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Endowment Fund Board of Trustees

Endowment Fund Brochure

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

Brochure

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.

Andrea Zahn, President

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, Vice President

Retired in 2017 from a career as a financial advisor and entrepreneur, Jim moved with his family to paradise soon after. He enjoys volunteer work at the church. He has previous vestry experience and brings decades of business experience as well. Jim also spent many years working with youth and young adult ministries in his previous diocese.

 

photo coming soonDave Megel, Treasurer

Dave and his wife, Robin, officially moved to Dunedin in 2018 and started attending services regularly in 2021. He has since become involved with ministries such as the Bells of Hope, the yearly Ministry Fair, the Parking Lot team, and is the current leader of our Emergency Management Team. "Good Shepherd provides a means for me to explore the presence of God in my life and in the lives of others, as well as being a vehicle for me to volunteer in ways that hopefully make an impact on the community." Dave has also been involved in leadership roles in organizations such as the YMCA and Boy Scouts. Professionally, Dave co-founded two companies over a 30-year career. He had responsibilities of operations, program management, personnel management, customer management and executive leadership, including serving as the Treasurer of both companies.

photo coming soonSteve Maisel, Secretary

For nearly 16 years, Steve has actively participated in church life, which includes ushering, being a member of the Finance Committee, and donating and cooking for the two previous fish fries. As a commercial fisherman for over 40 years, he has worked with local, state and federal governments to develop a fishery management systems and captain Fish and Wildlife research trips. Steve understands what is required to manage a crew, manage the business, and invest the profits to succeed. Steve choose to be a member of Good Shepherd because of the people. He believes COGS offers a strong sense of community and it is very welcoming. For Steve, God calls us to serve and Good Shepherd offers us the opportunity to serve God, the Church, and one and other.