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