Always Look a Gift Horse in the Mouth with Kent C. Weimer

December 9, 2020
12:00 p.m. - 1:15 p.m.

Not all gifts are beneficial. To protect your organization, you need to fully understand what you're getting when offered a gift that doesn't come completely strings-free. Before accepting gifts with restrictions, or gifts that require further action from the organization, make sure that you're willing—and able—to do what it takes to maximize the gift. In this virtual session, we’ll walk through some of the warning signals to watch for when offered gifts with restrictions or non-traditional gifts. In breakout sessions that will allow for conversation, attendees will be able to discuss how to best handle difficult conversations as we explore experiences that have been ripped from the headlines. Attendees will leave with a better understanding of what red flags to watch for—and why—and will be armed with tips on how to communicate with donors when you can’t say yes.

Members: Free
Guests: $15

Kent C. Weimer, Chartered Advisor in Philanthropy® Director of Trusts, Estates & Gift Planning, Parkland Foundation 2020 Chair of the Board, National Association of Charitable Gift Planners

At Parkland Foundation, Kent works with donors and their advisors to make estate gifts, create endowments, or make donations with assets other than cash. He has 40 plus years of experience in fundraising and has been actively involved in CGP for 20 years including leadership roles at the Dallas and Chicago Councils. He is also Chair of the national board for 2020. Kent is an active member of the Dallas Estate Planning Council and, as a CAP®, has been a volunteer facilitator for the local Chartered Advisor in Philanthropy® study groups.

Continuing Education:
One and a half (1.5) continuing education points have been granted by CFRE (Certified Fund Raising Executive) International. LACGP is accredited by the State Bar of California to provide Minimum California Legal Education (MCLE). Credit hours may be self-reported to the California Board of Accountancy (CBA) for Continuing Professional Education (CPE) credits. Certified Specialist in Planned Giving (CSPG) credit hours may be granted on a self-reporting basis.