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The Gift Planning Advisory Committee

This intimate committee comprises a small group of active gift and estate planning professionals dedicated to the mission and vision of the Cleveland Museum of Art.

The ultimate goal is to continue to build a network of committed estate and financial planning professionals who will serve as a resource to the museum’s gift planning staff by acting as museum ambassadors in the community and to their clients, and by introducing and encouraging support of the Cleveland Museum of Art when the opportunity arises.

These individuals:

  • serve as ambassadors in the greater Cleveland community,
  • are resources to the museum’s gift planning staff, and liaisons to introducing new gift planning professionals to the museum,
  • assist in the planning of the annual professional’s breakfast (including, but not limited to, requesting sponsorship of the breakfast from their company),
  • each host a biennial gift planning professionals cultivation luncheon, and
  • each make an annual contribution to the museum of $500 or greater.

 

CHAIR
Michael Novak
President
Wellspring Financial Advisors

COMMITTEE MEMBERS
Leigh H. Carter
Relationship Manager, Wealth Advisory
Glenmede

David Dickenson III
Partner
Dickenson & Associates LLc

Deviani M. Kuhar
Partner
Chair, Business Succession Planning and Wealth Management Practice Group
Benesch

Linda M. Olejko
Business Development Director
Managing Director
Glenmede Trust Company, Na

Fareed Siddiq, CFP
Managing Director
Wealth Management Advisor
The Siddiq Wealth Management Group
Merrill Lynch

IMMEDIATE PAST CHAIR
Kate Wensink
Of Counsel
McDonald Hopkins, LLC