Planned Giving Council of Houston

Board of Directors
Nancy B. Shelby President Nancy B. Shelby brings over 30 years of financial experience to her role as Senior Wealth Advisor. After working as an International Banker in New York, London and Latin America, she has worked exclusively in the Private Client and Wealth Management arena in Houston for the past 21 years. She is a graduate of Brown University, the Chase Credit Development Program and Cannon Financial Institute (Honors in Trust Administration). Ms. Shelby is a member of the Houston Estate & Financial Forum, the Planned Giving Council of Houston, and the National Committee on Planned Giving. She serves on the Advisory Board of the Alley Theatre (Audit and Foundation Committees) and is Treasurer of the Brown Club of Houston. Ms Shelby is married to native Houstonian Alan Shelby and they have two teenage children.

W. David Starnes, CFRE President Elect & Conference Co-Chair The University of Houston Executive Director of Constituent Development David Starnes currently serves as the Executive Director of Planned Giving for the University of Houston System. He began his fundraising career at Baylor University in 1987 where he served as Regional Director of Development before going to Texas Tech University as the Director of University Development and coauthored the Horizon Campaign which raised just over $500 Million. Starnes has also served as Executive Director of Breckenridge Village (Baptist Child and Family Services care facility) as well as Tyler Junior College and Panola Junior College providing leadership to develop and rebuild major gift and planned giving fundraising programs. David was a founding member and board member of the Lubbock Area Chapter National Society of Fundraising Executives, board member of the East Texas chapter NSFRE, advisory board member of the Non Profit Development Center of Smith County and served on the Dallas Metro NSFRE Board. He received is Bachelor of Business Administrations from Baylor University. David and his wife Sheri live in Sugar Land and have two sons, Kyle 23 and Jacob 19.

Jackie Callies Immediate Past President & Conference Chair Memorial Hermann Foundation *Senior Director of Development* Jackie C. Callies is the Senior Director of Development for the Memorial Hermann Foundation at the Memorial Hermann Healthcare System. She is responsible for cultivating and soliciting major gifts as well as establishing and implementing a planned giving program. Prior to joining the Foundation, she was the Executive Director of Development for the UTHouston Medical School at The University of Texas Health Science Center at Houston. She was responsibleforthe overall management of fundraising and alumni activities on behalf of the Medical School. Prior to joining the Medical School, Jackie was Director of Development at the University of Texas Medical Branch (UTMB) at Galveston for eight years and an employee of UTMB for over twelveyears. Her commitment and loyalty extend beyond her professional career, but to her community as well. She has volunteered with the American Heart Association and the American Cancer Society. She currently serves on the United Mitochondrial Disease Foundation Board (Houston Chapter) and serves on the board of the Planning Giving Council of Houston. Jackie graduated from the University of Houston Clear Lake and earned a Bachelor’s of Business Administration degree. She and her husband, Robert, make their home in League City with their two sons, Nicholas and Kyle.

Mari Bosker, CFRE Secretary DePelchin Children's Center Director of Major Gifts Mari Bosker has more than 14 years of experience in the fundraising field and has raised more than $30 million at four non-profits in Houston. Mari joined DePelchin Children's Center in August 2009 as the Director of Major Gifts working with individuals to enhance and build relationships that will move them forward toward solicitation. Additionally, she is responsible for identification and cultivation of prospective donors and stewarding current gifts. Prior to joining DePelchin Children's Center, Mari worked in the Office of Institutional Advancement at Baylor College of Medicine (BCM), where she secured more than $15 million in philanthropic gifts to support the Lester and Sue Smith Breast Center, the Human Genome Sequencing Center and Baylor International Pediatric Aids Initiative. Before joining BCM, Mari served as the Director of Development for The Junior League of Houston. In her role there, she managed the fundraising efforts of a team of 100+ volunteers in addition to writing grants and starting a planned giving program. Mari began her development career at The United Way of Greater Houston. At United Way, she directed the Loaned Executive program and conducted training sessions for the participating executives. She also worked with corporations and individuals to secure gifts, produced marketing materials and was responsible for coordinating community-wide events. Mari received a bachelor’s degree from the University of Florida and was awarded a Certified Fund Raising Executive (CFRE) certificate in 2007. She serves on the board of the Planned Giving Council of Houston. She is a member of the Association of Fundraising Professionals Greater Houston Chapter, the Association for Healthcare Philanthropy and The Junior League of Houston.

John Siegel, CFP (R) Treasurer Tanglewood Legacy Advisors, LLC *Vice President* John Siegel is Vice President of Tanglewood Legacy Advisors, LLC, where he facilitates wealth planning techniques and overall financial coordination for clients. Previously, John worked in the probate and estate planning arena, and supervised trust and estate matters for a Harris County Probate Court. John has also worked as a fund raising professional in healthcare. He is a graduate of Macalester College in St. Paul, MN. He successfully completed the Certified Financial Planner™ education program at Rice University, and a full curriculum of paralegal studies. John serves on the Board of the St. Stephen’s Endowment Fund and previously served as Treasurer of the St. Stephen’s Episcopal School of Houston. He also is an active member of the Financial Planning Association of Houston, for which the Chapter has recognized him for distinguished service. John and his wife Gail, enjoy theatre, music and culinary experiences.

Brena Baumann-Gonzalez, J.D. Publicity and Outreach Chair Baylor College of Medicine *Director of Development* Brena Baumann-Gonzalez, JD, is Director of Development at Baylor College of Medicine. She has been affiliated with Baylor since 1996. Previously she served as the Director of Planned Giving at Houston Baptist University. Brena holds a BA from HBU and a JD from the University of Houston Law Center. She is a past president of the Planned Giving Council of Houston.

Christine Butts Special Projects Harris County Probate Court 4 Judge Christine Butts is a 1993 graduate of the University of Texas at Austin where she obtained her BBA in International Business and Finance. In 1996, she graduated from the University of Houston Law School. Christine is Board Certified in Probate and Estate Planning by the Texas Board of Legal Specialization. As a law student, Christine was publishing editor of the Houston Journal of International Law. Christine limits her practice of law to the following areas: probate, estate and gift tax planning, business entities, and charitable organizations. She is the firm's webmaster and manages the firm's estate administration department. Christine and her husband, Donald Butts, have four children and attend Christ the Good Shepherd Catholic Church, where she has served as a faith formation teacher.

Bobby Dean, CFRE Sponsorship Chair Houston Grand Opera *Director of Major Gifts and Planned Giving* Bobby Dean joined the development team at Houston Grand Opera in 2006 as the Director of Major Gifts and Planned Giving. He works with individual donors and prospects to develop giving strategies that include major gifts, planned gifts and gifts that require all aspects and combinations of planning. He is responsible for the Laureate Society, comprised of individuals who reveal they have provided for the future of Houston Grand Opera by specific provisions in their estate plans. For the previous fourteen years, Bobby was responsible for every aspect of fundraising, public relations and communications as the Vice President for Development at Cal Farley’s Boys Ranch in Amarillo, Texas. Prior to his fundraising career, Bobby had a successful ten year career in the information technologies industry in software development, system implementation and sales. Bobby has a business degree from Wayland Baptist University and has successfully completed many fundraising training seminars and courses, including the National Planned Giving Institute of the College of William and Mary in Williamsburg, Virginia. He received his Certified Fund Raising Executive (CFRE) designation from the Association of Fundraising Professionals (AFP) in 2003. Bobby currently serves on the Member and Chapter Services Committee and the U.S. Government Relations Committee at the international level of AFP. Bobby previously served as a member of the national Advisory Council of the Direct Marketing Association Nonprofit Federation and served on the Ethics Committee, Marketing Committee and Membership Committee of the Federation. Bobby has also served as President of the Texas Plains Chapter of the Association of Fundraising Professionals and served on the national Awards Committee of AFP International. Bobby is married to Julie, an attorney who practices estate planning, probate, elder law and civil appellate law with the Dean Law Firm in Sugar Land, Texas where they also reside. They have four children, Tyler and his wife Greta and their daughter Olivia and another daughter on the way who live in Fort Worth, Texas, Katie, who lives in Amarillo and attends West Texas A&M University, Bethany and her husband Daniel who live in Houston and Rachel who is at Belhaven College in Jackson, Mississippi. Bobby and Julie enjoy their church, traveling, theater and spending time together at home.

Susan Fonteno Editorial Chair Amegy Bank *Senior Vice President* *Senior Trust Officer* Susan has over 30 years in the financial industry in areas of accounting, investments and wealth management. Susan joined Amegy’s Wealth Management – Trust Group in 2010, as a Senior Vice President and Senior Trust Officer. Prior to that, most recently Susan served as the managing director for a local investment management firm, which specialized in closed-end funds. Also, she has worked in a private family office, an oil and gas firm and spent 15 years with JPMorgan where she worked with institutional clients as Vice President and Chief Financial Officer for two oil and gas funds, and then later with individuals in the private wealth management area. Susan earned a Bachelor of Arts degree in economics from Texas A&M University. She holds Certified Financial Planning, Certified Trust and Financial Advisor, Chartered Advisor for Senior Living, and Chartered Financial Consultant designations, and a Series 66 Securities license. She is a graduate of Leadership Houston, Class XXVI. In her role, Susan is responsible for working with individuals, families, businesses, estates, foundations, and trusts.

Laura Gallier, CPA Special Projects (Speaker Logistics) Laura Gallier CPA, P.C. Principal Laura has been offering tax consulting services to nonprofits, families with foreign assets, small businesses and fiduciaries since 2006 after working for other CPA firms for over 20 years. She is a native Houstonian, a graduate of Lee High School and Houston Baptist University. She and her husband Mike have four children ages 16-26. Laura has previously served on the Board of Directors and Finance Committee of several local nonprofits, including the Houston Area Women's Center, the Center for Success and Independence and the Belknap Brookside Civic Association. When she’s not serving clients, she can be found cooking, reading, dancing, or travelling with her husband, trying to reduce her footprint and enjoying family, friends and nature.

Jill Gary Hughes, J.D. Membership Chair Jill Gary Hughes *Attorney at Law* Jill Gary Hughes practices estate planning and probate law in private practice. Jill earned her undergraduate degree from Rice University, an MBA from Harvard Business School, and a law degree from the University of Texas Law School. In additon to ten years of legal experience, Jill also served three years as director of development for a local, faith-based non-profit medical mission organization, Faith in Practice, and as controller for an independeltly-owned consulting business. She is a regular supporter of Rice University alumni and fundraising activities.

Claire Lindsay, J.D. Legal Matters Chair Attorney at Law Claire Lindsay is currently in private practice focusing on nonprofit formation and governance, business formation, estate planning, probate and guardianship law. She is also the President and Chief Executive Officer of OliveFit, a nonprofit that she created, which provides gentle exercise DVDs to people with chronic conditions that can cause disabilities. Claire has her Bachelor’s degree in Business Administration from Trinity University in San Antonio and a Juris Doctorate degree from New York Law School in New York City. During college she spent a semester in London, England on Boston University’s study abroad program. There, she was an intern at Bell Pottinger Public Relations. Formerly, she was the Assistant Director of Development at The University of Texas Medical School at Houston. She worked with medical school alumni and friends of the institution to increase their philanthropic giving. Alumni participation has reached a historic high through the work of Claire and her team. While in law school she worked on Betsy Gotbaum’s successful re-election campaign for New York City’s Office of Public Advocate, the second highest city-wide office. During law school she interned at the AFL-CIO in Washington, DC and assisted with lobbying efforts on the FLSA exemption and minimum wage issues. In her spare time she volunteers for the Lone Star Chapter of the National MS Society’s MS Walk. Claire also enjoys teaching Wholyfit® classes (a Christian alternative to yoga) at New Life Fitness in The Woodlands and travelling. Her goal is to go to all seven continents; so far, four down, three to go.

Vince McElligott Mentor Program Chair/Case Studies The James A. Baker III Institute for Public Policy Senior Director of Development Vince McElligott is the senior director of development at the James A. Baker III Public Policy Institute. He consults closely with founding director Edward P. Djerejian and honorary chair James A. Baker, III, to provide visionary and strategic leadership to advance the organization's philanthropic mission, while also developing new strategic ventures for the Baker Institute fundraising program. His university experience most recently includes the role of assistant vice president of development at The University of Texas Medical Branch (UTMB), managing a team of development officers and the office of gift planning services. Previously, he served as a senior campaign manager at UTMB, where he was responsible for resource development. McElligott also served as senior director of development at UTMB and Colorado State University (CSU) in Fort Collins, Colo., and director of development at the National 4-H Council in Chevy Chase, Md. In 2005, McElligott founded the MaryMax Group to provide organizational planning and not-for-profit resource development, acting as a management consultant in philanthropy. His professional consulting experiences over the past 10 years include special projects for the Department of Natural Resources, Recreation and Tourism at CSU; Clear Creek ISD; and sports and community organizations. In addition, he has served as a director and president of the Fort Collins Convention and Visitors Bureau, trustee and campaign adviser to the Alpha Gamma Rho Educational Foundation, and was on the development committee of the Galveston Historical Foundation. He began serving on board of the Planned Giving Council of Houston in 2011. McElligott lives in Friendswood, Texas, and holds a Bachelor’s of Business Administration from Montana State University. He actively pursues continuing education and professional development opportunities, from the Partnership for Philanthropic Planning, Council for the Advancement and Support of Education.

Amy L. Nelson, J.D., CTFA CLE/CE Credits Rice University *Gift Planning Officer* Amy L. Nelson, J.D., CTFA, joined Rice’s Office of Gift Planning in May 2007 as Gift Planning Officer. In this role, she manages estate administration and life income gift administration. She also serves as the university’s point person for all inquiries regarding non-cash gifts, including life insurance, tangible personal property, and closely held stock. Amy spent the previous eight years in the financial services industry managing personal and family trust accounts including charitable trusts, private charitable foundations, revocable living and testamentary trusts, as well as estates and IRA and IRA Rollover accounts. Amy graduated cum laude with a BS in Psychology from Texas A&M University and holds a J.D. from St. Mary’s University School of Law. She attended Cannon Trust School and holds a Certified Trust and Financial Advisor (CTFA) designation. Amy is a member of the State Bar of Texas and Attorneys in Tax and Probate. She is also a Fellow of the Houston Young Lawyers Foundation and served for ten years on the Lawyers for Literacy Committee of the Houston Bar Association.

Mary Kay Wittrock Program Chair Alley Theatre Director of Planned Giving Mary Kay Wittrock recently joined the Alley Theatre as Director of Planned Giving. She was elected to the board of Planned Giving Council of Houston in 2006. Her first two terms were as Membership Chair. Prior to joining the board, she served on the organizing committee for the PGCH conferences held in 2004 and 2005. Her gift planning experience includes serving as Director, Legacy Giving for the Houston Symphony. For a cumulative total of 18 years, she was a staff member of Houston Grand Opera working in various positions in the production, administrative and development departments. Her longest tenure at the Opera was as the Director of Foundation and Government Grants for which she was the company’s primary grants writer. Her arts administration experience includes four years as General Manager of Opera Theatre and Music Festival of Lucca, an accredited study abroad program held in Lucca, Italy, for the University of Cincinnati College-Conservatory of Music. The Festival involved a company of over 100 music students from various universities and 35 faculty and staff members from the United States, Europe and Australia. Over a five-week period, the Festival produced an average of 27 performances ranging from vocal, orchestral, chamber music and full opera productions in various venues throughout the Tuscan city of Lucca. She also served as a consultant for Virtuosi of Houston, a youth chamber orchestra. She holds a B.S. in Administrative Management and a M.A. in Arts Administration from the University of Cincinnati.