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    • 10/12/2021
    • 12:00 PM - 1:00 PM
    • Virtual
    Register


    JOIN US FOR A NUTS & BOLTS SESSION


    OCTOBER 12, 2021

    VIA LIVE WEBINAR


    NOON - 1:00 p.m.

    (A social will be held after the meeting - 1:00-1:15 p.m.)


    RSVP DEADLINE:

    Wednesday, October 6, 2021 (5:00 p.m.)


    CHARITABLE REMAINDER TRUSTS FUNDED WITH REAL ESTATE: A WINNING SOLUTION FOR DONORS AND CHARITIES


    Marcia Inger Navrátil

    Charitable Remainder Trusts (CRTs) are an excellent vehicle for donors who want to support the charities they love, while also providing an income stream for themselves or their loved ones. For donors who own appreciated real property, using that property to fund a CRT can provide a host of tax advantages, while charities benefit from the irrevocable nature of the gift. This presentation will discuss the types of CRTs most suited to funding with real estate, the best types of property for donors to consider using to fund a CRT, and details that both donors and charities need to consider in determining how the trust is managed.

    Marcia Inger Navrátil is the owner and principal consultant at Navrátil Philanthropic Solutions, where she works with non-profits, donors, and professional advisors to design creative fundraising strategies that match donor goals with institutional priorities. Marcia derives great satisfaction from crafting charitable gift plans that allow donors to achieve their philanthropic, personal, and financial goals. Marcia brings 20 years of experience to her current role, over a decade of that working with planned, principal, and complex gifts. She spent 13 years at The University of Texas System and The University of Texas at Austin, where she advised, trained, and collaborated with development colleagues and donors across the 14 University of Texas academic and health institutions. In addition to higher education, Marcia’s development background includes work with non-profits in the arts and social services. Marcia is the current President of the Austin chapter of NACGP, and has presented at the NACGP national conference, as well as at chapters across the country. She earned both her law degree and her bachelor’s degree in Art History from the University of Virginia.

    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org

    There is no continuing education credit.  After registration closes, an additional email will be distributed to the registrants regarding access instructions to the online presentation.  If someone is registering for you, please be sure YOUR EMAIL ADDRESS is listed inthe RSVP form.  REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE.  ONLY THOSE WHO REGISTER BY THE REGISTRATION DEADLINE WILL RECEIVE THE LINK TO THE LIVE WEBINAR PRESENTATION.

    SPONSORED BY:


    We Would Like to Thank All of Our 2021 Sponsors

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Holland & Knight

    Texas Presbyterian Foundation

    ThinkGiving

    Weaver


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




     

     



    • 11/09/2021
    • 12:00 PM
    • TBA

    Please join us on November 9 for Family Philanthropy: Five Essential Conversations for Advisors and Nonprofit Gift Planners

    Speaker: Phil Cubeta, The American College of Financial Services

    Sponsored by:


     

     



    • 12/14/2021
    • 8:00 AM
    • TBA

    Join Us For A Nuts & Bolts Session

    EIGHT TIPS THAT I APPLY TO LIFE AND WORK

    Speaker: Elizabeth Ayers

    Sponsored by:


     

     



About us

The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.

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Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.

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