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August 2018

From Data to Design – A practical application of how market research can help drive your organization’s creative process

August 27 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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This presentation will provide a multi-dimensional view from the latest 2017 U.S. Healthy Aging Database® study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. We’ll look at how donors prefer to learn about organizations and the vehicles best suited to communicate by nonprofit sector.

In the presentation we’ll also provide data from the study that will drive strategic direction and demonstrate how some simple changes that any organization can make to their marketing communications materials can improve the chance of resonating with donors. We will show “before and after” examples of print and digital materials.

Speaker:
Nathan Stelter
Vice President at The Stelter Company

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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

Save the Date – Luncheon

November 12 @ 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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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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