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Stories from the Trenches (Event was cancelled and moved to April)
February 5, 2018 @ 11:30 am - 1:00 pm
NOTE: This topic was rescheduled for the April event. Please register for that date.
Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.
Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation
At Parkland Foundation, Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving (Board member and Treasurer), the Dallas Council of CGP (Board Member and Past President) and the National Association of CGP (National Board member and Treasurer). Kent has the professional designation of Chartered Advisor in Philanthropy®.