The Planned Giving Council of the Mid-South enjoys a very diverse membership which greatly enhances the experience for all members. Our community draws from all types of non-profit organizations and for-profit companies with an interest in creating and supporting philanthropy.

The PGC of the Mid-South is a member council of the National Association of Charitable Gift Planners (formerly PPP). The Board of Directors are nominated and elected from member agencies on an annual basis.

Board of Directors

Joey Maurizi

President
Joey serves as Development Specialist for the Methodist Healthcare Foundation. He works closely with his peers and community leaders to raise funds and awareness for their Hospice and Palliative Care programs. He also oversees their planned giving program, working to identify and steward members of their Elliott Society. Prior to joining the foundation, Joey served as a Regional Planned Giving Director for The Salvation Army. Joey is a veteran, having served in the United States Navy from 2004-2008 aboard the USS Fitzgerald. He received his BPS in Nonprofit Administration from the University of Memphis and also received his Master’s degree in Public Administration from the University of Memphis.

Carlisle Dale

Vice-President
Carlisle Dale is an attorney with Wiseman Bray PLLC. He graduated from the University of Memphis Cecil C. Humphreys School of Law in 2013. He concentrates his practice in the areas of estate planning and post-death administration, as well as asset protection planning and charitable planned giving. He counsels clients with respect to a wide range of issues relating to wills and trusts, estate planning, trust administration, asset protection, charitable giving, business succession and taxes. He earned his Bachelor of Arts in Business and Organizational Management while playing baseball at Maryville College.
Brienne Jackson

Brienne Jackson

Secretary
Brienne is a CFP® and currently serves as a Director of Financial Planning at Legacy Wealth Management, where she has been since 2008. Brienne works closely with her clients to help them achieve their goals by having a solid financial plan; this is done by reviewing clients retirement benefits, estate documents, insurance needs, charitable plan, education funding goals, etc. Brienne earned her Bachelor of Business Administration with a concentration in Finance and her Master’s in Business Administration from the University of Memphis.
Lindsay Jones

Lindsay Jones

Treasurer
Lindsay is an attorney at Wiseman Bray PLLC and is Past President of the Planned Giving Council of Greater Memphis. She concentrates her practice in the areas of estate planning and post-death administration, as well as asset protection planning and charitable planned giving. She counsels clients with respect to a wide range of issues relating to wills and trusts, estate planning, trust administration, asset protection, charitable giving, business succession and taxes. Lindsay graduated from the University of Memphis School of Law with honors with a joint law degree and Masters of Business Administration. While in law school, she received the Herbert Herff Trustees Scholarship and the Dean's Award for Best Appellate Brief. She earned her Bachelor of Business Administration summa cum laude from the University of Memphis where she was a member of the University of Memphis Pom Squad.
Adams Jr., C. Michael

Michael Adams

C. Michael Adams, Jr., CPA, is an attorney practicing primarily in the areas of estate planning, taxation, wills and trusts, and probate administration. He is certified as an Estate Planning Specialist and routinely advises clients on matters of estate tax and income tax planning, charitable giving, asset protection, and probate and trust administration. He is a frequent lecturer on these topics to legal, accounting and financial professionals in the greater Memphis area and has been featured in The Memphis Business Journal and The Memphis Daily News discussing estate planning. Mr. Adams is a member of the Memphis Bar Association Board of Governors, is president elect of the Estate Law Specialist Board, on the board of the Memphis Allied Professionals Conference, and is the Memphis Alumni Chapter President of Spring Hill College. He has been named a Fellow of the Memphis Bar Foundation, is a member of both the Memphis and Tennessee Bar Associations, the Estate Planning Council of Memphis, the National Association of Insurance and Financial Advisors, and the Tennessee Society of CPA’s. He is a member of Christ United Methodist Church and is an avid runner who enjoys long trail runs with his two rescue dogs.

Leslie Davidson

Leslie Davidson was a founding member of this council in the early 1990’s. Her Gift Planning career spans 40 years. The majority (35 years) have been dedicated to ALSAC/St. Jude where she is a Sr. Philanthropic Advisor. The other (5 years) were served at the University of Memphis from 1989-1994. Leslie was the Director of Development for the Planned Giving Program, and the annual fund for the Cecil C. Humphrey’s School of Law. Her formal education includes a Bachelor of Arts, and a Master of Science degree from the University of Memphis. Last fall, Leslie moved into a part-time position allowing her to spend time with her granddaughter, and still focus on her passion for developing major/blended gifts.
Frank Horrell

Frank B. Horrell, CPA, CFP®

ex officio
Frank B. Horrell has been Director of Professional Advisor Development for the Community Foundation of Greater Memphis since January 2008. Mr. Horrell graduated from the University of South Florida with a B.A. in Business Administration – Accounting and has worked in both public and private accounting. He has been in the financial service industry since 1984 and was a wealth management advisor for Merrill Lynch, prior to joining the Community Foundation. He is responsible for marketing the Foundation’s gift planning, investment management and charitable fund options to professional advisors, including attorneys, accountants, financial advisors, and insurance professionals. Mr. Horrell also serves as a planned giving resource to donors, professional advisors and nonprofit fund advisors. He previously held the Series 7, 31, 63, 65 securities licenses and Life, Variable Life and Variable Annuity Insurance Licenses. He is a member of various professional organizations including the Tennessee Society of CPAs, the American Institute of CPAs, the Financial Planning Association of Greater Memphis and the Estate Planning Council of Memphis.

Dan H. Murrell, CFRE

Past-President
A graduate of Millsaps College and of the University of Memphis, Dan left a 13-year teaching career in 1997 for a career in nonprofit development. He has been Director of Planned Giving at the University of Memphis since 2008. Previously, Dan served as Director of Development for the Community Foundation of Greater Memphis and as Director of Development and Community Relations for Trezevant Manor. Dan has been active in PPP since 1997, as well as AFP on both the local and national level. He served as the President of AFP in Memphis, and received the chapter’s Crystal Award as Fundraising Executive of the Year. He is also an active board member or volunteer for several local nonprofit organizations.
Sarah Vanderwalde

Sarah Vanderwalde

Sarah VanderWalde is currently the Endowment Development Manager at the Jewish Foundation of Memphis. She helps donors with their charitable goals and promotes legacy giving to the Foundation’s ten partner agencies in Memphis. She also manages the Jewish Foundation’s Professional Advisory Group and the B’nai Tzedek Teen Philanthropy Program. Prior to working at the Jewish Foundation, Sarah spent fifteen years at IBM in New York, Baltimore, and Research Triangle Park focusing on project management, strategy consulting, marketing and communications. She graduated from the Wharton School of Business at the University of Pennsylvania and received her Master’s degree in Communications and Technology from the University of North Carolina at Chapel Hill.

Cathy Wilson

Cathy is the Director of Planned Giving at Le Bonheur Children’s Hospital, where she works closely with donors, prospective donors and professional advisors to assist donors in supporting the hospital. After both her children received treatment at Le Bonheur, she began volunteering at the hospital in 2008 through Le Bonheur Club and the Family Partners Council. Prior to joining Le Bonheur as an associate in 2018, she was in house counsel at Mid-America Apartment Communities. Prior to MAA, she was a partner at Bass, Berry & Sims PLC and an associate at Burch, Porter and Johnson, PLLC. She holds a B.A. from Centre College in Danville, Kentucky and a J.D. from The University of Tennessee College of Law in Knoxville, TN. Cathy attends Christ Methodist Church.