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…
Identifying Business Value Anchors and Opportunities to Leave a Better Legacy
Truluck's - Research Blvd 10225 Research Blvd., Austin, TX, United StatesSave the Date! Speaker(s): Eric Boyce with Boyce Wealth Eric is the Co-founder and CEO of Boyce & Associates Wealth Consulting, Inc. and Boyce & Associates Business Valuations, LLC. Eric has worked in finance, treasury management, investment research, and portfolio management since 1991 and has served in various leadership capacities during his 30+ year professional…
Engaging Equity in Charitable Planned Giving
Topic: Engaging Equity in Charitable Planned Giving Speakers: Dr. Yulanda McCarty-Harris JD Dr. McCarty-Harris will lead a discussion based on her professional expertise in in various roles developing innovative strategies that help organizations better understand and address diversity, inclusion and equity issues. Dr. Yulanda L. McCarty-Harris, J.D., is an accomplished and dedicated senior leader…
Think Giving
Cathy R. Sheffield, MBA, CAP®, CSPG®, CFRE Cathy R. Sheffield is a seasoned nonprofit expert with almost 25 years of experience in charitable gift planning. Currently, Cathy is the Chief Advancement Officer at Lena Pope in Fort Worth, Texas. She is also the founder and president of ThinkGiving, a philanthropic advising group that partners with…
Charitable Giving with IRA’s
Tony Weber joined the University of Texas in the summer of 2017 as the Director of Gift Planning for the College of Liberal Arts and is now the Executive Director of Gift Planning, and obtained his CFP® certification in 2023. He has spent 24 years in fundraising, primarily in higher education. Of those years, 19 have been…
Focus on Relationship: How Legacy Circles Help Launch or Re-establish a Gift Planning Program
R. Michael George, CFRE Whether you are starting a planned giving program or looking to breathe life into an existing one, communicating the fact that you are sincerely interested in your donors and want a relationship with them that stands the test of time is far more attractive than announcing a great new way to…
Be a Friend: Building relationships for Impact Philanthropy
Be a Friend: Building relationships for Impact Philanthropy Building a strong and dynamic portfolio of gift planning prospects and donors is important in this profession. There are tools to use and concepts that can assist in this endeavor. This session will provide some philosophy and practical tools for sustainable portfolio management. Pamela Gray, Director…
Values-Based Estate Planning in a Changing Society
Topic: Values-Based Estate Planning in a Changing Society Description Over the past 10 years, the tax landscape has changed in ways that significantly affect charitable giving. For many clients, estate taxes are no longer a major reason to include charities in their estate plans. Therefore, it has become increasingly important for advisors move the conversation…