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Join us for our next monthly luncheon...
Monday, May 13, 2019
11:30am - 1:00pm

The Fort Worth Club, 12th Floor
306 West Seventh Street
Fort Worth, TX  76102
Program Title:
Growing in Greatness:
Gift Planning on a Shoestring

Charitable gift plans are usually the ultimate gift a donor will make to your organization-researcher Russell James found they can be eleven times larger than total annual giving for the largest estates. Dr. James also shows that donors who include your charity in their estate plans typically increase their annual giving, so an organized charitable gift planning effort will likely show results even before the first bequest is realized. Can you reap those benefits on a budget? This presentation includes advice on low cost ways to keep these ultimate gift opportunities in front of your loyal supporters through consistent multi-channel messaging and talking points for all front line fund raisers. You will also discover some ways to identify those who may have an inclination to include you in their estate plans.
Presented By:
Kent C. Weimer
At Parkland Foundation Kent works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. He has 40 plus years of experience in fund raising and has been actively involved in the National Association of Charitable Gift Planners for 18 years including leadership roles at the Dallas and Chicago Councils. He is also past treasurer and chair elect of the national board. Kent is an active member of the Dallas Estate Planning Council and, as a CAP®, has been a volunteer facilitator for the local Chartered Advisor in Philanthropy® study groups.
Online Registration is now closed...but,
We will accept on-site registrations, pending availability
Luncheon: $30/members | $50/non-members
Program Only: $15/members | $25/non-members

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