AUMdb

American Council On Gift Annuities

EIN 752481300 · 501(c)(3) · Public charity · Tucson, AZ · recognized 1993

Assets
$957K
Revenue
$220K
Expenses
$164K
Investment income
$28.9K

Form 990 fiscal year ended 06/30/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Jack Friday Llc Association management, conference servi $115,934

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Philip M Purcell Cfre Mpajd President $0 $0
Joseph O Bull Jd Immediate past president $0 $0
Julian Major President-elect $0 $0
Renee V Kurdzos Vp engagement $0 $0
Kevin P Mcgowan Vp finance & investments $0 $0
Rebecca Locke Vp governance & secretart $0 $0
Corliss Taylor Jd Mba Vp programs $0 $0
David G Ely Cfa Vp rates & regulations $0 $0
Lawrence P Katzenstein Jd Vp research $0 $0
Catherine Melvin Cpa Citp Director $0 $0
Michael Welling Director $0 $0
Carl Wayne Jd Cap Director $0 $0
Alex P Brovey Jd Llm Director $0 $0
Andrew Fussner Director $0 $0
Julie Hallowell Director $0 $0
Angela G Parsons Jd Cap Director $0 $0
Kinna Clark Esq Director $0 $0
Edwin Cable Cpa Cfp Director $0 $0
Jeremy Stelter Director $0 $0
Pamela Leonard Director $0 $0
Christopher Long Director $0 $0
Melissa Sylvester Cfa Caia Aif Director $0 $0
Bryan Taylor Cfa Director $0 $0
Cathy R Sheffield Director $0 $0
Matt Claflin Director $0 $0
Aaron Levinson Director $0 $0