Calendar

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Sep
14
Tue
September 14, 2021 – Stories from the Trenches: Troublesome Gifts and the IRS @ Virtual
Sep 14 @ 12:00 pm – 1:00 pm

Stories from the Trenches: Troublesome Gifts and the IRS

Kent C. Weimer

September 14, 2021

Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization. The case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction.

At Parkland Foundation, Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. His extensive expertise in fund development comes from over 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. Kent has been actively involved in the National Association of Charitable Gift Planners for 20 years including leadership roles at the Chicago Council of Planned Giving (Board member and Treasurer), the Dallas Council of CGP (Board Member and Past President) and the National Association of CGP (National Board member, past Treasurer, Immediate Past Chair). Kent is an active member of the Dallas Estate Planning Council and has been a volunteer facilitator for the local Chartered Advisor in Philanthropy® study group. Kent has attained the professional designation of Chartered Advisor in Philanthropy®.

Nov
9
Tue
November 9, 2021 – The Intergenerational Wealth Transfer: Disruption, Protection, and Profit @ Virtual
Nov 9 @ 12:00 pm – 1:00 pm

The Intergenerational Wealth Transfer: Disruption, Protection, and Profit

Chris Heldman and Kevin Matthes

November 9, 2021

The webinar topic is The Intergenerational Wealth Transfer: Disruption, Protection, and Profit

Chris Heldman, President & CEO of Legacy Leaders, and Kevin Matthes, VP Business Development, Legacy Leaders