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Matriarch of Planned Giving, Lois Appleby, Receives Prestigious Pinnacle Award

Former Visiting Nurse Association (VNA) & Hospice Foundation board member and long-time donor of the VNA, Lois Appleby, is the 2018 recipient of the Pinnacle Award, presented by the Indian River Estate Planning Council (IREPC) and the Planned Giving Council of Indian River (PGCIR). Appleby was presented the honor on Tuesday, April 24th, by Richard H. Johnson, J.D., Certified Fund Raising Executive, at the Eleventh Annual Pinnacle Award Breakfast, hosted by IREPC and PGCIP at Quail Valley River Club. The Pinnacle Award recognizes a professional advisor for outstanding volunteer service to Indian River County non-profit organizations in promoting charitable giving through estate planning.

Nominated by the VNA & Hospice Foundation, Appleby was selected for her years of dedicated community service in Vero Beach, including: Board IRC Library, Charter Board Vero Beach Mutual Concert Association, Founder & President of Rose Garden Club, IRMH Auxiliary & Advisory Board of Local Professionals, Republican Women’s Club, Daughters of the American Revolution, Women in Philanthropy Board, Impact 100 steering committee & Board, Environmental Learning Center Endowment Campaign, Board & Executive Committee of Vero Beach Museum of Art (VBMA), Chair VBMA Nominating & Panned Giving Committees and VBMA Docent, Board & Executive Committee of IR Community Foundation, and member of Riverside Theatre Friends and Patron Producer & Planned Giving Committee.

Through her professional expertise, Appleby has helped local charitable organizations develop and promote Planned Giving opportunities in their programs. Prior to moving to Vero Beach, Appleby worked as a Congressional staff member on Capitol Hill for three years before marrying her husband, Frank M. Appleby. The two moved to Vero Beach in 1964 and in 1969, she began her career as a Financial Advisor with Merrill Lynch, where she became a pioneer in the advancement of women in the securities industry. Appleby was the first woman in Merrill Lynch’s Executive Club, President’s Club, Chairman’s Club and charter member of its Million Dollar Producer’s Circle of Excellence for over 10 years. In 1977, she was appointed to the Advisory Council to Management and later became its first woman to serve as Chairman.

For information about the VNA & Hospice Foundation, visit



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