Calendar

If you wish to request a refund for an event registration, please contact membership@charitablegiftplanners.org.

Sep
26
Thu
September 26, 2019 – The Donor has Died: Understanding the Process for Obtaining the Donor’s Final Gift
Sep 26 @ 11:30 am – 1:00 pm

The Donor has Died: Understanding the Process for Obtaining the Donor’s Final Gift

Thursday, September 26, 2019

Karen Gerstner, Attorney, Karen S. Gerstner and Associates

Karen Gerstner is the sole shareholder and principal of Karen S. Gerstner & Associates, P.C., a law firm specializing in estate planning and probate law. Karen is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a Fellow of the American College of Trust and Estate Counsel, where she serves on the Employee Benefits in Estate Planning Committee and Communications Committee. Karen is a frequent speaker at Continuing Professional Education programs and is also a member of numerous professional organizations where she is serving or has served on the Board and in various officer positions. Karen and her husband, Jim, belong to St. Andrews Presbyterian Church in Houston. They have been married 39 years and have three daughters, Laura, Allison, and Elizabeth (Libby).

Registration:

Member – $40 if pre-registered, $50 if registering the day of the program

Non-member – $65 regardless if pre-registered or registering at the door

 

 

Oct
10
Thu
October 10, 2019 – Fall Social & Networking Event
Oct 10 @ 5:30 pm – 7:00 pm

Fall Social & Networking Event

October 10, 2019

5:30 – 7:00 PM

Free for members and guests!

Oct
31
Thu
October 31, 2019 – Planned Gift Marketing: Tricks and Treats
Oct 31 @ 11:30 am – 1:00 pm

Planned Gift Marketing: Tricks and Treats

Terry Sites

October 31, 2019

After some effort, you have the support of leadership to incorporate planned giving in your fundraising quiver. Or perhaps you are wondering about your first step or your next step in planned gift marketing. How do you get the attention of the people who need this information and, more importantly, are most likely to respond? In this session, an experienced expert in planned giving marketing will treat us with the nuts and bolts of developing a marketing plan tailored to your needs and budget. In addition, seasoned planning professionals will provide advice and tricks of the trade regarding what has and hasn’t worked.

Terry Sites has served as the president of Endowment Development Resources (EDS) since 2008. He has a BA Degree from DePauw University (English Composition). His writing/publishing experience covers planned giving and planned gift marketing, financial services education and training, and website design and content development. He works directly with clients and the EDS design/production team to produce customized marketing materials addressing a variety of topics. He has also served as a seminar instructor and provides editorial oversight for EDS publications.

Member price: $40 pre-registered, $50 at the door

Guest price: $65

Nov
19
Tue
November 19, 2019 – Operating in the Gray Zone of Diminished Capacity
Nov 19 @ 11:30 am – 1:00 pm

Operating in the Gray Zone of Diminished Capacity

November 19, 2019

Matt Lueders, attorney, Fizer Beck Webster Bentley & Scroggins and member of CGPH Board of Directors

As our population continues to age, developing a plan to deal with diminished capacity and incapacity will become ever-more important for gift and estate planning professionals and their clients. This presentation discusses awareness of the possibility of diminished capacity; understanding the vulnerabilities of elderly persons and those with diminished capacity; and the available options and appropriate actions to take when dealing with a client’s diminished capacity and incapacity.

Matt Lueders is an attorney with Fizer Beck, practicing in the areas of estate planning, estate administration, tax-exempt organizations, and charitable giving. Matt advises clients with developing simple to complex estate and gift plans, including the preparation of wills, trust agreements, and incapacity planning documents. Matt also represents fiduciaries in connection with probate procedures, trust and estate administrations, trust modifications, and the preparation of federal gift and estate tax returns. Matt is licensed to practice law in the State of Texas and is a member of the State Bar of Texas (Real Estate, Probate, and Trust Section), the Houston Bar Association (Probate, Trust, and Estate Section), the American Bar Association (Real Property, Trust, and Estate Law Section), and the Houston Estate and Financial Forum. He received his B.S. from Texas A&M University and his J.D. from Baylor Law School.

Pre-register member price: $40

At the door member price: $50

Guest Price: $65

Jan
30
Thu
January 30, 2020 – Inherited IRA? No Way! A Panel on Collecting IRA Beneficiary Gifts
Jan 30 @ 11:00 am – 1:30 pm

Inherited IRA? No Way! A Panel on Collecting IRA Beneficiary Gifts

January 30, 2020

IRA Panel, Moderator: Rachel Kronenberger, Philanthropy Advisor, Texas Children’s Hospital

Open an Inherited IRA Account. Provide a Social Security Number. Fill out this form and also that form. These are just some of the arduous steps that many IRA administrators require charities to complete in order to receive a beneficiary gift. The good news? This time-consuming and onerous process can be avoided. Our panelists will share their experiences, best practices, and tips and tricks to ensure your organization is receiving the gifts your donors intended in a timely and (relatively) painless fashion.

Rachel S. Kronenberger currently manages the planned giving program at Texas Children’s Hospital. Rachel began her career in planned giving at the Museum of Fine Arts Boston, immediately following her graduation from Wellesley College in 2012. After moving to Houston in 2015, she was the Major Gifts Officer at The Menil Collection, before returning to planned giving as the Assistant Director, Gift Planning at Baylor College of Medicine. Rachel earned her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services in 2018. She is also an enthusiastic volunteer for the Wellesley Club of Houston.

Pre-register member price: $40

At the door member price: $50

Guest Price: $65

Feb
27
Thu
February 27, 2020 – Till Death Do Us Part? The Texas Doctrine of Fraud on the Spouse…and the Intersection of Charitable Giving
Feb 27 @ 11:30 am – 1:30 pm

Till Death Do Us Part? The Texas Doctrine of Fraud on the Spouse…and the Intersection of Charitable Giving

February 27, 2020

Brian D. Cororve, attorney, Gray Reed & McGraw LLP

Marriages can be stressful – managing the finances, dealing with the kids, making time for each other. Sometimes, a spouse can add to that stress by making transfer of an asset (during life or at death) that disposes of the community property interest of the other spouse. This is known as “fraud on the spouse” and this can (and often does) occur without the donor spouse realizing what they are doing. A donor may not appreciate that they are giving away an asset owned by both spouses, and when that gift involves a charity, to what extent does the charitable organization have to be concerned about it? The purpose of the presentation is to explain the doctrine of fraud on the spouse, discuss some case examples, and provide some suggestions on how to identify situations in which it can arise and how to plan accordingly.

As the leader of Gray Reed & McGraw Estate Planning Practice Group, Brian Cororve brings more than 20 years of experience to counseling high-net-worth families, entrepreneurs and professionals on the most effective strategies for protecting sophisticated assets and business interests, preserving wealth through multiple generations and minimizing estate and gift taxes. His practice encompasses all aspects of complex estate planning, probate and estate administration, trust structuring and administration, asset protection planning and business succession planning. Brian is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Brian understands that the most challenging problems can be solved by an interdisciplinary team dedicated to protecting the client’s interests. When a problem involves unique issues that go beyond his practice focus and require a more holistic approach, Brian draws on the diverse skills and experience of colleagues in the firm to design the best strategy that will achieve the client’s goals. He also collaborates with his clients’ existing teams of family accountants, financial advisers and life insurance professionals to share ideas and maximize the effectiveness of his clients’ estate planning and wealth preservation strategies.

Pre-register member price: $40

At the door member price: $50

Guest Price: $65