January 28, 2016 Program Meeting

January 28, 2016 @ 10:00 am – 1:00 pm
Maggiano's (Tuscany Room upstairs)
2019 Post Oak Blvd
Houston, TX 77056
Dawn Fenstad
January 28, 2016 Program Meeting

It’s Membership Month! Everyone pays the member rate AND there will be drawings for a complimentary monthly meeting AND conference registration! The more guests you bring the more times your name goes into the bowl. Program will feature Laura Hansen Dean. She will present a gift planning session in the morning and charitable giving options for baby boomers in the lunch session.

January is Membership Month
~ Everyone pays the member rate
~ Drawing for a complimentary monthly program meeting
~ Drawing for a complimentary conference registration
~ The more guests you bring the more times your name goes into the bowl – so round up your friends & colleagues!

Morning Session/10-11 a.m.

Got a Gift Planning Question?  Ask Laura!

Planned Giving Council of Houston is excited to welcome back Laura Hansen Dean, J.D., in this special forum designed to answer all your questions about gift planning.  Do you have a case you’re dealing with and not sure what to do next?  Do you have any technical issues, uncertainties about program administration or concerns about dealing with professional advisors?  If so, bring your question to our morning session and ask Laura.

Some example questions to consider:

*Do you or do you not put a value on the official gift receipt for stock gifts?

*Do you really need a qualified appraisal for a gift of books with a retail value of $5,798?

*Is anyone seeing an increase in the number of charitable gift annuities being completed?

Whether you’re a new member or a seasoned veteran, bring your burning questions – this is an opportunity to learn from one of our best!

Continuing Education

CFRE – 1 hour
CLE – no credit
CFP – no credit
CPE – no credit

Luncheon Session/11:30-1 p.m.

Charitable Giving Options for Baby Boomers

The baby boomer generation is now the second largest demographic group in the U.S., but a recent study found that baby boomers make 40% of all charitable contributions.  This presentation will review the many charitable giving options, including lifetime gifts, life income gifts, trusts and estates and beneficiary designations that can help baby boomers accomplish their personal financial and estate goals while supporting their favorite charitable organizations.

Continuing Education

CFRE – 1 hour
CLE – no credit
CFP – no credit
CPE – no credit

About Laura Hansen Dean

Laura Hansen Dean, J.D., has been the Assistant Vice President for Gift Planning and Leadership Giving for the University of Colorado System since August, 2014.  She previously served as the Executive Director of Planned Giving at The University of Texas at Austin, and is widely recognized as one of the most experienced and knowledgeable charitable gift planners in the country.

A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations and academic centers on philanthropy, has served as CEO of publicly-supported foundations, and as consultant for multi-year grants funded by some of the country’s largest private foundations.

She has been a leader in the planned giving industry, having served on the board of the National Committee on Planned Giving (now Partnership for Philanthropic Planning), and on the editorial review committee of the Journal of Gift Planning. She is a frequent speaker and contributor to publications on philanthropy.

Don’t miss out!   Register today!

And bring a guest for the member price!

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