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August Members Luncheon
Monday, August 14, 2017
11:30am - 1:00pm
 
The Fort Worth Club
12th Floor
306 West Seventh Street
Fort Worth, TX 76102

Program Title:
      "Develop and Sustain Planned Giving Programs and Estate Planning"


Planned Giving is - or should be - a serious consideration in any forward-thinking development program. This presentation adds perspective to the what, how, and when questions you may have about starting or growing your Planned Giving efforts. Whether you are a one-person shop or a development professional with Planned Giving on your "to do" list, this session will help "de-mystify" many pre-conceived notions about this significant area of fund raising.

We will include an overview of planned gifts, planned gift vehicles, keys to success, goals and a primer for starting or invigorating your Planned Giving program. This overview is an informative, non-technical, user-friendly time with a guarantee you will leave with additional knowledge about Planned Giving.

Presenter:
Robert F. Buchreit, MS, CFP, AEP
US Director of Development, Jerusalem Institute of Justice

Previously, Rob was the Executive Director, Gift Planning at the University of North Texas. He has an MS in financial planning from the College for Financial Planning in Denver and a BBA in marketing from the University of Texas at Arlington.Rob has33 years of gift-planning experience. His prior employment includes work at The Salvation Army, Florida Hospital Foundation and the Christian Broadcasting Network.

Rob served on the National Board of the National Association of Charitable Gift Planners (formerly PPP). He was a board member of the North Texas Chapter of the PPP for fifteen years, including a term as chapter president. Rob is a prior board member of the Dallas Estate Planning Council, a local affiliate of the National Association of Estate Planners & Councils (NAEPC)

Rob and Susan, his wife of 39 years, live in North Fort Worth.



Early Bird Registration for Members is Open Through 8/11/17!
Members: $25 | Non-Members: $50
Program Only: $15/$25 (available at the door)
 
 

  

 
Important Dates
08/14/17 -
09/11/17 -
September Members Luncheon

10/09/17 -
October Members Luncheon

11/16/17 -

National Philanthropy Day

Thursday,
November 16, 2017
Cendera Center
Awards include:
- Distinguished Philanthropist
- Outstanding Volunteer Fundraiser
- Outstanding Youth in Philanthropy
- Outstanding Philanthropic Organization, Foundation/Trust, or Corporation
- Outstanding Professional Fundraising Executive: The Ben Franklin Award

Table Reservations
and Sponsorships
are now available online!
Or download the paper sponsorship form

*If you would like to join the NPD planning committee, please contact
Erin Wescott or Kristy Leedy

SAVE THE DATE
AFP 2017 Webinars are offered in partnership with CNM Connect - West Campus.  
Sessions are available at $10 for AFP members, $15 for non-members.  Use discount code "fwafp" at check-out.   

Where?
CNM Connect - West Campus
2701 W. Berry Street, Ft. Worth 


When?
12:00 noon - 1:00 p.m.
-AFP Webinar and Brown Bag Lunch: Feel free to come a little early to network.

DATE TBD
TBD

Questions? Contact Monique Waggoner at

 

AFP Fort Worth Metro Chapter - P O Box 211 Fort Worth, Texas 76101