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September 2018

Charitable Planning with Art and Collectibles

September 24, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Ramsay H. Slugg

Download the slides from the presentation -ArtPlanning2018

Art and other collectibles are the most difficult assets to incorporate into an overall estate and financial plan. Given the passionate nature of these assets, the next generation is not interested in receiving them, as their tastes or lifestyles may differ. For many collectors, the charitable solution if the best. This presentation will explore the myriad rules and complexities of donating art and collectibles to charity, both during life and at death.

Speaker:
Ramsay H. Slugg
Managing Director and member of the National Wealth Planning Strategies Group at U.S. Trust

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August 2018

From Data to Design – A practical application of how market research can help drive your organization’s creative process

August 27, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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This presentation will provide a multi-dimensional view from the latest 2017 U.S. Healthy Aging Database® study on elements of healthy aging and how market adjacencies may impact the how, when and why of charitable giving marketing communications. We’ll look at how donors prefer to learn about organizations and the vehicles best suited to communicate by nonprofit sector.

In the presentation we’ll also provide data from the study that will drive strategic direction and demonstrate how some simple changes that any organization can make to their marketing communications materials can improve the chance of resonating with donors. We will show “before and after” examples of print and digital materials.

Speaker:
Nathan Stelter
Vice President at The Stelter Company

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April 2018

Stories from the Trenches

April 9, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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NOTE: This is the rescheduled presentation from February 5.

Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

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February 2018

Stories from the Trenches (Event was cancelled and moved to April)

February 5, 2018 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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NOTE: This topic was rescheduled for the April event.  Please register for that date.
Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.

Kent C. Weimer
Senior Charitable Advisor – Parkland Foundation

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December 2017

Bequests: Who Wants To Make Them & How To Get Them

December 11, 2017 @ 1:30 pm - 3:00 pm
Jeffrey Lydenberg

December 11, 2017 at 1:30pm
This event will be held in the same location as the regular monthly luncheon

Bequests are the single biggest source of realized planned gift dollars. For the most part, you don’t know who is going to do a bequest, when they are coming in, or how much they’ll be worth. Oh, and the donor can change their mind at any time! This presentation will summarize the latest research on bequest donor demographics and marketing. You’ll learn how to raise the topic of bequest giving as well as make the bequest decision urgent and easy. There will be time for questions during this interactive presentation.

Speaker:
Jeff Lydenberg
PG Calc
Vice President, Consulting
Invested in your mission

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Gifts of Retirement Plan Assets

December 11, 2017 @ 11:30 am - 1:00 pm
Jeffrey Lydenberg

Americans hold more than $23 trillion in their retirement plans, of which $6.5 trillion were in IRAs and another $4.2 trillion in 401(k)s. That's "trillion" with a "t." Not only is the value of the assets Americans hold in retirement plans almost unimaginably huge, but these assets can be among the most tax-efficient and therefore attractive sources of charitable gifts. This presentation will discuss strategies for attracting lifetime gifts of charitable IRA rollovers plus opportunities for end of life distributions to charity.

Speaker:
Jeff Lydenberg
PG Calc
Vice President, Consulting
Invested in your mission

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November 2017

Gift Planning: Accelerating the Traditional Bequest

November 13, 2017 @ 11:30 am - 1:00 pm

As more people live into their 80’s and 90’s, this presentation shares creative ways that common Estate gifts can be accelerated. Some examples include virtual endowments, blended gifts, and term of years CRTs.

Joe Chickey
Managing Consultant
Sharpe Group

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October 2017

Minding the Shop: Creative Planned Giving Strategies for Business Owners

October 30, 2017 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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*** This is the rescheduled meeting from August. The event will now take place on October 30th.
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The presentation is based on several actual case studies that involved successful planned gift arrangements for various small business owners. The presentation is accompanied by a white paper/outline with citations.

Joe Hancock, JD, MBA
VP and General Counsel
HighGround Advisors

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September 2017

Don’t be afraid of the advisors. Here is how to turn an unknown into an advocate.

September 25, 2017 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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Get on the same page with your donor’s financial advisors and get better results. Cass Grange has played both roles. She will share her insights into how financial advisors think and how they are compensated. She will also speak about the motivations and objections of the attorneys and the CPAs. With experience in college fundraising and 21 years as a financial advisor, Cass can give tips and insight into working with all the advisors on your donor’s team.

Speaker:
Cass Grange, Sr. Advisor Associate, Lucien, Stirling & Gray

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April 2017

How Could the Elimination of the Federal Estate Tax Impact Charitable Gift Planning?

April 10, 2017 @ 11:30 am - 1:00 pm
Truluck’s, 400 Colorado St.
Austin, TX 78701 United States
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President-elect Donald Trump campaigned on the promise of eliminating the federal estate tax for all taxpayers. Under current law, less than ½ of 1% of decedents have estates subject to the federal estate tax. How could the total elimination of the federal estate tax impact overall charitable gift planning by the wealthiest US taxpayers and their families?

Speaker:
Laura Hansen Dean,
AVP Gift Planning and Principal Gifts
UT Galveston

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