When:
February 22, 2024 @ 11:30 am – 1:00 pm
2024-02-22T11:30:00-06:00
2024-02-22T13:00:00-06:00
Where:
Greater Houston Community Foundation
515 Post Oak Blvd. Suite 1000 Houston
TX 77027
515 Post Oak Blvd. Suite 1000 Houston
TX 77027
Contact:
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.
Panel:
Tanya Castro
- Graduate, University of Houston, Magna Cum Laude – Bachelor in Finance; Graduate, Cannon Financial Institute, Personal Trust Curriculum
- CERTIFIED FINANCIAL PLANNERTM by the CFP Board
- 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