2012 Monthly Luncheons and Programs

Gifts of Closely Held Assets Jeff Gerold, Fidelity Charitable

Donor Relations: How to Manage Challenging Situations and People April Hampton Perez, Director of Gift Planning, The University of Texas at Austin

Gift Planning For Everyone Else: Options for Non-Traditional Donors Kevin Pickett, M.D. Anderson

The Art of the Ask Jackie Franey, CAP, Sales Director, Planned Giving, BNY Mellon Wealth Management

Questions to Initiate Gift Planning Discussions with Donors and Prospects Greg Sharkey, Senior Philanthropy Advisor, The Nature Conservancy

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