5901 Dutchmans Ln
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.