JOIN US FOR FOR OUR GENERAL MEETING
NOVEMBER 12, 2024
11:30 - 1:00 p.m.
Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas
(Lunch Will Be Provided)
RSVP DEADLINE:
Tuesday, November 5 (5:00 p.m.)
FINANCIAL PLANNING TRENDS
THAT IMPACT CHARITABLE GIVING
CHRISTOPHER CLARKSON
Today, donors and charitable gift planners face a landscape defined by change. A new president, declining interest rates, and a looming tax law sunset will impact how donors plan their retirement and their legacy. Which financial planning strategies are likely to benefit individuals and families? Meanwhile, donations are coming in larger amounts from fewer sources. Planned giving is no longer a “nice to have”—it’s a “need to have.” Which giving vehicles are likely to be most effective for donors, and which vehicles should charitable gift planners prioritize for long term success? In this session, Chris will discuss how the election, economy, interest rates, taxes, and the market environment may impact financial and charitable planning moving forward.
CHRIS CLARKSON is a Senior Vice President and the National Director of Planning for Bernstein’s Foundation and Institutional Advisory business. He works with donors and nonprofits nationwide to ensure their finances are best positioned to fulfill their philanthropic mission. He has expertise in a variety of complex investment planning issues, including charitable giving, selling a business, multigenerational wealth transfer, and diversification of concentrated stock and option portfolios. Mr. Clarkson is a frequent lecturer to groups of tax and legal professionals and charitable organizations throughout the western United States. He has given educational seminars for the Southern California Council of Charitable Gift Planners – Western Regional Planned Giving Conference, USC Tax Institute, Advisors in Philanthropy, Colorado Society of CPAs, Estate Planning Council of San Diego, Hawaii Tax Institute, and Greater Washington Society of CPAs. Mr. Clarkson joined the firm in 1995 and has been a member of the Wealth Strategies Group since 1998. He earned a BA with high honors in business/economics from the University of California, Santa Barbara, and is a Chartered Financial Analyst charter holder.
There is continuing education credit for attorneys, financial planners and accountants. The links will be available on the registration confirmation.
TO MAKE YOUR RESERVATION:
Click on the above "Event" Link
or
Go to the Website:
www.dallascharitablegiftplanners.org
NOTE: If the payment link is not accessible on a company computer, please use a personal computer
SPONSORED BY:
The Catholic Foundation and Southwestern Medical Foundation
We Would Like to Thank All of Our 2024 Sponsors:
Children's Medical Center Foundation
Communities Foundation of Texas
C3 Financial Partners
Dallas Jewish Community Foundation
Farmers National Company
Heritage Auctions
HighGround Advisors
Merit Financial Advisors
Southwestern Medical Foundation
ThinkGiving
Texas Presbyterian Foundation
The Catholic Foundation
The Dallas Foundation
Jonathan Blum and David Rosenberg of Holland & Knight, LLP
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com
