John F. Shull, ChFC® Darin S. Fass, CLU®, CLF® Maguire Center M Center of MassMutual Northwestern Penn Mutual State Farm Retired of Ethics in Excellence Center for Mutual Center for Center New York Life Insurance Co. First Command Financial Services Financial Services Special Needs Granum Center Veterans Affairs for Women

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Diane Hack Gould, MSFS, ChFC , CLU , CAP ® ® ® ® Kimberly Leander Turner, MSFS, ChFC , CAP , CLU , AEP D.K. Gould Company Allstate Financial Services Academic ® ® ® Annual Giving Regina R. Holmes, CLU , ChFC , RICP ® ® Lyndsey Boettcher Wellens, MSM, ChFC , RICP State Farm Restricted Funds State Farm Insurance Companies Unrestricted Annual Fund Peter H. Hoopis, CLU®, CLF®, ChFC® $135,600 Hoopis Financial Group $541,330 Sponsorships Restricted Funds $71,575 EMERITUS ALUMNI ADVISORY BOARD $439,000

Jerrold J. Borrowman, MSFS, CLU®, ChFC®, LUTCF®, CAP® Jayne Nemerow Schiff, MSFS, CLU® Contributed Life The Penn Mutual Life Insurance Co. ChFC®, REBC®, CAP®, ChHC® Insurance Premiums TOTAL 2018 Schiff Benefits Groups $192,023 John J. Rocco, MSFS, CLU® $101,941 ADVANCEMENT REVENUE New York Life Insurance Co. Life Insurance Proceeds $3,667,988 2018 ANNUAL GIVING: $906,869

Invest in the Future Goal: $17,500,000 BY DECEMBER 31, 2020 * *All commitments 2017-2018 Raised: $8,662,481 THROUGH DECEMBER 31, 2018 270 South Bryn Mawr Avenue Bryn Mawr, PA 19010

Never forget the genuine impact financial professionals have on our society and our country. The American College aims to make every advisor a greater asset for their clients and their community.

GEORGE NICHOLS III

PRESIDENT & CEO THE AMERICAN COLLEGE OF FINANCIAL SERVICES