Honors and Awards:

• Jonathan also served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations.
• Jonathan is also a past President and Director of the Chesapeake Planned Giving Council.
• Currently, Jonathan serves on the Board of Directors of the Partnership for Philanthropic Planning (PPP) and is a Government Relations Advisor to PPP.
• Jonathan was Chair of the 2000 NCPG Conference Committee and served on NCPG's Government Relations Committee.
• Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - now known as the Partnership for Philanthropic Planning) and was a member of the NCPG Board of Directors., 2002

Special Licenses/Certifications:

• Master of Laws in Taxation from Georgetown University Law Center, 1985

Bar/Professional Activity:

• Jonathan is a member of the American Bar Association and Maryland State Bar Association, Taxation and Real Property, Probate and Trust sections

Pro bono/Community Service:

• He has worked extensively on a pro bono basis with various charities and has served as a volunteer with several nonprofit organizations.
• Jonathan served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations.
• Jonathan is also a past President and Director of the Chesapeake Planned Giving Council.
• Currently, Jonathan serves on the Board of Directors of the Partnership for Philanthropic Planning (PPP) and is a Government Relations Advisor to PPP.
• Jonathan was Chair of the 2000 NCPG Conference Committee and served on NCPG's Government Relations Committee.
• Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - now known as the Partnership for Philanthropic Planning) and was a member of the NCPG Board of Directors.

Scholarly Lectures and Writings:

• 1985 Supplement - Corporation Income Tax, Maryland Taxes, Co-Author, MICPEL, 1985
• 1986 Maryland Tax Legislation, Co-Author, The Maryland Bar Journal, September & October, 1986
• Is the Personal Trust Business Missing Opportunities in Planned Giving?, Co-Author, American Bankers Association Journal, 1994
• How to get a Private Letter Ruling - Ten Commandments of the Letter Ruling Process, The Journal of Gift Planning, 3rd Quarter, 1998
• Problem Solving for the Donor: The Final CRT Regulations Reviewed, Government Relations Committee of the National Committee on Planned Giving, March 2, 1999 (Videotape and handout distributed to over 11,000 members of NCPG)
• Final CRT Regulations - Trick or Treat?, The Journal of Gift Planning, 2nd Quarter, 1999
• The Planned Giving Value Chain, Planned Giving Today, September 2003
• Planned Giving Design Center, Technical Writer for Planned Giving Online and News Alerts, 1997-2001
• How Can the Private Letter Ruling Process Benefit the Gift Planner?, Charitable Gift Planning News, March 2006.
• Trends in Gift Planning, Southeast Wealth Management Business Magazine, January 2008.
• Trends in Gift Planning, Southeast Wealth Management Business Magazine, January 2009.
• The CRT Stock Redemption Strategy for Philanthropic and Business Succession Planning, Journal of Gift Planning, September 2009
• Really?…Estate Tax Repeal – What’s Next for Charitable Gift Planning, Planned Giving Design Center, November 10, 2010
• Presented over 90 speeches in and out of the United States in the past 15 years

Other Outstanding Achievements:

• Assisted a coalition of charitable organizations in submitting suggested revisions to the “Dodd-Frank Wall Street Reform and Consumer Protection Act”
• Chaired the Donor Advised Fund Task Force for the National Committee of Planned Giving, which prepared a response to the IRS' request for public comment pursuant to Notice 2007-21
• Attended various meetings on behalf of the National Committe on Planned Giving with high level IRS and Treasury personnel and with legislative tax counsel and members of U.S. Congress
• Currently, Jonathan serves on the Board of Directors of the Partnership for Philanthropic Planning (PPP) and is a Government Relations Advisor to PPP.
• Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - now known as the Partnership for Philanthropic Planning) and was a member of the NCPG Board of Directors.
• Prepared National Committe on Planned Giving response and testified at Internal Revenue Service and Treasury Hearings for Regulation changes under Code Section 664 (Charitable Remainder Trusts), Washington, DC, 1997
• Prepared National Committe on Planned Giving (NCPG) response and attended Internal Revenue Service and Treasury Hearings for Regulation changes under Code Section 643(b), Washington, DC, 2001  , 2001
• Presetnted testimony on Capital Hill with U.S. Senators Bayh and Santorum on private foundations, Washington, DC, 2002

Newsletters:

• The CAR Newsletter will discuss practical and technical aspects of creating, operating and funding charitable organizations, both from the perspective of the charitable organization and the donor. The CAR Newsletter should be of interest to charity representatives, accountants, attorneys, financial planners, trust officers, and investment and insurance professionals, Charity Advisor Resource Newsletter

Educational Background:

• University of Maryland, College Park - B.A., Double Major, Economics & Government & Politics - Honors - Omicron Delta Kappa, Mortar Board & Phi Kappa Phi, 1978
• Master of Laws in Taxation from Georgetown University Law Center, 1985