Kent C. Weimer, Chartered Advisor in Philanthropy®
Director of Trusts, Estates & Gift Planning
1341 W. Mockingbird Ln.
Dallas, TX 75247
Dallas, TX 75247
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 fund raising and has been actively involved in CGP for 18 years including leadership roles at the Dallas and Chicago Councils. He is also Chair Elect of the national board. 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.
CGP Board, Leadership Institute
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Title of Presentation 1
Stories from the Trenches: Gift Agreements and Appraisals and Receipts, - Oh My!
“Kent's presentation was excellent. His experience and knowledge along with his interesting and frequently entertaining delivery quickly endeared him to the audience..” Steven Covington, President New Orleans Planned Giving Council. 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, along with the impacts on policies, procedures and philosophy. The focus will be on outcomes that benefit the donor, family and the charitable organization.
Title of Presentation 2
To Endow or Not to Endow? Should We Become a Forever Organization
"Kent brings a high-level of expertise and trademark warmth to his wonderful workshops and speaking engagements." Claire Meyerhoff, President at The Planned Giving Agency, Endowments can provide a reliable source of revenue to support your organization's most important programs. There are dangers and pitfalls though. This presentation will look at best practices for implementing or enhancing your endowment program. It will include discussion on UPMIFA and the implications for your organization. Case studies will be used to deliver the key messages.
Title of Presentation 3
Gift Planning On a Shoestring
"I thought Kent’s webinar was wonderful. Congratulations on a fine and very educational session." Carol O’Brien, Carol O’Brien Associates, Inc. Charitable gift plans are usually the ultimate gift a donor will make to your organization—researcher Russell James found they can be eleven times larger than total annual giving for the largest estates. Dr. James also shows that donors who include your charity in their estate plans typically increase their annual giving, so an organized charitable gift planning effort will likely show results even before the first bequest is realized. Can you reap those benefits on a budget? This presentation includes advice on low cost ways to keep these ultimate gift opportunities in front of your loyal supporters through consistent multi-channel messaging and talking points for all front line fund raisers. You will also discover some ways to identify those who may have an inclination to include you in their estate plans. This is a presentation that was done as a webinar for CPG in 2017. You can find the presentation on CGP Link in Peer Link - Enhancing Your Program's group resources, https://cgplink.charitablegiftplanners.org/groups/reviews/item/65/13/696.
Presentation Topic Areas
Current Events, Marketing/Cultivation, Ethics, Case Studies, Integrated Planning
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