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CFA Learn: Rules of "Gift" Engagement


September 19


11 a.m. to 3 p.m.


Community Foundation of Abilene


850 N 1st St, Abilene


$15, lunch provided


Click here

This workshop will be in three parts with the following presentations:

1. Stories from the Trenches: Troublesome Gifts and the IRS

Sometimes, gifts come with complications, both legal and ethical. This session will explore 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, and the impacts on policies, procedures, and philosophy.

2. Always Look a Gift Horse in the Mouth

Not all gifts are beneficial. To protect your organization, you need to fully understand what you're getting when offered a gift that only comes partially strings-free. In this session, we’ll walk through some warning signals to watch for when offered gifts with restrictions or non-traditional gifts.

3. Gift Planning On a Shoestring

This presentation includes advice on low-cost ways to keep gift opportunities in front of your loyal supporters through consistent multi-channel messaging and talking points for all front-line fundraisers. You will also discover some ways to identify those who may have an inclination to include you in their estate plans.

About the presenter

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 healthcare, higher education, international healthcare, and social service organizations. Kent has been involved with the Association of Fundraising Professionals (AFP) as a speaker at the international conference, a frequent speaker for Texas chapters, and served on the government relations committee for the Chicago chapter. 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. He is the 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 is an expert in gift planning with over 40 years of knowledge.

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