Professional and Personal Summary

Roger Ellison                                                            West Texas Rehabilitation Center Foundation
1446 Sun Valley Lane                                              3001 South Jackson
San Angelo, Texas 76904-9529                               San Angelo, TX 76904-5197
325-651-8831                                                         325-223-6309 
www.rogerellison.com                                                325-223-6408 – FAX
                                                                               rellison@wtrc.com

Consultant/speaker on Relationship Building and Gift Planning

 Cover story, May 29, 2003 Chronicle of Philanthropy
 Authored lead article for Planned Giving Today - (Cold Calls) in December, 2003  and (After the First Call) in August 2004
 Caswell Zachry Grizzard Planned Giving Seminars, Dallas, Texas, July 2001, March, July 2002, July 2004
 Association of Fundraising Professionals Conferences, San Antonio, Texas Chapter, January 2002, 2003
 American Cancer Society, New England Division, Framingham, Massachusetts, April 2003
 Texas Society of Certified Public Accountants, San Angelo, Texas Chapter, May 2003
 Blackbaud’s Conference on Philanthropy, Charleston, South Carolina, November 2003
 Permian Basin Association of Fundraising Professionals, Midland, Texas, February 2004
 Texas Laryngectomee Association, DeSoto, Texas, March 2004
 Greater Cincinnati Planned Giving Council, Cincinnati, Ohio, March 2004
 Texas Association of Family and Consumer Sciences, San Antonio, Texas, March 2004
 Association of Fundraising Professionals International Conference, Seattle, Washington, March 2004
 Northwest Planned Giving Roundtable, Portland, Oregon, March 2004
 North Texas Chapter, National Committee on Planned Giving, Dallas, Texas, March 2004
 American Cancer Society, Distinguished Gifts Conference, Salt Lake City, Utah, April 2004
 Lone Star Chapter, National Committee on Planned Giving, Forth Worth, Texas, April 2004                      Planned Giving Council of the Permian Basin - November 2004 to present
 Oklahoma Baptist Homes for Children, March 2005

Education:
 BA in Political Science – UT El Paso, 1968
 24 graduate hours in Political Science, Rhetoric and Politics – UT El Paso – 1968-1970
 The American College, Bryn Mawr, PA – Insurance and Financial Planning, Income Taxation, Planning for Retirement Needs, Investments, Fundamentals of Estate Planning I (these 5 courses qualify one to sit for the Certified Financial Planner comprehensive examination) – 1996-1998
 Passed Certified Financial Planner exam on 1st try (!) and licensed – 6/2/99

Special Training:
 Principles of Planned Giving – Gordon Caswell – 1991, 1992, 1994, 1997
 Advanced Gift Planning – Gordon Caswell – 1995, 1998
 Charitable Tax Planning – Terry Simmons – 1992
 Estate Planning and Tax Workshop – Wayne Hayenga – 1992
 Priority Management – Phil Boone – 1991, 1992, 1993
 Charitable Planning – Chris Hoyt – 1998
 Pentera Advanced Gift Planning – Andre Dorkian, Frank Minton – 2000
 YMCA Senior Director
 Leadership San Angelo – 1999-2000

Employment:
 Vice President for Planned Giving, West Texas Rehabilitation Center Foundation, San Angelo, TX - 1993-present
 Chief Executive Officer, West Texas Boys Ranch, San Angelo, TX – 1989-1993
 From Assistant Executive to Executive Director, YMCA Camp Grady Spruce, Dallas, TX – 1970-1989
 Instructor, El Paso Baptist College, El Paso, TX – 1970
 Graduate Teaching Assistant, UT El Paso, El Paso, TX – 1968-1969

Community Activities/Interests:
 Certified Lay Speaker, United Methodist Church - frequent liturgist, teacher, speaker, substitute preacher
 Walk to Emmaus and Chrysalis – participant and member of various teams
 Various committees (present and past) - Sierra Vista United Methodist Church
 President (past) - Concho Valley Estate Planning Council
 Vice-chairman (past) – San Angelo Convention and Visitors Bureau
 North Texas chapter – National Committee on Planned Giving
 San Angelo Rotary Club Vice President
 Founding trustee, San Angelo Rotary Scholarship Fund
 Founding chairman, Texas Mesquite Art Festival, San Angelo
 Facilitator for Board Retreats/Planning Sessions

Personal Activities/Interests:
 Owner of Traditionals by Roger, specializing in commissions of custom-built fine mesquite furniture
 Dutch oven cooking, gardening, backpacking, hunting

Family:
 Married 37 years to Linda, teacher’s aide who works with special needs high school children
 Jason ’99 Texas A&M, Corps of Cadets and Fightin’ Texas Aggie Band, Civil Engineering major, May 2000 graduate
 Mark ’03 Texas A&M, Parks, Recreation and Tourism Science major, May 2003 graduate