JOIN US FOR FOR OUR GENERAL MEETING

AUGUST 5, 2025

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Lunch Will Be Provided)

Note: meal prices have been reduced to $15!

Invite your colleagues to attend!

RSVP DEADLINE:

Tuesday, July 29 (5:00 p.m.)

Walk-ins are not Guaranteed a Meal

 TROUBLESOME GIFTS, ETHICS AND

THE IRS OH MY

KENT WEIMER

Sometimes gifts come with complications both legal and ethical. This session explores real life gift planning case studies in an interactive manner that includes an open dialogue on planning strategies while exploring the dilemmas and opportunities presented, possible solutions, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization. The case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing their charitable deduction.

Kent Weimer, a Chartered Advisor in Philanthropy®, is the retired Director of Trusts, Estates and Gift Planning at Parkland Foundation in Dallas. He worked 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 and treasurer of the national CGP board. Kent was on the board of governors of the Dallas Estate Planning Council and has been a volunteer facilitator and advisor for local Chartered Advisor in Philanthropy® study groups. Kent is the part time Philanthropy Strategist for the Gary Sinise Foundation.

There is continuing education approval for attorneys, financial planners and accountants.

TO MAKE YOUR RESERVATION:

Click on the above  "Event" Link

or

Go to the Website:

https://www.dallascharitablegiftplanners.org/event-5981367

PAYMENT IS REQUIRED AT THE TIME OF REGISTRATION

NOTE: If the payment link is not accessible on a company computer, please use a personal computer

SPONSORED BY:

HighGround Advisors, C3 Financial Partners and Farmers National Company

We Would Like to Thank All of Our 2025 Sponsors:

Armanino

Bank of America - Philanthropic Solutions

Children's Medical Center Foundation

Communities Foundation of Texas

C3 Financial Partners

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

McBride & Associates at Merrill Lynch Wealth Management

Merit Financial Advisors

Robin Glen

Saville

Southwestern Medical Foundation

Texas Presbyterian Foundation

The Catholic Foundation

The Dallas Foundation

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com