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September 11 Quarterly Partnership Meeting
A Collaborative Approach to Major & Planned Gifts
Panel discussion about how to approach a major or planned gift – specifically working with other planned giving professionals – to accomplish the best opportunity for the donor and the organization.
Our panel of experts will include:
Todd Lowe, President and Founder of Parthenon LLC
After attending U of L as a music major, Mr. Lowe graduated from Western Kentucky University with a Bachelor of Science in Finance. In 1990, Mr. Lowe achieved the Chartered Financial Analyst (CFA) designation, and remains actively involved with the CFA Institute, having completing a four-year term as chair of its global Presidents Council and currently serving as a member of its Disciplinary Review Committee.
Mr. Lowe currently serves as board chair of three organizations: Louisville Public Media, Fund for the Arts, and Kentucky College of Art + Design. He also serves on the board of South Arts. He is a past chair of Actors Theatre and Speed Museum. Mr. Lowe has also served on the board of the Louisville Orchestra, YMCA Safe Place Services, Imagine Greater Louisville 2020, Metro Cultural Blueprint, Louisville Jazz Society, Kentucky Citizens for the Arts and several other organizations. He is the recipient of the “Outstanding Volunteer Fundraiser” award from the Louisville chapter of the Association of Fundraising Professionals, as well as the James S. Welch, Sr./Fund for the Arts/Stoll Keenon Ogden Leader’s Award. He was also awarded the Special Services Award from CFA Institute.
Beth Anderson, Senior Associate at Wyatt, Tarrant & Combs
Beth is a member of the Trusts, Estates & Personal Planning Service Team with Wyatt Tarrant & Combs LLP in Louisville, Kentucky. She concentrates her practice in the areas of estate planning and trust administration including issues with estate, inheritance and gift taxes, trust modifications, business planning and probate. Beth is an active member of the American Bar Association’s Section of Real Property Trust & Estate Law. She is Group Chair for the Elder Law and Special Needs Planning Group, a Reporter for the Heckerling Institute, and ABA Advisor for the Uniform Law Commission Uniform Fundraising Through Public Appeals Act.
Beth is the Immediate Past Chair of the Kentucky Bar Association’s Probate and Trust Law Section and an Executive Committee Member of the Estate Planning Council of Metro Louisville. Beth has presented at numerous national and regional estate planning events, and been published in Trusts & Estates Magazine and the ABA Real Property Trust & Estate Law eReport.
Recognized as a Kentucky Super Lawyers® Rising Star since 2016, Beth earned her B.S. and JD from the University of Tennessee and her LL.M from the Philip E. Heckerling Graduate Program in Estate Planning, University of Miami School of Law. Beth is active in her community as an advocate for the Louisville Free Public Library having served on the Library Foundation’s Board and as a past President of the Friends of the Library.
David Dick, CPA
David earned his Bachelor degree at Jacksonville University in 1975. He is a founding Buetow, LeMastus, and Dick, PLLC member, which merged with Dean Dorton Allen and Ford in December 2018. He specialize in tax, succession, inter-generational wealth transfer and income planning for High Wealth Individuals and closely held businesses.
Leslie Bowles, Director of Emerging Funding Partnerships at Metro United Way
As the Director of Gift Planning for Metro United Way, I lead strategies that drive growth andmembership for the organization’s planned giving and endowment portfolio. I am responsible for developing annual and multi-year planned giving business plans and serve as the relationship manager for planned giving donors. In my role, I also conduct discovery conversations and meeting with planned giving prospects and influencers and provide oversight of estate and financial planning seminars to promote our planned giving program.
2019 Charitable Gift Planners of Kentuckiana Mini-Conference
Friday, November 1, 2019
Half-day conference focused on planned giving, featuring speakers from the National Charitable Gift Planners Board.
Ron Brown, Independent Scholar and Author – “True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts”
Ron is the author of A History of Charitable Gift Planning (Amazon 2017) and many articles and presentations. He served as director of gift planning at Princeton University, Fordham, Pratt Institute, United Way of America, and the National Wildlife Federation, and as a senior gift planner for Columbia University. He has served as a board member, mentor, and presenter for the Philanthropic Planning Group of Greater NY, which selected him for a professional achievement award in 2019.
He was a board member and chair of the Research Committee for the American Council on Charitable Gift Annuities (ACGA, 2008-2016), served on the board of NCPG (now the National Association of Charitable Gift Planners), was president of the Gift Planning Council of NJ, and is a member of Princeton University’s Planned Giving Advisory Committee.
He is a member of the Advisory Council on planned giving for the Lilly Family School of Philanthropy, a Contributing Author for the Planned Giving Design Center, and served as a member of the Editorial Board for Planned Giving Today.
Ron received an AB degree from Princeton University and an MA degree from the University of Chicago, where he studied the history of ideas and edited the newsletter of the Oriental Institute. A retired Commander in the US Naval Reserve, he received two Navy and Marine Corps Achievement Medals for writing and research while serving with the US Naval Historical Center.
Kent Weimer, Chartered Advisor in Philanthropy – “Gift Planning on a Shoestring”
Kent is Director of Trusts, Estates & Gift Planning at Parkland Foundation where he works with donors and their advisors to make estate gifts, create endowments or make donations with assets other than cash. 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. Kent has been actively involved in CGP for 17 years including leadership roles at the Chicago Council of Planned Giving and the Dallas Council of CGP, where he is a past president.
Christy Eckoff, J.D., LL.M., CFRE – “Navigating Family Philanthropy Trends an Transitions”
Christy is the Managing Director, Philanthropic Counsel for Community Foundation of Greater Atlanta. In this position, she is primarily responsible for developing the strategic direction for and successful implementation of the Foundation’s new investment product and comprehensive planned and major giving programs including work with professional advisors and acceptance and liquidation of complex assets.
Most recently, Christy served as Senior Director of Gift Planning at Georgia State University. Christy is President of the Georgia Planned Giving Council and the past-President of the Association of Fund Raising Professionals (AFP) – Greater Atlanta Chapter. She is a former trustee of The Kiwanis Foundation of Atlanta. She is also a member of the Junior League of Atlanta, the Kiwanis Club of Atlanta and served on the Georgia State University Advancement of Women Staff Steering Committee. Christy is a graduate of Duke University, earned her J.D. at the University of North Carolina at Chapel Hill, and LL.M. in Taxation at the University of Washington. She is a Certified Fund Raising Executive (CFRE). Christy is also a CAP® – Chartered Advisor in Philanthropy.
Christy’s previous experience also includes serving as clerk for a judge on the North Carolina Court of Appeals and working for a large law firm specializing in divorce, tax and estate planning in Greensboro, NC. Christy held development positions at UPLIFT, Inc. and Duke University before moving to Seattle, Washington. In Seattle, she performed legal and nonprofit consulting, and practiced at a boutique law firm specializing in complex tax shelter defense, estate planning and white collar criminal defense. Christy is a member of the bar in North Carolina and inactive member of the bar in Washington.
THANK YOU TO OUR MINI-CONFERENCE SPONSORS
No refunds will be given for cancellations made after October 18, 2019. If you cannot attend yourself, we encourage you to send a colleague in your place. Registrants who do not attend will be charged the full registration fee to cover costs.