Mid-America Planned Giving Council

Helping You Make a Difference



  • Sep 22, 2017 - 07:15 -01:30 PM
    22nd Annual Building Blocks Planned Giving Conference

  • Oct 13, 2017 - 08:00 -09:30 AM
    Gifts Can Be Dangerous with Cathy Reagan Sheffield

    A good superhero never goes into a dangerous situation without his or her cape and a plan. Similarly, nonprofits should not accept gifts without an acceptance structure or plan outlining what assets they will, or will not, accept. In this presentation, Cathy R. Sheffield will discuss the primary functions of an organization’s gift acceptance policies and procedures – its “superhero.”

    Topics to be presented:

    • Highlight considerations that should go into creating gift acceptance policies and procedures.
    • Outline the contents of thorough gift acceptance policies and procedures.
    • Explore the importance and role of gift acceptance committee to review gifts to your organization in conjunction with gift acceptance policies.


    8:00 – 8:30 am – Registration/Breakfast
    8:20 am – Announcements
    8:30 – 9:30 am  – Program

    Presenter: Cathy Reagan Sheffield, MBA, CAP, CFRE

    Cathy is a fundraising executive with over 20 years experience, specializing in major gifts and gift planning. She is President of ThinkGiving, a consulting firm based in Fort Worth, Texas, which specializes in strategic philanthropy for nonprofits and individuals and in providing leadership and comprehensive major and planned gift consulting services to nonprofit organizations of all sizes. Cathy is also a Vice President with Thompson & Associates, offering estate planning services to nonprofits.  Cathy has experience in healthcare and education for organizations such as All Saints Health Foundation, Texas Health Resources Foundation, Cook Children’s Health Foundation, Texas Christian University, The University of Texas at Arlington and the American Diabetes Association. Prior to living in North Texas, Cathy lived in Washington, DC and worked on Capitol Hill for United States Senator Byron L. Dorgan of North Dakota.

    Cathy is the current Chair of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning), served as the 2015 Chair of the National Conference on Philanthropic Planning. Cathy is also a member of the CGP Leadership Institute, a program that provides education, networking and service opportunities for the nation’s most experienced charitable planners. Locally, Cathy is a member and past president of the Lone Star Council of PPP (Fort Worth) and a member and past officer of the North Texas Chapter of PPP (Dallas). In 2015, Cathy was honored by the Fort Worth Metro Chapter of the Association of Fundraising Professionals with The Ben Franklin Award for the Outstanding Professional Fundraising Executive, the highest professional honor she has received. In May, 2017, Cathy was given the Star Award from the Lone Star Council of Charitable Gift Planners for outstanding service to the council and profession.

    Cathy received her MBA from Texas Christian University’s Neeley School of Business and a Bachelor of Science from North Dakota State University. Cathy is a Chartered Advisor in Philanthropy (CAP®), Certified Specialist in Planned Giving (CSPG), and a Certified Fundraising Executive (CFRE).

  • Nov 10, 2017 - 07:30 -09:00 AM
    Philanthropic Planning for Highest Capacity Donors

    Learn how to help highest capacity clients achieve positive impact for themselves, their family, and for the nonprofits they love, lead, and support.

    Learning Objectives:
    • Conduct a “donor dialogue” that will elicit the client’s highest aspirations for self, family, and society.
    • Understand your role at the legacy planning table, whether you are an advisor or a nonprofit professional.
    • Be able to collaborate effectively with allied professionals to help clients and donors create the most meaningful gift

    7:30 – 7:50 am – Registration/Breakfast
    7:50 am – Announcements
    8:00 – 9:00 am  – Program

    Presenter: Philip Cubeta, CLU®, ChFC®, CAP® As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.

    Prior to joining The American College, Phil served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company, providing estate, business, and philanthropic strategies to affluent clients through 200 of the company’s top agents.

    Phil’s original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil. He also holds the Masters of Science in Financial Services (MSFS) from The American College.

    He serves on the Planned Giving Advisory Board for The Carter Center (established by Jimmy and Rosalind Carter) and on the Board of Interfaith Worker Justice. He is a past President of the North Texas Council of PPP.