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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…

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 States

Save 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…