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January 8
Lunch: 11:30-1:30 p.m.—The Plaza Cub, Frost Bank Tower
Undue Influence
Judge Polly Jackson Spencer
Matters Relating to probate, estate planning, guardianships and mental health.
February 12
Lunch: 11:30-1:30 p.m.—The Plaza Club, Frost Bank Tower
The Uses of Life Insurance and Annuities in Planned Giving
Charles Matt CFS, Moss & Matt Financial Services
Ray Cavazos CFP, CLU, ChFC, CFBS, Regional Director, Life Products, Mass Mutual Financial
March 11
Lunch: 11:30-1:30 p.m.—The Plaza Club, Frost Bank Tower
The Well Rounded Donor Strategy: Combining Major Gifts with Planned Giving
Nancy Baker, Associate Director of Gift Planning, The Nature Conservancy, Santa Fe, New Mexico
Learn how to use current strategies already in place. Discover opportunities for combining outright gifts with planned gifts including other assets, or for long –range cultivation for an eventual planned gift.
April 8
Lunch: 11:30-1:30 p.m. —The Plaza Club, Frost Bank Tower
Ethics
Roger Ellison
May 13
Lunch: 11:30-1:30 p.m.—The Plaza Club, Frost Bank Tower
Cultivating Charitable Intent
Karen Kilgore, Texas Presbyterian Foundation
August 27
Lunch: 11:30 a.m.-1:30 p.m.—Oak Hills Country Club
Legislative Updates and New Vehicles for Planned Gifts
Matters Relating to probate, estate planning, guardianships and mental health.
Laura Hansen Dean
September 9
Lunch: 11:30 a.m.-1:30 p.m.—The Plaza Club, Frost Bank Tower
TBA
October 14
Lunch: 11:3-10:30 p.m—The Plaza Club, Frost Bank Tower
November 13
Workshop & Luncheon:
Planned Giving University
December 9
TBA: Holiday gathering—The Plaza Club, Frost Bank Tower
For more information and reservations, contact Sandy Winkley, pgcsa@sbcglobal.net
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