Philanthropy at the University

Mailing Address:
Office of Development
P.O. Box 1321
Houston, TX 77251-1321
Physical Address:
Office of Development
7000 Fannin, Suite 1200
Houston, TX 77030
Phone: 713-500-3200
Fax: 713-500-3052

Welcome to UTHealth Gift Planning

Thank you for your interest in UTHealth. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

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Wednesday November 14, 2018

Gift Planning Advisory Council

The Gift Planning Council is comprised of leading experts in the areas of law, financial investment and banking. These members assist in educating donors about gift planning opportunities and help build relationships with the broader professional community. The University is deeply grateful to the members of the Gift Planning Council for their active participation in our gift planning program.

Chair:
G. Edward Deery, JD

Founding Member
Ytterberg Deery Knull LLP


Co-Chair:
Nancy Gardner, CFP
Executive Vice President
Tanglewood Wealth Management

Immediate Past Chair:
Marjorie Stripling Schultz, JD

Founder
Marjorie S. Schultz 
& Associates

Stacy Eastland, JD
Managing Director
Investment Management Division
Goldman, Sachs & Co.

Lisa Bogert
Regional Vice President
NB Financial Services
Rodney Curtis "Rod" Koenig, JD
Of Counsel - Trust & Estates Group
Rose Norton Jaworski L.L.P.

Terri Lacy, JD
Partner
Andrews Kurth LLP

Michael Christopher "Mike" Riddle, JD
Michael C. Riddle, JD
Founding Member
Riddle & Akiens, LLP

Nancy B. Shelby
Partner
Senior Wealth Advisor



 
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