Believing that wisdom comes through a multitude of counselors, LTF relies upon the expertise of a number of professionals from specialized disciplines who comprise the Council.

Don Jackson

CLU, ChFC, Knoxville, TN

Don has been a leading consultant to non-profit organizations since 1982. He specializes in the management of investment risk and income based endowments. He has worked with many educational, church and charitable organizations, including The University of Tennessee, Birmingham Southern College, National Association of United Methodist Foundation, East Tennessee State University and Florida Dental Association. He also speaks regularly on tax and charitable planning issues.

James A. Lavorgna

J.D., LL.M., CWM™, CTEP™, CFP®

Jim Lavorgna is the CEO and primary relationship manager for Forsyth Wealth Management, Inc., a Registered Investment Adviser. Throughout his career, he has provided extensive financial and estate planning services to professional athletes, high net worth individuals and business owners. He also works with non-profit organizations and clients that have an interest in charitable giving, family wealth planning, business succession planning and asset protection. He is a Distinguished Fellow with the Royal Society of Fellows and a Fellow with the American Academy of Financial Management. Mr. Lavorgna is also an adjunct professor of law for the Thomas Jefferson School of Law Masters of International Tax Graduate Program.

William McGuire

CLU, Rochester, MN

Bill McGuire has been in the financial services industry since 1975 and founded McGuire Financial Services in 1991, which specializes in the wholesale distribution of advanced insurance products to agents and attorneys located in the upper Midwest. Bill is also a partner with Philanthropy by Design, LLC. He has personally helped to fund several million dollars in charitable gift annuities and has consulted with numerous non-profits on the advantages of using gift annuities in their planned giving programs.

Stephen A. Stack


As Owner and President of Homeland Estate & Financial Services, Stephen has been advising families and individuals on estate planning concepts since 1982. He specializes in estate, tax and retirement planning and subscribes to the "SWAN" principle for his clientele, meaning he desires that they always "Sleep Well At Night." Recently, Stephen earned a Masters of Science and Financial Services title to add to his distinguished list of designations. For over 10 years Stephen has been incorporating charitable planned giving concepts into his practice, and has served as an advisory council member for several other non-profit organizations.

Rhonda Weaver

Attorney, Carmel, IN

Rhonda has over 25 years of legal experience in the private, public and nonprofit sectors. Before relocating to Indianapolis, she served as corporate counsel for a Christian nonprofit organization in Nashville, Tennessee, where her responsibilities included the legal oversight of planned giving and charitable gift transactions. Rhonda is an effective negotiator with a constructive approach to problem solving, enabling her to establish and maintain positive relationships with colleagues and clients. She is also a dynamic public speaker and retreat leader, using humor to describe her transition from an East coast Jewish lawyer to a born-again, stay-at-home mother of four in Texas.