2023 Monthly Luncheons
Real Estate = Abundant Opportunities for Donors and Charities
Topic: Real Estate = Abundant Opportunities for Donors and Charities Summary: Real Estate is an incredible opportunity not only for donors, but also for the charities. For most donors, real estate assets create challenges and charities have a tremendous opportunity to solve these challenges provided the charity designs systems that are consistent, workable, and successful…
Valuation issues of art and collectibles for charitable deduction or estate tax value
Topic: Valuation issues of art and collectibles for charitable deduction or estate tax value Speakers Jeff Glosser UT Austin and Michelle Castro, Heritage Auctions Jeff Glosser has served in the Gift and Estate Planning office since 1997. Previously, he was with American Trust Company in New England and US Bank in Cincinnati (formerly First National…
Guardianship and the Art of Giving
Topic: GUARDIANSHIP AND THE ART OF GIVING Description Guardianship is the legal process in Texas whereby an incapacitated person loses some or all of their civil rights. This presentation will review the basics of the guardianship process as well as available options to avoid guardianship. We will explore what happens to an existing or future…
Retirement in Sight: Should Philanthropy be in the Front Window Before Retirement is in the Rear View Mirror?
Topic: Retirement in Sight: Should Philanthropy be in the Front Window Before Retirement is in the Rear View Mirror? Presented by Rhonda H. Brink (Brink Bennett Pargaman Atkins + Sanchez PLLC) and Laura Hansen Dean Speakers Rhonda H. Brink Rhonda H. Brink, J.D., is retired from the Austin, Texas law firm of Brink Bennett…
Identifying One’s Values by Christine Kutnick
Topic: Identifying One's Values by Christine Kutnick Christine will be leading an interactive presentation on identifying one’s values and determining how they align with our work as philanthropic professionals at our upcoming meeting. Christine Kutnick, is a Joy Coach that helps good humans bring more joy in their lives by shoving society's 'should' to the side…
Helping Donors with Charitable Giving, from the Financial Planner’s Perspective
Topic: Helping Donors with Charitable Giving, from the Financial Planner’s Perspective. Speakers: Cass Grange and Rey Garza Cass Grange and Rey Garza have a combined 50 years in the financial advisory business. They help clients with donor advised funds, Qualified Charitable donations, and estate planning. They have some easy ideas to implement, that do…