47 min

122. Renee Underwood, C.F.R.E. on Planned Giving Advancing Our Church

    • Religion & Spirituality

We are currently experiencing the “Great Transfer of Wealth,” and over the next few decades, financial experts predict that between $40 trillion and $140 trillion will be passed from one generation to the next. Up to one-third of this wealth will be transferred to nonprofits through planned giving. We are joined today by Renée Underwood, CFRE, the Chief Development Officer for the Diocese of Fort Worth’s Advancement Foundation who will share advice and her experience with facilitating Planned Gifts for Parishes and her Diocese. This episode was recorded on July 29, 2022.







Pre-order the new book “The Generosity Crisis” by Authors Brian Crimmins, Nathan Chappell, and Michael Ashley on Amazon by clicking here. Send us a question about the new book the Generosity Crisis for our upcoming interview with Brian Crimmins and Nathan Chappell by sending Jim Friend an email.







Join Jim Friend at the new Catholic Crypto Conference on November 17-18, 2022 in Valley Forge, Pennsylvania.







Join Changing Our World at the International Catholic Stewardship Conference on October 2-5, 2022 in Anaheim. Stop by our booth and visit with Jim Friend, Tom Farrell and Anna Vallez.







About Renée Underwood







Renée Underwood, CFRE, has served in stewardship, development, and Catholic foundation management roles for dioceses since 2009. As Chief Development Officer of the Diocese of Fort Worth Advancement Foundation, she has responsibility for annual and planned giving, endowment funds and capital campaigns. The current Region X Board Representative to the International Catholic Stewardship Council, Renée has extensive board experience for nonprofit organizations. She currently serves on the executive committees of Lone Star Council Charitable Gift Planners, Fort Worth Metro Chapter of Association of Fundraising Professionals (AFP), Fort Worth Serra Club, and the Southwestern Lieutenancy of the Equestrian Order of the Holy Sepulchre of Jerusalem. Prior to her nonprofit career, Renée served in advertising, marketing and executive management roles. She 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. Renée is a widow, a mother of two sons, a grandmother of three and a spiritual director.











Recorded July 29, 2022







Daily Spiritual Reflection and Prayers on “Kristin’s Crosses”







Join Jim Friend and his family on Kristin’s Crosses’ YouTube Channel for “Today’s Catholic Prayers”. Jim and his family offer the daily Gospel and reflection along with the rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe.

We are currently experiencing the “Great Transfer of Wealth,” and over the next few decades, financial experts predict that between $40 trillion and $140 trillion will be passed from one generation to the next. Up to one-third of this wealth will be transferred to nonprofits through planned giving. We are joined today by Renée Underwood, CFRE, the Chief Development Officer for the Diocese of Fort Worth’s Advancement Foundation who will share advice and her experience with facilitating Planned Gifts for Parishes and her Diocese. This episode was recorded on July 29, 2022.







Pre-order the new book “The Generosity Crisis” by Authors Brian Crimmins, Nathan Chappell, and Michael Ashley on Amazon by clicking here. Send us a question about the new book the Generosity Crisis for our upcoming interview with Brian Crimmins and Nathan Chappell by sending Jim Friend an email.







Join Jim Friend at the new Catholic Crypto Conference on November 17-18, 2022 in Valley Forge, Pennsylvania.







Join Changing Our World at the International Catholic Stewardship Conference on October 2-5, 2022 in Anaheim. Stop by our booth and visit with Jim Friend, Tom Farrell and Anna Vallez.







About Renée Underwood







Renée Underwood, CFRE, has served in stewardship, development, and Catholic foundation management roles for dioceses since 2009. As Chief Development Officer of the Diocese of Fort Worth Advancement Foundation, she has responsibility for annual and planned giving, endowment funds and capital campaigns. The current Region X Board Representative to the International Catholic Stewardship Council, Renée has extensive board experience for nonprofit organizations. She currently serves on the executive committees of Lone Star Council Charitable Gift Planners, Fort Worth Metro Chapter of Association of Fundraising Professionals (AFP), Fort Worth Serra Club, and the Southwestern Lieutenancy of the Equestrian Order of the Holy Sepulchre of Jerusalem. Prior to her nonprofit career, Renée served in advertising, marketing and executive management roles. She 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. Renée is a widow, a mother of two sons, a grandmother of three and a spiritual director.











Recorded July 29, 2022







Daily Spiritual Reflection and Prayers on “Kristin’s Crosses”







Join Jim Friend and his family on Kristin’s Crosses’ YouTube Channel for “Today’s Catholic Prayers”. Jim and his family offer the daily Gospel and reflection along with the rosary and Catholic Prayers of the day. Click here to visit the YouTube Page and subscribe.

47 min

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