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Non-Cash Asset Gifts
About the Speaker
As Vice President and General Counsel, Joe has more than 22 years’ experience as a legal expert in areas of nonprofit, trust, estate and charitable tax law and is a frequent speaker on everything from trust law to estate planning to charitable giving and nonprofit law. At HighGround Advisors, Joe counsels institutional clients regarding matters of charitable law, gift requirements and issues affecting nonprofit status. For individual donors, Joe guides them through charitable gift giving, tax and estate planning. He also monitors state and federal legislation that may impact nonprofit organizations and educates clients regarding applicable regulations.
The PGCH Conference offers a full-day of educational sessions with top experts in charitable gift planning and unique networking opportunities. This year’s regional conference features nine breakout sessions ranging from “Planned Giving 101” to “Leveraging Business Assets to Make Charitable Gifts.” Whether you are a seasoned professional or new to the field, there is an opportunity to take your gift planning knowledge to the next level. *CLE, CFRE, CFP, and CPE credits anticipated.
Our goal for the 2018 Gulf Coast Regional Gift Planning Conference remains the same – to provide you with a high-quality, national conference experience at a local conference price.
Early Bird Rate
*Cutoff date for early bird rate is March 16, 2018.
Thank You to Our 2018 Conference Sponsors