Past Presentations

April 26, 2018 – Annual Gulf Coast Regional Gift Planning Conference

Opening Keynote: Actions Speak Louder Than Words: The Importance of Nonverbal Communication
Jan Hargrave, Author, CEO, Hargrave & Associates

Charitable Giving Advice: Who, When, How, What, & Why
Patrick Pacheco, EVP, Trust Executive, Cadence Bank

Building a Rainy Day Fund
Kim Sterling, President, Sterling Associates

What’s in the Attic? The World of Tangible Personal Property
Alan Breus, President, The Breus Group

Keynote Presentation: Blended Gifts from Major Gift Donors
Eddie Thompson, Ed.D., FCEP, President and CEO, Thompson & Associates

Organization Leaders Who Wear Many Hats: 100 Years of Experience (Panel Discussion)
Amelia Ribnick Kleiman, CFRE, MBA, JD, ARK Consulting
Mary Kay Wittrock, Director of Planned Giving, Alley Theatre
Tom Moore, CFRE, Director of Advancement, The Kinkaid School
Amy Ragan, Chief Development Officer, Houston Food Bank
Roberta Herman, Houston Jewish Community Foundation

Blended and Complex Gifts
Amanda Brown Irving, Executive Director of Development, UT Austin

The Prerogatives of Privileges – The Ethics of Protecting Our Planning Clients, Even From Themselves!
Stephanie Loomis Price, Shareholder, Winstead PC

Gift Planning Tools
Angela Throne, Texas A&M Foundation

Does the Donor Have Charitable Intent?
Tom Barrett, JD LL.M, Advanced Markets Director, Mass Mutual Financial

Charitable Giving Options for 2018 and Beyond
Tama Klosek, Managing Member, Klosek & Associates PLLC

2018 Programs

February 22, 2018 – Monthly Program
Gifts of Real Estate
Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick

January 25, 2018 – Monthly Program
Getting Current with Donor Advised Funds
Steve Maislin, President & CEO, Greater Houston Community Foundation

December 7, 2017- Monthly Program
Philanthropy in the Wake of Hurricane Harvey
Kimberly Sterling, President, Sterling Associates

October 26, 2017 – Monthly Program
Ethical and Practical Considerations in Dealing with Potentially Incapacitated Donors
Honorable Georgia Akers (Ret.), Attorney, Harold N. May, P.C.
Aaron Dobbs, Shareholder, Roberts Markel Weinberg Butler Hailey, P.C.

September 28, 2018 – Monthly Program
Donor Giving: The Good, the Bad, and the in Perpetuity
Kay Walther, Partner at Blazek & Vetterling