Charitable Planning
Date: Wednesday, September 15, 2010
Time: 7:30 AM - 9:00 AM
Location: Southfork Hotel, Plano
Speaker: Jackie Franey, Jayne Grimes, Joe Hancock
BREAKFAST MEETING
WEDNESDAY, SEPTEMBER 15, 2010
(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, SEPTEMBER 9
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY SEPTEMBER 9)
CHARITABLE PLANNING IN UNCERTAIN TIMES
Jackie Franey, Jayne Grimes and Joe Hancock
Sponsored by: Baylor Health Care System Foundation
The landscape of Charitable Gift Planning has changed considerably in the wake of the global economic crisis. What kinds of gifts are working for donors now and what are the implications for their advisors? Come hear what expert representatives of area charitable organizations have to say about the current environment for philanthropic gifts, and the impact that tax and estate planning may have on the future of your clients’ giving. The presentation includes irrevocable life insurance trusts for wealth replacement and additional leverage when coupled with gifts of retirement assets. Any professional who attends the presentation will gain knowledge of the current environment, the characteristics of giving in response to current environment, the advisor’s role in charitable planning, gift vehicles, case studies in planning opportunities and the benefits for advisors offering gift planning advice. Jackie Franey is the Donor Relations Director at Communities Foundation of Texas where she is responsible for all facets of working with donors and professional advisors to establish major and planned gifts for the foundation. Jayne Grimes, a Certified Financial Planner™ and Accredited Estate Planner, is the Director of Gift Planning for the Baylor Health Care System Foundation. Joe Hancock currently serves as Trust Counsel for Baptist Foundation of Texas and its subsidiary, Concord Trust Company, located in Dallas, Texas, having rejoined the Foundation staff in 2002 after three years as Trust Counsel at Children’s Medical Center of Dallas.
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
Is your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information.
