Calendar

2019 Charitable Gift Planners of Kentuckiana Mini-Conference

Friday, November 1, 2019

Big Spring Country Club

8:00 – 8:30 am  Registration and Continental Breakfast

8:30 am – 12:00 pm  Programs

$50 CGPK Members  ~  $85 Non-Members

Come spend a morning learning from 3 national experts on planned giving!  Our presenters will discuss the history of planned giving, including how we can learn from some of America’s earliest planned gifts; how smaller organizations can implement a gift planning program on a shoestring budget; and how nonprofits can navigate the trends and transitions of family philanthropy.

Our conference has been approved for 3 hours of continuing legal education credits for Kentucky attorneys and 3 hours of continuing education credits for Certified Fundraising Executives (CFRE).  Additional details about the 3 speakers are below.  We hope to see you there!

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 Butler Eckoff, J.D., LL.M., CFRE – “Navigating Family Philanthropy Trends and Transitions”

Christy Butler Eckoff is the Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation where she is responsible for the Foundation’s operations. Christy is an expert on gift planning, asset-based giving, legislative changes and laws surrounding private foundations, supporting organizations, donor- advised funds, and nonprofit taxation. Previously, Christy served as
managing director, philanthropic counsel at the Community Foundation for Greater Atlanta and served as senior director of gift planning at Georgia State University. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter and a member of the Atlanta Estate Planning Council, North Carolina bar and the Junior League of Atlanta. Christy was a board member of AdNet (the Advancement Network for Community Foundations) and is currently on the board of the Atlanta Estate Planning Council, the National Association of Charitable Gift Planners (Secretary) and the Association of Fundraising Professionals PAC board. Christy graduated from 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. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

THANK YOU TO OUR MINI-CONFERENCE SPONSORS

REFUND/CANCELLATION POLICY:

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.