September 19, 2019 – Stories from the Trenches: Gift Agreements and Appraisals and Receipts, – Oh My!

September 19, 2019 @ 11:30 am – 1:00 pm
Harbert Center
2019 4th Ave N
AL 35203
Brooke Coleman

Stories from the Trenches: Gift Agreements and Appraisals and Receipts, – Oh My!

September 19, 2019

Kent Weimer

Sometimes gifts come with complications both legal and ethical. This session will explore real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization. “Kent’s presentation was excellent. His experience and knowledge along with his interesting and frequently entertaining delivery quickly endeared him to the audience.” Steven Covington, President New Orleans Planned Giving Council.

Kent is Director of Trusts, Estates & Gift Planning at Parkland Foundation in Dallas, TX. His extensive expertise in institutional advancement comes from 40 years of experience in community based health care, higher education, cultural institutions, international healthcare, youth development and social service organizations. 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 CGP for 20 years including leadership roles at the Dallas and Chicago Councils. He is also 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.

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