November Luncheon- Troublesome Gifts, Ethics and the IRS … Oh My
We are pleased to have our guest speaker Kent C. Weimer, Chartered Advisor of Philanthropy for the ETEPC November luncheon to speak on Troublesome Gifts, Ethics and the IRS.
Kent Weimer, Chartered Advisor in Philanthropy®, is the retired Director of Trusts, Estates and Gift Planning at Parkland Foundation. He worked with donors and their advisors on estate gifts, endowments and non-cash assets. His expertise in fund development comes from 40+ years of experience in healthcare, higher education, international healthcare and social service organizations. Kent has been actively involved in the National Association of Charitable Gift Planners for over 25 years including leadership roles at the Chicago and Dallas Councils, and is past treasurer and board chair of the national CGP board. He currently serves on several national CGP committees. Kent served on the board of governors of the Dallas Estate Planning Council and is a volunteer facilitator for local Chartered Advisor in Philanthropy® study groups. Kent also provides consulting services as a gift planning specialist and is the Director of Legacy Giving for the International Esperanza Project.
We look forward to seeing everyone Wednesday, November 4th.
C. E. CREDIT: No prerequisites required.
CPAs: One hour CFP: One hour
Attorneys: One hour CLU: One hour - based on course content
*Annual pre-paid members will need to select Type of Attendee when they RSVP
