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BEGIN:VEVENT
DTSTART:20231115T133000Z
DTEND:20231115T150000Z
LOCATION:Gleneagles Country Club
UID:2431520231115T133000ZGiving Today Planning Tomorrow
DTSTAMP:20260423T180931Z
DESCRIPTION:\nREGISTRATION IS CLOSED\n \nWALK-INS ARE NOT GUARANTEED A MEAL\n \nCASH OR CHECK ONLY AT THE DOOR\n \n \n \nBREAKFAST MEETING \n \nWEDNESDAY, NOVEMBER 15, 2023\n \n 7:30 A.M.-9:00 A.M.\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRegistration Deadline: NOVEMBER 8 (5:00 p.m.)\n \nREGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE\n \nGIVING TODAY PLANNING TOMORROW\n \n\n \nKATRINA PIPASTS\n \nSponsored by Texas Health Resources, Heritage Auctions and American National Bank\n \nThe 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.\n \nThere 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.\n \nREGISTER WITH THE LINK BELOW.\n \nWe 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.\n \nPAYMENT IS REQUIRED FOR REGISTRATION.\n \n$30 - Member \n \n$40 - Guest \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n Payment Method: click “Credit Card or PayPal” REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT Click “Pay Now” “Pay with Debit or Credit Card” “PayPal Guest Checkout”  “Pay Now” PLEASE NOTE:  YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS \nMPORTANT: 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)\n
SUMMARY:Giving Today Planning Tomorrow - Estate Planning Council of North Texas 
PRIORITY:3
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DESCRIPTION:Reminder
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