The virtual Lunch & Learn program, hosted by the PGRT Board, is an opportunity for PGRT members and non-members to connect and watch a broadcast webinar from the National Association of Charitable Gift Planners (NACGP).

Following the webinar broadcast, attendees will have time to discuss and share their thoughts, questions and ideas with each other.  

​Our June Lunch & Learn event will feature a webinar by
Kent Weimer
Director of Trusts, Estates and Gift Planning at Parkland Foundation 

Wednesday, June 26, 2024
12:00 - 1:30 PM (Pacific Time)
via Zoom (link to be provided after registration)

CLE, CFP, CFRE, and CPE credits available
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Scroll down to RSVP Now!

Troublesome Gifts, Ethics and the IRS - Oh My

Sometimes gifts come with legal, ethical or institutional complications. Come explore troublesome gifts and how to prepare yourself to handle them when they appear. The speaker has personally dealt with some of these cases. Some are ripped from the headlines, and others are taken from Tax Court cases. Many of the case studies will demonstrate how treasury regulations, when not followed, may lead to the donor losing the charitable deduction. We will explore all of these real-life case studies in an interactive manner that includes an open dialogue about the dilemmas presented, possible solutions and the impact on the donor and the charity. The focus will be on outcomes that benefit the donor, family and the charitable organization. 

About the Speaker

Kent Weimer is the Director of Trusts, Estates and Gift Planning at Parkland Foundation. He works with donors and their advisors on estate gifts, endowments and non-cash assets. His expertise in fund development comes from 40+ years of experience in healthcare, higher education, international healthcare and social service organizations. Kent has been actively involved in CGP for over 20 years, including leadership roles at the Chicago and Dallas Councils, and is past chair of the national CGP board. He is on the board of governors of the Dallas Estate Planning Council and is a volunteer facilitator for local Chartered Advisor in Philanthropy® study groups. Kent also is a gift planning specialist with the consulting firm Fablanthropy.

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PGRT IS PROVIDING THIS WEBINAR PROGRAM FREE TO PGRT MEMBERS; $25 FOR NON-MEMBERS.
Annual Membership in PGRT is only $125. Sign up today and get complimentary access to this PGRT program and others throughout the year. ​

Please RSVP below or by emailing [email protected]

​Thank You to PGRT's Sponsors for helping us provide this new opportunity!