TRACY GARY, Founder of Inspired Legacies and PHIL CUBETA, CLU, ChFC, MSFS, CAP Sallie B. and William B. Wallace Chair in Philanthropy at The American College.
Financial Planning Association – Dallas Chapter November 12, 2013 Dr. Jeffrey W. Steed, MBA Senior Director of Gift Planning The University of Texas at.
What is the Financial Justification for Your Gift Planning Program? Richard W. Lawrence Executive Vice President & Chief Operating Officer Kristen L. Dugdale.
