and then watched them graduate. I’ ve helped clients found new businesses, change careers, write books, spend a year abroad with their children and use their wealth to make great community impact. I think the most rewarding part of this role is helping people visualize, articulate and then achieve their goals and dreams. I always have said money is only a servant; it’ s not a master. Our job is to help maintain, grow and transition wealth so that it serves the client.
You’ ve helped several clients make gifts to the Foundation, including one client who made a gift of $ 1 million to fund core patient components of the Arts in Medicine initiative at Baylor Dallas. Why is philanthropy one of your focuses with your clients?
We consider giving to be one of life’ s priorities. Whether it is transferring personal values to a new generation or transferring wealth to create community opportunities or solve social issues, it’ s one of the great joys we get to witness. Helping clients use their wealth and wisdom to make an impact is part of planning for a great life.
What’ s something that surprises people about you?
I’ m co-owner( with my husband) of Blue Rock Artist Ranch & Studio, a destination commercial recording studio in Wimberley, Texas. My title is“ Director of Hospitality and Celebrations,” which means that I bake a lot of chocolate chip cookies and birthday cakes. It’ s very different from my role as an advisor. Most of my professional work plans for events or possibilities that may be decades away. It only takes a few hours to bake a cake and share it!
For more of the interview with Dodee, go to www. Give. BaylorHealth. com
Baylor Health Care System Foundation does not provide legal, accounting or tax advice. Please consult your professional advisors for assistance in these areas.
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