Session 8
9:00 am – 10:00 am
Huron
Picture Your Legacy: How to Get Donors to Engage in the Planned Giving Conversation
Speaker: Renée Underwood, CFRE
Associate Director of the Advancement Foundation
Diocese of Fort Worth, Texas
Moderator: Denise Dobrowolski
Director of Charitable Giving
Diocese of Rockford, Illinois
Discussions about philanthropy and a person’s legacy should be important to every foundation officer. In this engaging and very interactive session, the presenter will model for you and have you participate in an activity that can transform your thinking about how you approach a group at a parish, school or similar gathering and open up conversations with potential planned gift donors about their respective legacies.
Ms. Renée Underwood, CFRE
Renée Underwood has served in stewardship, development and Catholic foundation management roles for dioceses since 2009. She currently has responsibility for annual and planned giving for the Diocese of Fort Worth as associate director of its Advancement Foundation. Current vice chair and board member of ICSC representing Region X, she has extensive experience in leading high performing teams. Prior to her nonprofit career, she served in advertising, marketing and executive management roles. Ms. Underwood 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. Ms. Underwood is a widow, a mother and grandmother. She is a spiritual director, a Lady of the Equestrian Order of the Holy Sepulchre of Jerusalem Commander and a Lay Dominican.