Monica Estabrooke
Gift Planning Officer
AARP Foundation

Monica joined the AARP Foundation in Washington D.C. in August 2004 as a Planned Giving Development Officer.  She is responsible to develop and implement planned giving strategies for the AARP membership nationwide.  Monica interacts with the 50+ membership and spends a great deal of time cultivating relationships and helping to shape gift arrangements.

Prior to her current assignment, Monica served as Manager of Planned Giving Programs for United Way of America.  In this capacity, she provided consultation, training, and mentorship to 1400 local United Ways’ volunteers and staff. nationwide.  Monica’s area of expertise is developing strategies to build donor relationships with major donors.  She also spent four years in the field as Vice President of Major Gifts and Planned Giving at a local United Way in New York. Monica started a Leave A Legacy™ program in which 28 major local charities collaborated with local estate and tax planning professionals to heighten awareness of charitable giving.

“Friend Raising” for major charitable gifts is a second career for Monica.  She joined the not for profit community after a thirty-year career with IBM.  She is an experienced trainer and speaker as well as a certified Myers Briggs Type consultant and Certified Wealth Coach.

Monica serves on the President’s Council of the Heritage Institute which trains and certifies financial and tax planning professionals on values-based planning, and is on the Advisory Council of Wachovia Charitable Services. 

Monica also volunteers her time to the United Way Retirees Association mentoring small cities on planned giving and endowment development.

Ivonne Fuller Bertrand
Associate Executive Director
National Medical Association

Ivonne Bertrand currently serves as the Associate Executive Director for the National Medical Association (NMA), an Association of over 30,000 minority physicians and the more than ten million multi-ethnic patients they serve.  Ms. Bertrand has worked to shape policy and develop programs on a wide variety of heath issues some of which include; cultural competence, health disparities, reform and literacy, managed care, immunization, asthma, HIV/AIDS, and pain management.  During her tenure with the Association, she has also held the positions of Director of Health Policy and Programs, Director Maternal and Child Health and Health Disparities Director.  Ivonne Bertrand has also raised $20 million for program implementation and special events.

Ivonne Bertrand has written extensively including numerous funding proposals, articles, scientific abstracts and other publications on a broad range of health issues.  Her work has been published in peer-reviewed journals both in the U.S. and internationally including the Journal of Pain for “Access to Care for Chronic Pain:  Racial and Ethnic Differences” and “Population- based Survey of Pain in the United States:  Differences among White, African American and Hispanic Subjects.”  Ms. Bertrand was also a contributing author/editor for the NMA’s landmark report, “Racism in Medicine and Health Parity for African Americans.”  This report was a contributing factor to the congressional mandate for the Institute of Medicine’s acclaimed, “Unequal Treatment” 2002 report.  As an Executive Committee Member of the Initiative for Vital Report on Global Health, she is one of the contributing authors for the “Global Opinions on Global Health,” the report issued by the European Parliament,  on the 2008 World Wide Global Health Survey.

Ms. Bertrand is a member of the Society for Industry Leaders, and the Gerson Lehrman Group Healthcare Council.  She is also a member of the American Society of Association Executives, the National Association for Female Executives, and the American Public Health Association.  Ms. Bertrand’s academic background includes a Masters Degree in Public Health Administration with a concentration in Health Services Management.  Ms. Bertrand completed her undergraduate studies with a Bachelors Degree in International Business with an emphasis on Spanish Studies. 

Karen Jupiter
Director of Development
Good Shepherd Housing and Family Services

Karen Jupiter is in her sixth year as Director of Development for Good Shepherd housing and Family Services in Alexandria, VA.  As a graduate from the College of William and Mary, Ms. Jupiter earned a Bachelor of Arts Degree in Public Policy.  She has been working in Development for eleven years and has experience in individual giving, event planning and corporate and foundation philanthropy.   Ms. Jupiter's prior employment includes tenure with the Boston Symphony Orchestra and the Boston Pops as well as the Museum of Science in Boston, Massachusetts.  She was born and raised in the Mount Vernon area of Virginia.

Sarah Marchal Murray
Deputy Director of Institutional Advancement
Center for Global Development

Sarah Marchal Murray joined The Center for Global Development (CGD) as the first Deputy Director of Institutional Advancement in May 2007, in this role she is the point person on initiatives aimed at engaging the philanthropic community; including a diverse portfolio of individuals, corporations, foundations, and organizations interested in supporting and collaborating with CGD.
Recently cited in an issue of Foreign Policy as one of the topmost influential think tanks in the U.S., CGD is dedicated to reducing global poverty and inequality through policy-oriented research and active engagement on development issues with the policy community and the public. A principal focus of the Center's work is the policies of the United States and other industrialized countries that affect development prospects in poor countries.
Since arriving at CGD, Sarah has been the chief architect of the Center’s Partners Council and first signature fundraising event; establishment of a major gifts program; and steward of a matching challenge grant from the Bill &Melinda Gates foundation—all with the aim of increasing the level of operational support instrumental in maintaining and improving CGD’s effectiveness and strengthened our voice as independent analysts.
Sarah brings to the Center over ten years of experience working with economic and social development organizations, in both the corporate and nonprofit sectors, most recently as Director of Development for WaterAid America. In this capacity she assisted with fundraising, institutional development and capacity building, as well as communications and marketing strategy as the British based organization expanded to the United States.
Prior to her work with WaterAid, she was an Executive Director with Community Counselling Services Co. (CCS), one of the most comprehensive and widely recommended fund-raising consulting and management firms in the world.  Sarah assisted both national and international clients with fund raising, organizational development and management, as well as communications and marketing strategy, with a focus on start-up organization and or small development operations.  While at CCS, Sarah worked on behalf of her clients in capacity building, board development, campaign strategy, and research on projects including Committee to Protect Journalists, Fundación Vamos México, International Visitors Council, Jardín Sur Foundation, the Center for Autistic Children, Signature Theatre Company and The Drawing Center.
Early in her career Sarah worked as a media and political consultant. Sarah is a former United States Peace Corps volunteer in Tanzania and Guyana, and is a graduate of Villanova University. In 2004 she earned her Master's degree at Columbia University's School of International and Public Affairs (SIPA).Sarah is a founding member of the Alliance for Community Enhancement (ACE) in New York, a regular volunteer with Habitat for Humanity International, and a member of the Association of Fundraising Professionals, Women in Development, the Returned Peace Corps Association, and an active alum of her alma maters.