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Estate Planning and Probate 101 for Development Officers—Everything You Want to Know but Are Afraid to Ask
Bring ALL your planning and probate questions for the panel consisting of an estate planner and gift planning counsel at a major university.
Arielle Prangner, Attorney
Davis & Willms, PLLC
Arielle is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. She received her Bachelor of Science in Special Education (with highest honors) from Texas A&M University and her Juris Doctorate (with honors) from the University of Texas School of Law.
Ruth E. Shapiro, Senior Assistant General Counsel
University of Houston
Ruth Shapiro is currently Senior Assistant General Counsel at the University of Houston handling specialized areas such as advancement and planned gifts. In that role, Ruth has negotiated and handled complicated gift transactions, endowment and naming agreements, and estate planning and probate issues. A graduate of Columbia Law School, Ruth worked for many years in private practice in New York and Houston as a commercial litigator before joining the University of Houston in 2006.
Ruth has been co-chair of the Houston Bar Association’s Lawyers for Literacy, Law Day, and Campaign for the Homeless Committees. She has been on the Board of the Houston Lawyers Referral Service and a member of the Association of Women Attorneys. For a change of pace, she is currently President of Bay Area Rowing Club in Clear Lake.
AFP Educational Luncheon
A Journey of Legacy Giving: Tales from Two Shops
Presented by Cindy Atmar and Jillian Day
Legacy giving. Planned Giving. Gift Planning. Whichever term you use, there’s overwhelming data about the anticipated influx of such gifts as the Baby Boomer population ages. It can be hard to identify the first step to start the journey of incorporating this kind of giving into your philanthropic menu. What does this kind of giving look like outside of a big shop? How do you reinvigorate an existing legacy society? How do you engage your colleagues? This co-presentation by Cindy Atmar, Director of Gift Planning at MD Anderson Cancer Center and current president of the Charitable Gift Planners of Houston, and Jillian Day, Director of Development at the Houston Zoo and current board member of AFP-Greater Houston, will highlight the journey of legacy giving at their respective organizations. This luncheon will move beyond the basics of planned giving and focus on how legacy giving becomes part of your culture of philanthropy, irrespective of size. Our goal is to leave you with tangible ideas that incorporate this kind of giving into the philanthropic options available to your donors as they plan their legacy.
11:00 am – 11:30 am Registration & Networking
11:30 am – 12:00 pm AFP Business & Lunch
12:00 pm – 1:00 pm Keynote Speaker
Member Pricing: $25.00
Non-Member Pricing: $40.00
Student: $10.00 (must show valid ID)
Junior League of Houston
1811 Briar Oaks Ln,
Houston, TX 77027