The Pinnacle Award

Recognizing Excellence in Charitable Planning

Purpose of “The Pinnacle Award”: To honor an active, retired or deceased professional advisor (attorney, CPA, trust officer, CLU, CFP or other estate planning advisor) for
outstanding voluntary service to local non-profit organizations in promoting charitable giving through estate and gift planning.

The Pinnacle Award is presented annually by the planned Giving Council of Indian River (PGCIR) and the Indian River Estate Planning Council (IREPC).

2008 Pinnacle Award Recipient

Robin A. Lloyd Sr., Attorney

Nominated by:

Indian River Community Foundation

2009 Pinnacle Award Recipient

Samuel A. Block, Attorney

Nominated by:

Saint Edwards School

2010 Pinnacle Award Recipient

John E. Moore III, Attorney

Nominated by:

VNA & Hospice Foundation

2011 Pinnacle Award Recipient

Rebecca B. Colton, CPA (Posthumously)

Nominated by:

Sue Tompkins – Merrill Lynch

2012 Pinnacle Award Recipient

J. Vincent Boyle, CPA

Nominated by:

Indian River Community Foundation

2013 Pinnacle Award Recipient

William J. Stewart, Jr., Attorney

Nominated by:

Indian River Medical Center Foundation

2014 Pinnacle Award Recipient

Sue M. Tompkins, CPA

Nominated by:

The Education Foundation of IRC

2015 Pinnacle Award Recipient

William N. Kirk, Attorney

Nominated by:

United Way of IRC

2016 Pinnacle Award Recipient

Richard H. Johnson, J.D., CFRE

Nominated by:

VNA & Hospice Foundation

2017 Pinnacle Award Recipient

Michael L. Kmetz, CPA, DFS

Nominated by:

KNEG, CPA’s

2018 Pinnacle Award Recipient

Lois Appleby Sr. V.P. Merrill Lynch

Nominated by:

VNA & Hospice Foundation

2019 Pinnacle Award Recipient

Scott Alexander

Nominated by:

Indian River Community Foundation

2020-23 Pinnacle Award Recipient
Todd Heckman

Todd Heckman, Pinnacle Award Winner 2020-2023

Nominated by: Habitat for Humanity

Nomination for Pinnacle Award

The following are the required criteria for nominating a Pinnacle Award Recipient.

  • Must be a professional advisor (this is not intended to be an award for personal philanthropy).
  • Will have demonstrated exemplary volunteer service on boards and/or committees of local non-profits in Indian River County. What charities? What volunteer capacity?
  • What length of service?
  • Will have demonstrated longevity of their professional practice in Indian River County.
  • Will have been involved in a leadership capacity in local professional organizations such as the Indian River Estate Planning Council and/or the Planned Giving Council of Indian River and/or others.
  • Will be a person of high integrity who is respected by his/her professional peers.
  • Will be a person whose volunteer activities, deeds and accomplishments are an inspiration to others in the professional community.

To nominate, please fill out the Intent to Nominate form and submit it.

Download and Print Intent to Nominate form here.

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