Press Release: GBPHB Announces 2015 Calkins and Lee Award Recipients

November 19, 2015


For Immediate Release

Contact: M. Colette Nies, Managing Director, Communications
(847) 866-4296 or

Glenview, IL—The General Board of Pension and Health Benefits (GBPHB) conferred two distinguished leadership awards during its board of directors meeting last week in Chicago. The Reverend David L. Anderson was named the 2015 recipient of the Charles L. Calkins Award and Dr. Joseph Heyward was named the 2015 recipient of the Clay F. Lee Award—both recipients are from the South Carolina Annual Conference. These special GBPHB quadrennial awards recognize exemplary service in caring for the pension and benefits needs of those who serve The United Methodist Church. They were presented by Board Chairperson Bishop Paul L. Leeland and General Secretary Barbara A. Boigegrain. (Photos attached below.)

The Charles L. Calkins Award—Rev. David L. Anderson

The Charles L. Calkins Award, established in 1988 and named for a former GBPHB general secretary, recognizes an annual conference pension and benefits administrator who, in partnership with GBPHB, has provided exceptional service in the administration of pension and/or health benefits within The United Methodist Church.

In his nomination of Rev. Anderson, South Carolina Annual Conference Board of Pension and Health Benefits (CBOP) Chair Herman Lightsey, Jr., described the scope of Rev. Anderson’s contribution and commitment to the service values honored by the Calkins Award.

Rev. Anderson served the South Carolina Annual Conference CBOP from 1997 to 2005, and as the Conference Benefits Officer from 2005 to the present. During this time, he worked with the CBOP and GBPHB in leading and guiding efforts to:

  • Develop a funding plan for the annual conference, reducing conference liabilities by $41 million through additional funding, benefit changes for retirees, and restructuring the methodology for funding retiree benefits
  • Implement several pension program changes and the methodology by which local churches are billed for pension and health benefits
  • Coordinate conference-wide informational meetings on pension and benefit issues
  • Promote and participate in clergy wellness programs, benefiting many conference clergy
  • Author a conference newsletter column on various aspects of healthy lifestyles
  • Promote participation in GBPHB-sponsored young clergy events with conference-funded scholarships

Rev. Anderson is never out of reach of his clergy constituents and spends many hours of his personal time educating clergy on the various aspects of pension and benefits that impact them. He attends all area pre-retirement meetings and all GBPHB Clergy Benefits Academy meetings. He has served on the Association of United Methodist Conference Pension and Benefits Officers steering committee and as host of the 2015 joint meeting with the National Association of Annual Conference Treasurers. He is a local church preacher and a frequent speaker at GBPHB meetings.

Dale Jones, GBPHB managing director of Education and Plan Sponsor Relations, also spoke on Rev. Anderson’s behalf regarding his emphasis on the health and wellness of clergy. Rev. Anderson also received personal letters of commendation from annual conference Bishop L. Jonathan Holston, and Elizabeth Westbury, conference treasurer. Rev. Anderson was joined by his wife, Maria, and their daughter and son-in-law for the awards presentation.

The Clay F. Lee Award—Dr. Joseph Heyward

The Clay F. Lee Award, established in 1999, recognizes former board directors of GBPHB who have given exemplary service in caring for the pension and health benefit needs of those who serve The United Methodist Church.

GBPHB board of directors’ member, The Reverend Gary George (East Ohio AC), supported the nomination of South Carolina Annual Conference’s Dr. Joseph Heyward:

“Dr. Heyward’s wisdom and influence were greatly appreciated in the context of the board meetings and work, as well as his adept knowledge and skillful work on behalf of the Board for the 2008 and 2012 General Conferences. The following roles Joe has played over the years exemplify the Clay F. Lee Award criteria:

  • Visionary Leadership—As an active, engaged member of the GBPHB board of directors, Joe provided excellent leadership by chairing the board’s Services Committee (2004-08); serving as the board’s secretary (2008-12), and as a member of the Executive Committee (2004-12). He demonstrated visionary leadership in helping the board’s Services Committee, and the board as a whole, to appreciate the need to reasonably foresee, forecast and adapt to amending or adding benefit changes which adapted to the needs of participants, as well as to changes in the market and denomination.
  • Strong advocacy of the pension programs of The UMC—Joe was, and is, an articulate, strong advocate of the board’s various benefit plans. As the former chair of the board Services Committee, he developed a deep appreciation and understanding of the impact of the pension, health and welfare plans on the lives of the plans’ participants.
  • Dedication to the values of GBPHB—Joe Heyward modeled well the board’s motto: “Caring for Those Who Serve.”

Board Member Zedna Haverstock reinforced Dr. Heyward’s Clay F. Lee Award nomination in a personal letter read at the presentation: “It was such a privilege to work with you on both the [board] Services and Appeals Committees. Your expertise in leading us through many decisions on the Services Committee was stellar. You always seemed to have a handle on whatever issues we were dealing with.

“As for the Appeals Committee, both your knowledge of the pension plans and your compassion were extremely helpful as we dealt with very sensitive issues that affected people's lives.”

Joe was joined for the awards presentation by his wife, Evelyn.

The names of Rev. David Anderson and Dr. Joseph Heyward will be inscribed on the Calkins Award and Lee Award plaques at GBPHB headquarters in Glenview, IL.

(Left to right: Rev. Gary George, General Secretary Barbara Boigegrain, Dr. Joe Heyward and his wife, Evelyn, and Board Chair Bishop Paul Leeland)

(Left to right: GBPHB Managing Director Dale Jones, General Secretary Barbara Boigegrain, Rev. David Anderson and his wife, Maria, Mr. Herman Lightsey, Jr., and Board Chair Bishop Paul Leeland)


The General Board of Pension and Health Benefits (GBPHB) is a not-for-profit administrative agency of The United Methodist Church, with Church-authorized fiduciary responsibility for the benefit plans it administers and the assets it invests through its Wespath Investment Management division.

Prudent investment management decisions are an ongoing, long-term priority, supporting benefit plans for over 91,000 participants and approximately $20 billion in assets managed on their behalf, and for many United Methodist-affiliated endowments, foundations and other institutions. This fiduciary obligation reflects the stated values of the Church and helps ensure financial, environmental and social sustainability across all investments.

GBPHB is the largest reporting faith-based pension fund and among the top 100 pension funds in the United States. As a sustainable investor, GBPHB is committed to active ownership through corporate and public policy engagement, proxy voting and the management of excessive sustainability risk. Through its Positive Social Purpose Lending program, GBPHB invests in affordable housing, community development and expanded loan opportunities for disadvantaged communities worldwide.



close (X)