Programs
|
Prepaid Luncheon Program Discount
Members are eligible to pre-pay for our 2020 luncheon program and receive a 20% discount. The pre-paid cost for all five 2020 luncheon programs is $100. Pre-payment will buy access to all January-December 2020 lunches. You will need to use the regular registration form to rsvp for specific programs. Check the box marked pre-paid under payment options. THE 2020 PREPAID MEAL OPTION WILL ONLY BE AVAILABLE UNTIL THE JANUARY MEETING REGISTRATION DEADLINE. |
Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program.
|
All programs are held at Haynes and Boone, LLP, unless otherwise noted.
|
January 14, 2020
Simply Irresistible: Demonstrating the Value of Gift Planning to Decision Makers Speaker: Melanie J. Norton, CFRE MBA, Norton Philanthropic Counsel |
General Meeting
Time: 11:30 a.m. Networking
12:00 – 1:00 p.m. Program |
This presentation explores different ways to articulate the relevance of gift planning to those who may be less familiar with the intrinsic benefits of a robust program and effort.
|
|
February 11, 2020
Does “Irrevocable” Always Mean “Inflexible” Exploring Options for Meeting Donor Needs “Down the Road” Speaker: Jayne Grimes |
Nuts & Bolts Program
Time: 8:00 a.m. – 9:00 a.m. |
Nuts & Bolts sessions are designed to continue the conversations started at the luncheon programs.
|
|
March 17, 2020
Is the Charitable Gift Annuity Still Relevant? Speaker: Chris McGurn, PNC Institutional Advisory Solutions |
General Meeting
Time: 11:30 a.m. Networking 12:00 – 1:00 p.m. Program |
We will present ‘have you considered’ creative gift strategies to go beyond the standard CGA offering and story and ‘have you considered’ stewardship strategies.
|
|
April 14, 2020
Charitable Gifts Using Qualified Charitable Distributions (QCD) from an Individual Retirement Speakers: Cheryl Mansour/Michael George |
Nuts & Bolts Program
Time: 8:00 a.m. – 9:00 a.m. |
Nuts & Bolts sessions are designed to continue the conversations started at the luncheon programs.
|
|
May 12, 2020
Taxes and Regs and Court Cases – Oh My. Speaker: Russell Willis, Planned Gift Design Services |
General Meeting
Time: 11:30 a.m. Networking
12:00 – 1:00 p.m. Program |
This program will take a dive into recent tax and nontax legislation, federal and state court decisions and IRS formal and informal guidance affecting charitable gift planning.
|
|
June 9, 2020
Tangible Personal Property Disposition and Qualified Appraisals Speaker: Michelle Castro |
Nuts & Bolts Program
Time: 8:00 a.m. – 9:00 a.m. |
Nuts & Bolts sessions are designed to continue the conversations started at the luncheon programs.
|
|
September 15, 2020
Philanthropic Panel Discussion |
General Meeting
Time: 11:30 a.m. Networking 12:00 – 1:00 p.m. Program |
Panel TBA
|
|
October 13, 2020
Weaving Donor Intent into the Conversation of Gifts of Farm, Ranch, Timber and Oil and Gas Speaker: Melody Martinez/Mike Lansford |
Nuts & Bolts Program
Time: 8:00 a.m. – 9:00 a.m. |
Nuts & Bolts sessions are designed to continue the conversations started at the luncheon programs.
|
|
November 10, 2020
Minding the Shop: Planned Giving Strategies for Business Owners Speakers: Joe Hancock and Marion Armstrong, HighGround Advisors |
General Meeting
Time: 11:30 a.m. Networking 12:00 – 1:00 p.m. Program |
This presentation will provide gift planners (nonprofit and for-profit alike) with the knowledge to assess the unique objectives and challenges that philanthropic business owners face and will provide creative solutions and effective strategies to successfully structure and complete planned gifts for these donors.
|
|
December 8, 2020
Overview of Charitable Remainder Trusts Speaker: Jennifer Sibley |
Nuts & Bolts Program
Time: 8:00 a.m. – 9:00 a.m. |
Nuts & Bolts sessions are designed to continue the conversations started at the luncheon programs.
|
|
Download the 2020 Brochure ! Thank you to our 2020 Brochure Sponsor: Weaver |