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Contact Legacy Planning


Meet The Team

Lorraine del Prado

Senior Director of Development, Trust Services and Legacy Planning

Christina Lui

Director of Development

Christina Lui


Christina works with individuals and their advisors to creatively and effectively develop strategies that can help them leave a charitable legacy, reduce taxes and maximize benefits from their assets. She also assists with events and marketing of Children's legacy planning program.

Sue Powell

Trust and Estate Services Manager



Sue administers the trust and estate gift program and is involved in all aspects of the Foundation's trust services and legacy planning program.

Sue's responsibilities include the stewardship of estate gifts, charitable trusts, and gift annuities, charitable planning support to advisors and donors, gift illustrations, record-keeping, and donor recognition.

Kim Ottele

Marketing and Events Specialist



Kim plans trust seminars, special events, such as the Guardians' Circle Luncheon and continuing education conferences for advisors.

Additionally, she coordinates the development of publications and legacy planning brochures.

Beverly Winters

Legacy Planning Coordinator



Bev provides comprehensive administrative and organizational support for the department.

She lends valuable assistance to all of our efforts including seminar production, donor relations, special events, professional advisor programs and database management.