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Rachel Hobbs CPA

Planned Giving Coordinator
Staff


Rachel Hobbs joined Waco Foundation in 2011 in order to develop the Foundation’s Planned Giving Program. She works closely with donors, advisors and area nonprofits to establish a valuable resource for planned giving within our community. Rachel graduated from Baylor University with a Bachelor in Business Administration and a major in accounting, subsequently obtaining her CPA license. Prior to joining the Foundation, Rachel began her career in public accounting with Jaynes, Reitmeier, Boyd & Therrell, P.C. in Waco, where she worked more than 14 years in the Tax Department, concluding her career there as a senior tax manager.  During her public accounting career, Rachel worked extensively with high net worth individuals, partnerships and corporations. 

Since joining the Waco Foundation team, Rachel has received extensive training in the field of planned giving and program development. This specialization coupled with her extensive tax planning and estate planning experience makes her a valuable resource to our nonprofits, donors and their advisors. Rachel is able to focus on a donor’s charitable goals and intents while partnering with their advisors as they consider the elements of strategy best suited to achieve those philanthropic goals without compromising the integrity of their overall estate plan. Her position is unique as she not only partners with donors and their advisors, but also consults with our area nonprofits interested in developing planned gifts but find themselves in need of assistance or additional resources.

Rachel is native to the Waco community and remains very involved in community activities and area nonprofit organizations, both personally and professionally. She is a member of the following organizations: Partnership for Philanthropic Planning, Planned Giving Council of Central Texas, Central Texas Chapter of CPA’s, Heart of Texas Estate Planning Council and Texas Society of Certified Public Accountants.