How did you become involved with the ACGA?
I first learned of the ACGA at the beginning of my career. The organization I worked for followed the ACGA's suggested maximum rates, and my boss spoke very highly of the ACGA conference (it was tri-annual back in those days). I became involved in the mid-1990s when I was on the board of NCPG (now NACGP, National Association of Charitable Gift Planners) and the Texas anti-trust lawsuit was raging. Terry Simmons asked me to be part of the group that worked with Congress and within our states to get the Philanthropy Protection Act of 1995 enacted. Shortly after that, I was honored to be asked to be on the ACGA Board of Directors, and I rejoined the Board in 2015.
How has your ACGA membership helped in your fundraising career?
Over the years, I have found that most donors are impressed when I explain how the ACGA sets the suggested maximum rates and that my organization follows them. They know that they are getting a fair payment and that there will be a solid residuum to fulfill their philanthropic interests at my organization.
As a long-time ACGA Conference attendee and two-time Conference Chair, what is one thing about the Conference that everyone should know?
Conference speakers are very carefully selected and invited to be a part of the conference faculty. We work diligently to have a program offering that meets gift planners at a variety of stages in their careers. In addition, we have a track for our organizations’ business officers which can help them be better partners. While gift annuities are our bread and butter, our program covers many additional topics, both the basics and contemporary issues facing all charitable gift planners.