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122. Renee Underwood, C.F.R.E. on Planned Giving

Published: September 20, 2022

We are currently experiencing the “Great Transfer of Wealth,” and over the next few decades, financial experts predict that between $40 trillion and $140 trillion will be passed from one generation to the next. Up to one-third of this wealth will be transferred to nonprofits through planned giving. We are joined today by Renée Underwood, CFRE, the Chief Development Officer for the Diocese of Fort Worth’s Advancement Foundation who will share advice and her experience with facilitating Planned Gifts for Parishes and her Diocese. This episode was recorded on July 29, 2022.

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About Renée Underwood, CFRE, has served in stewardship, development, and Catholic foundation management roles for dioceses since 2009. As Chief Development Officer of the Diocese of Fort Worth Advancement Foundation, she has responsibility for annual and planned giving, endowment funds and capital campaigns. The current Region X Board Representative to the International Catholic Stewardship Council, Renée has extensive board experience for nonprofit organizations. She currently serves on the executive committees of Lone Star Council Charitable Gift Planners, Fort Worth Metro Chapter of Association of Fundraising Professionals (AFP), Fort Worth Serra Club, and the Southwestern Lieutenancy of the Equestrian Order of the Holy Sepulchre of Jerusalem. Prior to her nonprofit career, Renée served in advertising, marketing and executive management roles. She holds a bachelor’s degree from Texas Tech University, an MBA from The University of Texas at Dallas and has completed additional graduate studies toward a Master’s Degree in Pastoral Studies from Loyola University New Orleans. Renée is a widow, a mother of two sons, a grandmother of three and a spiritual director.

Watch the Video Presentation of this Conversation

Recorded July 29, 2022

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