Charitable Giving from Both Sides - Non-Cash Gifts
THE REGISTRATION DEADLINE FOR THIS MEETING HAS PASSED. YOU MAY COME AS A WALK-IN BUT WILL NOT BE GUARANTEED A MEAL.
NOON MEETING
THURSDAY, MARCH 1, 2012
1717 North Akard,
RESERVATION DEADLINE: FRIDAY, FEBRUARY 24 (IN COUNCIL’S OFFICE)
“CHARITABLE GIVING FROM BOTH SIDES – NON-CASH GIFTS”
SPEAKERS: JACKIE FRANEY, CYNTHIA KRAUSE, MARIANNE PIEPENBURG
MODERATOR: JAYNE GRIMES
SPONSORS: JACKSON WALKER AND QUEST CAPITAL MANAGEMENT, INC.
Multi-disciplinary philanthropic planning is a popular topic, but what does this team-based approach really look like? Learn from a panel of experienced, non-profit professionals how advisors and charities can work together in practical ways to produce high-impact giving plans. Specifically, this presentation will focus on “Non-Cash” gifts such as stock, real estate and life insurance, and how they can be leveraged for the greater good, despite additional complexity. What are the pitfalls for real estate gifts and how can they be resolved? Why don’t more charities have an effectively managed life insurance giving program? Is giving stock as simple as it seems? This panel discussion draws upon the great (and not-so-great) gifts each panel member has worked on over the years, side-by-side with a variety of allied professionals. Using case studies, this presentation will provide workable solutions to help you maximize gift planning opportunities for your clients/donors and the entire community. Jackie Franey, CAP is the Donor Relations Director at Communities Foundation of Texas where she is responsible for all facets of working with donors and professional advisors to establish major and planned gifts for the foundation. Cynthia Krause, JD serves Baylor Health Care System Foundation as VP for Gift Planning, with the goal of providing gift planning counsel to individuals and professionals. Marianne Piepenburg, JD, is the Assistant VP for Planned and Endowment Giving at SMU. She has 20 years experience as a planned giving professional. Moderator: Jayne Grimes, CFP, AEP, CAP is with the Dallas Symphony Orchestra, VP for Development.
1 hour of continuing ed credit pending.
Note: Paid membership dues do not include meals. To register for the meeting, complete the form below, enclose a check (payable to
PREPAID MEALS: Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com). THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. NO CREDIT CARDS ARE ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.
Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
Name: ________________________________________
____$37 ___$60 ____$25 (Member-Program Only)
E-mail: ________________________________________
Phone No: _____________________________________
