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Monday, September 14 • 1:45pm - 2:45pm
No Fear: Launching a Charitable Gift Annuity Program

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In this presentation, attendees will become more comfortable with charitable gift annuities.  We will discuss the many benefits for both the charitable organization and its donors.  We will explore establishing and administering a program and identifying the best prospects.  We will also explore a few marketing ideas to get the program off the ground.

avatar for Steve Hubbard

Steve Hubbard

Director of Planned Giving, Edmundite Southern Missions
Family is important! My wife and I have eight children, three of which are adopted. I strongly feel that in the field of Planned Giving, one needs to practice what they preach and how they live. Each donor needs to be treated as if they are family and that the mission you represent becomes part of their family. I am passionate about the issue of Planned Giving and treat it as an extention of my everyday life.

avatar for Cathy R. Sheffield, MBA, CFRE, CSPG

Cathy R. Sheffield, MBA, CFRE, CSPG

Director, All Saints Health Foundation
In May 2013, Cathy was named Director of the All Saints Health Foundation, where she administers the planned giving, major giving, prospect research, grants and annual giving/special events programs.  All Saints Health Foundation exists to support the Baylor Scott & White All Saints Medical Center at Fort Worth in serving all people through exemplary health care and education.  Baylor Scott and White All Saints is part of the Baylor... Read More →

Monday September 14, 2015 1:45pm - 2:45pm
Nutcracker 3

Attendees (10)