Endowment Fund Board of Trustees

Group photo of Episcopal Church of the Good Shepherd, Endowment Board of Trustees, 2023. Carolyn Hughes, Jim Ratliff, Andrea Zahn, Marc Wigmore.

Episcopal Church of the Good Shepherd, Endowment Board of Trustees, 2023. Carolyn Hughes, Jim Ratliff, Andrea Zahn, and Marc Wigmore

Endowment Fund Brochure

Our Endowment Fund can grow and provide funds for future generations only through your participation.


Planned Gift Documentation

To notify the Endowment Fund of a planned gift to be made from your estate, please use this documentation letter by clicking the button below.

Gift Letter

Incorporated in 1963, the Endowment Fund was created to receive gifts that can grow to carry on the work of our church, supporting both current and future needs of the congregation and community. The Endowment Fund is our investment vehicle for the financial security of our church.

The Endowment Fund has grown exclusively through the generosity of parishioners and friends of the church. Distributions from the Fund have permitted improvements in church property, supported ongoing operations, allowed us to purchase several adjacent pieces of property (and the Furniture Thrift Shop), and enhanced outreach ministries.

There are many ways to make a gift to the Endowment Fund.  Examples are: bequests by Will or Trust, Life Insurance Policy Beneficiary, Retirement Fund Gifts (401(k), IRA, 403(b), Company Pension Plan), Gifts of Appreciated Securities.

The Endowment Fund is a qualified 501(c) 3 non-profit organization.

Please contact us and the President of the Board of Trustees of the Endowment Fund will contact you in the near future with additional information.  Again, thanks for your interest.

Endowment Fund Board of Trustees’ Profiles

Eligibility to Serve on the Endowment Fund Board:
The Endowment Fund Articles of Incorporation provide that members of the Endowment Fund Board must be communicants in good standing of the Church of the Good Shepherd, Inc., Dunedin Florida [and] no less than twenty-five (25) years of age. According to Diocesan Canon VII, to be in “good standing,” a person must be an enrolled member of the parish, regularly attend divine services, and make stated contributions of record to the general support of the Congregation.
“Stated contributions of record” means that the person has contributed financially to the congregation in a manner that permits the contribution to be tracked in our financial records.

Our Trustees have a diverse set of skills, interests and passions.

Carolyn Hughes

Carolyn is a Chartered Financial Analyst with a BBA in Finance. Her 33 year career involved managing operating, retirement, and endowment funds for corporate, state and municipal entities. She finds “great joy in the Bells of Hope” and singing in the choir, while also finds time to serve the boaters of Northern Pinellas through the US Coast Guard Auxiliary.

Gifts: Personal Integrity, Responsibility, Compassion

Marc Wigmore

Marc is a graduate of Drexel University with a BS in accounting and has been a CPA since 1975. He worked in public accounting as an auditor and in private industry as a CFO of a retail chain. Marc is a confirmed Episcopalian and has served on finance, budget, audit and building and grounds committees at Good Shepherd. He also works with our Pack-a-Sack outreach program. It’s Marc’s intent to help our Church to continue our mission in the community and for the Endowment Fund to continue to support our Church.

Gifts: strong accounting and financial experience, integrity, organization skills

Andrea Zahn

As a 30+ year member of Good Shepherd, Andrea has served in many capacities including Sr. Warden, 3-term Vestry member, chalicist, lector, finance, membership, and many outreach programs. After a 22-year career in marketing & communications management, she enjoys being a trusted advisor as a residential Realtor. An alumnus of Leadership Pinellas, Andrea's been involved in numerous organizations such as Rotary, Big Brothers Big Sisters, and Junior League of Clearwater-Dunedin. She looks forward to being a trustee for this investment fund created to receive and grow gifts, carrying on the work of our parish, for the financial security of Good Shepherd.

Gifts: Devotion to Faith, Honesty & Integrity, Experience of Service

Jim Ratliff

Bio coming soon.