THE HERITAGE INSTITUTE BOARD OF ADVISORS 2023
Devon Dougherty is the Director of Development, Planned Giving at Whittier College. He is an experienced fundraising and communications professional with demonstrated history of success with nonprofits in education, youth development, and health care. Devon is a graduate of The Heritage Institute and is a certified Heritage Design Professional™. He is skilled in Planned Giving, Annual Giving, Major Giving, Nonprofit Management, Budgeting, Strategic Planning, Marketing, Public Relations, and Coaching. Devon received a BA from Occidental College and his MBA from the University of California, Irvine. He is an author and instructor in fundraising and communications. Devon is also an Eagle Scout.
Tiffany Kirgan is a partner in Johnson Financial Group. She has the privilege of working with multigenerational family businesses, closely held corporations, and successful professionals in the areas of business succession planning, wealth transfer to the second and third generations, as well as a unique approach to philanthropic vision development, Outlast Your Outcome. She is a certified Heritage Design Professional™. Her firm works with successful professionals and multi-generational families to help you discover the Why behind your wealth. Tiffany facilitates The Bigger Conversations – conversations that allow family members to stretch their hearts and minds into new and empowering realms of their own thinking. By having these conversations with each generation, and the family as a whole, Johnson Financial Group helps families perpetuate their impact and continuity for generations to come.
For over 33 years, Doug Markewich has advised Canadian business families on corporate life insurance, tax, and estate planning strategies. Doug works with the Private Wealth Managers to explore new tax driven insurance and estate planning solutions. As Vice President of Family Wealth, Doug’s role is helping you focus and pass on the values that built your wealth, before discussing the money. He asks intriguing questions and takes the time to understand your responses. Doug was Canada’s first Heritage Design Professional (HDP)™ and he demonstrates this new training through a very unique conversation style focused on you. Doug’s commitment to family is shared by a small group of uniquely qualified Heritage Design Professionals™ from across the US and England, who work with families to realize their goals through specialized activities and education. Together we keep families united and strong for many generations to follow.
As the National Director of Family Governance at Key Bank, Carey Spencer is responsible for serving as the Family Wealth thought leader on all family dynamic, philanthropic, and family governance issues including all strategies related to developing and preparing family members to responsibly manage genera)onal wealth. She closely coordinates with the family wealth team to deliver excep)onal family legacy, educa)onal, and philanthropic experiences. Carey joined Key in 1986 and has been providing financial planning services for more than 30 years. Previously Carey served as a Family Wealth Strategist working exclusively with individuals and families of significant wealth across genera)ons. She leveraged her experience and exper)se to manage complex estate, tax, and integrated investment strategies. She also ensured that her clients received access to the full array of our family office capabili)es. Carey worked closely with her clients to understand their goals and priori)es. Her in depth knowledge of investment management and trust strategies ensured that the best solu)ons were carefully planned and implemented. She earned a BBA from Cleveland State University and an MFP from David Myers University. She holds RFP®, CWS® and HDP designations, and is an award recipient of the Achiever’s Club, President’s Club, and Signature Circle. She is a member of the board of trustees for the Cleveland Ins)tute of Art.
Sharon Wood launched Generational Family Wealth after enjoying a 14-year career at T-Mobile, culminating as the national Director of Leadership Development. She is also a certified Heritage Design Professional® (HDP™). She uses her skills and training to help families achieve their ideal vision, setting them up for success for generations to come. As a certified Gallup Strengths Coach, she helps individuals, families, businesses, and non-profits leverage their natural talents. Sharon creates customized solutions for families to successfully transition wealth, stories, values, vision, and leadership from one generation to the next.
The Financial Services Division at Rare Coins of New Hampshire, led by Director Donald Dee, caters to a global community of financial professionals and estate planning attorneys. RCNH specializes in providing independently certified rare coin and precious metals portfolio services including assembly and design, management, liquidation, computerized evaluations, and trading for all precious metals including gold, silver, platinum, and palladium.
RCNH has been a trusted source of precious metals and numismatic expertise for renowned organizations such as Virginia Tech University, The Gettysburg Foundation, Utah Valley University, PBS (Public Broadcasting Service) as well as The State of Vermont’s Department of Taxation. As a member of prestigious consumer protection affiliations, including The Professional Numismatists Guild (PNG) and its precious metals affiliate, The Accredited Precious Metals Dealer program (APMD), RCNH stands as a respected and highly reputable entity. PNG and APMD are nonprofit organizations comprising leading experts in precious metals, rare coins, and paper money nationwide. Notably, Rare Coins of New Hampshire has recently received recognition as one of the “100 Most Influential Companies” in the precious metals and numismatic industries by Amos Press.
