February 22, 2024 – Donor Centric Conversations About Estate Planning & Charitable Giving

February 22, 2024 @ 11:30 am – 1:00 pm
Greater Houston Community Foundation
515 Post Oak Blvd. Suite 1000 Houston
TX 77027
Emely Arenas

February 22, 2024

Donor Centric Conversations About Estate Planning & Charitable Giving

A panel of experts will share their knowledge of estate planning. We’ll discuss ways to create intentional conversations with your donors on charitable planned giving.


Tanya Castro

  • Graduate, University of Houston, Magna Cum Laude – Bachelor in Finance; Graduate, Cannon Financial Institute, Personal Trust Curriculum
  • Certified Trust and Financial Advisor (CTFA) from The Institute of Certified Bankers Board
  • Board Member, Houston Estate & Financial Forum, Houston Business & Estate Planning Council, and nonPareil Institute-Houston
  • Member, Financial Women in Texas and Charitable Gift Planners of Houston
  • Former Trust Officer with First Victoria National Bank and Comerica Bank
  • Volunteer for Junior

Ariel Marin

  • Graduate, The George Washington University
  • Juris Doctor, City University of New York School of Law*
  • LLM (Tax), Villanova Law School, Graduate Tax Program*
  • CERTIFIED FINANCIAL PLANNERTM and Chartered Life Underwriter (CLU)
  • Specializing in estate, income tax and asset protection planning as well as business succession and family governance

Domingo Barrios

  • Domingo manages the Nonprofit Advisory Group bringing nine years in the Financial and twenty-seven in the Nonprofit sectors, supporting organizational growth and sustainability through enhanced banking and financial services
  • Graduate, University of Colorado, Denver and Creighton University, Omaha
  • Board member of Rockwell Fund, Third Ward CRC, University of Texas – RGK Center for Philanthropy and Community Service
  • Experienced in organizational development, strategic planning, fund development, investment management, financial planning
  • Community Leadership – Leadership Houston, Center for Houston Future, American Leadership Forum and Texas Lyceum Association


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