Past PGCCT Programs


2012 Programs

February 13, 2012

Gifts of Closely Held Assets

Jeff Gerold, Fidelity Charitable


April 16, 2012 

Donor Relations: How to Manage Challenging Situations and People

April Hampton Perez, Director of Gift Planning, The University of Texas at Austin


June 1, 2012

PGCCTG and AFP Planned Giving Boot Camp


August 20, 2012

Panel Discussion: Real Stories from Real Professionals

Tim Aronson, Director of Development, Seton Williamson Foundation

Brooke Hardie, Attorney, Saunders, Norval, Nichols & Atkins, LLP

Randa Safady, Vice Chancellor of External Affairs, The University of Texas System


September 17, 2012

Gift Planning For Everyone Else: Options for Non-Traditional Donors

Kevin Pickett, M.D. Anderson


October 2012

National Conference on Philanthropic Planning, New Orleans, Louisiana


November 12, 2012

The Art of the Ask

Jackie Franey, CAP, Sales Director, Planned Giving, BNY Mellon Wealth Management


December 17, 2012

Questions to Initiate Gift Planning Discussions with Donors and Prospects

Greg Sharkey, Senior Philanthropy Advisor, The Nature Conservancy


2011 Programs


February 14, 2011

The Two Year Soluiton  Estate, Gift GST Tax Provisions of 2010 Tax Legislation

William Pargaman, attorney, Saunders, Norval, Pargaman & Atkins, LLP


April 11, 2011

Dealing with Different Generations

April Hampton-Perez, Director of Development, Gift Planning, The University of Texas at Austin

Glenn Pittsford, Vice President for Gift Planning, Texas A & M Foundation


August 29, 2011

How to Avoid Will Contests

Michael Knisely, Osborne, Helman, Knebel & Deleery

Jason Scott, Osborne, Helman, Knebel & Deleery


October 7, 2011

Creative Solutions With Combination Planned Gifts

Jeff Lydenberg, PG Calc


October 4- 6, 2011

National Conference on Philanthropic Planning, San Antonio


November 7, 2011

I Didn’t Know That Was Illegal

Katy David, Senior Counsel, Strasburger Attorneys at Law


December 12, 2011

The “Bird In The Hand” Became Plus “Two In The Bush” Tax Rates and Now What?

Tom Cullinan, Executive Director, Christian Urban Education Service, Editor, Planned Giving Today