About Us

Carlisle 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. Carlisle is a board member and the current Vice President of the Planned Giving Council of Mid-South, the local chapter of the National Association of Charitable Gift Planners, which provides education and networking opportunities to professionals, advisors and non-profit organizations. He is also an associate member of e.Planners Educational Alliance, a non-profit educational organization founded by prominent estate, trust, tax and business attorneys from around the United States. Carlisle has presented locally for professional audiences in various National Business Institute seminars related to trusts and estates and the University of Mississippi’s Mid-South Conference on Estate Planning. Carlisle also frequently conducts seminars on asset protection planning, retirement planning, estate planning, Medicaid eligibility, and estate and trust administration.

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.

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.

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.

Lindsay is an attorney at Patterson 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.

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.

Caroline Kuebler is the Director of Development at the Community Foundation of Greater Memphis, where she encourages current and prospective donors to become more strategic and intentional in their giving. She oversees both the organization’s Chartered Advisor in Philanthropy® Study Group and Next Gen Philanthropic Initiative. Prior to working at the Community Foundation, Caroline spent 20 years at ALSAC/St Jude in volunteer, program and market development. She is a graduate of the University of Colorado, Boulder.

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.

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.