Board of Directors

Officers:

President, Julie Falgout, M.B.A., Ph.D., Sr. Assoc. Dir. Trusts, Estates and Gift Planning, The University of Texas MD Anderson Cancer Center

Dr. Julie Bolton Falgout recently served as Executive Director of Gift Planning for Louisiana State University Foundation, engaged in the preparation and launch of its $1.5 billion campaign. Prior, she served as President & CEO for the University of Louisiana Lafayette Foundation where Dr. Falgout’s leadership made significant impact through transforming the organization from $30 million to over $200 million in endowment and assets. Dr. Falgout is an Adjunct Professor at LSU and teaches business management. Julie earned her bachelor’s and human resources master’s degrees from LSU, and earned an MBA from UL Lafayette. She completed her Ph.D. degree in international business from the University of Grenoble International School of Management. Julie is a member National Association of Cancer Center Development Officers, the National Association of Charitable Gift Planners, the Association of Fundraising Professionals, and the National Society of Human Resource Management. She serves on CASE, International Council for Advancement and Support of Education (CASE) on the College & University Foundation’s National Committee. She has served as Chair for CASE-Foundation’s National Annual Convention. One of her greatest honors is the distinction of serving nationally with CASE which allows her the opportunity to work with colleagues around the nation and world, seeking innovation within the field of philanthropy for higher education, healthcare, and university foundations. Julie is married to Paul Falgout. Together they have a son, Daniel, a recent engineering graduate.

Immediate Past President, Sherrie A. Mueller, Director, Planned Giving/Major Gifts, University of Houston-Clear Lake

 

Sherrie serves as Director, Planned Giving/Major Gifts at the University of Houston-Clear Lake. Prior to joining UHCL, Sherrie’s gift planning career included working for Lamar University and the University of Houston. She has over 20 years of experience in private law practice in estate and charitable planning as well as trust and estate administration. Sherrie graduated with honors from Baylor University and received her Juris Doctorate from the University of Houston Law Center. She and her husband, Steve, have 3 adult children and will welcome their first grandchild in December 2022.

 

 

Treasurer, Stephanie Ward Ball, Director of Development, Gift Planning, Rice University

Stephanie Ball currently serves Rice University as Director of Development, Gift Planning. Before moving to Houston in 2019, Stephanie spent 13 years in Independent School Fundraising at the William Penn Charter School (Penn Charter) in Philadelphia, PA, where she oversaw campaign strategy for the school’s $100 + million dollar capital campaign, working with major gift donors in giving both outright, blended, and planned gifts in the seven figure range. Previous to Penn Charter, Stephanie worked for a regional school association, planning professional development opportunities for Independent School Administrators. Stephanie is a frequent presenter at national and regional fundraising conferences, including CASE and NAIS, where she was on the planning committee for the annual CASE/NAIS conference in 2018. She enjoys staying connected and volunteer fundraising for her alma maters: Bowdoin College in Brunswick, Maine and The Shipley School in Bryn Mawr, PA. A born and bred East Coaster, Stephanie and her husband have very much enjoyed their recent Texas adventure, and are proud parents of two college age children.

 

Secretary, Anne Kathryn Zamkovsky, J.D., Senior Director of Gift and Estate Planning, Baylor College of Medicine

Anne Kathryn Zamkovsky, J.D., is the Senior Director of Gift and Estate Planning at Baylor College of Medicine. She focuses on helping Baylor College of Medicine alumni, staff, and friends support the institution’s mission through legacy and long-term gifts. A graduate of LSU Law School, she moved to Houston in 2017 where she practiced law at a regional law firm before beginning her planned giving career at BCM. She is a licensed attorney in both Louisiana and Texas and is a proud supporter of the LSU Tigers.

 

 

 

At Large Directors:

Conference Chair, David Starnes, Sr. Director of Estate and Gift Planning, University of Texas Health Science Center at Houston

Served as a CGPH Past President

David serves UT Health Sciences Center Houston as Senior Director, Estate and Gift Planning. Prior to joining UT Health, David served as Senior Director of Gift Planning at MD Anderson Cancer Center, Director of Gift Planning at Baylor College of Medicine and the Director of Gift Planning at the University of Houston. Since starting his fundraising career, David has focused on gifts of non-cash assets and helping individuals develop a gift plan that will produce beneficial results for the donor and their family. Other professional memberships include the National Association of Charitable Gift Planners and Houston Estate and Financial Forum. David has served on the speaker committee for the National Conference on Gift Planning. David and his wife Sheri have been married 39 years and have 2 boys and two granddaughters.

 

 

Conference Co-Chair, Carme Williams, Senior Consultant, Washburn & McGoldrick, LLC

Carme Williams is the President and Founder of WilliamsCL Consulting and Senior Consultant with WASHBURN & McGOLDRICK after almost three decades in corporate and non-profit leadership positions. Carme’s most recent experience has been in higher education advancement at Rice University, Houston Community College Foundation and Prairie View A&M University, where she served as Vice President of Development.

Carme is an experienced leader in alumni relations, donor relations, principal and major gifts, stewardship programs, dean and faculty development, board development, and communications. Carme is also an instructor at the Rice University Center for Nonprofit Leadership, where she is currently teaching a course titled Art of Fundraising – Advanced Principles and Practices: Strategic Planning and Fundraising and a lecturer in The Bush School at Texas A&M University Center for Nonprofits and Philanthropy.

Carme received a bachelor’s degree in business management from North Carolina State University in Raleigh, NC and received her Certified Fundraising Executive certification in 2009. Carme is a past president of AFP Greater Houston chapter. She served on the NC State University Wolfpack Women in Philanthropy Steering Committee as Chair of the Philanthropy Committee and now serves on the NC State Foundation Board. Carme is also a board member of the United Nations Houston Chapter, the Greater Houston Black Chamber of Commerce, and African American Development Officers (AADO).

 

Conference Co-Chair, Andrea Mayes, Sr. Director Charitable Solutions, Greater Houston Community Foundation

Andrea Mayes is the Senior Director of Charitable Solutions at Greater Houston Community Foundation. In this role, she leads business development programs and initiatives for the Foundation, with a primary focus on the stewardship of relationships with professional advisors, including wealth managers, financial planners, estate planners, accountants, and attorneys. Andrea is motivated by a lifelong desire to make the world a better place and finds great joy in partnering with advisors and donors to create lasting legacies through impactful and effective philanthropy.

Andrea is a problem solver with cross-industry expertise and an unyielding commitment and passion for tackling complex issues. With over 15 years of experience in strategy, business development, and organizational improvement, Andrea has a long track record of moving ideas from inspiration to impact. She has vast experience building relationships, providing strategic guidance, and cultivating results through deliberate business partnerships. Andrea’s deep knowledge of Greater Houston helps donors fulfill their charitable goals for the community they love.

Andrea earned a BS degree in Journalism with an emphasis in Strategic Communications from the University of Kansas and an MBA from Mays Business School at Texas A&M University. Andrea and her husband Jonathan enjoy sharing their love for sports, adventure, and the great outdoors with their three young children.

Communications Chair, Paige Richards, Assistant Director of Gift and Estate Planning, Advancement and Alumni Affairs

Paige Richards is the Assistant Director of Gift and Estate Planning at Baylor College of Medicine. She has worked in non-profit management and fundraising for over 12 years, with experience in planned giving, administration, and major gifts. Before joining Baylor College of Medicine, she worked at Rice University and The University of Texas MD Anderson Cancer Center. Paige has earned her Bachelor of Science in Psychology from the University of Houston- DT and her MBA from Capella University. Paige and her husband Kareem have been married for 14 yrs and have two children.

 

 


Membership Chair, Diane Thornton, CFP Regional Gift Strategist, The Nature Conservancy

Diane Thornton is a Regional Gift Strategist for The Nature Conservancy and provides expertise on noncash assets and complex gift options to  benefactors across the region. She supports both constituents and fundraising teams in states in the West, Southwest and Midwest by coaching fundraisers on planning opportunities and giving strategies. As a Certified Financial Planner™ and former advisor in wealth management, along with a twenty-five-year career in gift planning, she develops solutions that can maximize family goals and tax-wise philanthropy. She joined TNC in 2017, and spent fifteen years at the University of St. Thomas leading gift planning and constituent relations. Diane and her husband, John enjoy and empty nest with their pug named Alejandro.

 

Membership Co-Chair, Mary Ann Marucci, Senior Director of Advancement, Houston Public Media/University of Houston

As the Senior Director of Advancement at Houston Public Media, Mary Ann Marucci manages a team pursuing the organization’s major gifts, planned giving and foundation grant writing efforts. Mary Ann has over 25 years of relationship building and management experience in various media including the Houston Chronicle as an award-winning Account Executive and Advertising Manager. Mary Ann joined the University of Houston at Houston Public Media in 2015 and assumed the role of Senior Director of Advancement in 2018. She successfully documented the largest planned gift in Houston Public Media history in 2019. Mary Ann is a life-long Houstonian with deep Texas roots as a sixth generation Texan. She graduated from Texas State University with a BA in Journalism and a minor in Business. Mary Ann finds herself in a dream position – a perfect blend of relationship management, media, and community service, in the city she loves. Mary Ann and her husband have two sons, one a recent graduate with a Masters in Maritime Administration and the other currently pursuing his college degree.

Programs Chair, Jeffery L. McLain, CFRE, Sr. Dir of Gift Planning, Texas A&M University-Kingsville

Served as a CGPH Past President

Jeffery is Senior Director of Gift Planning at Texas A&M University-Kingsville. With 38 years of experience in higher education advancement, Jeff has been part of campaigns that secured over $2 billion in private support.  He served on the national Board of Trustees for the Council for Advancement and Support of Education (CASE) and on various AFP Boards. In 2011, he was recognized as the Outstanding Professional Fundraiser for Baton Rouge AFP.  He is the immediate past Program Committee Chair for the Charitable Gift Planners of Houston. He is a native Texan with an undergraduate BA degree from Baylor University and Masters of Mass Communication from LSU.

 

 

Programs Co-Chair, Cindy Dauber Anapolsky, Senior Director of Charitable Giving, Houston Jewish Community Foundation

Cindy currently serves the Houston Jewish Community Foundation as the Senior Director of Charitable Giving. Since 2014, Cindy has collaborated with individuals, families and professional advisors to achieve philanthropic goals. She manages the Create a Legacy program, the local chapter of the national Life & Legacy program of the Harold Grinspoon Foundation. Prior to joining the Houston Jewish Community Foundation, Cindy was a tax manager specializing in tax-exempt organizations at accounting firms including Grant Thornton, Blazek & Vetterling and Deloitte.  Cindy holds a Bachelor of Science in Economics with a concentration in Accounting and Strategic Management from the Wharton School of Business at the University of Pennsylvania. She graduated magma cum laude from the Washington College of Law at the American University. She is a Certified Public Accountant. She and her husband Jeff have two children and two Coton de Tulear dogs.

 

Programs Co-Chair, Julia Smith, Senior Development Officer, Special Gifts Museum of Fine Arts Houston

Julia Oettinger Smith is the Senior Development Officer of Special Gifts at the Museum of Fine Arts, Houston. She focuses on the museum’s two planned giving societies, major and endowment gifts. A graduate of Sewanee, Julia started her career in fundraising at Monticello in Charlottesville, VA, then moved to Houston to begin work at the MFAH in 2010. Julia managed the development special events team at the MFAH for eight years, and has been in her current planned giving role for five years. Julia and her husband, James, live in west Houston and have three young sons.

 

Sponsorships Chair, Linda McCoy, CFP®, CMT, Chief Client Officer, Goodman Financial Corporation

Linda McCoy is the Chief Client Officer of Goodman Financial Corporation, a fee-only investment management and financial advisory firm. She leads the firm’s Financial Advisory Team, oversees the execution of the client experience, and contributes to the strategic thinking and execution of the firm’s vision. Prior to joining Goodman Financial, Linda was an industry speaker and Investor Education Instructor with TD Ameritrade, conducting Workshops throughout the country in the areas of Stock Investing, Advanced Technical Analysis, and Advanced Options. Most recently, she led the combined Woodlands and Kingwood Branches, leading Client Service and Financial Consultant professionals, who delivered goals-based financial planning and personalized solutions for clients. Linda has over 20 years of leadership experience in the financial services industry, in the areas of strategy, client relationship management, product and service development, and global implementation. She is a CFP® professional, a Chartered Market Technician (CMT), and a member of the Financial Planning Association and Market Technician’s Association. She earned her Master of Business Administration from the University of California, Los Angeles.

 

Sponsorships Co-Chair, Amy Bacon, CMT, Sr. Planned Giving Officer, Texas A&M University

Amy L. Bacon is a Senior Planned Giving Officer for the Texas A&M Foundation, serving donors who have generously included Texas A&M in their future plans as well as assisting Aggies who are wanting to learn more about gift planning options such as gifts in wills, retirement accounts, life insurance, charitable trusts, real estate gifts, and other methods of giving. Her areas of focus at Texas A&M include the Bush School, the Corps of Cadets, the Division of Student Affairs, College of Engineering (focus in Houston), Texas A&M Health, and Texas A&M University at Galveston. Bacon’s career experience includes being a professional fundraiser for the Children’s Medical Center in Dallas, University of Houston-Clear Lake, and fundraising consulting for Rice University. She is also a historian and is the author of Building Leaders, Living Traditions: The Memorial Student Center at Texas A&M University (TAMU Press, 2009) and Life in Bronze: Lawrence M. Ludtke, Sculptor (TAMU Press, 2013).

A graduate of Texas A&M University in 1991, she holds a bachelor’s degree in history and a master’s degree in public history from the University of Houston. Amy is a member of the National Association of Charitable Gift Planners and serves on the Texas A&M Memorial Student Center Board of Directors, the Texas A&M University Press Advancement Board, and the Aggie Women Network Board. She has also been an Aggie Muster speaker for the San Antonio A&M Club, the San Diego County A&M Club, the Central Florida A&M Club in Orlando, and the Class of ’69 Muster event. She and her husband Robert live in Seabrook and have one daughter who is at Georgetown Law School in Washington DC.

President-Elect, Andrea Olczak, Sr. Planned Giving Officer, University of Houston

Andrea Olczak joined the University of Houston in May 2017 as Executive Director of Gift Planning before soon thereafter becoming Chief Development Officer of Gift and Estate Planning. Olczak has 20+ years of development experience in healthcare, the arts and higher education, raising millions of dollars for causes she deeply believes in, including: higher education, adult and pediatric healthcare, autism, American symphonies, classical and modern music, cancer research and patient care and healthy babies and maternal health. Prior to joining the University of Houston, she held various fundraising roles at Children’s Healthcare of Atlanta, Marcus Autism Center, The Atlanta Symphony, March of Dimes and Dana-Farber Cancer Institute.

At the University of Houston, Olczak is leading system-wide efforts across university components and colleges/units to support generous donors who have included UHS in their estate plans through a bequest, life income arrangement or other charitable provision. She manages the In Tempore Legacy Society and visits with alumni, donors and legacy advisors who are interested in creating individualized gift plans or using complex assets to support philanthropic priorities through deferred or blended giving.

She earned a Bachelor of Science degree in Corporate Communications from Ithaca College and finds great joy volunteering, serving and supporting Love and Rescue, Da Camera, March of Dimes, Elephant Nature Park and Dress for Success

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Past Presidents

  • 2022-2023 Sherrie Mueller
  • 2021-2022 Jeffrey L. McLain
  • 2020-2021 David Starnes
  • 2019-2020 Aaron Dobbs
  • 2017-2019 Cindy Atmar
  • 2016-2017 Lisa Chmiola
  • 2015-2016 Karen Burton
  • 2014-2015 John Siegel
  • 2013-2014 Amy Nelson
  • 2012-2013 David Starnes
  • 2011-2012 Nancy Shelby
  • 2010-2011 Jackie Callies
  • 2009-2010 Mary Kay Wittrock
  • 2008-2009 Lorette Bauarschi
  • 2007-2008 Shirley Druggan
  • 2006-2007 Nancy Gardner
  • 2005-2006 Lori Dunaway
  • 2004-2005 Lisa Bogert
  • 2003-2004 Lynn Mason
  • 2002-2003 Edward Deery
  • 2001-2002 Brena Baumann-Gonzalez
  • 2000-2001 Kelly Zuniga
  • 1998-2000 Elizabeth Hickman
  • 1997-1995 Joe McKay
  • 1996-1997 Christopher Smith
  • 1995-1996 Susie Stalcup
  • 1994-1995 Ora Frasier Harrison
  • 1993-1994 Karen Gerstner
  • 1992-1993 Janet Casstevens
  • 1991-1992 Robert Coffey
  • 1990-1991 Paul Comstock
  • 1989-1990 Marjorie Schultz
  • 1987-1989 Rob Kent