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Donor Advised Funds
Steve Maislin, President & CEO
Greater Houston Community Foundation
Steve Maislin is responsible for leading efforts to evolve the organization’s continuing focus on serving its donors and honoring their charitable intent. Steve came to GHCF in 2001 after an eighteen year career as an estate planning advisor to high net worth families. He works with GHCF donors and their professional advisors to develop and administer charitable plans that meet family financial and giving goals and help to expand philanthropy in our community. Steve is a frequent speaker on charitable planning, donor advised funds, and the power of the community foundation platform to grow philanthropic impact. Steve graduated from St. John’s School in Houston, and received a Bachelor’s degree in economics from the Wharton School of the University of Pennsylvania. He received his JD from the University of Texas School of Law.
This session will address how to structure life income gifts funded with real estate, with a particular focus on the importance of setting effective donor expectations during the process. We will also discuss the question of who should act as trustee when real estate is used to fund a charitable remainder unitrust and discuss the special issues that arise when the donor is the initial trustee.
About the Speaker
Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick
Mr. Underwood joined TIAA Kaspick in 2008 from the University of California, Berkeley where he was an Associate Director of Gift Planning. Prior to working at UC Berkeley, he was the Director of Gift Planning at The First Church of Christ, Scientist in Boston. He has over 20 years’ experience in gift planning and served as President of the Planned Givign Group of new England in 2004-2005. He graduated from the American Bankers Association’s National Graduate Trust School, has a BS in Accounting from the University of Missouri – Kansas City, and earned an MBA with honors from Northeastern University. He currently serves on the board of the National Association of Charitable Gift Planners.
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.
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.
Eddie Thompson, Ed.D., FCEP
President and CEO, Thompson & Associates
R. Edward Thompson, Founder and CEO of Thompson & Associates, the nation’s premier charitable estate planning firm, brings over 35 years of planning experience to the leadership of his company established in 1996. Eddie has planned over 3,200 estates ranging from $2,700 to almost a billion dollars.
Today, this innovative and proven process is engaging organizations and their donors nationwide. The Thompson & Associates’ team, consisting of over 45 attorneys and experienced professionals, help individuals and families plan to pass their estate assets to their family and to the organizations they support in a manner consistent with their values and objectives. This proven process delivers unprecedented results for donors, their families and nonprofit organizations. This unique process resulted in the successful completion of estate plans that directed several billion dollars to charities and billions more to families.
“Nonprofits, Volunteers and Government Working Together: Lessons Learned During Crisis”
Check back soon for the full schedule.
Thank You to Our 2018 Conference Sponsors