Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners?

Truluck's North

Topic: Online Estate Planning: How Does It Work and How Can Your Non-Profit Use It? What Does This Mean For Estate Planning Lawyers and Financial Planners? Speakers Brantley Boyett - President of GivingDocs Inspired by the opportunity to improve access to estate planning through technology, Brantley co-founded Giving Docs in 2015 after a decade as…

10 Principles for Gift Planning Program Success: Practical Application of CGP’s National Standards for Gift Planning Success

Description The National Association of Charitable Gift Planners has recently adopted National Standards for Gift Planning Success (NSGPS). In this session, those principles will come to life as we example ten principles that will ensure gift planning success for all gift planning programs, whether large or small. Whether you are building basic gift planning program…

Success Secrets of The Intentional Networker

Truluck's North

Description Many networking experts will tell you that networking more is the secret to attracting and building rewarding relationships. Patti DeNucci, author of the award-winning success guide The Intentional Networker: Attracting Powerful Relationships, Referrals and Results in Business, begs to differ. She believes networking success comes from being more intentional in how you network.  Here’s your opportunity to…

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…

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…