BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20100915T123000Z
DTEND:20100915T140000Z
LOCATION:Southfork Hotel, Plano
UID:474420100915T123000ZCharitable Planning
DTSTAMP:20260423T180139Z
DESCRIPTION:\n  \nBREAKFAST MEETING \nWEDNESDAY, SEPTEMBER 15, 2010  \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00) \nSOUTHFORK HOTEL \n(East side of US 75 just north of 15th Street) \n  \nRESERVATION DEADLINE: THURSDAY, SEPTEMBER 9 \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY SEPTEMBER 9) \n  \nCHARITABLE PLANNING IN UNCERTAIN TIMES \nJackie Franey, Jayne Grimes and Joe Hancock \n  \nSponsored by: Baylor Health Care System Foundation \n  \nThe 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.  \nContinuing education credit pending for 1.0 Hour. \n  \nMembership 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. \n  \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15 \n  \nName: ________________________________________       ____$25 ___$30 ____$15 \nE-Mail: ______________________________________ \nPhone Number: _________________________________ \n  \nName: ________________________________________       ____$25 ___$30   ____$15 \nE-Mail: ______________________________________ \nPhone Number: _________________________________ \n  \nName: ________________________________________       ____$25 ___$30   ____$15 \nE-Mail: ______________________________________ \nPhone Number: _________________________________ \n  \nNOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20 \n  \nPATRON: We would like to thank the following patron for their support: The Catholic Foundation \n  \nIs your organization interested in sponsoring a meeting? Contact Teresa (214-340-8020) for more information. \n 
SUMMARY:Charitable Planning - Estate Planning Council of North Texas 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR