REGISTRATION IS CLOSED

WALK-INS ARE NOT GUARANTEED A MEAL

CASH OR CHECK ONLY AT THE DOOR

BREAKFAST MEETING 

WEDNESDAY, NOVEMBER 15, 2023

 7:30 A.M.-9:00 A.M.

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

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

Registration Deadline: NOVEMBER 8 (5:00 p.m.)

REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE

GIVING TODAY PLANNING TOMORROW

KATRINA PIPASTS

Sponsored by Texas Health Resources, Heritage Auctions and American National Bank

The presentation will review common charitable planning vehicles, such as outright immediate gifts, charitable bequests, charitable gift annuities, charitable remainder trusts, pledges, and the use of beneficiary designations for life insurance and retirement plans. With respect to these vehicles, the presentation will examine considerations in the selection of the optimal strategy including: potential tax implications, technical requirements, transactional and reporting costs, and selection of the appropriate fiduciary. The presentation will also address gift planning from the standpoint of the charity by examining the contents of a dynamic gift acceptance policy. Katrina Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs. Katrina received her B.S. degree in Mathematics and Statistics from the University of Western Ontario and her B.B.A. in Accountancy from Western Michigan University. She earned her Certified Specialist in Planned Giving (CSPG) designation at California State University Long Beach and her M.A. in Philanthropy and Nonprofit Development at the University of Northern Iowa. Katrina is a Member of the Chicago Council on Planned Giving, the National Association of Charitable Gift Planners and the American Council on Gift Annuities. Katrina is the Treasurer of the Latvian Foundation, President of Apollo’s Fire Baroque Chicago and the Past President of the Board of Directors of Brickton Montessori School.

There are continuing education credits pending for this meeting. The handout (if applicable) will be available on the website under the document library a few days prior to the presentation.

REGISTER WITH THE LINK BELOW.

We would like to thank the following Sponsors for their support for 2023-2024: Argent Trust, Armanino, Communities Foundation of Texas, Frost Bank, Glast Phillips & Murray, Lindquist Eisenberg LLP, North Dallas Bank & Trust, PlainsCapital Bank, Regions Bank, Texas Bank & Trust, Security National Bank, The Catholic Foundation, Value, Inc, American National Bank & Trust, Texas Health Resources Foundation, Ozark Trust & Wealth, The Weeks Law Firm, Prosperity Bank, JP Morgan, Commerce Bank, Heritage Auctions, Happy Trust Company and Farmers National Company.

PAYMENT IS REQUIRED FOR REGISTRATION.

$30 - Member 

$40 - Guest 

TO PAY VIA CREDIT CARD:  follow these instructions:

Scroll down to “Register Now”

CLICK on “REGISTER NOW” 

Complete the contact information

1. Payment Method: click “Credit Card or PayPal”
2. REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
3. Click “Pay Now”
4. “Pay with Debit or Credit Card”
5. “PayPal Guest Checkout”
6.  “Pay Now”
7. PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS

MPORTANT: Sign in Sheets will not be available at the meeting. The continuing ed links are provided with receipt - save the links for the day of the meeting (submission deadline: 11/20/23)