Passing on Philanthropic Values
Date: Wednesday, December 21, 2011
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Ramsay Slugg
BREAKFAST MEETING
WEDNESDAY, DECEMBER 21, 2011
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
SOUTHFORK HOTEL(East side of US 75 just north of 15th Street)
RESERVATION DEADLINE: THURSDAY, DECEMBER 15
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY THURSDAY, DECEMBER 15)
PASSING ON PHILANTHROPIC VALUES/
SUCCESSION PLANNING FOR PHILANTHROPY
RAMSAY SLUGG
Parents are often concerned that their philanthropic values will not be passed down to the next generation. However, by understanding what is important to the next generation, and using techniques designed to instill philanthropic values and behaviors, parents may perpetuate philanthropy in the family for generations to come. For families with private foundations, and even donor advised funds, governance can assist in that process and the latest governance techniques will be discussed in due course. Attendees will gain understanding of how different experiences among generations lead to different learning styles and value structures. Helping families to understand that, rather than being frustrated by trying to impose their own experiences on the next generation, will help families to instill and carry on family traditions and philanthropic values. Ramsay H. Slugg is a senior vice-president and wealth strategist with the National Wealth Strategies Group at U.S. Trust, Bank of America Private Wealth Management. In this role, Ramsay assists in the analysis of tax and estate planning matters that may affect U.S. Trust clients, and the preparation of thought leadership materials on various estate and tax planning ideas that are used by U.S. Trust associates, clients and prospective clients. Ramsay also focuses on financial, tax and estate planning for ultra high net worth individuals and families.
Continuing education credit pending for 1.0 Hour.
Membership dues do not include meals. Credit Cards are not accepted. Please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST register (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
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NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
PATRON: We would like to thank the following patron for their support: The Catholic Foundation
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
