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

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

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.

Recorded July 29, 2022

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Changing Our World, Inc.

Changing Our World proudly offers the Advancing Our Church Podcast as an ongoing thought leadership series designed to further the mission of the Catholic Church through evolving discussions on stewardship, leadership, and advancement. We hope you find these podcasts educational and informative.

Who is Changing Our World?  We are a dedicated, curious, and visionary team of consultants. We strive to impact our Church and our world. We provide philanthropic counsel to parishes, Catholic Schools, Dioceses, and all types of Catholic nonprofits. Our work is a vocation, one through which we pull the common thread of societal change. Each of us wants to do more good in the world. For decades, we have been able to do just that through the power of philanthropy.  

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