Board of Directors

Roger Lee obtained his law degree from Dalhousie University in 1993, returned to Vancouver to article, and joined Davis LLP in 1994. Since his call to the Bar, Mr. Lee has developed an extensive practice in trust and estate litigation and has given numerous lectures on the area to various groups. He advises corporate and individual trustees, as well as personal representatives, of their legal obligations and duties on a regular basis, acts for beneficiaries who question the actions of the trustees of their particular trusts, and represents various charities with respect to bequests made to them. 

Mr. Lee is the Past Chairperson of the Vancouver Branch of the Canadian Bar Association Wills & Trusts Subsection, a member of the British Columbia CLE wills Advisory Committee, and has served on the Board of the Vancouver Roundtable of the CAGP-ACPDP™ for almost three years.  While serving on the Board of the Vancouver RoundTable, Mr. Lee was a member of the Estate Resource Committee, which produced a very well-received package of materials for members.  He also presented, along with Mary Hamilton, a workshop at the 2006 CAGP-ACPDP™ Annual Conference in Calgary, and will present another workshop in Halifax at the 2007 CAGP-ACPDP™ Annual Conference.

Tom Riglar is the Manager, Personal Philanthropy for United Way of the Lower Mainland. He manages and participates directly in the marketing, soliciting, receiving and managing of the full array of immediate, deferred and planned gifts with a minimum value of $10,000 from Individual Donors and both Private and Public Foundations through direct donor contact, development recognition and stewardship.

Prior to joining United Way, Tom was Director of Development and Communications for The Crisis Centre of Vancouver employing the full range of fundraising options and media contact skills. Prior to moving to Vancouver 15 years ago he was the Director of Corporate Financial Services for Eastern Canada at National Trust.

Tom was on the Board of Directors of Variety, The Children’s Charity of BC for 11 years and previously both the National and BC Boards of The Acoustic Neuroma Association for 14 years where he served as Financial Director for six years. In his 38 years of volunteer work he was also on the Board of the Montreal YMCA and President of the Downtown Y where he Chaired four Annual and two Capital Campaigns. Tom holds a BBA from Bishop’s University, Canadian Securities Courses I & II, and attended CAGP-ACPDP™’s Canadian Gift Planning Course in Banff. In his career he has had his license to sell Life Insurance for over 20 years.

Tom is a Member of the Trust Institute and has attended over 120 seminars of continuing education in the field of fundraising, as well as extensive training in Computerized Sales and Marketing, Salesmanship, Sales Management and Marketing Research, E-Commerce, Web Page Design and Database Management.

Tom has been a member of CAGP-ACPDP™ for 13 years, a member of the Vancouver RoundTable for three years and a member LEAVE A LEGACY™BC for six. He was on the Sponsorship Committee of the highly successful National Conference in Vancouver in 2003 and assisted with the 2008 Conference. He recently served on the AFP Mentorship Program for five years and is now a member of the Vancouver CAGP Program. Tom is also a member of the Estate Planning Council of Vancouver.

Tom and his partner Naomi reside in Vancouver.

Luce has been employed by La Fondation de l’Université Laval since August 2004.  For the first two years she worked as a development officer in faculties; since June 2006 as an administrative and legal counsel mainly dealing with contracts with donors.  This includes preparing documents required to create the endowment funds. Luce is also responsible for any administrative or legal aspects relating to planned giving at the Fondation.

Luce has previously worked with La Société de l’Arthrite; the Canadian Red Cross; and the Department of Foreign Affairs for our diplomats in Ottawa and abroad (Congo-Kinshasa, Washington, D.C., and Algeria).  She obtained her law degree in 1992.

Luce has been active with CAGP/ACPDP at both national and local levels since 2005.

Upon receiving her Commerce degree at the University of Saskatchewan, Naomi was employed by a marketing group as a consultant to the charitable sector in Ontario. When their only child Ethan was born, they made the decision to return home to raise their family.

In the past years her life objectives have been: her family, her career, professional growth and community involvement. She brings the same set of values she has in her personal life to her professional life. At work she promotes charitable acts (financial and volunteerism) and at home her family and herself are both donors and volunteers to many causes.

Charlotte started her fundraising career in the Alumni Development Office at the University of California, Santa Cruz in 1992.

In 1997 she started working at McMaster University in the Planned Giving until August 2002 when she joined St. Joseph’s Healthcare Foundation. In October 2004 she joined the Nanaimo & District Hospital Foundation on Vancouver Island.

During her time at McMaster she was also an interim Treasurer of the Golden Horseshoe Roundtable. She launched the Golden Horseshoe Roundtable LAL program and the Central Vancouver Island LAL program. She has been Chair of the National LAL Advisory Committee for two years and member of our Vancouver Island Roundtable since 2004.

She successfully completed her CFRE exam in April 2004 and recertified in 2007.

Charlotte has been a CAGP member since 1997.

During her career, Marilyn Monson has worked in a number of not-for-profit organizations. She has had a range of experiences that include the YMCA, Alberta Recreation, Parks & Wildlife Foundation (Land Trust work in Alberta), Caritas Hospitals Foundation, Development Consultant with DVA Navion and the University of Alberta. Marilyn has been working with gift planning vehicles since the mid-1980’s.

Development work has been an active part of each of her roles and progressing from part-time responsibilities to full time roles; general development work and more specifically gift planning.

Currently, she is in the fortunate position with the University of Alberta where she directs and works with a gift planning team of 5. Her unit provides services for the entire campus.

Linda Pearson currently holds the position of Vice President, Development and Campaign Director at Women’s College Hospital Foundation. Previously, Linda held the position of Director, Gift Planning at the University of Toronto for 4 ½ years after serving as Manager, Personal Giving at the Canadian Cancer Society-Ontario Division for 3 years. Prior to this, Linda worked as Director of Community Services and then Director of Development at Lutherwood, a regional human services organization in Central Ontario. Linda’s education includes a B.Sc., M.A. and a M.B.A.