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PPP-LA September 15, 2011 General Meeting Carol Widmer, CFP After teaching high school and college English, then becoming a Realtor and a certified financial planner, Widmer began work in planned giving in 1993 at an Ohio hospital, moved to Union College, Schenectady, then CHLA and Good Samaritan hospitals in Los Angeles and California State University, Fresno. Her NCPG/PPP memberships have followed her from Cleveland to Albany, then to Los Angeles, San Francisco and back home to L.A. Her degrees are from the University of Illinois, Champaign and Southern Illinois University, Edwardsville. Wallace (Wally) Munro Wally has been with The Actors Fund of America for 33 years, and became its first Director of Planned Giving 18 years ago his current title is Director of Planned Giving. Previously he held a variety of positions there in fund raising, public relations, and administration. During his performing and stage managing career he served The Fund as a volunteer from 1969 until he joined the staff in 1977. While Organizing the Planned Giving Program at The Actors Fund, Wally launched a successful Gift Annuity Program and created the Edwin Forrest Society (The Actors Funds Planned Giving Society) which has grown to over 900 members. Wally has made numerous presentations on the various aspects of Planned Giving around the country. Wally served on the Council of Actors Equity Association for ten years, as an adult leader and trainer for the Nassau Council of Boy Scouts, coached soccer for the Police Athletic league (PAL) and served as Trustee, Vice President and President of the Seaford School Board on Long Island. Wally is a Past President of the Planned Giving Group of Greater New York (PGGGNY) after having been President, Vice President, Treasurer and Secretary. He has served as a member of the board of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning) and is a Past Chair of that organization. He also belongs to of Estate Planning Council of New York City, the Planned Giving Round Table of Southern California and the European Association for Planned Giving. Linda Davis Taylor |
Carol Widmer, CFP enjoys being the Southern California representative for Cal Poly, San Luis Obispo. In 2010 she provided consulting services for Keck Graduate Institute of Applied Life Sciences, the youngest of the Claremont Colleges. She also taught Estate Planning online for California Lutheran University, Thousand Oaks for students earning an MBA in Financial Planning.
Born in Evansville, Indiana, Wally grew up in Memphis Tennessee and began performing at the age of six. He attended the North Carolina School of the Arts and continued his education at Memphis State University. During his theatrical career Wally worked in over 50 productions and appeared in several Broadway and Off-Broadway shows, including Fiddler on the Roof with Zero Mostel and Harold Prince's legendary 1974 production of Candide.
Linda Davis Taylor is Chairman and CEO of Clifford Swan Investment Counsel. She also leads CCM Family Advisors, which advises clients on wealth transition, family governance, and philanthropy. Her prior experience includes twenty-five years in senior management positions in philanthropy and admissions for several educational institutions, including Amherst College, Claremont McKenna College, Scripps College, and Emory University. Linda is currently Chair of the Board of Scripps College, a Director of the College Access Foundation of California, and active in numerous organizations. Committed to philanthropic activity, Linda also serves as a trustee of a family foundation.