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September 2018

Charitable Planning with Art and Collectibles

September 24 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Ramsay H. Slugg

Art and other collectibles are the most difficult assets to incorporate into an overall estate and financial plan. Given the passionate nature of these assets, the next generation is not interested in receiving them, as their tastes or lifestyles may differ. For many collectors, the charitable solution if the best. This presentation will explore the myriad rules and complexities of donating art and collectibles to charity, both during life and at death.

Speaker:
Ramsay H. Slugg
Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust

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November 2018

Digital Trends and Planned Giving Applications

November 12 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Part One of the Presentation will address a clear picture of the current trends in the digital space. This overview will provide greater context and confidence in moving forward with more challenging and labor intensive digital strategies and tactics. In this overview, Mr. Christensen will cover Internet connectivity, mobile device penetration, social network reach, digital data ubiquity, and how this is impacting fundraising.

Part Two of the Presentation will cover specific digital strategies and tactics for the planned gift officers. Mr. Christensen will paint a theoretical picture as well as review practical examples. Finally, Mr. Christensen will demonstrate application on several digital targeting and engagement tools.

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December 2018

Save the Date – Luncheon

December 10 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Registration for individual 2018 Luncheons will be open soon.

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