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.
President-Elect, 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, Jeffery L. McLain, CFRE, Sr. Dir of Gift Planning, Texas A&M University-Kingsville
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.
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 Co-Chair, Caroline S. Marciano, J.D., Regional Fiduciary Wealth Manager – VP, BNY Mellon Wealth Management
Caroline Marciano is a Regional Fiduciary Manager for the West and West Central Regions with BNY Mellon Wealth Management. In this role, she collaborates with local and regional wealth management teams on existing investment management and fiduciary client relationships, developing new fiduciary relationships, and implementing strategic national fiduciary risk management priorities in coordination with regional fiduciary needs. She is also responsible for the management and administration of client relationships in Texas comprised of trust accounts. Caroline joined BNY Mellon in April 2017 and has over 15 years of experience in fiduciary matters. Prior, Caroline held various fiduciary-related roles with Kanaly Trust, LTA, in Houston, Texas, most recently having served as its Chief Fiduciary and Risk Officer. Before entering the wealth management industry, Caroline spent over five years in private law practice in Houston concentrating on estate planning, trust and estate administration and fiduciary litigation. She received her B.A. from the University of Nebraska-Lincoln and her J.D. from the University of Houston Law Center. She is a member of the State Bar of Texas, Nebraska State Bar Association, Houston Bar Association, and serves on the Board of Directors of the Houston Estate and Financial Forum and the Board of Advisors of Incarnate Word Academy.
Conference Co-Chair, David Starnes, Sr. Director of Estate and Gift Planning, University of Texas Health Science Center at Houston
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.
Communications Chair, Jessica Jubin, Philanthropy Director, Hope For Three Autism Advocates
Jessica leads the Hope For Three’s fundraising program and has served many Houston-area nonprofits for over 17 years. Previously, she’s served with The Harris School, Child Advocates of Fort Bend, Houston Audubon Society, Houston Zoo and the 1940 Air Terminal Museum. She specializes in strategic planning, capital campaigns, marketing for development and public relations. She graduated from the University of Florida’s College of Journalism and Communications. As a volunteer, she helped co-found the Cullinan Park Conservancy in Sugar Land and has served on various non-profit committees and boards with local chapters of Texas Master Naturalists, Coastal Prairie Conservancy, Association of Fundraising Professionals and Association for Professional Researchers for Advancement. In 2021 she helped co-found the Service Club of Fort Bend and currently serves as Treasurer.
Membership Chair, Diane Thornton, CFP Regional Gift Strategist, The Nature Conservancy
Programs Chair, Susan Zarich, CAP, Former Sr. Director of Advisor Relations, Greater Houston Community Foundation and Community Volunteer
Susan served as Sr. Director of Advisor Relations for the Greater Houston Community Foundation until May of 2022, facilitating long-term growth objectives through development and maintenance of key relationships within the professional advisory community including wealth managers, trust and estate attorneys, and accountants. Prior to joining Greater Houston Community Foundation in 2014, Susan had 16 years of experience in relationship building, marketing, sales and management of high-profile client initiatives within the financial services industry. She is a graduate of Texas A&M University with a Bachelor of Arts in Communications and a minor in Marketing.
Sponsorships Chair, Andrea Olczak, Chief Development Officer of Gift and Estate Planning
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
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.
Magda Herrera, Director of Corporate and Foundation Relations at Texas Children’s Hospital
Magda M. Herrera is a native Houstonian who has worked in non-profit management and fundraising for 18 years. She has experience in major gifts, institutional donors, capital campaigns, executive board management, planned giving and served as an executive director for a nonprofit organization. At Texas Children’s Hospital, Magda serves as the Director of Corporate and Foundation Relations where she oversees a team focused on building integrated corporate partnerships and bringing national foundation funds to the #2 Children’s Hospital in the US. Magda is CFRE-certified and has a B.A. and J.D. from the University of Texas at Austin. She is involved in various community organizations as a volunteer or board member and spends as much free time as she can with her two rambunctious boys, her husband, and their two pets – a beagle “Pinto Bean” and bearded dragon “Pyroman”.
Allan R. Marshall, M.ED, Executive Director of Strategic Advancement, South Texas College of Law Houston
Allan R. Marshall, M.Ed., is the Executive Director of Strategic Advancement at South Texas College of Law Houston where he manages the major and planned giving teams. He is the chief advancement officer who develops comprehensive fundraising strategies and initiatives for the law school. He graduated from Baylor University with a Bachelor of Arts degree in political science and minors in public relations and religion in 2007, and he obtained a Masters of Education degree from Dallas Baptist University in 2012. Allan has spent 15 years as a development professional.
Allan resides in Richmond, Texas, a nice suburb of the Houston area with his beautiful wife Amy and son, Lincoln. In his spare time, he enjoys researching the U.S. Presidents and American history; watching his favorite TV shows; collecting crazy and fun socks, shoes, bow ties and cufflinks; going to athletic events and concerts; listening to music on his iPhone or an old school vinyl; reading books and discussing current events.
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.
Paige Richards, Assistant Director of Gift and Estate Planning, Baylor College of Medicine
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.
Carme Williams, CEO and Founder of WilliamsCL Consulting and Senior Consultant with WASHBURN & McGOLDRICK
Carme Williams is the CEO 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.
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. She serves on the NC State University Wolfpack Women in Philanthropy Steering Committee as Chair of the Philanthropy Committee. Carme is a past president of AFP Greater Houston chapter. Carme is also a board member of the United Nations Houston Chapter, the Greater Houston Black Chamber of Commerce, the Houston Public Library Foundation, and African American Development Officers (AADO).
- 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