2016 Monthly Luncheons and Programs

Asset-Based Giving: Creating a Win-Win for Donors and the Charities They Love

Many people think that in order to give more to charity, you have to cut into your personal lifestyle expenses. While sacrificial giving is a wonderful act of altruism, there’s another way to multiply your impact: asset-based giving. By donating non-cash assets such as stocks, real estate, or business interest before the sale, you can reduce taxes and send more to charity that you ever dreamed possible. This presentation will help you understand how generous individuals and families can give more by giving more wisely.

Ryan Assunto is Vice-President of National Christian Foundation Houston, serving the Central Texas region.

Session will explore certain non-cash or public security gifts to charity and the concerns to the donor of making such gifts and the concerns to the donee of receiving such gifts.

Michael V. Bourland
Bourland, Wall & Wenzel, P.C.

Megan C. Sanders
Bourland, Wall & Wenzel, P.C.

This presentation describes the three types of donors who are making gifts. Mr. Thompson will explore the types of gifts they are making as well as share the two types of wealth accumulators and the four types of giving techniques they are using.

Dr. Eddie Thompson
Thompson & Associates

Donor Advised Funds have been around as a charitable giving vehicle, primarily at community foundations, for nearly a century. Over the past decade they have exploded in popularity, and as a result, the second most popular charity last year (measured by donated funds) was the donor advised fund arm of a national investment firm. Learn how donor advised funds are a valuable and creative tool for charitable giving, tax planning and wealth preservation. Working with Austin Community Foundation can also add value for your client relationships, especially the rising millennial generation.

Mike Nellis
President & CEO, Austin Community Foundation

Ellen P. Stewart, Partner
Barnes Lipscomb Stewart & Ott PLLC

Sounds a bit dramatic, right? Almost all of the planned giving literature, publications, and blogs focus on “How to get and keep that big donor” or “What assets should be used and when”.

What you do not see is information designed to help planned giving departments avoid troublesome issues or when to be wary. In other words, what are the traps that can cause you a problem in the planned giving world? How do you minimize risk?
Areas of concern involve any family or business litigation (both before death and as the result of death), complicated family dynamics (think of the rogue son who is now the executor), capacity issues for the donor, complicated assets that do not translate to a planned gift easily, lack of assets, bad drafting and the most common problem area: Will and Trusts contests. All of these issues have one very common thread; very expensive legal bills. And that is something most planned giving departments cannot afford.

Alison Alter, PhD,
Independent Philanthropic Advisor,
Alter Advising, LLC

The Value of a Giving Plan
Ever had the feeling that your or your client’s giving has become reactive, unfocused and ineffective? A giving plan is one way to become more intentional about where to give, how much, how and why. In this interactive session, Dr. Alison Alter, an independent philanthropic advisor, will help you see the value of a giving plan and how it can serve as a particularly powerful tool for advancing planned giving and building meaningful relationships with your clients and donors.