President
Jeffery Swanson, CSPG
Orange County Community Foundation
4041 MacArthur Blvd., Ste. 510
Newport Beach, CA 92660
949-553-4202x39
Fax 949-553-4211
jswanson@oc-cf.org

President-Elect
Charles J. McLucas, Jr.
Charitable Trust Administrators, Inc.
17501 E. 17th St., Ste. 100
Tustin, CA 92780
714-508-9100
Fax 714-508-9102
cmclucas@ctai-ca.com

Past President
Victoria Gray ,CFA,CTFA
Northern Trust
16 Corporate Plaza
Newport Beach, CA 92660
949-717-5507
Fax 949-717-5590
vag1@ntrs.com

Secretary
James Eckel, CFP^®
USS Midway Museum
910 Harbor Drive
Dan Diego, CA 92101
619-398-8237
Fax 619-544-9188
jeckel@midway.org

Treasurer
Jeffery Gray
BHFW
1551 N. Tustin Avenue, Ste. 1010
Santa Ana, CA 92705
714-543-0500
Fax 714-543-1567
jeff.gray@ronblue.com

VP of Programs
Charles J. McLucas, Jr.
Charitable Trust Administrators, Inc.
17501 E. 17th St., Ste. 100
Tustin, CA 92780
714-508-9100
Fax 714-508-9102
cmclucas@ctai-ca.com

Association Office
1442 E. Lincoln Ave., PMB 441
Orange, CA 92865-1934
866-921-6440
Fax 866-921-6443
gjmgmt@yahoo.com
Council Website: www.PPPOC.org
Gail James Clarke, Executive Director

Partnership for Philanthropic Planning
233 McCrea St., Ste. 400
Indianapolis, IN 46225
317-269-6274
Fax 317-269-6276
National Website: www.pppnet.org

Susan Berkman, JD
California State University, Long Beach 
1250 Bellfower Boulevard, BH 387
Long Beach, CA 90840
562-985-5122
Fax 562-985-5362
sberkman@csulb.edu

Roland Ho, CSPG
University of California, Irvine 
100 Theory Street, Ste. 250
Irvine, CA 92617
949-824-6454
Fax 949-824-3890
roland.ho@uci.edu

Bruce Campbell, JD, CFRE
Finest US Realty
6185 Magnolia Ave. Suite 305
Riverside, CA 92506
626-403-1040
Fax 626-316-7372
bruce4results@verizon.net

Randy C. Kokal
Non-Profit Network
18507 Pueblo Circle
Huntington Beach, CA  92646
714-378-9885
rkokal@juno.com

Paul Glowienke
Northwestern Mutual Financial Network/ The Waltos Group
1500 Quail Street, Ste. 500
Newport Beach, CA 92660
949-863-5800
Fax 949-863-5940
paul.glowienke@nmfn.com

Christine C. Weiner, JD
Christine C. Weiner, A Professional Law Corp.
620 Newport Center Drive, Ste. 1100
Newport Beach, CA 92660
949-721-6610
Fax 949- 721-6609
cweiner.law@verizon.net

Julie Heggeness, JD, CSPG
Southern California University of Health Sciences (SCUHS)
16200 E. Amber Valley Dr.
Whittier, CA 90604
562-902-3327
Fax 562-902-3349
JulieHeggeness@CUHS.edu

Jeri B. Wilson, CSPG
Director
Pediatric Cancer Research Foundation
9272 Jeronimo Road, Ste. 107-A
Irvine, CA 92618
949-859-6312 ext. 11
jwilson@pcrf-kids.org