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Gift Asset Management Team:

All planned gifts for which Penn State serves as trustee are managed by the Gift Asset Management Team.

The Gift Asset Management Team ensures quality management and services for the planned giving program and is comprised of members from the Office of Investment Management and the Office of Gift Planning. These individuals are dedicated to providing sophisticated investment management and high quality reporting, as well as accurate and timely administration for planned gifts.

Members of the Gift Asset Management Team

Office of Investment Management

David Branigan, CPA
Executive Director

Michael Degenhart
Director, Gift Planning
Francine Bosak
Manager, Investment Operations
Pat Roenigk, Esq.
Director of Individual Gifts

Jeanne Sallade
Assistant Director, Gift Planning

Terri Assael
Gift Planning Assistant


Contact The Office of Gift Planning

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