Hospitals
10 planned giving experts
These ten fundraisers have led planned giving and gift planning programs in their own roles at universities, medical schools and health systems. A reader can learn from them how planned giving programs are built and run inside nonprofit institutions.
Professionals to explore
01—10Anne Kathryn Zamkovsky
LinkedInExperience: Senior Director Of Gift and Estate Planning · Baylor College of Medicine
Senior Director Of Gift and Estate Planning at Baylor College of Medicine since December 2020 and former Director of Planned Giving there (2019–2020). Former Associate at McDowell Hetherington LLP (2017–2019) and Law Clerk at U.S. District Courts (2016–2017).
Cynthia Caldwell
LinkedInExperience: Senior Director of Planned Giving, Health Sciences, University of Pittsburgh and UPMC · University of Pittsburgh
Former Senior Director of Planned Giving, Health Sciences, University of Pittsburgh and UPMC at University of Pittsburgh (2018–2022), and Assistant Vice Chancellor, Development & Planned Giving, Health Sciences, Univ of Pittsburgh & UPMC there since June 2022. Also listed as Director of Planned Giving at Medical and Health Sciences Foundation, University of Pittsburgh and UPMC (MHSF) from 2018 to 2021.
David Starnes
LinkedInExperience: Sr. Director of Estate and Gift Planning · UTHealth Houston
Sr. Director of Estate and Gift Planning at UTHealth Houston since August 2016. Former Director of Gift Planning at Baylor College of Medicine (2012–2015) and Director of Planned Giving at University of Houston (2004–2012).
Delia G. Perez, CFRE, CAP®
LinkedInExperience: Director of Planned Giving · Fairleigh Dickinson University
Director of Planned Giving at Fairleigh Dickinson University since 2006, where the profile describes developing and managing the University's initial planned giving program for all campus locations in New Jersey, Canada and England. Former National Director of Planned Giving at American Kidney Fund (1999–2006).
Gary Peter Rejebian
LinkedInExperience: Senior Director of Gift Planning · Rosalind Franklin University of Medicine and Science
Senior Director of Gift Planning at Rosalind Franklin University of Medicine and Science since August 2024, where the profile describes being responsible to expand planned giving from estate gifts, retirement assets, donor advised funds and blended contributions. Former Director of Leadership Giving there (2024) and Major Gifts Manager at American Association of Endodontists (2020–2023).
Lynn Dickinson
LinkedInExperience: Director of Gift Planning · Saddleback Medical Center Foundation
Former Director of Gift Planning at Saddleback Medical Center Foundation (2022–2023), where the profile describes leading a team approach to complete a blended gift with a total value of over $500,000 and several six-figure charitable gift annuities. Director of Gift Planning at UCLA Office of Gift Planning since October 2023 and former Senior Gift Planning Officer at American Red Cross (2014–2021).
Randal Daugherty
LinkedInExperience: Director of Planned Giving · UT Southwestern Medical Center
Director of Planned Giving at UT Southwestern Medical Center since September 2011. The profile says Randal has directed the planned giving program for UT Southwestern Medical Center since 2000, including as Planned Giving Director at Southwestern Medical Foundation (2000–2011), the philanthropic partner of UT Southwestern.
Robert Vosburgh
LinkedInExperience: Executive Director of Planned Giving for Penn Medicine · Penn Medicine, University of Pennsylvania Health System
Executive Director of Planned Giving for Penn Medicine at Penn Medicine, University of Pennsylvania Health System since March 2023. Former Director of Gift Planning at University of Pennsylvania (2015–2023) and Director of Major Gifts there (2013–2015).
Stephen Davis
LinkedInExperience: Senior, Director Planned Giving · Medical College of Wisconsin
Former Senior, Director Planned Giving at Medical College of Wisconsin (2017–2021), where the profile describes transforming a reactive planned giving program for two separate organizations into one coordinated program and creating a culture of net-worth giving among faculty, staff, alumni, donors and major gift officers. Former Assistant Vice President of Legacy Planning at Augustana College (2014–2017) and Director of Gift Planning at Aurora Health Care (2011–2014).
Wendy Chou
LinkedInExperience: Deputy Director and Director of Planned Giving, Medical Center Development · Stanford University
Deputy Director and Director of Planned Giving, Medical Center Development at Stanford University since February 2022, and Director of Planned Giving for Stanford Medical Center Development since July 2019. Former Director of Planned Giving at Silicon Valley Community Foundation (2011–2014) and Sr. Philanthropic Advisor at The Oregon Community Foundation (2014–2019).
Choose the right perspective
Match the person's setting to yours, since gift planning for an academic medical center, a university or a smaller charity involves different donors, staff and gift types. Also consider whether you need help starting or reorganizing a program or advice on closing a specific complex gift, and pick someone whose roles match that work.
Questions to take into the conversation
- 01How do you identify which donors are most likely to make a bequest or other planned gift?
- 02How do you work with major gift officers so planned giving conversations happen at the right time?
- 03What do you look at when deciding whether to offer charitable gift annuities or other life income gifts?
Reaching planned giving experts
How can I contact one of these planned giving experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Baylor College of Medicine, University of Pittsburgh and UTHealth Houston, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach planned giving experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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