JOIN US FOR FOR OUR GENERAL MEETING
NOVEMBER 8, 2022
11:30 - 1:00 p.m.
We Are Meeting "In Person"
Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas
(virtual option not available)
(Box Lunch Will Be Provided)
RSVP DEADLINE:
Tuesday, November 1, 2022 (5:00 p.m.)
Topic: Buster Mayberry
Speakers:
Barbara Yeager
Kent Weimer
Buster Mayberry is a long-time donor to High State University. A succession of fundraisers has treated him like a checkbook because he’s always willing to help. But no one really understands why he’s been loyal, or what might increase his giving. During this highly interactive program, you will meet Buster in person (portrayed by Kent Weimer). Using clues from his donor file and family and financial history, you will attempt to uncover his passions and move his philanthropy to a new level. Buster is based on a real donor, and at the end of the meeting, we’ll reveal how a young gift planner moved beyond the transactional to the transformative and unlocked Buster’s passion and wealth.
Barbara Yeager is Director of Education and Programs for the National Association of Charitable Gift Planners in Indianapolis, IN. She has been a student, fan and enabler of gift planning since 1991. Her work at CGP includes research projects, resource and standards development, conference programming and community building. She holds the Chartered Advisor in Philanthropy credential and is past president of Charitable Gift Planners of Indiana. She is a member of the Carter Center's Philanthropy Council. In the Indianapolis community, Babs volunteers with Girl Scouts of Central Indiana and the Eagle Creek Park Foundation.
Kent Weimer, a Chartered Advisor in Philanthropy®, is the Director of Trusts, Estates and Gift Planning at Parkland Foundation in Dallas. 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 fund development comes from over 40 years of experience in community-based health care, higher education, international healthcare and social service organizations. Kent has been actively involved in the National Association of Charitable Gift Planners for over 20 years including leadership roles at the Chicago and Dallas Councils, and is past chair of the national CGP board. Kent is on the board of governors of the Dallas Estate Planning Council and has been a volunteer facilitator for local Chartered Advisor in Philanthropy® study groups. Kent also is also a consultant with Fablanthropy, LLC, a gift planning consulting firm.
TO MAKE YOUR RESERVATION:
Click on the above "Register" Button
or
Go to the Website:
www.dallascharitablegiftplanners.org
SPONSORED BY:
Heritage Auctions
We Would Like to Thank All of Our 2022 Sponsors:
Communities Foundation of Texas
C3 Financial Partners
The Dallas Foundation
Dallas Jewish Community Foundation
Farmers National Company
Heritage Auctions
HighGround Advisors
PNC Institutional Asset Management
Southern Methodist University
Holland & Knight
Texas Presbyterian Foundation
Location Sponsors:
The Catholic Foundation
Communities Foundation of Texas
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com