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As the director of charitable gift planning, Geri works closely with donors to fulfill their charitable wishes through a selection of giving vehicles, gifts of complex assets and gifts through their estate and financial plans.
 

Before joining CFT in 2012, Geri spent the majority of her fundraising career at Rice University, Texas Children’s Hospital and Houston Grand Opera working primarily in the area of planned giving. In addition to her nonprofit experience, Geri has worked in the for-profit sector in financial and estate planning.

Geri holds designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

Joined CFT

2012

Favorite Aspect of CFT

"Working with such caring donors in straightforward as well as creative ways that meet their philanthropic objectives and that ultimately impact our community and beyond in such meaningful ways."