2024 Monthly Luncheons
Engaging Equity in Charitable Planned Giving
Topic: Engaging Equity in Charitable Planned Giving Speakers: Dr. Yulanda McCarty-Harris JD Dr. McCarty-Harris will lead a discussion based on her professional expertise in in various roles developing innovative strategies that help organizations better understand and address diversity, inclusion and equity issues. Dr. Yulanda L. McCarty-Harris, J.D., is an accomplished and dedicated senior leader…
Think Giving
Cathy R. Sheffield, MBA, CAP®, CSPG®, CFRE Cathy R. Sheffield is a seasoned nonprofit expert with almost 25 years of experience in charitable gift planning. Currently, Cathy is the Chief Advancement Officer at Lena Pope in Fort Worth, Texas. She is also the founder and president of ThinkGiving, a philanthropic advising group that partners with…
Charitable Giving with IRA’s
Tony Weber joined the University of Texas in the summer of 2017 as the Director of Gift Planning for the College of Liberal Arts and is now the Executive Director of Gift Planning, and obtained his CFP® certification in 2023. He has spent 24 years in fundraising, primarily in higher education. Of those years, 19 have been…