November 1, 2019 – 2019 Charitable Gift Planners of Kentuckiana Mini-Conference

When:
November 1, 2019 @ 8:00 am – 12:00 pm
2019-11-01T08:00:00-04:00
2019-11-01T12:00:00-04:00
Where:
Big Spring Country Club
5901 Dutchmans Ln
Louisville
KY 40205
Contact:
Amanda Featherstone

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

 

                           

 

 

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.

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