BREAKFAST MEETING

WEDNESDAY, SEPTEMBER 18, 2013

(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)

NOTE:  MEETING LOCATION

GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)

RESERVATION DEADLINE:  WEDNESDAY, SEPTEMBER 11

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, SEPTEMBER 11)

Family Foundation vs. Donor Advised Fund

Choosing the Right Philanthropic Entity for Your Client

LESLY ANNEN and GARY GARCIA

Both Donor Advised Funds and Private Foundations can be remarkable tools for philanthropic individuals, but which is the best fit for your client?  Hear from experienced gift planners in this unbiased discussion on how to best advise your clients in choosing the right strategy for their needs.  Gary Garcia, CAP, stepped into his role as director of external relations for The Dallas Foundation in January 2010.  He leads The Foundation’s development efforts, working with professional advisors, potential donors, and others to cultivate planned and outright gifts.  From 2001 to 2010, Mr. Garcia served as controller for The Dallas Foundation.  He has an undergraduate degree in accounting and worked for the State of Texas and PriceWaterhouseCoopers before joining the nonprofit sector.  Lesly Annen, CAP, is HealyPartners’ philanthropic expert. Her broad experience in charitable estate and charitable gift planning make her an important contributor to HealyPartners’ focus on the “why” of our clients’ lives.    Prior to joining HealyPartners, Lesly was vice president for campaign and philanthropy education with Dallas Women’s Foundation. Her experience involves charitable estate planning, family legacy planning, philanthropic education, wealth transfer and values transfer.  She received her BS in Animal Science, Agri-Business from California State Polytechnic University and MS in Agriculture, Public Relations from Texas Tech University.

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

Name: ________________________________________ 

    ____$25      ___$30 ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

    ____$25     ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________ 

    ____$25     ___$30  ____$15

E-Mail: ______________________________________

Phone Number: _________________________________

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

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council)