2018-2019 Programs
February 28, 2019 – Monthly Program
Ron Schiller, Founding Partner and Senior Consultant, Aspen Leadership Group
Inspiring the Largest Gifts of a Lifetime
December 6, 2018 – Monthly Program
Steven R. Goodman, President, Chief Investment Officer, Goodman Financial Corporation
Post Tax Law Philanthropy
October 25, 2018 – Monthly Program
Angela Throne, Texas A&M Foundation
Part 1_Women and Planned Giving: Incorporating Marketing
Part 2_Women and Planned Giving Incorporating Marketing
April 26, 2018 – Annual Gulf Coast Regional Gift Planning Conference
Opening Keynote: Actions Speak Louder Than Words: The Importance of Nonverbal Communication
Jan Hargrave, Author, CEO, Hargrave & Associates
Charitable Giving Advice: Who, When, How, What, & Why
Patrick Pacheco, EVP, Trust Executive, Cadence Bank
Building a Rainy Day Fund
Kim Sterling, President, Sterling Associates
What’s in the Attic? The World of Tangible Personal Property
Alan Breus, President, The Breus Group
Keynote Presentation: Blended Gifts from Major Gift Donors
Eddie Thompson, Ed.D., FCEP, President and CEO, Thompson & Associates
Organization Leaders Who Wear Many Hats: 100 Years of Experience (Panel Discussion)
Amelia Ribnick Kleiman, CFRE, MBA, JD, ARK Consulting
Mary Kay Wittrock, Director of Planned Giving, Alley Theatre
Tom Moore, CFRE, Director of Advancement, The Kinkaid School
Amy Ragan, Chief Development Officer, Houston Food Bank
Roberta Herman, Houston Jewish Community Foundation
Blended and Complex Gifts
Amanda Brown Irving, Executive Director of Development, UT Austin
The Prerogatives of Privileges – The Ethics of Protecting Our Planning Clients, Even From Themselves!
Stephanie Loomis Price, Shareholder, Winstead PC
Gift Planning Tools
Angela Throne, Texas A&M Foundation
Does the Donor Have Charitable Intent?
Tom Barrett, JD LL.M, Advanced Markets Director, Mass Mutual Financial
Charitable Giving Options for 2018 and Beyond
Tama Klosek, Managing Member, Klosek & Associates PLLC
2017-2018 Programs
February 22, 2018 – Monthly Program
Gifts of Real Estate
Jeffrey Underwood, Senior Relationship Manager, TIAA Kaspick
January 25, 2018 – Monthly Program
Getting Current with Donor Advised Funds
Steve Maislin, President & CEO, Greater Houston Community Foundation
December 7, 2017- Monthly Program
Philanthropy in the Wake of Hurricane Harvey
Kimberly Sterling, President, Sterling Associates
October 26, 2017 – Monthly Program
Ethical and Practical Considerations in Dealing with Potentially Incapacitated Donors
Honorable Georgia Akers (Ret.), Attorney, Harold N. May, P.C.
Aaron Dobbs, Shareholder, Roberts Markel Weinberg Butler Hailey, P.C.
September 28, 2018 – Monthly Program
Donor Giving: The Good, the Bad, and the in Perpetuity
Kay Walther, Partner at Blazek & Vetterling